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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
Q3 		$1.3M Buy
13,774
+445
+3% +$38.6K 0.22% 79
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Legacy Trust's KO Position: Q3 2026 in Review

Legacy Trust increased its Coca-Cola (KO) stake by 3.3% in Q3 2026, buying an estimated $38.6K and bringing the position to 13,774 shares worth $1.3M. The position accounts for 0.22% of the portfolio, ranked #79.

Legacy Trust first reported a position in KO in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.98M in Q4 2022. 2,427 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Legacy Trust held 13,774 shares of Coca-Cola worth $1.3M as of Q3 2026.
  • Legacy Trust bought 445 Coca-Cola shares in Q3 2026, an estimated $38.6K.
  • Coca-Cola made up 0.22% of Legacy Trust's portfolio in Q3 2026, its #79 holding.
  • Legacy Trust first reported a position in Coca-Cola in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's Coca-Cola position peaked at $2.98M in Q4 2022.
  • 2,427 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.