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Legacy Wealth Management (Idaho)’s Coca-Cola KO Stock Holding History

Legacy Wealth Management (Idaho)’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 		$16.1K Buy
212
+44
+26% +$3.33K 0.01% 414
2025
Q4 		$11.7K Buy
168
+121
+257% +$8.44K 0.01% 402
2025
Q3 		$3.11K Buy
47
+7
+18% +$482 ﹤0.01% 490
2025
Q2 		$2.83K Sell
40
-80
-67% -$5.7K ﹤0.01% 463
2025
Q1 		$8.6K Hold
120
– – 0.01% 358
2024
Q4 		$7.66K Sell
120
-195
-62% -$12.7K ﹤0.01% 330
2024
Q3 		$19.8K Buy
+315
New +$21.6K 0.01% 226

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 Wealth Management (Idaho)'s KO Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Coca-Cola (KO) stake by 26% in Q1 2026, buying an estimated $3.33K and bringing the position to 212 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #414.

Legacy Wealth Management (Idaho) first reported a position in KO in Q3 2024 and has held it in 7 quarters since. The position peaked at $19.8K in Q3 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 212 shares of Coca-Cola worth $16.1K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 44 Coca-Cola shares in Q1 2026, an estimated $3.33K.
  • Coca-Cola made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #414 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Coca-Cola position peaked at $19.8K in Q3 2024.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.