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Legacy Edge Advisors’s Coca-Cola KO Stock Holding History

Legacy Edge Advisors’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 		$713K Buy
8,769
+142
+2% +$11.2K 0.07% 117
2026
Q1 		$656K Sell
8,627
-46
-0.5% -$3.48K 0.07% 114
2025
Q4 		$606K Buy
8,673
+10
+0.1% +$697 0.07% 114
2025
Q3 		$575K Buy
8,663
+154
+2% +$10.6K 0.07% 114
2025
Q2 		$602K Buy
8,509
+1,941
+30% +$138K 0.08% 106
2025
Q1 		$470K Buy
6,568
+191
+3% +$12.8K 0.07% 109
2024
Q4 		$396K Sell
6,377
-44
-0.7% -$2.87K 0.06% 126
2024
Q3 		$461K Buy
6,421
+2
+0% +$137 0.07% 114
2024
Q2 		$409K Buy
6,419
+825
+15% +$51.1K 0.08% 111
2024
Q1 		$342K Hold
5,594
– – 0.07% 117
2023
Q4 		$330K Buy
+5,594
New +$318K 0.08% 120

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Legacy Edge Advisors's KO Position: Q2 2026 in Review

Legacy Edge Advisors increased its Coca-Cola (KO) stake by 1.6% in Q2 2026, buying an estimated $11.2K and bringing the position to 8,769 shares worth $713K. The position accounts for 0.07% of the portfolio, ranked #117.

Legacy Edge Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,647 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Legacy Edge Advisors held 8,769 shares of Coca-Cola worth $713K as of Q2 2026.
  • Legacy Edge Advisors bought 142 Coca-Cola shares in Q2 2026, an estimated $11.2K.
  • Coca-Cola made up 0.07% of Legacy Edge Advisors's portfolio in Q2 2026, its #117 holding.
  • Legacy Edge Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,647 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.