Legacy Capital Wealth Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Sell |
10,969
-49
| -0.4% | -$3.47K | 0.18% | 117 |
|
|
2025
Q1 | $789K | Sell |
11,018
-1,493
| -12% | -$107K | 0.19% | 107 |
|
|
2024
Q4 | $779K | Sell |
12,511
-2,370
| -16% | -$148K | 0.19% | 104 |
|
|
2024
Q3 | $1.07M | Sell |
14,881
-1,258
| -8% | -$90.4K | 0.21% | 99 |
|
|
2024
Q2 | $1.03M | Buy |
+16,139
| New | +$1.03M | 0.26% | 76 |
|
|
2024
Q1 | – | Sell |
-16,558
| Closed | -$976K | – | 237 |
|
|
2023
Q4 | $976K | Sell |
16,558
-921
| -5% | -$54.3K | 0.28% | 82 |
|
|
2023
Q3 | $978K | Buy |
+17,479
| New | +$978K | 0.27% | 77 |
|
|
2023
Q2 | – | Sell |
-15,200
| Closed | -$943K | – | 143 |
|
|
2023
Q1 | $943K | Buy |
+15,200
| New | +$943K | 0.26% | 83 |
|