Position in KO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,984,775
+$522,790 QoQ
Shares Held
24,422
+27.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,422
of 3,631 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $4,252,547 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (46.7% of the industry book) .
All Filings in KO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,984,775 | 24,422 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,461,985 | 19,224 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,759,075 | 25,162 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,660,719 | 25,041 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,921,994 | 27,166 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,208,229 | 16,870 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,044,785 | 16,781 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,213,499 | 16,887 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,026,228 | 16,123 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $714,888 | 11,685 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $670,151 | 11,372 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $637,563 | 10,023 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $546,419 | 9,754 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||