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Legacy Wealth Partners (Colorado)’s Coca-Cola KO Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$252K Sell
3,097
-264
-8% -$20.9K 0.06% 172
2026
Q1 		$256K Sell
3,361
-19
-0.6% -$1.44K 0.06% 159
2025
Q4 		$236K Buy
+3,380
New +$236K 0.06% 158

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 $3.37T AUM 44.26% 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 Partners (Colorado)'s KO Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) reduced its Coca-Cola (KO) stake by 7.9% in Q2 2026, selling an estimated $20.9K and leaving 3,097 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #172.

Legacy Wealth Partners (Colorado) first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $256K in Q1 2026. 3,627 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 3,097 shares of Coca-Cola worth $252K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) sold 264 Coca-Cola shares in Q2 2026, an estimated $20.9K.
  • Coca-Cola made up 0.06% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #172 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s Coca-Cola position peaked at $256K in Q1 2026.
  • 3,627 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.