Legacy Private Trust’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Sell |
12,069
-67
| -0.6% | -$4.74K | 0.06% | 163 |
|
|
2025
Q1 | $869K | Sell |
12,136
-1,281
| -10% | -$91.7K | 0.06% | 160 |
|
|
2024
Q4 | $835K | Sell |
13,417
-141
| -1% | -$8.78K | 0.05% | 157 |
|
|
2024
Q3 | $974K | Sell |
13,558
-857
| -6% | -$61.6K | 0.07% | 152 |
|
|
2024
Q2 | $918K | Sell |
14,415
-260
| -2% | -$16.5K | 0.07% | 147 |
|
|
2024
Q1 | $898K | Sell |
14,675
-445
| -3% | -$27.2K | 0.07% | 153 |
|
|
2023
Q4 | $891K | Sell |
15,120
-130
| -0.9% | -$7.66K | 0.07% | 140 |
|
|
2023
Q3 | $854K | Sell |
15,250
-3,710
| -20% | -$208K | 0.07% | 145 |
|
|
2023
Q2 | $1.14M | Buy |
18,960
+3,365
| +22% | +$203K | 0.09% | 131 |
|
|
2023
Q1 | $967K | Buy |
15,595
+15
| +0.1% | +$930 | 0.08% | 138 |
|
|
2022
Q4 | $991K | Buy |
15,580
+90
| +0.6% | +$5.73K | 0.09% | 140 |
|
|
2022
Q3 | $868K | Hold |
15,490
| – | – | 0.08% | 137 |
|
|
2022
Q2 | $975K | Sell |
15,490
-200
| -1% | -$12.6K | 0.09% | 130 |
|
|
2022
Q1 | $973K | Buy |
15,690
+810
| +5% | +$50.2K | 0.08% | 146 |
|
|
2021
Q4 | $881K | Sell |
14,880
-407
| -3% | -$24.1K | 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% | -$39.3K | 0.08% | 142 |
|
|
2020
Q3 | $790K | Sell |
16,003
-699
| -4% | -$34.5K | 0.08% | 144 |
|
|
2020
Q2 | $746K | Buy |
16,702
+57
| +0.3% | +$2.55K | 0.08% | 133 |
|
|
2020
Q1 | $736K | Sell |
16,645
-100
| -0.6% | -$4.42K | 0.1% | 134 |
|
|
2019
Q4 | $927K | Buy |
16,745
+548
| +3% | +$30.3K | 0.1% | 143 |
|
|
2019
Q3 | $882K | Buy |
16,197
+168
| +1% | +$9.15K | 0.1% | 144 |
|
|
2019
Q2 | $816K | Hold |
16,029
| – | – | 0.09% | 146 |
|
|
2019
Q1 | $751K | Sell |
16,029
-524
| -3% | -$24.6K | 0.09% | 146 |
|
|
2018
Q4 | $784K | Buy |
16,553
+839
| +5% | +$39.7K | 0.1% | 143 |
|
|
2018
Q3 | $726K | Buy |
15,714
+364
| +2% | +$16.8K | 0.08% | 148 |
|
|
2018
Q2 | $673K | Buy |
15,350
+260
| +2% | +$11.4K | 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% | -$68.8K | 0.08% | 162 |
|
|
2017
Q2 | $745K | Sell |
16,620
-1,000
| -6% | -$44.8K | 0.09% | 152 |
|
|
2017
Q1 | $748K | Hold |
17,620
| – | – | 0.1% | 159 |
|
|
2016
Q4 | $730K | Sell |
17,620
-200
| -1% | -$8.29K | 0.1% | 158 |
|
|
2016
Q3 | $755K | Sell |
17,820
-2,000
| -10% | -$84.7K | 0.1% | 152 |
|
|
2016
Q2 | $898K | Sell |
19,820
-1,200
| -6% | -$54.4K | 0.13% | 135 |
|
|
2016
Q1 | $976K | Sell |
21,020
-2,100
| -9% | -$97.5K | 0.15% | 134 |
|
|
2015
Q4 | $993K | Buy |
23,120
+1,000
| +5% | +$43K | 0.15% | 132 |
|
|
2015
Q3 | $887K | Sell |
22,120
-100
| -0.5% | -$4.01K | 0.14% | 138 |
|
|
2015
Q2 | $872K | Sell |
22,220
-275
| -1% | -$10.8K | 0.13% | 150 |
|
|
2015
Q1 | $912K | Sell |
22,495
-1,630
| -7% | -$66.1K | 0.13% | 149 |
|
|
2014
Q4 | $1.02M | Sell |
24,125
-2,930
| -11% | -$124K | 0.15% | 146 |
|
|
2014
Q3 | $1.15M | Sell |
27,055
-1,097
| -4% | -$46.8K | 0.18% | 136 |
|
|
2014
Q2 | $1.19M | Buy |
28,152
+18,502
| +192% | +$783K | 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% | -$83K | 0.08% | 147 |
|
|
2013
Q3 | $453K | Sell |
11,984
-950
| -7% | -$35.9K | 0.1% | 126 |
|
|
2013
Q2 | $519K | Buy |
+12,934
| New | +$519K | 0.12% | 115 |
|