LA
KO icon

Legacy Advisors’s Coca-Cola KO Stock Holding History

Legacy Advisors’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$430K Buy
5,260
+1,725
+49% +$136K 0.04% 200
2026
Q1 		$271K Sell
3,535
-151
-4% -$11.4K 0.03% 216
2025
Q4 		$258K Sell
3,686
-1,470
-29% -$102K 0.03% 240
2025
Q3 		$345K Buy
+5,156
New +$355K 0.04% 188
2025
Q2 		– Sell
-37,611
Closed -$2.71M – 227
2025
Q1 		$2.71M Buy
37,611
+10,705
+40% +$715K 0.28% 70
2024
Q4 		$1.68M Sell
26,906
-16,119
-37% -$1.05M 0.16% 101
2024
Q3 		$3.11M Sell
43,025
-2,424
-5% -$166K 0.34% 56
2024
Q2 		$2.89M Buy
45,449
+16,192
+55% +$1M 0.35% 54
2024
Q1 		$1.8M Sell
29,257
-11,573
-28% -$695K 0.23% 81
2023
Q4 		$2.41M Sell
40,830
-13,307
-25% -$756K 0.31% 70
2023
Q3 		$3.05M Buy
54,137
+666
+1% +$39.9K 0.49% 50
2023
Q2 		$3.24M Sell
53,471
-1,497
-3% -$93.1K 0.48% 47
2023
Q1 		$3.43M Buy
54,968
+3,100
+6% +$188K 0.63% 40
2022
Q4 		$3.3M Buy
51,868
+5,011
+11% +$303K 0.6% 36
2022
Q3 		$2.65M Sell
46,857
-646
-1% -$40.1K 0.58% 31
2022
Q2 		$3.01M Buy
47,503
+6,187
+15% +$392K 0.63% 23
2022
Q1 		$2.58M Buy
41,316
+36,499
+758% +$2.22M 0.5% 31
2021
Q4 		$285K Buy
4,817
+60
+1% +$3.34K 0.1% 100
2021
Q3 		$252K Buy
4,757
+25
+0.5% +$1.39K 0.1% 103
2021
Q2 		$256K Buy
4,732
+261
+6% +$14.2K 0.1% 105
2021
Q1 		$236K Hold
4,471
– – 0.1% 106
2020
Q4 		$245K Hold
4,471
– – 0.14% 91
2020
Q3 		$223K Hold
4,471
– – 0.15% 95
2020
Q2 		$201K Buy
+4,471
New +$206K 0.16% 96
2020
Q1 		– Sell
-8,140
Closed -$451K – 120
2019
Q4 		$451K Sell
8,140
-60
-0.7% -$3.23K 0.29% 68
2019
Q3 		$450K Buy
8,200
+227
+3% +$12.2K 0.34% 63
2019
Q2 		$409K Sell
7,973
-9,893
-55% -$485K 0.28% 64
2019
Q1 		$844K Buy
17,866
+8,867
+99% +$415K 0.27% 72
2018
Q4 		$426K Sell
8,999
-6,690
-43% -$320K 0.32% 68
2018
Q3 		$731K Buy
15,689
+7,873
+101% +$360K 0.36% 71
2018
Q2 		$346K Sell
7,816
-24
-0.3% -$1.04K 0.26% 66
2018
Q1 		$349K Buy
7,840
+4,749
+154% +$213K 0.26% 55
2017
Q4 		$141K Sell
3,091
-227
-7% -$10.4K 0.14% 70
2017
Q3 		$150K Buy
3,318
+227
+7% +$10.3K 0.17% 60
2017
Q2 		$139K Hold
3,091
– – 0.18% 58
2017
Q1 		$132K Hold
3,091
– – 0.18% 53
2016
Q4 		$128K Buy
+3,091
New +$129K 0.17% 58

Other funds holding KO

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Legacy Advisors's KO Position: Q2 2026 in Review

Legacy Advisors increased its Coca-Cola (KO) stake by 49% in Q2 2026, buying an estimated $136K and bringing the position to 5,260 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #200.

Legacy Advisors first reported a position in KO in Q4 2016 and has held it in 37 quarters since. The position peaked at $3.43M in Q1 2023. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Legacy Advisors held 5,260 shares of Coca-Cola worth $430K as of Q2 2026.
  • Legacy Advisors bought 1,725 Coca-Cola shares in Q2 2026, an estimated $136K.
  • Coca-Cola made up 0.04% of Legacy Advisors's portfolio in Q2 2026, its #200 holding.
  • Legacy Advisors first reported a position in Coca-Cola in Q4 2016 and has held it in 37 quarters since.
  • Legacy Advisors's Coca-Cola position peaked at $3.43M in Q1 2023.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.