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Legacy Bridge’s Coca-Cola KO Stock Holding History

Legacy Bridge’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
2025
Q4 		– Sell
-6
Closed -$398 – 469
2025
Q3 		$398 Hold
6
– – ﹤0.01% 310
2025
Q2 		$425 Buy
+6
New +$427 ﹤0.01% 297
2025
Q1 		– Sell
-4,255
Closed -$265K – 323
2024
Q4 		$265K Hold
4,255
– – 0.14% 130
2024
Q3 		$306K Hold
4,255
– – 0.16% 123
2024
Q2 		$271K Sell
4,255
-1,120
-21% -$69.3K 0.16% 119
2024
Q1 		$329K Sell
5,375
-900
-14% -$54.1K 0.19% 114
2023
Q4 		$370K Sell
6,275
-630
-9% -$35.8K 0.24% 105
2023
Q3 		$387K Hold
6,905
– – 0.28% 107
2023
Q2 		$416K Buy
6,905
+400
+6% +$24.9K 0.28% 109
2023
Q1 		$404K Hold
6,505
– – 0.28% 111
2022
Q4 		$414K Buy
6,505
+824
+15% +$49.7K 0.29% 109
2022
Q3 		$318K Hold
5,681
– – 0.25% 112
2022
Q2 		$357K Hold
5,681
– – 0.26% 115
2022
Q1 		$352K Sell
5,681
-375
-6% -$22.8K 0.21% 127
2021
Q4 		$359K Hold
6,056
– – 0.19% 130
2021
Q3 		$318K Hold
6,056
– – 0.18% 129
2021
Q2 		$328K Buy
6,056
+1,000
+20% +$54.4K 0.19% 129
2021
Q1 		$267K Sell
5,056
-112
-2% -$5.64K 0.17% 131
2020
Q4 		$283K Hold
5,168
– – 0.21% 117
2020
Q3 		$255K Sell
5,168
-112
-2% -$5.39K 0.23% 112
2020
Q2 		$236K Sell
5,280
-1,538
-23% -$70.8K 0.26% 110
2020
Q1 		$302K Buy
6,818
+112
+2% +$6.05K 0.38% 96
2019
Q4 		$371K Buy
6,706
+2,426
+57% +$130K 0.31% 106
2019
Q3 		$233K Sell
4,280
-1,950
-31% -$104K 0.22% 124
2019
Q2 		$317K Hold
6,230
– – 0.31% 103
2019
Q1 		$292K Hold
6,230
– – 0.3% 107
2018
Q4 		$295K Buy
+6,230
New +$298K 0.37% 96

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Bridge's KO Position: Q4 2025 in Review

Legacy Bridge sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 6 shares — an estimated $398 sold.

Legacy Bridge first reported a position in KO in Q4 2018 and held it in 27 quarters. The position peaked at $416K in Q2 2023. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Legacy Bridge reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • Legacy Bridge sold 6 Coca-Cola shares in Q4 2025, an estimated $398.
  • Legacy Bridge first reported a position in Coca-Cola in Q4 2018 and held it in 27 quarters.
  • Legacy Bridge's Coca-Cola position peaked at $416K in Q2 2023.
  • 3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Legacy Bridge's 13F filing for Q4 2025, filed 23 Jan 2026.