Coca-Cola Company shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $240k | 3.0k | 81.27 |
| 2026-03-31 | $207k | 2.7k | 76.06 |
| 2020-12-31 | $675k | 12k | 54.77 |
| 2020-09-30 | $616k | 13k | 49.34 |
| 2020-06-30 | $455k | 10k | 44.62 |
| 2020-03-31 | $431k | 9.7k | 44.25 |
| 2019-12-31 | $435k | 7.9k | 55.24 |
| 2019-09-30 | $433k | 8.0k | 54.38 |
| 2019-06-30 | $428k | 8.4k | 50.96 |
| 2019-03-31 | $251k | 5.4k | 46.83 |
| 2018-12-31 | $233k | 4.9k | 47.25 |