Legacy Financial Strategies’s Coca-Cola KO Stock Holding History

Legacy Financial Strategies’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	$341K	Buy	4,194 +80	+2%	+$6.32K	0.05%	110
2026 Q1	$313K	Hold	4,114	–	–	0.06%	111
2025 Q4	$288K	Buy	4,114 +322	+8%	+$22.4K	0.05%	111
2025 Q3	$252K	Buy	3,792 +404	+12%	+$27.8K	0.05%	120
2025 Q2	$240K	Buy	3,388 +529	+19%	+$37.7K	0.05%	114
2025 Q1	$205K	Buy	+2,859	New	+$191K	0.04%	115
2018 Q1	–	Sell	-7,875	Closed	-$361K	–	96
2017 Q4	$361K	Buy	+7,875	New	+$362K	0.38%	59

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Legacy Financial Strategies's KO Position: Q2 2026 in Review

Legacy Financial Strategies increased its Coca-Cola (KO) stake by 1.9% in Q2 2026, buying an estimated $6.32K and bringing the position to 4,194 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #110.

Legacy Financial Strategies first reported a position in KO in Q4 2017 and has held it in 7 quarters since. The position peaked at $361K in Q4 2017. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Legacy Financial Strategies held 4,194 shares of Coca-Cola worth $341K as of Q2 2026.
Legacy Financial Strategies bought 80 Coca-Cola shares in Q2 2026, an estimated $6.32K.
Coca-Cola made up 0.05% of Legacy Financial Strategies's portfolio in Q2 2026, its #110 holding.
Legacy Financial Strategies first reported a position in Coca-Cola in Q4 2017 and has held it in 7 quarters since.
Legacy Financial Strategies's Coca-Cola position peaked at $361K in Q4 2017.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.