Legacy Wealth Management (Mississippi)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Hold |
8,400
| – | – | 0.18% | 60 |
|
|
2025
Q1 | $602K | Sell |
8,400
-1,227
| -13% | -$87.9K | 0.2% | 61 |
|
|
2024
Q4 | $599K | Hold |
9,627
| – | – | 0.24% | 60 |
|
|
2024
Q3 | $692K | Buy |
9,627
+1,227
| +15% | +$88.2K | 0.25% | 62 |
|
|
2024
Q2 | $535K | Hold |
8,400
| – | – | 0.23% | 58 |
|
|
2024
Q1 | $514K | Hold |
8,400
| – | – | 0.23% | 58 |
|
|
2023
Q4 | $495K | Hold |
8,400
| – | – | 0.24% | 61 |
|
|
2023
Q3 | $470K | Hold |
8,400
| – | – | 0.24% | 60 |
|
|
2023
Q2 | $506K | Hold |
8,400
| – | – | 0.25% | 60 |
|
|
2023
Q1 | $521K | Hold |
8,400
| – | – | 0.29% | 56 |
|
|
2022
Q4 | $534K | Hold |
8,400
| – | – | 0.32% | 54 |
|
|
2022
Q3 | $471K | Hold |
8,400
| – | – | 0.32% | 57 |
|
|
2022
Q2 | $528K | Sell |
8,400
-4,490
| -35% | -$282K | 0.32% | 63 |
|
|
2022
Q1 | $799K | Hold |
12,890
| – | – | 0.42% | 59 |
|
|
2021
Q4 | $763K | Hold |
12,890
| – | – | 0.39% | 59 |
|
|
2021
Q3 | $676K | Hold |
12,890
| – | – | 0.36% | 65 |
|
|
2021
Q2 | $697K | Hold |
12,890
| – | – | 0.39% | 59 |
|
|
2021
Q1 | $679K | Hold |
12,890
| – | – | 0.41% | 59 |
|
|
2020
Q4 | $707K | Hold |
12,890
| – | – | 0.45% | 55 |
|
|
2020
Q3 | $636K | Hold |
12,890
| – | – | 0.44% | 57 |
|
|
2020
Q2 | $576K | Hold |
12,890
| – | – | 0.44% | 64 |
|
|
2020
Q1 | $570K | Sell |
12,890
-2,400
| -16% | -$106K | 0.53% | 55 |
|
|
2019
Q4 | $846K | Buy |
+15,290
| New | +$846K | 0.74% | 40 |
|