Legacy Financial Group (Iowa)
KO icon

Legacy Financial Group (Iowa)’s Coca-Cola KO Stock Holding History

Legacy Financial Group (Iowa)’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 		$277K Buy
3,403
+6
+0.2% +$474 0.03% 110
2026
Q1 		$258K Buy
3,397
+80
+2% +$6.05K 0.03% 104
2025
Q4 		$257K Buy
3,317
+10
+0.3% +$697 0.03% 107
2025
Q3 		$219K Buy
3,307
+147
+5% +$10.1K 0.03% 111
2025
Q2 		$224K Buy
3,160
+4
+0.1% +$285 0.03% 110
2025
Q1 		$226K Buy
+3,156
New +$211K 0.03% 102
2024
Q3 		– Sell
-3,183
Closed -$203K – 80
2024
Q2 		$203K Sell
3,183
-149
-4% -$9.22K 0.04% 105
2024
Q1 		$204K Buy
+3,332
New +$200K 0.04% 104
2023
Q4 		– Sell
-3,329
Closed -$186K – 295
2023
Q3 		$186K Buy
+3,329
New +$200K 0.04% 96

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 Financial Group (Iowa)'s KO Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Coca-Cola (KO) stake by 0.18% in Q2 2026, buying an estimated $474 and bringing the position to 3,403 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #110.

Legacy Financial Group (Iowa) first reported a position in KO in Q3 2023 and has held it in 9 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Legacy Financial Group (Iowa) held 3,403 shares of Coca-Cola worth $277K as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 6 Coca-Cola shares in Q2 2026, an estimated $474.
  • Coca-Cola made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #110 holding.
  • Legacy Financial Group (Iowa) first reported a position in Coca-Cola in Q3 2023 and has held it in 9 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.