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 Q2	$615K	Sell	7,562 -1,373	-15%	-$108K	0.12%	173
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Capital Wealth Partners's KO Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Coca-Cola (KO) stake by 15% in Q2 2026, selling an estimated $108K and leaving 7,562 shares worth $615K. The position accounts for 0.12% of the portfolio, ranked #173.

Legacy Capital Wealth Partners first reported a position in KO in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q3 2024. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Legacy Capital Wealth Partners held 7,562 shares of Coca-Cola worth $615K as of Q2 2026.
Legacy Capital Wealth Partners sold 1,373 Coca-Cola shares in Q2 2026, an estimated $108K.
Coca-Cola made up 0.12% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #173 holding.
Legacy Capital Wealth Partners first reported a position in Coca-Cola in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Coca-Cola position peaked at $1.07M in Q3 2024.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.