Coca-Cola Company shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 25k | 66.32 |
| 2025-06-30 | $1.9M | 27k | 70.75 |
| 2025-03-31 | $1.2M | 17k | 71.62 |
| 2024-12-31 | $1.0M | 17k | 62.26 |
| 2024-09-30 | $1.2M | 17k | 71.86 |
| 2024-03-31 | $715k | 12k | 61.18 |
| 2023-12-31 | $670k | 11k | 58.93 |
| 2022-12-31 | $638k | 10k | 63.61 |
| 2022-09-30 | $546k | 9.8k | 55.98 |