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My Legacy Advisors’s Coca-Cola KO Stock Holding History

My Legacy Advisors’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
2025
Q2 		$1.42M Buy
20,321
+197
+1% +$14K 0.5% 52
2025
Q1 		$1.44M Sell
20,124
-109
-0.5% -$7.28K 0.56% 45
2024
Q4 		$1.25M Sell
20,233
-486
-2% -$31.7K 0.49% 54
2024
Q3 		$1.49M Sell
20,719
-4,209
-17% -$288K 0.59% 42
2024
Q2 		$1.59M Buy
24,928
+184
+0.7% +$11.4K 0.51% 47
2024
Q1 		$1.51M Sell
24,744
-419
-2% -$25.2K 0.51% 51
2023
Q4 		$1.5M Buy
25,163
+4,327
+21% +$246K 0.54% 47
2023
Q3 		$1.13M Buy
20,836
+78
+0.4% +$4.68K 0.46% 63
2023
Q2 		$1.25M Buy
20,758
+605
+3% +$37.6K 0.49% 52
2023
Q1 		$1.26M Buy
20,153
+742
+4% +$44.9K 0.54% 55
2022
Q4 		$1.16M Buy
19,411
+463
+2% +$28K 0.5% 63
2022
Q3 		$1.04M Sell
18,948
-31
-0.2% -$1.93K 0.53% 53
2022
Q2 		$1.2M Buy
18,979
+14
+0.1% +$887 0.6% 40
2022
Q1 		$1.18M Buy
+18,965
New +$1.15M 0.55% 49

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

My Legacy Advisors's KO Position: Q2 2025 in Review

My Legacy Advisors increased its Coca-Cola (KO) stake by 0.98% in Q2 2025, buying an estimated $14K and bringing the position to 20,321 shares worth $1.42M. The position accounts for 0.5% of the portfolio, ranked #52.

My Legacy Advisors first reported a position in KO in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.59M in Q2 2024. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • My Legacy Advisors held 20,321 shares of Coca-Cola worth $1.42M as of Q2 2025.
  • My Legacy Advisors bought 197 Coca-Cola shares in Q2 2025, an estimated $14K.
  • Coca-Cola made up 0.5% of My Legacy Advisors's portfolio in Q2 2025, its #52 holding.
  • My Legacy Advisors first reported a position in Coca-Cola in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Coca-Cola position peaked at $1.59M in Q2 2024.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.