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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Legacy Wealth Asset Management's KO Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Coca-Cola (KO) stake by 1% in Q2 2026, selling an estimated $10.5K and leaving 12,585 shares worth $1.02M. The position accounts for 0.22% of the portfolio, ranked #121.

Legacy Wealth Asset Management first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.29M in Q3 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Legacy Wealth Asset Management held 12,585 shares of Coca-Cola worth $1.02M as of Q2 2026.
  • Legacy Wealth Asset Management sold 133 Coca-Cola shares in Q2 2026, an estimated $10.5K.
  • Coca-Cola made up 0.22% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #121 holding.
  • Legacy Wealth Asset Management first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Coca-Cola position peaked at $1.29M in Q3 2024.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.