Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by Crestwood Advisors Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KO overview All 13F holders of KO Full Q2 2026 holdings

Shares (Q2 2026): 142,872
Value: $11.6M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of KO by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	142,872	$11.6M	0.2%	−3,290−2.3%	Reduced	Holders
Q1 2026	146,162	$11.1M	0.2%	+568+0.4%	Added	Holders
Q4 2025	145,594	$10.2M	0.2%	−530−0.4%	Reduced	Holders
Q3 2025	146,124	$9.69M	0.2%	+760+0.5%	Added	Holders
Q2 2025	145,364	$10.3M	0.2%	+379+0.3%	Added	Holders
Q1 2025	144,985	$10.4M	0.2%	+4,548+3.2%	Added	Holders
Q4 2024	140,437	$8.74M	0.2%	+9,243+7.0%	Added	Holders
Q3 2024	131,194	$9.43M	0.2%	+733+0.6%	Added	Holders
Q2 2024	130,461	$8.30M	0.2%	+530+0.4%	Added	Holders
Q1 2024	129,931	$7.95M	0.2%	+3,968+3.2%	Added	Holders
Q4 2023	125,963	$7.42M	0.2%	+4,723+3.9%	Added	Holders
Q3 2023	121,240	$6.79M	0.2%	+4,812+4.1%	Added	Holders
Q2 2023	116,428	$7.01M	0.2%	−42,618−26.8%	Reduced	Holders
Q1 2023	159,046	$9.87M	0.3%	−3,946−2.4%	Reduced	Holders
Q4 2022	162,992	$10.4M	0.4%	−4,027−2.4%	Reduced	Holders
Q3 2022	167,019	$9.36M	0.3%	+612+0.4%	Added	Holders
Q2 2022	166,407	$10.5M	0.4%	+4,172+2.6%	Added	Holders
Q1 2022	162,235	$10.1M	0.3%	−903−0.6%	Reduced	Holders
Q4 2021	163,138	$9.66M	0.3%	+1,120+0.7%	Added	Holders
Q3 2021	162,018	$8.50M	0.2%	−877−0.5%	Reduced	Holders
Q2 2021	162,895	$8.81M	0.3%	−1,889−1.1%	Reduced	Holders
Q1 2021	164,784	$8.69M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.