Coca-Cola Company shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.7M | 146k | 66.32 |
| 2025-06-30 | $10M | 145k | 70.75 |
| 2025-03-31 | $10M | 145k | 71.62 |
| 2024-12-31 | $8.7M | 140k | 62.26 |
| 2024-09-30 | $9.4M | 131k | 71.86 |
| 2024-06-30 | $8.3M | 131k | 63.65 |
| 2024-03-31 | $7.9M | 130k | 61.18 |
| 2023-12-31 | $7.4M | 126k | 58.93 |
| 2023-09-30 | $6.8M | 121k | 55.98 |
| 2023-06-30 | $7.0M | 116k | 60.22 |
| 2023-03-31 | $9.9M | 159k | 62.03 |
| 2022-12-31 | $10M | 163k | 63.61 |
| 2022-09-30 | $9.4M | 167k | 56.02 |
| 2022-06-30 | $11M | 166k | 62.91 |
| 2022-03-31 | $10M | 162k | 62.00 |
| 2021-12-31 | $9.7M | 163k | 59.21 |
| 2021-09-30 | $8.5M | 162k | 52.47 |
| 2021-06-30 | $8.8M | 163k | 54.11 |
| 2021-03-31 | $8.7M | 165k | 52.71 |
| 2020-12-31 | $9.1M | 165k | 54.84 |
| 2020-09-30 | $8.2M | 166k | 49.37 |
| 2020-06-30 | $7.5M | 169k | 44.68 |
| 2020-03-31 | $7.1M | 161k | 44.25 |
| 2019-12-31 | $9.1M | 164k | 55.35 |
| 2019-09-30 | $9.0M | 165k | 54.44 |
| 2019-06-30 | $7.8M | 153k | 50.92 |
| 2019-03-31 | $595k | 13k | 46.84 |
| 2018-12-31 | $618k | 13k | 47.36 |
| 2018-09-30 | $819k | 18k | 46.17 |
| 2018-06-30 | $816k | 18k | 45.85 |
| 2018-03-31 | $767k | 18k | 43.44 |
| 2017-12-31 | $1.0M | 22k | 45.88 |
| 2017-09-30 | $740k | 16k | 45.01 |
| 2017-06-30 | $762k | 17k | 46.00 |
| 2017-03-31 | $691k | 16k | 42.45 |
| 2016-12-31 | $714k | 17k | 41.43 |
| 2016-09-30 | $734k | 17k | 42.35 |
| 2016-06-30 | $807k | 18k | 45.34 |
| 2016-03-31 | $837k | 18k | 46.37 |
| 2015-12-31 | $888k | 21k | 42.96 |
| 2015-09-30 | $866k | 22k | 40.13 |
| 2015-06-30 | $812k | 21k | 39.21 |
| 2015-03-31 | $1.1M | 28k | 40.54 |
| 2014-12-31 | $1.6M | 38k | 42.23 |
| 2014-09-30 | $1.9M | 45k | 42.67 |
| 2014-06-30 | $1.9M | 45k | 42.35 |
| 2014-03-31 | $1.7M | 45k | 38.66 |
| 2013-12-31 | $774k | 19k | 41.29 |
| 2013-09-30 | $655k | 17k | 37.87 |
| 2013-06-30 | $688k | 17k | 40.13 |
| 2013-03-31 | $711k | 18k | 40.45 |
| 2012-12-31 | $635k | 18k | 36.24 |
| 2012-09-30 | $712k | 19k | 37.95 |
| 2012-06-30 | $741k | 9.5k | 78.15 |
| 2012-03-31 | $792k | 11k | 74.00 |
| 2011-12-31 | $821k | 12k | 69.94 |
| 2011-09-30 | $726k | 11k | 67.53 |
| 2011-06-30 | $716k | 11k | 67.31 |
| 2011-03-31 | $679k | 10k | 66.32 |