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Legacy Private Trust’s Coca-Cola KO Stock Holding History

Legacy Private Trust’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 		$1.67M Buy
20,542
+1,647
+9% +$130K 0.09% 137
2026
Q1 		$1.44M Buy
18,895
+420
+2% +$31.8K 0.09% 141
2025
Q4 		$1.29M Buy
18,475
+1,033
+6% +$72K 0.08% 146
2025
Q3 		$1.16M Buy
17,442
+5,373
+45% +$370K 0.07% 146
2025
Q2 		$854K Sell
12,069
-67
-0.6% -$4.77K 0.06% 163
2025
Q1 		$869K Sell
12,136
-1,281
-10% -$85.6K 0.06% 160
2024
Q4 		$835K Sell
13,417
-141
-1% -$9.2K 0.05% 157
2024
Q3 		$974K Sell
13,558
-857
-6% -$58.7K 0.07% 152
2024
Q2 		$918K Sell
14,415
-260
-2% -$16.1K 0.07% 147
2024
Q1 		$898K Sell
14,675
-445
-3% -$26.7K 0.07% 153
2023
Q4 		$891K Sell
15,120
-130
-0.9% -$7.38K 0.07% 140
2023
Q3 		$854K Sell
15,250
-3,710
-20% -$223K 0.07% 145
2023
Q2 		$1.14M Buy
18,960
+3,365
+22% +$209K 0.09% 131
2023
Q1 		$967K Buy
15,595
+15
+0.1% +$908 0.08% 138
2022
Q4 		$991K Buy
15,580
+90
+0.6% +$5.43K 0.09% 140
2022
Q3 		$868K Hold
15,490
– – 0.08% 137
2022
Q2 		$975K Sell
15,490
-200
-1% -$12.7K 0.09% 130
2022
Q1 		$973K Buy
15,690
+810
+5% +$49.3K 0.08% 146
2021
Q4 		$881K Sell
14,880
-407
-3% -$22.7K 0.07% 159
2021
Q3 		$802K Hold
15,287
– – 0.06% 160
2021
Q2 		$828K Hold
15,287
– – 0.07% 156
2021
Q1 		$806K Hold
15,287
– – 0.07% 149
2020
Q4 		$839K Sell
15,287
-716
-4% -$37K 0.08% 142
2020
Q3 		$790K Sell
16,003
-699
-4% -$33.6K 0.08% 144
2020
Q2 		$746K Buy
16,702
+57
+0.3% +$2.63K 0.08% 133
2020
Q1 		$736K Sell
16,645
-100
-0.6% -$5.4K 0.1% 134
2019
Q4 		$927K Buy
16,745
+548
+3% +$29.5K 0.1% 143
2019
Q3 		$882K Buy
16,197
+168
+1% +$9K 0.1% 144
2019
Q2 		$816K Hold
16,029
– – 0.09% 146
2019
Q1 		$751K Sell
16,029
-524
-3% -$24.5K 0.09% 146
2018
Q4 		$784K Buy
16,553
+839
+5% +$40.2K 0.1% 143
2018
Q3 		$726K Buy
15,714
+364
+2% +$16.6K 0.08% 148
2018
Q2 		$673K Buy
15,350
+260
+2% +$11.2K 0.08% 156
2018
Q1 		$656K Hold
15,090
– – 0.08% 159
2017
Q4 		$692K Hold
15,090
– – 0.08% 155
2017
Q3 		$679K Sell
15,090
-1,530
-9% -$69.6K 0.08% 162
2017
Q2 		$745K Sell
16,620
-1,000
-6% -$44.2K 0.09% 152
2017
Q1 		$748K Hold
17,620
– – 0.1% 159
2016
Q4 		$730K Sell
17,620
-200
-1% -$8.32K 0.1% 158
2016
Q3 		$755K Sell
17,820
-2,000
-10% -$87.6K 0.1% 152
2016
Q2 		$898K Sell
19,820
-1,200
-6% -$54.2K 0.13% 135
2016
Q1 		$976K Sell
21,020
-2,100
-9% -$91.4K 0.15% 134
2015
Q4 		$993K Buy
23,120
+1,000
+5% +$42.4K 0.15% 132
2015
Q3 		$887K Sell
22,120
-100
-0.5% -$4K 0.14% 138
2015
Q2 		$872K Sell
22,220
-275
-1% -$11.2K 0.13% 150
2015
Q1 		$912K Sell
22,495
-1,630
-7% -$68.2K 0.13% 149
2014
Q4 		$1.02M Sell
24,125
-2,930
-11% -$125K 0.15% 146
2014
Q3 		$1.15M Sell
27,055
-1,097
-4% -$45.4K 0.18% 136
2014
Q2 		$1.19M Buy
28,152
+18,502
+192% +$751K 0.18% 126
2014
Q1 		$373K Sell
9,650
-324
-3% -$12.5K 0.07% 160
2013
Q4 		$412K Sell
9,974
-2,010
-17% -$79.3K 0.08% 147
2013
Q3 		$453K Sell
11,984
-950
-7% -$37.6K 0.1% 126
2013
Q2 		$519K Buy
+12,934
New +$535K 0.12% 115

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Legacy Private Trust's KO Position: Q2 2026 in Review

Legacy Private Trust increased its Coca-Cola (KO) stake by 8.7% in Q2 2026, buying an estimated $130K and bringing the position to 20,542 shares worth $1.67M. The position accounts for 0.09% of the portfolio, ranked #137.

Legacy Private Trust first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Legacy Private Trust held 20,542 shares of Coca-Cola worth $1.67M as of Q2 2026.
  • Legacy Private Trust bought 1,647 Coca-Cola shares in Q2 2026, an estimated $130K.
  • Coca-Cola made up 0.09% of Legacy Private Trust's portfolio in Q2 2026, its #137 holding.
  • Legacy Private Trust first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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