Legacy 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 | $262K | Sell |
3,708
-124
| -3% | -$8.77K | 0.06% | 129 |
|
|
2025
Q1 | $274K | Hold |
3,832
| – | – | 0.07% | 138 |
|
|
2024
Q4 | $239K | Sell |
3,832
-571
| -13% | -$35.6K | 0.06% | 146 |
|
|
2024
Q3 | $316K | Buy |
4,403
+360
| +9% | +$25.9K | 0.07% | 134 |
|
|
2024
Q2 | $257K | Sell |
4,043
-2,917
| -42% | -$186K | 0.06% | 133 |
|
|
2024
Q1 | $426K | Buy |
6,960
+2,115
| +44% | +$129K | 0.11% | 113 |
|
|
2023
Q4 | $286K | Sell |
4,845
-479
| -9% | -$28.2K | 0.07% | 137 |
|
|
2023
Q3 | $298K | Sell |
5,324
-323
| -6% | -$18.1K | 0.09% | 130 |
|
|
2023
Q2 | $340K | Sell |
5,647
-388
| -6% | -$23.4K | 0.09% | 123 |
|
|
2023
Q1 | $374K | Sell |
6,035
-40,846
| -87% | -$2.53M | 0.11% | 115 |
|
|
2022
Q4 | $2.98M | Buy |
+46,881
| New | +$2.98M | 0.92% | 34 |
|