IWA
KO icon

Icon Wealth Advisors’s Coca-Cola KO Stock Holding History

Icon Wealth Advisors’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.98M Buy
24,422
+5,198
+27% +$411K 0.12% 122
2026
Q1 		$1.52M Sell
19,224
-5,938
-24% -$449K 0.1% 129
2025
Q4 		$1.75M Buy
25,162
+121
+0.5% +$8.44K 0.12% 120
2025
Q3 		$1.66M Sell
25,041
-2,125
-8% -$146K 0.11% 132
2025
Q2 		$1.92M Buy
27,166
+10,296
+61% +$733K 0.14% 118
2025
Q1 		$1.21M Buy
16,870
+89
+0.5% +$5.94K 0.1% 142
2024
Q4 		$1.04M Sell
16,781
-106
-0.6% -$6.92K 0.09% 145
2024
Q3 		$1.21M Buy
16,887
+764
+5% +$52.3K 0.1% 140
2024
Q2 		$1.08M Buy
16,123
+4,438
+38% +$275K 0.1% 142
2024
Q1 		$715K Buy
11,685
+313
+3% +$18.8K 0.07% 166
2023
Q4 		$670K Buy
+11,372
New +$646K 0.07% 156
2022
Q4 		$638K Buy
10,023
+269
+3% +$16.2K 0.07% 173
2022
Q3 		$546K Buy
+9,754
New +$606K 0.07% 178

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Icon Wealth Advisors's KO Position: Q2 2026 in Review

Icon Wealth Advisors increased its Coca-Cola (KO) stake by 27% in Q2 2026, buying an estimated $411K and bringing the position to 24,422 shares worth $1.98M. The position accounts for 0.12% of the portfolio, ranked #122.

Icon Wealth Advisors first reported a position in KO in Q3 2022 and has held it in 13 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Icon Wealth Advisors held 24,422 shares of Coca-Cola worth $1.98M as of Q2 2026.
  • Icon Wealth Advisors bought 5,198 Coca-Cola shares in Q2 2026, an estimated $411K.
  • Coca-Cola made up 0.12% of Icon Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • Icon Wealth Advisors first reported a position in Coca-Cola in Q3 2022 and has held it in 13 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.