Bedell Frazier Investment Counselling, LLC
Position in KO — Coca Cola Co
CIK 1388142
Walnut Creek, CA
Position in KO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,404,914
+$777,336 QoQ
Shares Held
149,966
-1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Bedell Frazier Investment Counselling, LLC holds $14,720,145 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (77.5% of the industry book) .
All Filings in KO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,404,914 | 149,966 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,627,578 | 152,018 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,723,904 | 146,621 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,241,609 | 158,892 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,654,722 | 162,730 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,205,036 | 163,910 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $11,570,681 | 161,017 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,419,950 | 163,707 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,846,248 | 160,939 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,247,884 | 156,930 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,068,061 | 144,124 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,331,858 | 138,357 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,390,239 | 135,261 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $8,502,367 | 133,664 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,454,077 | 133,061 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,922,885 | 125,940 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,089,514 | 114,347 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,758,170 | 114,139 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,744,835 | 109,488 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,711,526 | 105,554 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,185,307 | 117,346 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $6,100,675 | 111,245 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,575,847 | 112,940 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,001,255 | 111,935 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $4,812,187 | 108,750 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||