Coca-Cola Company shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Coca-Cola Company by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $583k | 10k | 55.98 |
| 2023-06-30 | $634k | 11k | 60.22 |
| 2023-03-31 | $657k | 11k | 62.03 |
| 2022-06-30 | $485k | 7.7k | 62.96 |
| 2022-03-31 | $586k | 9.5k | 62.00 |
| 2021-12-31 | $598k | 10k | 59.20 |
| 2021-09-30 | $544k | 10k | 52.43 |
| 2021-06-30 | $1.9M | 35k | 54.12 |
| 2021-03-31 | $1.7M | 32k | 52.71 |
| 2020-12-31 | $1.7M | 30k | 54.85 |
| 2020-09-30 | $1.3M | 26k | 49.35 |
| 2020-06-30 | $1.4M | 32k | 44.69 |
| 2020-03-31 | $333k | 7.5k | 44.30 |
| 2019-12-31 | $538k | 9.7k | 55.33 |
| 2019-09-30 | $473k | 8.7k | 54.42 |
| 2019-06-30 | $456k | 9.0k | 50.95 |
| 2019-03-31 | $367k | 7.8k | 46.87 |
| 2018-12-31 | $367k | 7.8k | 47.29 |
| 2018-09-30 | $498k | 11k | 46.22 |
| 2018-06-30 | $401k | 9.1k | 43.86 |
| 2018-03-31 | $424k | 9.7k | 43.87 |
| 2017-12-31 | $472k | 10k | 45.87 |