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Crestwood Advisors Group, LLC: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crestwood Advisors Group, LLC on KO, newest first. How the timeline and the estimate are built.

Crestwood Advisors Group, LLC held 142,872 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,872 shares
    Change vs previous 13F -3,290 shares

    0.17% of the 13F portfolio, value $11,611,247.

    13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 146,162 shares
    Change vs previous 13F +568 shares

    0.19% of the 13F portfolio, value $11,115,626.

    13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 145,594 shares
    Change vs previous 13F -530 shares

    0.17% of the 13F portfolio, value $10,178,466.

    13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 146,124 shares
    Change vs previous 13F +760 shares

    0.16% of the 13F portfolio, value $9,690,943.

    13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 145,364 shares
    Change vs previous 13F +379 shares

    0.18% of the 13F portfolio, value $10,284,478.

    13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 144,985 shares
    Change vs previous 13F +4,548 shares

    0.2% of the 13F portfolio, value $10,383,835.

    13F-HR 0001426853-25-000002 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 140,437 shares
    Change vs previous 13F +9,243 shares

    0.16% of the 13F portfolio, value $8,743,579.

    13F-HR 0001426853-25-000001 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 131,194 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $9,427,636.

    13F-HR 0001426853-24-000010 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).