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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Trinity Legacy Partners's KO Position: Q1 2026 in Review

Trinity Legacy Partners increased its Coca-Cola (KO) stake by 1.5% in Q1 2026, buying an estimated $89.7K and bringing the position to 79,084 shares worth $6M. The position accounts for 1.3% of the portfolio, ranked #29.

Trinity Legacy Partners first reported a position in KO in Q2 2019 and has held it in 14 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Trinity Legacy Partners held 79,084 shares of Coca-Cola worth $6M as of Q1 2026.
  • Trinity Legacy Partners bought 1,186 Coca-Cola shares in Q1 2026, an estimated $89.7K.
  • Coca-Cola made up 1.3% of Trinity Legacy Partners's portfolio in Q1 2026, its #29 holding.
  • Trinity Legacy Partners first reported a position in Coca-Cola in Q2 2019 and has held it in 14 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.