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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Trust's KO Position: Q1 2026 in Review

Legacy Trust increased its Coca-Cola (KO) stake by 7% in Q1 2026, buying an estimated $67.3K and bringing the position to 13,587 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #86.

Legacy Trust first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.98M in Q4 2022. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Legacy Trust held 13,587 shares of Coca-Cola worth $1.03M as of Q1 2026.
  • Legacy Trust bought 890 Coca-Cola shares in Q1 2026, an estimated $67.3K.
  • Coca-Cola made up 0.2% of Legacy Trust's portfolio in Q1 2026, its #86 holding.
  • Legacy Trust first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • Legacy Trust's Coca-Cola position peaked at $2.98M in Q4 2022.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.