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Legacy Financial Independent Advisors’s Coca-Cola KO Stock Holding History

Legacy Financial Independent 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 		$279K Sell
3,439
-150
-4% -$11.8K 0.13% 96
2026
Q1 		$273K Buy
+3,589
New +$271K 0.14% 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 $3.37T AUM 44.26% 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 Independent Advisors's KO Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Coca-Cola (KO) stake by 4.2% in Q2 2026, selling an estimated $11.8K and leaving 3,439 shares worth $279K. The position accounts for 0.13% of the portfolio, ranked #96.

Legacy Financial Independent Advisors first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,612 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Legacy Financial Independent Advisors held 3,439 shares of Coca-Cola worth $279K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 150 Coca-Cola shares in Q2 2026, an estimated $11.8K.
  • Coca-Cola made up 0.13% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #96 holding.
  • Legacy Financial Independent Advisors first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 3,612 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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