Crestwood Advisors Group, LLC

Position in KO — Coca Cola Co

CIK 1426853 BOSTON, MA

Position in KO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$11,611,206

+$495,587 QoQ

Shares Held

142,872

-2.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#599

of 3,620 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $39,627,370 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	193,926	$26,257,580
2	KO	Coca Cola Co This page	142,872	$11,611,206
3	MNST	Monster Beverage Corp	27,700	$1,331,262
4	KDP	Keurig Dr Pepper Inc.	13,056	$427,322

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,611,206	142,872	-2.3%	Shares	Other	2026-08-03
2026-03-31	$11,115,619	146,162	+0.4%	Shares	Other	2026-05-05
2025-12-31	$10,178,475	145,594	-0.4%	Shares	Other	2026-02-03
2025-09-30	$9,690,942	146,124	+0.5%	Shares	Other	2025-11-07
2025-06-30	$10,284,502	145,364	+0.3%	Shares	Other	2025-08-05
2025-03-31	$10,383,824	144,985	+3.2%	Shares	Other	2025-05-05
2024-12-31	$8,743,607	140,437	+7.0%	Shares	Other	2025-02-04
2024-09-30	$9,427,600	131,194	+0.6%	Shares	Other	2024-10-30
2024-06-30	$8,303,842	130,461	+0.4%	Shares	Other	2024-08-01
2024-03-31	$7,949,177	129,931	+3.2%	Shares	Other	2024-05-08
2023-12-31	$7,422,999	125,963	+3.9%	Shares	Other	2024-02-13
2023-09-30	$6,787,014	121,240	+4.1%	Shares	Other	2023-11-15
2023-06-30	$7,011,294	116,428	-26.8%	Shares	Sole	2023-08-15
2023-03-31	$9,865,623	159,046	-2.4%	Shares	Sole	2023-05-12
2022-12-31	$10,367,921	162,992	-2.4%	Shares	Sole	2023-02-14
2022-09-30	$9,356,404	167,019	+0.4%	Shares	Sole	2022-10-26
2022-06-30	$10,468,664	166,407	+2.6%	Shares	Sole	2022-07-07
2022-03-31	$10,058,570	162,235	-0.6%	Shares	Sole	2022-04-12
2021-12-31	$9,659,400	163,138	+0.7%	Shares	Sole	2022-02-15
2021-09-30	$8,501,084	162,018	-0.5%	Shares	Sole	2021-11-03
2021-06-30	$8,814,248	162,895	-1.1%	Shares	Sole	2021-08-13
2021-03-31	$8,685,764	164,784	-0.4%	Shares	Sole	2021-04-21
2020-12-31	$9,069,987	165,390	-0.3%	Shares	Sole	2021-02-09
2020-09-30	$8,188,606	165,862	-1.7%	Shares	Sole	2020-10-06
2020-06-30	$7,541,358	168,786	+4.6%	Shares	Sole	2020-08-14
2020-03-31	$7,137,702	161,304	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.