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Richard Bernstein Advisors LLC: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard Bernstein Advisors LLC on KO, newest first. How the timeline and the estimate are built.

Richard Bernstein Advisors LLC held 49,499 KO shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 49,499 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $3,764,399.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 49,499 shares
    Change vs previous 13F -5,029 shares

    0.1% of the 13F portfolio, value $3,460,475.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 54,528 shares
    Change vs previous 13F -54,106 shares

    0.1% of the 13F portfolio, value $3,616,297.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 108,634 shares
    Change vs previous 13F -9,941 shares

    0.19% of the 13F portfolio, value $7,685,856.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 118,575 shares
    Change vs previous 13F -6,381 shares

    0.21% of the 13F portfolio, value $8,492,342.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 124,956 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $7,779,761.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 124,956 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $8,979,339.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 124,956 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $7,953,450.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).