Icon Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
27,166
+10,296
| +61% | +$728K | 0.14% | 118 |
|
|
2025
Q1 | $1.21M | Buy |
16,870
+89
| +0.5% | +$6.37K | 0.1% | 142 |
|
|
2024
Q4 | $1.04M | Sell |
16,781
-106
| -0.6% | -$6.6K | 0.09% | 145 |
|
|
2024
Q3 | $1.21M | Buy |
16,887
+764
| +5% | +$54.9K | 0.1% | 140 |
|
|
2024
Q2 | $1.08M | Buy |
16,123
+4,438
| +38% | +$296K | 0.1% | 142 |
|
|
2024
Q1 | $715K | Buy |
11,685
+313
| +3% | +$19.2K | 0.07% | 166 |
|
|
2023
Q4 | $670K | Buy |
+11,372
| New | +$670K | 0.07% | 156 |
|
|
2022
Q4 | $638K | Buy |
10,023
+269
| +3% | +$17.1K | 0.07% | 173 |
|
|
2022
Q3 | $546K | Buy |
+9,754
| New | +$546K | 0.07% | 178 |
|