Legacy Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.12M | Buy |
27,828
+601
| +2% | +$45.4K | 0.3% | 57 |
|
|
2025
Q4 | $1.9M | Buy |
27,227
+634
| +2% | +$44.2K | 0.26% | 62 |
|
|
2025
Q3 | $1.76M | Sell |
26,593
-1,486
| -5% | -$102K | 0.24% | 63 |
|
|
2025
Q2 | $1.99M | Buy |
28,079
+903
| +3% | +$64.3K | 0.31% | 50 |
|
|
2025
Q1 | $1.95M | Sell |
27,176
-9,838
| -27% | -$657K | 0.33% | 51 |
|
|
2024
Q4 | $2.3M | Buy |
37,014
+117
| +0.3% | +$7.64K | 0.38% | 44 |
|
|
2024
Q3 | $2.65M | Buy |
36,897
+738
| +2% | +$50.5K | 0.45% | 42 |
|
|
2024
Q2 | $2.3M | Buy |
36,159
+434
| +1% | +$26.9K | 0.41% | 44 |
|
|
2024
Q1 | $2.19M | Buy |
35,725
+1,266
| +4% | +$76K | 0.39% | 44 |
|
|
2023
Q4 | $2.03M | Buy |
34,459
+4,409
| +15% | +$250K | 0.39% | 40 |
|
|
2023
Q3 | $1.68M | Sell |
30,050
-1,573
| -5% | -$94.3K | 0.34% | 44 |
|
|
2023
Q2 | $1.9M | Buy |
31,623
+1,955
| +7% | +$122K | 0.36% | 34 |
|
|
2023
Q1 | $1.84M | Buy |
29,668
+668
| +2% | +$40.4K | 0.38% | 29 |
|
|
2022
Q4 | $1.84M | Buy |
29,000
+2,613
| +10% | +$158K | 0.4% | 29 |
|
|
2022
Q3 | $1.48M | Buy |
26,387
+275
| +1% | +$17.1K | 0.35% | 36 |
|
|
2022
Q2 | $1.64M | Buy |
26,112
+782
| +3% | +$49.6K | 0.41% | 27 |
|
|
2022
Q1 | $1.57M | Buy |
25,330
+1,277
| +5% | +$77.7K | 0.35% | 28 |
|
|
2021
Q4 | $1.42M | Buy |
24,053
+1,231
| +5% | +$68.5K | 0.33% | 32 |
|
|
2021
Q3 | $1.2M | Buy |
22,822
+2,011
| +10% | +$112K | 0.29% | 29 |
|
|
2021
Q2 | $1.13M | Buy |
20,811
+1,429
| +7% | +$77.7K | 0.29% | 31 |
|
|
2021
Q1 | $1.02M | Buy |
19,382
+1,584
| +9% | +$79.7K | 0.28% | 33 |
|
|
2020
Q4 | $976K | Buy |
17,798
+744
| +4% | +$38.5K | 0.28% | 31 |
|
|
2020
Q3 | $842K | Buy |
17,054
+1,264
| +8% | +$60.8K | 0.26% | 32 |
|
|
2020
Q2 | $705K | Buy |
15,790
+1,742
| +12% | +$80.2K | 0.25% | 29 |
|
|
2020
Q1 | $645K | Buy |
14,048
+1,811
| +15% | +$97.8K | 0.24% | 34 |
|
|
2019
Q4 | $677K | Sell |
12,237
-387
| -3% | -$20.8K | 0.21% | 50 |
|
|
2019
Q3 | $687K | Sell |
12,624
-126
| -1% | -$6.75K | 0.23% | 48 |
|
|
2019
Q2 | $649K | Buy |
12,750
+590
| +5% | +$28.9K | 0.23% | 48 |
|
|
2019
Q1 | $570K | Buy |
12,160
+258
| +2% | +$12.1K | 0.19% | 49 |
|
|
2018
Q4 | $564K | Buy |
11,902
+1,030
| +9% | +$49.3K | 0.22% | 47 |
|
|
2018
Q3 | $502K | Buy |
10,872
+197
| +2% | +$9K | 0.18% | 52 |
|
|
2018
Q2 | $478K | Buy |
10,675
+577
| +6% | +$24.9K | 0.18% | 52 |
|
|
2018
Q1 | $444K | Sell |
10,098
-357
| -3% | -$16K | 0.18% | 56 |
|
|
2017
Q4 | $479K | Buy |
+10,455
| New | +$481K | 0.2% | 46 |
|
Other funds holding KO
VCM
VPM
Legacy Financial Advisors's KO Position: Q1 2026 in Review
Legacy Financial Advisors increased its Coca-Cola (KO) stake by 2.2% in Q1 2026, buying an estimated $45.4K and bringing the position to 27,828 shares worth $2.12M. The position accounts for 0.3% of the portfolio, ranked #57.
Legacy Financial Advisors first reported a position in KO in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.65M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Legacy Financial Advisors held 27,828 shares of Coca-Cola worth $2.12M as of Q1 2026.
- Legacy Financial Advisors bought 601 Coca-Cola shares in Q1 2026, an estimated $45.4K.
- Coca-Cola made up 0.3% of Legacy Financial Advisors's portfolio in Q1 2026, its #57 holding.
- Legacy Financial Advisors first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
- Legacy Financial Advisors's Coca-Cola position peaked at $2.65M in Q3 2024.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.