Position in KO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$614,563
-$64,943 QoQ
Shares Held
7,562
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,328
of 3,620 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $1,268,378 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (48.5% of the industry book) .
All Filings in KO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,563 | 7,562 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $679,506 | 8,935 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $726,644 | 10,394 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $728,060 | 10,978 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $776,056 | 10,969 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $789,109 | 11,018 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $778,934 | 12,511 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,069,348 | 14,881 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,027,247 | 16,139 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $975,762 | 16,558 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $978,474 | 17,479 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $942,856 | 15,200 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||