EWM
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Evercore Wealth Management’s Coca-Cola KO Stock Holding History

Evercore Wealth Management’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 		$10.2M Sell
134,452
-404
-0.3% -$30.5K 0.16% 71
2025
Q4 		$9.43M Sell
134,856
-2,723
-2% -$190K 0.14% 77
2025
Q3 		$9.12M Sell
137,579
-6,097
-4% -$420K 0.13% 77
2025
Q2 		$10.2M Sell
143,676
-1,122
-0.8% -$79.9K 0.16% 68
2025
Q1 		$10.4M Sell
144,798
-977
-0.7% -$65.2K 0.17% 65
2024
Q4 		$9.08M Sell
145,775
-22,522
-13% -$1.47M 0.14% 78
2024
Q3 		$12.1M Sell
168,297
-18,913
-10% -$1.3M 0.18% 56
2024
Q2 		$11.9M Buy
187,210
+654
+0.4% +$40.5K 0.19% 60
2024
Q1 		$11.4M Buy
186,556
+252
+0.1% +$15.1K 0.18% 62
2023
Q4 		$11M Buy
186,304
+5,675
+3% +$322K 0.18% 62
2023
Q3 		$10.1M Buy
180,629
+36,645
+25% +$2.2M 0.19% 63
2023
Q2 		$8.67M Buy
143,984
+26,579
+23% +$1.65M 0.16% 72
2023
Q1 		$7.28M Buy
117,405
+15,305
+15% +$927K 0.15% 73
2022
Q4 		$6.49M Buy
102,100
+514
+0.5% +$31K 0.14% 81
2022
Q3 		$5.69M Sell
101,586
-476
-0.5% -$29.6K 0.13% 80
2022
Q2 		$6.42M Sell
102,062
-3,550
-3% -$225K 0.14% 78
2022
Q1 		$6.55M Sell
105,612
-2,720
-3% -$165K 0.12% 84
2021
Q4 		$6.41M Buy
108,332
+3,209
+3% +$179K 0.1% 92
2021
Q3 		$5.52M Sell
105,123
-4,013
-4% -$224K 0.1% 97
2021
Q2 		$5.91M Sell
109,136
-4,570
-4% -$249K 0.11% 96
2021
Q1 		$5.99M Sell
113,706
-2,097
-2% -$106K 0.12% 94
2020
Q4 		$6.35M Buy
115,803
+2,272
+2% +$117K 0.14% 86
2020
Q3 		$5.61M Sell
113,531
-2,858
-2% -$137K 0.14% 83
2020
Q2 		$5.2M Sell
116,389
-2,160
-2% -$99.5K 0.14% 83
2020
Q1 		$5.25M Buy
118,549
+5,332
+5% +$288K 0.17% 75
2019
Q4 		$6.27M Sell
113,217
-2,028
-2% -$109K 0.17% 77
2019
Q3 		$6.27M Sell
115,245
-7,920
-6% -$424K 0.18% 75
2019
Q2 		$6.27M Buy
123,165
+12,257
+11% +$601K 0.19% 75
2019
Q1 		$5.2M Buy
110,908
+7,750
+8% +$362K 0.17% 88
2018
Q4 		$4.88M Sell
103,158
-411
-0.4% -$19.7K 0.18% 85
2018
Q3 		$4.78M Buy
103,569
+327
+0.3% +$14.9K 0.15% 89
2018
Q2 		$4.53M Buy
103,242
+9,901
+11% +$428K 0.15% 92
2018
Q1 		$4.05M Sell
93,341
-883
-0.9% -$39.7K 0.15% 91
2017
Q4 		$4.32M Sell
94,224
-460
-0.5% -$21.1K 0.16% 88
2017
Q3 		$4.26M Sell
94,684
-5,721
-6% -$260K 0.17% 87
2017
Q2 		$4.5M Sell
100,405
-12,573
-11% -$556K 0.17% 90
2017
Q1 		$4.79M Buy
112,978
+438
+0.4% +$18.3K 0.19% 90
2016
Q4 		$4.67M Sell
112,540
-9,580
-8% -$399K 0.19% 89
2016
Q3 		$5.17M Buy
122,120
+24,480
+25% +$1.07M 0.21% 85
2016
Q2 		$4.43M Sell
97,640
-6,050
-6% -$273K 0.2% 92
2016
Q1 		$4.81M Buy
103,690
+3,561
+4% +$155K 0.21% 89
2015
Q4 		$4.3M Sell
100,129
-4,732
-5% -$201K 0.2% 92
2015
Q3 		$4.21M Buy
104,861
+12,504
+14% +$501K 0.2% 95
2015
Q2 		$3.62M Sell
92,357
-1,779
-2% -$72.4K 0.16% 109
2015
Q1 		$3.81M Buy
94,136
+686
+0.7% +$28.7K 0.18% 108
2014
Q4 		$3.94M Sell
93,450
-171
-0.2% -$7.3K 0.2% 97
2014
Q3 		$4M Sell
93,621
-4,095
-4% -$169K 0.2% 103
2014
Q2 		$4.13M Sell
97,716
-9,779
-9% -$397K 0.21% 100
2014
Q1 		$4.16M Sell
107,495
-47,403
-31% -$1.83M 0.23% 95
2013
Q4 		$6.4M Buy
154,898
+19,619
+15% +$774K 0.35% 79
2013
Q3 		$5.13M Sell
135,279
-36,586
-21% -$1.45M 0.29% 92
2013
Q2 		$6.89M Buy
+171,865
New +$7.12M 0.39% 76

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evercore Wealth Management's KO Position: Q1 2026 in Review

Evercore Wealth Management reduced its Coca-Cola (KO) stake by 0.3% in Q1 2026, selling an estimated $30.5K and leaving 134,452 shares worth $10.2M. The position accounts for 0.16% of the portfolio, ranked #71.

Evercore Wealth Management first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.1M in Q3 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Evercore Wealth Management held 134,452 shares of Coca-Cola worth $10.2M as of Q1 2026.
  • Evercore Wealth Management sold 404 Coca-Cola shares in Q1 2026, an estimated $30.5K.
  • Coca-Cola made up 0.16% of Evercore Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Evercore Wealth Management first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's Coca-Cola position peaked at $12.1M in Q3 2024.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.