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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-37,611	Closed	-$2.71M	–	227
2025 Q1	$2.71M	Buy	37,611 +10,705	+40%	+$771K	0.28%	70
2024 Q4	$1.68M	Sell	26,906 -16,119	-37%	-$1M	0.16%	101
2024 Q3	$3.11M	Sell	43,025 -2,424	-5%	-$175K	0.34%	56
2024 Q2	$2.89M	Buy	45,449 +16,192	+55%	+$1.03M	0.35%	54
2024 Q1	$1.8M	Sell	29,257 -11,573	-28%	-$714K	0.23%	81
2023 Q4	$2.41M	Sell	40,830 -13,307	-25%	-$784K	0.31%	70
2023 Q3	$3.05M	Buy	54,137 +666	+1%	+$37.6K	0.49%	50
2023 Q2	$3.24M	Sell	53,471 -1,497	-3%	-$90.8K	0.48%	47
2023 Q1	$3.43M	Buy	54,968 +3,100	+6%	+$194K	0.63%	40
2022 Q4	$3.3M	Buy	51,868 +5,011	+11%	+$319K	0.6%	36
2022 Q3	$2.65M	Sell	46,857 -646	-1%	-$36.5K	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%	+$2.28M	0.5%	31
2021 Q4	$285K	Buy	4,817 +60	+1%	+$3.55K	0.1%	100
2021 Q3	$252K	Buy	4,757 +25	+0.5%	+$1.32K	0.1%	103
2021 Q2	$256K	Buy	4,732 +261	+6%	+$14.1K	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	+$201K	0.16%	96
2020 Q1	–	Sell	-8,140	Closed	-$451K	–	120
2019 Q4	$451K	Sell	8,140 -60	-0.7%	-$3.32K	0.29%	68
2019 Q3	$450K	Buy	8,200 +227	+3%	+$12.5K	0.34%	63
2019 Q2	$409K	Sell	7,973 -9,893	-55%	-$507K	0.28%	64
2019 Q1	$844K	Buy	17,866 +8,867	+99%	+$419K	0.27%	72
2018 Q4	$426K	Sell	8,999 -6,690	-43%	-$317K	0.32%	68
2018 Q3	$731K	Buy	15,689 +7,873	+101%	+$367K	0.36%	71
2018 Q2	$346K	Sell	7,816 -24	-0.3%	-$1.06K	0.26%	66
2018 Q1	$349K	Buy	7,840 +4,749	+154%	+$211K	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	+$128K	0.17%	58