Legacy Private Trust’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Buy |
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|
2025
Q2 | $854K | Sell |
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|
2025
Q1 | $869K | Sell |
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|
2024
Q4 | $835K | Sell |
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|
2024
Q3 | $974K | Sell |
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|
2024
Q2 | $918K | Sell |
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|
2024
Q1 | $898K | Sell |
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|
2023
Q4 | $891K | Sell |
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|
2023
Q3 | $854K | Sell |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $967K | Buy |
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|
2022
Q4 | $991K | Buy |
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|
2022
Q3 | $868K | Hold |
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|
2022
Q2 | $975K | Sell |
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|
2022
Q1 | $973K | Buy |
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|
2021
Q4 | $881K | Sell |
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|
2021
Q3 | $802K | Hold |
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|
2021
Q2 | $828K | Hold |
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|
2021
Q1 | $806K | Hold |
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|
2020
Q4 | $839K | Sell |
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|
2020
Q3 | $790K | Sell |
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|
2020
Q2 | $746K | Buy |
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|
2020
Q1 | $736K | Sell |
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|
2019
Q4 | $927K | Buy |
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|
2019
Q3 | $882K | Buy |
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|
2019
Q2 | $816K | Hold |
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|
2019
Q1 | $751K | Sell |
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|
2018
Q4 | $784K | Buy |
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|
2018
Q3 | $726K | Buy |
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|
2018
Q2 | $673K | Buy |
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|
2018
Q1 | $656K | Hold |
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|
2017
Q4 | $692K | Hold |
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|
2017
Q3 | $679K | Sell |
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|
2017
Q2 | $745K | Sell |
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|
2017
Q1 | $748K | Hold |
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|
2016
Q4 | $730K | Sell |
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|
2016
Q3 | $755K | Sell |
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|
2016
Q2 | $898K | Sell |
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|
2016
Q1 | $976K | Sell |
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|
2015
Q4 | $993K | Buy |
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|
2015
Q3 | $887K | Sell |
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|
2015
Q2 | $872K | Sell |
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|
2015
Q1 | $912K | Sell |
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|
2014
Q4 | $1.02M | Sell |
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|
2014
Q3 | $1.15M | Sell |
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|
2014
Q2 | $1.19M | Buy |
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|
2014
Q1 | $373K | Sell |
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|
2013
Q4 | $412K | Sell |
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|
2013
Q3 | $453K | Sell |
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|
2013
Q2 | $519K | Buy |
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