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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
Q2 		– Sell
-212
Closed -$16.1K – 604
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s KO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 212 shares — an estimated $16.1K sold.

Legacy Wealth Management (Idaho) first reported a position in KO in Q3 2024 and held it in 7 quarters. The position peaked at $19.8K in Q3 2024. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 212 Coca-Cola shares in Q2 2026, an estimated $16.1K.
  • Legacy Wealth Management (Idaho) first reported a position in Coca-Cola in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Coca-Cola position peaked at $19.8K in Q3 2024.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.