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Legacy Wealth Asset Management’s Coca-Cola KO Stock Holding History

Legacy Wealth Asset Management’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 		$2.13M Buy
24,762
+12,177
+97% +$1.06M 0.47% 44
2026
Q2 		$1.02M Sell
12,585
-133
-1% -$10.5K 0.22% 121
2026
Q1 		$967K Buy
12,718
+28
+0.2% +$2.12K 0.24% 128
2025
Q4 		$887K Buy
12,690
+52
+0.4% +$3.63K 0.22% 137
2025
Q3 		$838K Sell
12,638
-5,179
-29% -$356K 0.2% 137
2025
Q2 		$1.26M Sell
17,817
-29
-0.2% -$2.07K 0.32% 82
2025
Q1 		$1.28M Sell
17,846
-63
-0.4% -$4.21K 0.35% 79
2024
Q4 		$1.12M Sell
17,909
-41
-0.2% -$2.68K 0.3% 87
2024
Q3 		$1.29M Buy
17,950
+19
+0.1% +$1.3K 0.35% 80
2024
Q2 		$1.14M Buy
17,931
+4,872
+37% +$302K 0.32% 82
2024
Q1 		$799K Buy
13,059
+105
+0.8% +$6.31K 0.22% 126
2023
Q4 		$763K Sell
12,954
-107
-0.8% -$6.08K 0.25% 117
2023
Q3 		$731K Buy
13,061
+152
+1% +$9.12K 0.27% 114
2023
Q2 		$777K Sell
12,909
-2,219
-15% -$138K 0.27% 107
2023
Q1 		$938K Sell
15,128
-10
-0.1% -$605 0.34% 86
2022
Q4 		$963K Buy
15,138
+174
+1% +$10.5K 0.37% 80
2022
Q3 		$838K Sell
14,964
-2,425
-14% -$151K 0.37% 86
2022
Q2 		$1.09M Sell
17,389
-45
-0.3% -$2.85K 0.44% 61
2022
Q1 		$1.08M Sell
17,434
-1,014
-5% -$61.7K 0.38% 81
2021
Q4 		$1.09M Buy
18,448
+1,298
+8% +$72.3K 0.37% 76
2021
Q3 		$900K Buy
17,150
+160
+0.9% +$8.92K 0.41% 86
2021
Q2 		$919K Buy
16,990
+21
+0.1% +$1.14K 0.41% 78
2021
Q1 		$894K Buy
16,969
+355
+2% +$17.9K 0.41% 73
2020
Q4 		$911K Buy
+16,614
New +$859K 0.46% 54

Other funds holding KO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Legacy Wealth Asset Management's KO Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Coca-Cola (KO) stake by 97% in Q3 2026, buying an estimated $1.06M and bringing the position to 24,762 shares worth $2.13M. The position accounts for 0.47% of the portfolio, ranked #44.

Legacy Wealth Asset Management first reported a position in KO in Q4 2020 and has held it in 24 quarters since. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Legacy Wealth Asset Management held 24,762 shares of Coca-Cola worth $2.13M as of Q3 2026.
  • Legacy Wealth Asset Management bought 12,177 Coca-Cola shares in Q3 2026, an estimated $1.06M.
  • Coca-Cola made up 0.47% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #44 holding.
  • Legacy Wealth Asset Management first reported a position in Coca-Cola in Q4 2020 and has held it in 24 quarters since.
  • 217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.