Legacy Advisors, LLC

Position in KO — Coca Cola Co

CIK 1720969 PLYMOUTH MEETING, PA

Position in KO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$427,480

+$158,644 QoQ

Shares Held

5,260

+48.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,614

of 3,621 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Legacy Advisors, LLC holds $3,034,184 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	15,046	$2,037,228
2	KO	Coca Cola Co This page	5,260	$427,480
3	COKE	Coca-Cola Consolidated, Inc.	1,555	$296,880
4	MNST	Monster Beverage Corp	5,672	$272,596

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$427,480	5,260	+48.8%	Shares	Sole	2026-07-24
2026-03-31	$268,836	3,535	-4.1%	Shares	Sole	2026-05-05
2025-12-31	$257,688	3,686	-28.5%	Shares	Sole	2026-01-27
2025-09-30	$341,945	5,156	-86.3%	Shares	Sole	2025-11-13
2025-03-31	$2,693,699	37,611	+39.8%	Shares	Sole	2025-04-23
2024-12-31	$1,675,167	26,906	-37.5%	Shares	Sole	2025-02-14
2024-09-30	$3,091,776	43,025	-5.3%	Shares	Sole	2024-11-13
2024-06-30	$2,892,828	45,449	+55.3%	Shares	Sole	2024-07-30
2024-03-31	$1,789,943	29,257	-28.3%	Shares	Sole	2024-04-30
2023-12-31	$2,406,111	40,830	-24.6%	Shares	Sole	2024-02-12
2023-09-30	$3,030,589	54,137	+1.2%	Shares	Sole	2023-11-14
2023-06-30	$3,220,023	53,471	-2.7%	Shares	Sole	2023-07-20
2023-03-31	$3,409,665	54,968	+6.0%	Shares	Sole	2023-05-01
2022-12-31	$3,299,323	51,868	+10.7%	Shares	Sole	2023-02-01
2022-09-30	$2,624,929	46,857	-1.4%	Shares	Sole	2022-11-09
2022-06-30	$2,988,413	47,503	+15.0%	Shares	Sole	2022-07-25
2022-03-31	$2,561,592	41,316	+757.7%	Shares	Sole	2022-05-11
2021-12-31	$285,214	4,817	+1.3%	Shares	Sole	2022-02-14
2021-09-30	$249,599	4,757	+0.5%	Shares	Sole	2021-10-13
2021-06-30	$256,048	4,732	+5.8%	Shares	Sole	2021-07-13
2021-03-31	$235,666	4,471	0.0%	Shares	Sole	2021-04-12
2020-12-31	$245,189	4,471	0.0%	Shares	Sole	2021-01-15
2020-09-30	$220,733	4,471	0.0%	Shares	Sole	2020-10-08
2020-06-30	$199,764	4,471	—	Shares	Sole	2020-07-09
No filing history on record for this holder in this stock.