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Bernardo Wealth Planning LLC

SEC CIK
0001765595
Latest filing
Jul 27, 2026

KO holding history

Coca Cola Co in every 13F filed by Bernardo Wealth Planning LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KO overviewAll 13F holders of KOFull Q2 2026 holdings

Shares (Q2 2026)
2,954
Value
$240.1K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of KO by Bernardo Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,954$240.1K<0.1%+232+8.5%AddedHolders
Q1 20262,722$207.0K<0.1%+2,722NewHolders