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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
Q3 		$374K Buy
4,340
+146
+3% +$12.7K 0.06% 104
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Legacy Financial Strategies's KO Position: Q3 2026 in Review

Legacy Financial Strategies increased its Coca-Cola (KO) stake by 3.5% in Q3 2026, buying an estimated $12.7K and bringing the position to 4,340 shares worth $374K. The position accounts for 0.06% of the portfolio, ranked #104.

Legacy Financial Strategies first reported a position in KO in Q4 2017 and has held it in 8 quarters since. 581 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Legacy Financial Strategies held 4,340 shares of Coca-Cola worth $374K as of Q3 2026.
  • Legacy Financial Strategies bought 146 Coca-Cola shares in Q3 2026, an estimated $12.7K.
  • Coca-Cola made up 0.06% of Legacy Financial Strategies's portfolio in Q3 2026, its #104 holding.
  • Legacy Financial Strategies first reported a position in Coca-Cola in Q4 2017 and has held it in 8 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.