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Coca-Cola Company shares owned by Richard Bernstein Advisors

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Richard Bernstein Advisors from 13F filings

Historical chart of Richard Bernstein Advisors investment in Coca-Cola Company

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All positions including Coca-Cola Company held by Richard Bernstein Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Richard Bernstein Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 55k 66.32
2025-06-30 $7.7M 109k 70.75
2025-03-31 $8.5M 119k 71.62
2024-12-31 $7.8M 125k 62.26
2024-09-30 $9.0M 125k 71.86
2024-06-30 $8.0M 125k 63.65
2024-03-31 $7.6M 125k 61.18
2023-09-30 $7.0M 125k 55.98
2023-06-30 $9.3M 155k 60.22
2023-03-31 $10M 166k 62.03
2022-12-31 $11M 166k 63.61
2022-09-30 $10M 182k 56.02
2022-06-30 $12M 182k 62.91
2022-03-31 $8.4M 135k 62.00
2021-12-31 $8.0M 135k 59.21
2021-09-30 $7.1M 135k 52.46
2021-06-30 $6.9M 128k 54.10
2021-03-31 $6.7M 128k 52.70
2020-12-31 $7.0M 128k 54.84
2020-09-30 $6.3M 128k 49.37
2020-06-30 $5.7M 128k 44.78
2020-03-31 $6.2M 139k 44.34
2019-12-31 $11M 201k 55.35
2019-09-30 $11M 201k 54.44
2019-06-30 $11M 219k 50.92
2019-03-31 $10M 219k 46.86
2017-12-31 $1.2M 27k 45.87
2017-09-30 $1.2M 27k 45.03
2017-06-30 $1.2M 27k 44.84
2017-03-31 $1.2M 27k 42.42
2016-12-31 $2.8M 67k 41.46
2016-09-30 $2.8M 67k 42.32
2016-06-30 $3.0M 67k 45.33
2016-03-31 $3.1M 67k 46.39
2015-12-31 $7.7M 178k 42.96
2015-09-30 $7.2M 178k 40.12
2015-06-30 $7.0M 178k 39.23
2015-03-31 $6.4M 158k 40.55
2014-12-31 $6.7M 158k 42.22
2014-09-30 $6.7M 158k 42.66
2014-06-30 $6.7M 158k 42.36
2014-03-31 $6.1M 158k 38.66
2013-12-31 $5.0M 120k 41.31
2013-09-30 $3.4M 90k 37.88
2013-06-30 $3.6M 90k 40.11
2013-03-31 $3.1M 77k 40.44
2012-09-30 $2.8M 73k 37.93
2012-06-30 $2.8M 36k 78.20
2012-03-31 $2.7M 36k 74.02
2011-12-31 $2.5M 36k 69.97

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Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Franklin Resources
Wellington Management Company
UBS Group
Legal & General Group
Ubs Global Asset Management Americas

View all funds holding Coca-Cola Company