Evercore Wealth Management, LLC

Position in KO — Coca Cola Co

CIK 1482689 New York, NY

Back to KO Full portfolio

Position in KO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,208,324

-$16,750 QoQ

Shares Held

125,610

-6.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#648

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 1% None 2%

Common Shares in KO Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $21,639,164 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (47.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	82,719	$11,200,152
2	KO	Coca Cola Co This page	125,610	$10,208,324
3	MNST	Monster Beverage Corp	4,800	$230,688

All Filings in KO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,208,324	125,610	-6.6%	Shares	Sole	2026-08-14
2026-03-31	$10,225,074	134,452	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$9,427,782	134,856	-2.0%	Shares	Defined	2026-02-17
2025-09-30	$9,124,239	137,579	-4.2%	Shares	Sole	2025-11-14
2025-06-30	$10,165,076	143,676	-0.8%	Shares	Defined	2025-08-14
2025-03-31	$10,370,432	144,798	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$9,075,951	145,775	-13.4%	Shares	Sole	2025-02-14
2024-09-30	$12,093,822	168,297	-10.1%	Shares	Defined	2024-11-14
2024-06-30	$11,915,915	187,210	+0.4%	Shares	Sole	2024-08-14
2024-03-31	$11,413,495	186,556	+0.1%	Shares	Defined	2024-05-15
2023-12-31	$10,978,893	186,304	+3.1%	Shares	Sole	2024-02-14
2023-09-30	$10,111,611	180,629	+25.5%	Shares	Other	2023-11-14
2023-06-30	$8,670,715	143,984	+22.6%	Shares	Sole	2023-08-04
2023-03-31	$7,282,631	117,405	+15.0%	Shares	Defined	2023-05-15
2022-12-31	$6,494,580	102,100	+0.5%	Shares	Sole	2023-02-14
2022-09-30	$5,690,847	101,586	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$6,420,719	102,062	-3.4%	Shares	Sole	2022-08-15
2022-03-31	$6,547,944	105,612	-2.5%	Shares	Sole	2022-05-16
2021-12-31	$6,414,337	108,332	+3.1%	Shares	Defined	2022-02-14
2021-09-30	$5,515,803	105,123	-3.7%	Shares	Defined	2021-11-15
2021-06-30	$5,905,348	109,136	-4.0%	Shares	Defined	2021-08-16
2021-03-31	$5,993,442	113,706	-1.8%	Shares	Other	2021-05-17
2020-12-31	$6,350,635	115,803	+2.0%	Shares	Defined	2021-02-16
2020-09-30	$5,605,025	113,531	-2.5%	Shares	Defined	2020-11-16
2020-06-30	$5,200,260	116,389	-1.8%	Shares	Defined	2020-08-13
2020-03-31	$5,245,792	118,549	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.