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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 		$602K Sell
8,509
-118
-1% -$9.32K 0.08% 106
2026
Q1 		$656K Sell
8,627
-46
-0.5% -$3.48K 0.07% 114
2025
Q4 		$606K Buy
+8,673
New +$605K 0.07% 114

Other funds holding KO

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Legacy Edge Advisors reduced its Coca-Cola (KO) stake by 1.4% in Q2 2026, selling an estimated $9.32K and leaving 8,509 shares worth $602K. The position accounts for 0.08% of the portfolio, ranked #106.

Legacy Edge Advisors first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $656K in Q1 2026. 2,545 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Legacy Edge Advisors held 8,509 shares of Coca-Cola worth $602K as of Q2 2026.
  • Legacy Edge Advisors sold 118 Coca-Cola shares in Q2 2026, an estimated $9.32K.
  • Coca-Cola made up 0.08% of Legacy Edge Advisors's portfolio in Q2 2026, its #106 holding.
  • Legacy Edge Advisors first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Coca-Cola position peaked at $656K in Q1 2026.
  • 2,545 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.