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Bernard Wealth Management’s Coca-Cola KO Stock Holding History

Bernard Wealth Management’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24K Hold
295
– – 0.01% 182
2026
Q1 		$22.4K Hold
295
– – 0.01% 174
2025
Q4 		$20.6K Hold
295
– – 0.01% 187
2025
Q3 		$19.6K Hold
295
– – 0.01% 185
2025
Q2 		$20.9K Sell
295
-118
-29% -$8.41K 0.01% 177
2025
Q1 		$29.6K Buy
413
+118
+40% +$7.88K 0.01% 157
2024
Q4 		$18.4K Buy
+295
New +$19.3K 0.01% 184

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bernard Wealth Management's KO Position: Q2 2026 in Review

Bernard Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 295 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #182.

Bernard Wealth Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.6K in Q1 2025. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Bernard Wealth Management held 295 shares of Coca-Cola worth $24K as of Q2 2026.
  • Bernard Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Bernard Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Coca-Cola position peaked at $29.6K in Q1 2025.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.