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

Legacy Wealth Management (Mississippi)’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
-9,524
Closed -$724K – 117
2026
Q1 		$724K Buy
9,524
+15
+0.2% +$1.13K 0.21% 56
2025
Q4 		$665K Buy
9,509
+71
+0.8% +$4.95K 0.18% 56
2025
Q3 		$626K Buy
9,438
+1,038
+12% +$71.4K 0.19% 57
2025
Q2 		$594K Hold
8,400
– – 0.18% 60
2025
Q1 		$602K Sell
8,400
-1,227
-13% -$81.9K 0.2% 61
2024
Q4 		$599K Hold
9,627
– – 0.24% 60
2024
Q3 		$692K Buy
9,627
+1,227
+15% +$84K 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% -$285K 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% -$130K 0.53% 55
2019
Q4 		$846K Buy
+15,290
New +$822K 0.74% 40

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 Management (Mississippi)'s KO Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 9,524 shares — an estimated $724K sold.

Legacy Wealth Management (Mississippi) first reported a position in KO in Q4 2019 and held it in 26 quarters. The position peaked at $846K in Q4 2019. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Legacy Wealth Management (Mississippi) reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 9,524 Coca-Cola shares in Q2 2026, an estimated $724K.
  • Legacy Wealth Management (Mississippi) first reported a position in Coca-Cola in Q4 2019 and held it in 26 quarters.
  • Legacy Wealth Management (Mississippi)'s Coca-Cola position peaked at $846K in Q4 2019.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.