Bernardo Wealth Planning’s Coca-Cola KO Stock Holding History

Bernardo Wealth Planning’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	$240K	Buy	2,954 +232	+9%	+$18.3K	0.04%	124
2026 Q1	$207K	Buy	+2,722	New	+$206K	0.04%	126
2021 Q1	–	Sell	-12,324	Closed	-$675K	–	112
2020 Q4	$675K	Sell	12,324 -162	-1%	-$8.38K	0.26%	81
2020 Q3	$616K	Buy	12,486 +2,288	+22%	+$110K	0.28%	73
2020 Q2	$455K	Buy	10,198 +458	+5%	+$21.1K	0.24%	80
2020 Q1	$431K	Buy	9,740 +1,865	+24%	+$101K	0.3%	82
2019 Q4	$435K	Sell	7,875 -87	-1%	-$4.68K	0.26%	90
2019 Q3	$433K	Sell	7,962 -436	-5%	-$23.3K	0.31%	82
2019 Q2	$428K	Buy	8,398 +3,038	+57%	+$149K	0.34%	80
2019 Q1	$251K	Buy	5,360 +429	+9%	+$20.1K	0.2%	116
2018 Q4	$233K	Buy	+4,931	New	+$236K	0.21%	116

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bernardo Wealth Planning's KO Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Coca-Cola (KO) stake by 8.5% in Q2 2026, buying an estimated $18.3K and bringing the position to 2,954 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #124.

Bernardo Wealth Planning first reported a position in KO in Q4 2018 and has held it in 11 quarters since. The position peaked at $675K in Q4 2020. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Bernardo Wealth Planning held 2,954 shares of Coca-Cola worth $240K as of Q2 2026.
Bernardo Wealth Planning bought 232 Coca-Cola shares in Q2 2026, an estimated $18.3K.
Coca-Cola made up 0.04% of Bernardo Wealth Planning's portfolio in Q2 2026, its #124 holding.
Bernardo Wealth Planning first reported a position in Coca-Cola in Q4 2018 and has held it in 11 quarters since.
Bernardo Wealth Planning's Coca-Cola position peaked at $675K in Q4 2020.
3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.