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 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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Icon Wealth Advisors's KO Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Coca-Cola (KO) stake by 24% in Q1 2026, selling an estimated $449K and leaving 19,224 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #129.

Icon Wealth Advisors first reported a position in KO in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.92M in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Icon Wealth Advisors held 19,224 shares of Coca-Cola worth $1.52M as of Q1 2026.
Icon Wealth Advisors sold 5,938 Coca-Cola shares in Q1 2026, an estimated $449K.
Coca-Cola made up 0.1% of Icon Wealth Advisors's portfolio in Q1 2026, its #129 holding.
Icon Wealth Advisors first reported a position in Coca-Cola in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Coca-Cola position peaked at $1.92M in Q2 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.