Richard Bernstein Advisors’s Coca-Cola KO Stock Holding History

Richard Bernstein Advisors’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 Q1	$3.76M	Hold	49,499	–	–	0.11%	31
2025 Q4	$3.46M	Sell	49,499 -5,029	-9%	-$351K	0.1%	33
2025 Q3	$3.62M	Sell	54,528 -54,106	-50%	-$3.72M	0.1%	37
2025 Q2	$7.69M	Sell	108,634 -9,941	-8%	-$708K	0.19%	40
2025 Q1	$8.49M	Sell	118,575 -6,381	-5%	-$426K	0.21%	38
2024 Q4	$7.78M	Hold	124,956	–	–	0.18%	43
2024 Q3	$8.98M	Hold	124,956	–	–	0.19%	39
2024 Q2	$7.95M	Hold	124,956	–	–	0.18%	46
2024 Q1	$7.64M	Hold	124,956	–	–	0.16%	47
2023 Q4	$7.36M	Buy	124,956 +110	+0.1%	+$6.25K	0.16%	49
2023 Q3	$6.99M	Sell	124,846 -30,154	-19%	-$1.81M	0.16%	49
2023 Q2	$9.33M	Sell	155,000 -10,889	-7%	-$677K	0.2%	40
2023 Q1	$10.3M	Hold	165,889	–	–	0.22%	38
2022 Q4	$10.6M	Sell	165,889 -16,094	-9%	-$972K	0.24%	39
2022 Q3	$10.2M	Sell	181,983 -60	-0%	-$3.73K	0.25%	39
2022 Q2	$11.5M	Buy	182,043 +47,207	+35%	+$2.99M	0.25%	43
2022 Q1	$8.36M	Hold	134,836	–	–	0.17%	65
2021 Q4	$7.98M	Hold	134,836	–	–	0.15%	64
2021 Q3	$7.07M	Buy	134,836 +6,873	+5%	+$383K	0.14%	63
2021 Q2	$6.92M	Hold	127,963	–	–	0.14%	59
2021 Q1	$6.74M	Hold	127,963	–	–	0.15%	57
2020 Q4	$7.02M	Hold	127,963	–	–	0.17%	54
2020 Q3	$6.32M	Hold	127,963	–	–	0.18%	54
2020 Q2	$5.73M	Sell	127,963 -10,780	-8%	-$497K	0.18%	53
2020 Q1	$6.15M	Sell	138,743 -61,903	-31%	-$3.34M	0.22%	42
2019 Q4	$11.1M	Hold	200,646	–	–	0.36%	28
2019 Q3	$10.9M	Sell	200,646 -18,335	-8%	-$982K	0.36%	27
2019 Q2	$11.2M	Hold	218,981	–	–	0.37%	24
2019 Q1	$10.3M	Buy	+218,981	New	+$10.2M	0.33%	31
2018 Q1	–	Sell	-27,250	Closed	-$1.25M	–	336
2017 Q4	$1.25M	Hold	27,250	–	–	0.05%	187
2017 Q3	$1.23M	Hold	27,250	–	–	0.09%	180
2017 Q2	$1.22M	Hold	27,250	–	–	0.09%	172
2017 Q1	$1.16M	Sell	27,250 -39,534	-59%	-$1.65M	0.09%	193
2016 Q4	$2.77M	Hold	66,784	–	–	0.23%	158
2016 Q3	$2.83M	Hold	66,784	–	–	0.27%	136
2016 Q2	$3.03M	Hold	66,784	–	–	0.29%	99
2016 Q1	$3.1M	Sell	66,784 -111,582	-63%	-$4.86M	0.31%	82
2015 Q4	$7.66M	Hold	178,366	–	–	0.98%	23
2015 Q3	$7.16M	Hold	178,366	–	–	0.98%	20
2015 Q2	$7M	Buy	178,366 +20,341	+13%	+$827K	0.84%	26
2015 Q1	$6.41M	Hold	158,025	–	–	0.84%	33
2014 Q4	$6.67M	Hold	158,025	–	–	0.69%	35
2014 Q3	$6.74M	Hold	158,025	–	–	0.71%	30
2014 Q2	$6.69M	Hold	158,025	–	–	0.79%	18
2014 Q1	$6.11M	Buy	158,025 +37,989	+32%	+$1.47M	0.87%	19
2013 Q4	$4.96M	Buy	120,036 +29,991	+33%	+$1.18M	1%	14
2013 Q3	$3.41M	Hold	90,045	–	–	1.01%	10
2013 Q2	$3.61M	Buy	+90,045	New	+$3.73M	1.19%	9

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Richard Bernstein Advisors's KO Position: Q1 2026 in Review

Richard Bernstein Advisors held its Coca-Cola (KO) position steady in Q1 2026 at 49,499 shares worth $3.76M. The position accounts for 0.11% of the portfolio, ranked #31.

Richard Bernstein Advisors first reported a position in KO in Q2 2013 and has held it in 48 quarters since. The position peaked at $11.5M in Q2 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Richard Bernstein Advisors held 49,499 shares of Coca-Cola worth $3.76M as of Q1 2026.
Richard Bernstein Advisors left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.11% of Richard Bernstein Advisors's portfolio in Q1 2026, its #31 holding.
Richard Bernstein Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 48 quarters since.
Richard Bernstein Advisors's Coca-Cola position peaked at $11.5M in Q2 2022.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.