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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

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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

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Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Charles Schwab Investment Management
T. Rowe Price Associates
Franklin Resources
Bank of America Corporation
Bank of New York Mellon
Royal Bank of Canada
GQG Partners
Citadel Advisors

View all funds holding Coca-Cola Company