Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by Evercore Wealth Management, 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): 125,610
Value: $10.2M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of KO by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	125,610	$10.2M	0.1%	−8,842−6.6%	Reduced	Holders
Q1 2026	134,452	$10.2M	0.2%	−404−0.3%	Reduced	Holders
Q4 2025	134,856	$9.43M	0.1%	−2,723−2.0%	Reduced	Holders
Q3 2025	137,579	$9.12M	0.1%	−6,097−4.2%	Reduced	Holders
Q2 2025	143,676	$10.2M	0.2%	−1,122−0.8%	Reduced	Holders
Q1 2025	144,798	$10.4M	0.2%	−977−0.7%	Reduced	Holders
Q4 2024	145,775	$9.08M	0.1%	−22,522−13.4%	Reduced	Holders
Q3 2024	168,297	$12.1M	0.2%	−18,913−10.1%	Reduced	Holders
Q2 2024	187,210	$11.9M	0.2%	+654+0.4%	Added	Holders
Q1 2024	186,556	$11.4M	0.2%	+252+0.1%	Added	Holders
Q4 2023	186,304	$11.0M	0.2%	+5,675+3.1%	Added	Holders
Q3 2023	180,629	$10.1M	0.2%	+36,645+25.5%	Added	Holders
Q2 2023	143,984	$8.67M	0.2%	+26,579+22.6%	Added	Holders
Q1 2023	117,405	$7.28M	0.1%	+15,305+15.0%	Added	Holders
Q4 2022	102,100	$6.49M	0.1%	+514+0.5%	Added	Holders
Q3 2022	101,586	$5.69M	0.1%	−476−0.5%	Reduced	Holders
Q2 2022	102,062	$6.42M	0.1%	−3,550−3.4%	Reduced	Holders
Q1 2022	105,612	$6.55M	0.1%	−2,720−2.5%	Reduced	Holders
Q4 2021	108,332	$6.41M	0.1%	+3,209+3.1%	Added	Holders
Q3 2021	105,123	$5.52M	0.1%	−4,013−3.7%	Reduced	Holders
Q2 2021	109,136	$5.91M	0.1%	−4,570−4.0%	Reduced	Holders
Q1 2021	113,706	$5.99M	0.1%	–	–	Holders

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