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 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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Financial Group (Iowa)'s KO Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its Coca-Cola (KO) stake by 2.4% in Q1 2026, buying an estimated $6.05K and bringing the position to 3,397 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #104.

Legacy Financial Group (Iowa) first reported a position in KO in Q3 2023 and has held it in 8 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Legacy Financial Group (Iowa) held 3,397 shares of Coca-Cola worth $258K as of Q1 2026.
Legacy Financial Group (Iowa) bought 80 Coca-Cola shares in Q1 2026, an estimated $6.05K.
Coca-Cola made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #104 holding.
Legacy Financial Group (Iowa) first reported a position in Coca-Cola in Q3 2023 and has held it in 8 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.