A detailed history of Icon Wealth Advisors, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 610 shares of KO stock, worth $37,661. This represents 0.0% of its overall portfolio holdings.

Number of Shares
610
Previous 16,123 96.22%
Holding current value
$37,661
Previous $1.03 Million 95.81%
% of portfolio
0.0%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$62.69 - $73.01 $1.02 Million - $1.19 Million
16,277 Added 2668.36%
16,887 $1.21 Million
Q3 2024

Nov 12, 2024

SELL
$62.69 - $73.01 $972,509 - $1.13 Million
-15,513 Reduced 96.22%
610 $43,000
Q2 2024

Aug 14, 2024

BUY
$58.06 - $64.15 $257,670 - $284,697
4,438 Added 37.98%
16,123 $1.03 Million
Q1 2024

May 15, 2024

BUY
$58.91 - $61.24 $18,438 - $19,168
313 Added 2.75%
11,685 $714,000
Q4 2023

Feb 14, 2024

BUY
$52.38 - $59.93 $70,660 - $80,845
1,349 Added 13.46%
11,372 $670,000
Q4 2022

Feb 14, 2023

BUY
$54.39 - $64.37 $14,630 - $17,315
269 Added 2.76%
10,023 $637,000
Q3 2022

Jan 25, 2023

BUY
$56.02 - $65.22 $546,419 - $636,155
9,754 New
9,754 $546,000

Others Institutions Holding KO

About COCA COLA CO


  • Ticker KO
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Beverages—Non-Alcoholic
  • Shares Outstandng 4,324,510,208
  • Market Cap $267B
  • Description
  • The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company provides sparkling soft drinks; flavored and enhanced water, and sports drinks; juice, dairy, and plant?based beverages; tea and coffee; and energy drinks. It also offers beverage concentrates and syrups, as well as f...
More about KO
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.