Coca-Cola Company shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $626k | 9.4k | 66.32 |
| 2025-06-30 | $594k | 8.4k | 70.75 |
| 2025-03-31 | $602k | 8.4k | 71.62 |
| 2024-12-31 | $599k | 9.6k | 62.26 |
| 2024-09-30 | $692k | 9.6k | 71.86 |
| 2024-06-30 | $535k | 8.4k | 63.65 |
| 2024-03-31 | $514k | 8.4k | 61.18 |
| 2023-12-31 | $495k | 8.4k | 58.93 |
| 2023-09-30 | $470k | 8.4k | 55.98 |
| 2023-06-30 | $506k | 8.4k | 60.22 |
| 2023-03-31 | $521k | 8.4k | 62.03 |
| 2022-12-31 | $534k | 8.4k | 63.61 |
| 2022-09-30 | $471k | 8.4k | 56.02 |
| 2022-06-30 | $528k | 8.4k | 62.91 |
| 2022-03-31 | $799k | 13k | 62.00 |
| 2021-12-31 | $763k | 13k | 59.21 |
| 2021-09-30 | $676k | 13k | 52.47 |
| 2021-06-30 | $698k | 13k | 54.11 |
| 2021-03-31 | $679k | 13k | 52.71 |
| 2020-12-31 | $707k | 13k | 54.84 |
| 2020-09-30 | $636k | 13k | 49.37 |
| 2020-06-30 | $576k | 13k | 44.68 |
| 2020-03-31 | $570k | 13k | 44.25 |
| 2019-12-31 | $846k | 15k | 55.35 |
More positions owned by Legacy Wealth Management, LLC / MS
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