Legacy Wealth Management (Mississippi)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $626K | Buy |
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|
2025
Q2 | $594K | Hold |
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|
2025
Q1 | $602K | Sell |
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|
2024
Q4 | $599K | Hold |
|
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|
2024
Q3 | $692K | Buy |
|
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|
2024
Q2 | $535K | Hold |
|
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|
2024
Q1 | $514K | Hold |
|
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|
2023
Q4 | $495K | Hold |
|
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|
2023
Q3 | $470K | Hold |
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|
2023
Q2 | $506K | Hold |
|
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|
2023
Q1 | $521K | Hold |
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|
2022
Q4 | $534K | Hold |
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|
2022
Q3 | $471K | Hold |
|
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|
2022
Q2 | $528K | Sell |
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|
2022
Q1 | $799K | Hold |
|
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|
2021
Q4 | $763K | Hold |
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|
2021
Q3 | $676K | Hold |
|
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|
2021
Q2 | $697K | Hold |
|
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|
2021
Q1 | $679K | Hold |
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|
2020
Q4 | $707K | Hold |
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|
2020
Q3 | $636K | Hold |
|
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|
2020
Q2 | $576K | Hold |
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|
2020
Q1 | $570K | Sell |
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|
2019
Q4 | $846K | Buy |
|