Legacy Capital Wealth Partners’s Coca-Cola KO Stock Holding History

Legacy Capital Wealth Partners’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 Q1	$679K	Sell	8,935 -1,459	-14%	-$110K	0.14%	158
2025 Q4	$727K	Sell	10,394 -584	-5%	-$40.7K	0.16%	141
2025 Q3	$728K	Buy	10,978 +9	+0.1%	+$619	0.16%	139
2025 Q2	$776K	Sell	10,969 -49	-0.4%	-$3.49K	0.18%	117
2025 Q1	$789K	Sell	11,018 -1,493	-12%	-$99.7K	0.19%	107
2024 Q4	$779K	Sell	12,511 -2,370	-16%	-$155K	0.19%	104
2024 Q3	$1.07M	Sell	14,881 -1,258	-8%	-$86.1K	0.21%	99
2024 Q2	$1.03M	Buy	+16,139	New	+$999K	0.26%	76
2024 Q1	–	Sell	-16,558	Closed	-$976K	–	237
2023 Q4	$976K	Sell	16,558 -921	-5%	-$52.3K	0.28%	82
2023 Q3	$978K	Buy	+17,479	New	+$1.05M	0.27%	77
2023 Q2	–	Sell	-15,200	Closed	-$943K	–	144
2023 Q1	$943K	Buy	+15,200	New	+$920K	0.26%	83

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Capital Wealth Partners's KO Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Coca-Cola (KO) stake by 14% in Q1 2026, selling an estimated $110K and leaving 8,935 shares worth $679K. The position accounts for 0.14% of the portfolio, ranked #158.

Legacy Capital Wealth Partners first reported a position in KO in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Legacy Capital Wealth Partners held 8,935 shares of Coca-Cola worth $679K as of Q1 2026.
Legacy Capital Wealth Partners sold 1,459 Coca-Cola shares in Q1 2026, an estimated $110K.
Coca-Cola made up 0.14% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #158 holding.
Legacy Capital Wealth Partners first reported a position in Coca-Cola in Q1 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's Coca-Cola position peaked at $1.07M in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.