Coca-Cola Company shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 27k | 66.32 |
| 2025-06-30 | $2.0M | 28k | 70.75 |
| 2025-03-31 | $1.9M | 27k | 71.62 |
| 2024-12-31 | $2.3M | 37k | 62.26 |
| 2024-09-30 | $2.7M | 37k | 71.86 |
| 2024-06-30 | $2.3M | 36k | 63.65 |
| 2024-03-31 | $2.2M | 36k | 61.18 |
| 2023-12-31 | $2.0M | 35k | 58.93 |
| 2023-09-30 | $1.7M | 30k | 55.98 |
| 2023-06-30 | $1.9M | 32k | 60.22 |
| 2023-03-31 | $1.8M | 30k | 62.03 |
| 2022-12-31 | $1.8M | 29k | 63.61 |
| 2022-09-30 | $1.5M | 26k | 56.01 |
| 2022-06-30 | $1.6M | 26k | 62.92 |
| 2022-03-31 | $1.6M | 25k | 61.98 |
| 2021-12-31 | $1.4M | 24k | 59.20 |
| 2021-09-30 | $1.2M | 23k | 52.45 |
| 2021-06-30 | $1.1M | 21k | 54.11 |
| 2021-03-31 | $1.0M | 19k | 52.73 |
| 2020-12-31 | $976k | 18k | 54.84 |
| 2020-09-30 | $842k | 17k | 49.37 |
| 2020-06-30 | $705k | 16k | 44.65 |
| 2020-03-31 | $645k | 14k | 45.91 |
| 2019-12-31 | $677k | 12k | 55.32 |
| 2019-09-30 | $687k | 13k | 54.42 |
| 2019-06-30 | $649k | 13k | 50.90 |
| 2019-03-31 | $570k | 12k | 46.88 |
| 2018-12-31 | $564k | 12k | 47.39 |
| 2018-09-30 | $502k | 11k | 46.17 |
| 2018-06-30 | $478k | 11k | 44.78 |
| 2018-03-31 | $444k | 10k | 43.97 |
| 2017-12-31 | $479k | 11k | 45.82 |