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Disclosery

Legacy Trust: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Trust on KO, newest first. How the timeline and the estimate are built.

Legacy Trust held 13,329 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,329 shares
    Change vs previous 13F -258 shares

    0.19% of the 13F portfolio, value $1,083,248.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,587 shares
    Change vs previous 13F +890 shares

    0.2% of the 13F portfolio, value $1,033,291.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,697 shares
    Change vs previous 13F +740 shares

    0.17% of the 13F portfolio, value $887,647.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,957 shares
    Change vs previous 13F +8,249 shares

    0.16% of the 13F portfolio, value $792,988.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,708 shares
    Change vs previous 13F -124 shares

    0.06% of the 13F portfolio, value $262,341.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,832 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $274,448.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,832 shares
    Change vs previous 13F -571 shares

    0.06% of the 13F portfolio, value $238,580.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,403 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $316,400.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).