A detailed history of Icon Wealth Partners, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 10,409 shares of KO stock, worth $651,082. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,409
Previous 10,527 1.12%
Holding current value
$651,082
Previous $633,000 8.06%
% of portfolio
0.07%
Previous 0.07%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$55.81 - $63.05 $6,585 - $7,439
-118 Reduced 1.12%
10,409 $582,000
Q2 2023

Aug 03, 2023

SELL
$59.66 - $64.3 $4,116 - $4,436
-69 Reduced 0.65%
10,527 $633,000
Q1 2023

May 11, 2023

BUY
$58.86 - $63.4 $170,281 - $183,416
2,893 Added 37.56%
10,596 $657,000
Q2 2022

Jul 19, 2022

SELL
$59.07 - $66.21 $103,254 - $115,735
-1,748 Reduced 18.5%
7,703 $485,000
Q1 2022

Apr 19, 2022

SELL
$57.88 - $62.85 $37,622 - $40,852
-650 Reduced 6.44%
9,451 $586,000
Q4 2021

Jan 19, 2022

SELL
$52.3 - $59.21 $14,382 - $16,282
-275 Reduced 2.65%
10,101 $598,000
Q3 2021

Nov 15, 2021

SELL
$52.47 - $57.48 $1.31 Million - $1.44 Million
-24,974 Reduced 70.65%
10,376 $544,000
Q2 2021

Jul 30, 2021

BUY
$52.51 - $56.24 $161,835 - $173,331
3,082 Added 9.55%
35,350 $1.91 Million
Q1 2021

Apr 26, 2021

BUY
$48.15 - $53.85 $90,233 - $100,914
1,874 Added 6.17%
32,268 $1.7 Million
Q4 2020

Feb 08, 2021

BUY
$47.96 - $54.84 $224,452 - $256,651
4,680 Added 18.2%
30,394 $1.67 Million
Q3 2020

Oct 22, 2020

SELL
$43.91 - $51.19 $291,650 - $340,003
-6,642 Reduced 20.53%
25,714 $1.27 Million
Q2 2020

Jul 14, 2020

BUY
$42.12 - $49.85 $1.05 Million - $1.24 Million
24,839 Added 330.44%
32,356 $1.45 Million
Q1 2020

Apr 17, 2020

SELL
$37.56 - $60.13 $82,894 - $132,706
-2,207 Reduced 22.7%
7,517 $333,000
Q4 2019

Jan 29, 2020

BUY
$51.71 - $55.35 $53,364 - $57,121
1,032 Added 11.87%
9,724 $538,000
Q3 2019

Oct 24, 2019

SELL
$51.22 - $55.77 $13,214 - $14,388
-258 Reduced 2.88%
8,692 $473,000
Q2 2019

Aug 13, 2019

BUY
$46.18 - $51.92 $51,721 - $58,150
1,120 Added 14.3%
8,950 $456,000
Q1 2019

May 09, 2019

BUY
$44.69 - $49.79 $3,128 - $3,485
70 Added 0.9%
7,830 $367,000
Q4 2018

Feb 14, 2019

SELL
$44.64 - $50.51 $134,589 - $152,287
-3,015 Reduced 27.98%
7,760 $367,000
Q3 2018

Nov 14, 2018

BUY
$43.75 - $46.73 $71,400 - $76,263
1,632 Added 17.85%
10,775 $498,000
Q2 2018

Aug 13, 2018

SELL
$41.55 - $44.88 $21,689 - $23,427
-522 Reduced 5.4%
9,143 $401,000
Q1 2018

May 15, 2018

SELL
$42.33 - $48.53 $26,413 - $30,282
-624 Reduced 6.06%
9,665 $424,000
Q4 2017

Feb 13, 2018

BUY
$44.8 - $47.43 $460,947 - $488,007
10,289
10,289 $472,000

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 $270B
  • 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 Partners, LLC Portfolio

Follow Icon Wealth Partners, 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 Partners, LLC, based on Form 13F filings with the SEC.

News

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