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Legacy Investment Solutions’s Coca-Cola KO Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$2.83K Buy
+40
New +$2.85K ﹤0.01% 463
2024
Q4 		$7.66K Sell
120
-195
-62% -$12.7K ﹤0.01% 330
2024
Q3 		$19.8K Buy
+315
New +$21.6K 0.01% 226

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Legacy Investment Solutions's KO Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Coca-Cola (KO) in Q2 2025: 40 shares worth $2.83K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in KO as recently as Q4 2024.

Legacy Investment Solutions first reported a position in KO in Q3 2024 and has held it in 3 quarters since. The position peaked at $19.8K in Q3 2024. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Legacy Investment Solutions held 40 shares of Coca-Cola worth $2.83K as of Q2 2025.
  • Coca-Cola was a new Legacy Investment Solutions position in Q2 2025.
  • Coca-Cola made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #463 holding.
  • Legacy Investment Solutions first reported a position in Coca-Cola in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Coca-Cola position peaked at $19.8K in Q3 2024.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.