TLP
KO icon

Trinity Legacy Partners’s Coca-Cola KO Stock Holding History

Trinity Legacy Partners’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 		$6.94M Buy
81,736
+2,652
+3% +$209K 1.39% 26
2026
Q1 		$6M Buy
79,084
+1,186
+2% +$89.7K 1.3% 29
2025
Q4 		$5.45M Buy
77,898
+2,630
+3% +$183K 1.25% 34
2025
Q3 		$5.19M Buy
75,268
+2,041
+3% +$140K 1.19% 36
2025
Q2 		$5.07M Buy
73,227
+2,148
+3% +$153K 1.23% 34
2025
Q1 		$4.9M Buy
71,079
+24,076
+51% +$1.61M 1.24% 35
2024
Q4 		$2.93M Buy
47,003
+43,986
+1,458% +$2.87M 0.75% 54
2024
Q3 		$212K Buy
+3,017
New +$207K 0.05% 96
2023
Q3 		– Sell
-5,384
Closed -$324K – 105
2023
Q2 		$324K Buy
5,384
+1,236
+30% +$76.9K 0.11% 62
2023
Q1 		$257K Buy
+4,148
New +$251K 0.1% 71
2020
Q3 		– Sell
-4,853
Closed -$220K – 88
2020
Q2 		$220K Sell
4,853
-102
-2% -$4.7K 0.11% 72
2020
Q1 		$218K Buy
4,955
+122
+3% +$6.59K 0.15% 59
2019
Q4 		$267K Buy
4,833
+45
+0.9% +$2.42K 0.12% 76
2019
Q3 		$255K Sell
4,788
-220
-4% -$11.8K 0.13% 55
2019
Q2 		$268K Buy
+5,008
New +$245K 0.18% 46

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

Trinity Legacy Partners's KO Position: Q2 2026 in Review

Trinity Legacy Partners increased its Coca-Cola (KO) stake by 3.4% in Q2 2026, buying an estimated $209K and bringing the position to 81,736 shares worth $6.94M. The position accounts for 1.39% of the portfolio, ranked #26.

Trinity Legacy Partners first reported a position in KO in Q2 2019 and has held it in 15 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Trinity Legacy Partners held 81,736 shares of Coca-Cola worth $6.94M as of Q2 2026.
  • Trinity Legacy Partners bought 2,652 Coca-Cola shares in Q2 2026, an estimated $209K.
  • Coca-Cola made up 1.39% of Trinity Legacy Partners's portfolio in Q2 2026, its #26 holding.
  • Trinity Legacy Partners first reported a position in Coca-Cola in Q2 2019 and has held it in 15 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.