Crestwood Advisors Group’s Coca-Cola KO Stock Holding History

Crestwood Advisors Group’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	$11.1M	Buy	146,162 +568	+0.4%	+$42.9K	0.19%	98
2025 Q4	$10.2M	Sell	145,594 -530	-0.4%	-$36.9K	0.17%	101
2025 Q3	$9.69M	Buy	146,124 +760	+0.5%	+$52.3K	0.16%	101
2025 Q2	$10.3M	Buy	145,364 +379	+0.3%	+$27K	0.18%	99
2025 Q1	$10.4M	Buy	144,985 +4,548	+3%	+$304K	0.2%	94
2024 Q4	$8.74M	Buy	140,437 +9,243	+7%	+$603K	0.16%	103
2024 Q3	$9.43M	Buy	131,194 +733	+0.6%	+$50.2K	0.18%	99
2024 Q2	$8.3M	Buy	130,461 +530	+0.4%	+$32.8K	0.17%	97
2024 Q1	$7.95M	Buy	129,931 +3,968	+3%	+$238K	0.17%	98
2023 Q4	$7.42M	Buy	125,963 +4,723	+4%	+$268K	0.17%	98
2023 Q3	$6.79M	Buy	121,240 +4,812	+4%	+$289K	0.18%	97
2023 Q2	$7.01M	Sell	116,428 -42,618	-27%	-$2.65M	0.22%	72
2023 Q1	$9.87M	Sell	159,046 -3,946	-2%	-$239K	0.33%	71
2022 Q4	$10.4M	Sell	162,992 -4,027	-2%	-$243K	0.35%	69
2022 Q3	$9.36M	Buy	167,019 +612	+0.4%	+$38K	0.33%	74
2022 Q2	$10.5M	Buy	166,407 +4,172	+3%	+$264K	0.35%	71
2022 Q1	$10.1M	Sell	162,235 -903	-0.6%	-$54.9K	0.28%	74
2021 Q4	$9.66M	Buy	163,138 +1,120	+0.7%	+$62.4K	0.25%	75
2021 Q3	$8.5M	Sell	162,018 -877	-0.5%	-$48.9K	0.24%	79
2021 Q2	$8.81M	Sell	162,895 -1,889	-1%	-$103K	0.26%	80
2021 Q1	$8.69M	Sell	164,784 -606	-0.4%	-$30.5K	0.27%	80
2020 Q4	$9.07M	Sell	165,390 -472	-0.3%	-$24.4K	0.3%	77
2020 Q3	$8.19M	Sell	165,862 -2,924	-2%	-$141K	0.31%	77
2020 Q2	$7.54M	Buy	168,786 +7,482	+5%	+$345K	0.3%	78
2020 Q1	$7.14M	Sell	161,304 -2,995	-2%	-$162K	0.35%	75
2019 Q4	$9.09M	Sell	164,299 -412	-0.3%	-$22.2K	0.36%	72
2019 Q3	$8.97M	Buy	164,711 +11,862	+8%	+$635K	0.39%	69
2019 Q2	$7.78M	Buy	152,849 +140,146	+1,103%	+$6.87M	0.35%	75
2019 Q1	$595K	Sell	12,703 -347	-3%	-$16.2K	0.04%	98
2018 Q4	$618K	Sell	13,050 -4,687	-26%	-$224K	0.05%	95
2018 Q3	$819K	Sell	17,737 -62	-0.3%	-$2.83K	0.06%	82
2018 Q2	$816K	Buy	17,799 +143	+0.8%	+$6.18K	0.06%	80
2018 Q1	$767K	Sell	17,656 -4,727	-21%	-$212K	0.06%	83
2017 Q4	$1.03M	Buy	22,383 +5,944	+36%	+$273K	0.08%	78
2017 Q3	$740K	Sell	16,439 -125	-0.8%	-$5.69K	0.06%	85
2017 Q2	$762K	Sell	16,564 -209	-1%	-$9.23K	0.06%	85
2017 Q1	$728K	Sell	16,773 -460	-3%	-$19.2K	0.06%	83
2016 Q4	$714K	Sell	17,233 -100	-0.6%	-$4.16K	0.07%	86
2016 Q3	$734K	Sell	17,333 -466	-3%	-$20.4K	0.09%	66
2016 Q2	$807K	Sell	17,799 -250	-1%	-$11.3K	0.1%	64
2016 Q1	$837K	Sell	18,049 -2,620	-13%	-$114K	0.1%	71
2015 Q4	$888K	Sell	20,669 -909	-4%	-$38.6K	0.11%	71
2015 Q3	$866K	Buy	21,578 +867	+4%	+$34.7K	0.11%	68
2015 Q2	$812K	Sell	20,711 -7,629	-27%	-$310K	0.11%	69
2015 Q1	$1.15M	Sell	28,340 -10,000	-26%	-$418K	0.16%	51
2014 Q4	$1.62M	Sell	38,340 -6,308	-14%	-$269K	0.24%	49
2014 Q3	$1.91M	Sell	44,648 -400	-0.9%	-$16.5K	0.3%	48
2014 Q2	$1.91M	Buy	45,048 +66	+0.1%	+$2.68K	0.3%	48
2014 Q1	$1.74M	Buy	44,982 +26,238	+140%	+$1.01M	0.28%	48
2013 Q4	$774K	Buy	18,744 +1,449	+8%	+$57.1K	0.12%	59
2013 Q3	$655K	Buy	17,295 +150	+0.9%	+$5.93K	0.11%	62
2013 Q2	$688K	Buy	+17,145	New	+$710K	0.13%	59

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

Crestwood Advisors Group's KO Position: Q1 2026 in Review

Crestwood Advisors Group increased its Coca-Cola (KO) stake by 0.39% in Q1 2026, buying an estimated $42.9K and bringing the position to 146,162 shares worth $11.1M. The position accounts for 0.19% of the portfolio, ranked #98.

Crestwood Advisors Group first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Crestwood Advisors Group held 146,162 shares of Coca-Cola worth $11.1M as of Q1 2026.
Crestwood Advisors Group bought 568 Coca-Cola shares in Q1 2026, an estimated $42.9K.
Coca-Cola made up 0.19% of Crestwood Advisors Group's portfolio in Q1 2026, its #98 holding.
Crestwood Advisors Group first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.