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Legacy Trust’s Coca-Cola KO Stock Holding History

Legacy 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 		$1.08M Sell
13,329
-258
-2% -$20.4K 0.19% 85
2026
Q1 		$1.03M Buy
13,587
+890
+7% +$67.3K 0.2% 86
2025
Q4 		$888K Buy
12,697
+740
+6% +$51.6K 0.17% 96
2025
Q3 		$793K Buy
11,957
+8,249
+222% +$568K 0.16% 101
2025
Q2 		$262K Sell
3,708
-124
-3% -$8.83K 0.06% 129
2025
Q1 		$274K Hold
3,832
– – 0.07% 138
2024
Q4 		$239K Sell
3,832
-571
-13% -$37.3K 0.06% 146
2024
Q3 		$316K Buy
4,403
+360
+9% +$24.7K 0.07% 134
2024
Q2 		$257K Sell
4,043
-2,917
-42% -$181K 0.06% 133
2024
Q1 		$426K Buy
6,960
+2,115
+44% +$127K 0.11% 113
2023
Q4 		$286K Sell
4,845
-479
-9% -$27.2K 0.07% 137
2023
Q3 		$298K Sell
5,324
-323
-6% -$19.4K 0.09% 130
2023
Q2 		$340K Sell
5,647
-388
-6% -$24.1K 0.09% 123
2023
Q1 		$374K Sell
6,035
-40,846
-87% -$2.47M 0.11% 115
2022
Q4 		$2.98M Buy
+46,881
New +$2.83M 0.92% 34

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Trust's KO Position: Q2 2026 in Review

Legacy Trust reduced its Coca-Cola (KO) stake by 1.9% in Q2 2026, selling an estimated $20.4K and leaving 13,329 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #85.

Legacy Trust first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.98M in Q4 2022. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Legacy Trust held 13,329 shares of Coca-Cola worth $1.08M as of Q2 2026.
  • Legacy Trust sold 258 Coca-Cola shares in Q2 2026, an estimated $20.4K.
  • Coca-Cola made up 0.19% of Legacy Trust's portfolio in Q2 2026, its #85 holding.
  • Legacy Trust first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's Coca-Cola position peaked at $2.98M in Q4 2022.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.