The Coca-Cola Company
CO ˙ BVC ˙ US1912161007
SecurityCO:KOCO / The Coca-Cola Company
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership8,199 shares
Latest Disclosed Value $ 623,554
180 Wealth Advisors, Llc reports 1.49% decrease in ownership of KOCO / The Coca-Cola Company

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 8,199 shares of The Coca-Cola Company (CO:KOCO) valued at $623,554 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 8,323 shares of The Coca-Cola Company. This represents a change in shares of -1.49% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F COCA COLA COM 191216100 8,199 -124 -1.49 624 7.23 0.0709
2026-01-09 2025-12-31 13F COCA COLA COM 191216100 8,323 796 10.58 582 16.43 0.0663
2025-10-16 2025-09-30 13F COCA COLA COM 191216100 7,527 136 1.84 499 -4.41 0.0608
2025-07-31 2025-06-30 13F COCA COLA COM 191216100 7,391 -218 -2.87 523 -4.04 0.0729
2025-04-09 2025-03-31 13F COCA COLA COM 191216100 7,609 -299 -3.78 545 10.57 0.0868
2025-01-14 2024-12-31 13F COCA COLA COM 191216100 7,908 -100 -1.25 492 -14.43 0.0771
2024-11-01 2024-09-30 13F COCA COLA COM 191216100 8,008 -173 -2.11 575 11.43 0.0906
2024-07-16 2024-06-30 13F COCA COLA COM 191216100 8,181 146 1.82 516 5.09 0.0842
2024-04-16 2024-03-31 13F COCA COLA COM 191216100 8,035 -170 -2.07 492 0.20 0.0884
2024-01-25 2023-12-31 13F COCA COLA COM 191216100 8,205 701 9.34 491 16.67 0.0982
2023-11-01 2023-09-30 13F COCA COLA COM 191216100 7,504 -282 -3.62 420 -10.83 0.0945
2023-07-12 2023-06-30 13F COCA COLA COM 191216100 7,786 -999 -11.37 472 -13.42 0.1036
2023-04-07 2023-03-31 13F COCA COLA COM 191216100 8,785 -200 -2.23 545 -0.37 0.1268
2023-02-02 2022-12-31 13F COCA COLA COM 191216100 8,985 238 2.72 546 11.43 0.1285
2022-10-12 2022-09-30 13F COCA COLA COM 191216100 8,747 538 6.55 490 -7.20 0.1349
2022-07-11 2022-06-30 13F COCA COLA COM 191216100 8,209 -37 -0.45 528 -1.68 0.1348
2022-04-22 2022-03-31 13F COCA COLA COM 191216100 8,246 -220 -2.60 537 4.88 0.1172
2022-01-26 2021-12-31 13F COCA COLA COM 191216100 8,466 -519 -5.78 512 4.70 0.1149
2021-10-28 2021-09-30 13F COCA COLA COM 191216100 8,985 -85 -0.94 489 -5.05 0.1077
2021-08-13 2021-06-30 13F COCA COLA COM 191216100 9,070 -354 -3.76 515 0.00 0.1178
2021-05-25 2021-03-31 13F COCA COLA COM 191216100 9,424 -5,120 -35.20 515 -27.05 0.1277
2021-01-27 2020-12-31 13F COCA COLA COM 191216100 14,544 2,274 18.53 706 14.42 0.2037
2020-10-23 2020-09-30 13F COCA COLA COM 191216100 12,270 454 3.84 617 11.57 0.2313
2020-07-21 2020-06-30 13F COCA COLA COM 191216100 11,816 -2,111 -15.16 553 -9.64 0.2197
2020-04-09 2020-03-31 13F COCA COLA COM 191216100 13,927 1,230 9.69 612 -15.00 0.3177
2020-01-17 2019-12-31 13F COCA COLA COM 191216100 12,697 -457 -3.47 720 2.71 0.2871
2019-10-22 2019-09-30 13F COCA COLA COM 191216100 13,154 -1,864 -12.41 701 -10.24 0.3100
2019-08-05 2019-06-30 13F COCA COLA COM 191216100 15,018 -581 -3.72 781 4.27 0.3515
2019-05-14 2019-03-31 13F COCA COLA COM 191216100 15,599 -3,374 -17.78 749 -14.50 0.3398
2019-01-15 2018-12-31 13F COCA COLA COM 191216100 18,973 -623 -3.18 876 -3.20 0.4089
2018-11-14 2018-09-30 13F COCA COLA COM 191216100 19,596 -2,080 -9.60 905 -4.84 0.4184
2018-08-08 2018-06-30 13F COCA COLA COM 191216100 21,676 -2,804 -11.45 951 -10.28 0.4712
2018-06-01 2018-03-31 13F COCA COLA COM 191216100 24,480 -2,033 -7.67 1,060 -12.83 0.5504
2018-02-13 2017-12-31 13F COCA COLA COM 191216100 26,513 26,513 1,216 0.6190
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.