LFS

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$240K	Buy	3,388 +529	+19%	+$37.4K	0.05%	114
2025 Q1	$205K	Buy	+2,859	New	+$205K	0.04%	115
2018 Q1	–	Sell	-7,875	Closed	-$361K	–	96
2017 Q4	$361K	Buy	+7,875	New	+$361K	0.38%	59