The Coca-Cola Company
CO ˙ BVC ˙ US1912161007
SecurityCO:KOCO / The Coca-Cola Company
InstitutionAries Wealth Management
Latest Disclosed Ownership12,169 shares
Latest Disclosed Value $ 925,452
Aries Wealth Management reports 0.17% decrease in ownership of KOCO / The Coca-Cola Company

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 12,169 shares of The Coca-Cola Company (CO:KOCO) valued at $925,452 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 12,190 shares of The Coca-Cola Company. This represents a change in shares of -0.17% 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)
2026-05-14 2026-03-31 13F COCA COLA COM 191216100 12,169 -21 -0.17 925 8.57 0.2035
2026-01-30 2025-12-31 13F COCA COLA COM 191216100 12,190 0 0.00 852 5.45 0.1887
2025-11-10 2025-09-30 13F COCA COLA COM 191216100 12,190 0 0.00 808 -6.26 0.1913
2025-07-28 2025-06-30 13F COCA COLA COM 191216100 12,190 -218 -1.76 862 -2.93 0.2254
2025-04-17 2025-03-31 13F COCA COLA COM 191216100 12,408 200 1.64 889 16.84 0.2413
2025-01-30 2024-12-31 13F COCA COLA COM 191216100 12,208 0 0.00 760 -13.34 0.2093
2024-10-31 2024-09-30 13F COCA COLA COM 191216100 12,208 -1,839 -13.09 877 -1.90 0.2411
2024-07-25 2024-06-30 13F COCA COLA COM 191216100 14,047 -19 -0.14 894 3.95 0.2817
2024-05-03 2024-03-31 13F COCA COLA COM 191216100 14,066 -1,500 -9.64 861 -6.22 0.2773
2024-01-10 2023-12-31 13F COCA COLA COM 191216100 15,566 -1,422 -8.37 917 1.10 0.3271
2023-10-19 2023-09-30 13F COCA COLA COM 191216100 16,988 1,422 9.14 908 -3.20 0.3553
2023-07-14 2023-06-30 13F COCA COLA COM 191216100 15,566 0 0.00 937 -2.90 0.3635
2023-04-11 2023-03-31 13F COCA COLA COM 191216100 15,566 -267 -1.69 966 -4.17 0.3960
2023-01-19 2022-12-31 13F COCA COLA COM 191216100 15,833 -100 -0.63 1,007 5.56 0.4341
2022-11-02 2022-09-30 13F COCA COLA COM 191216100 15,933 -59 -0.37 954 -5.17 0.4222
2022-07-27 2022-06-30 13F COCA COLA COM 191216100 15,992 15,992 1,006 0.4568
2022-04-23 2022-03-31 13F COCA COLA COM 191216100 0 -15,492 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 COCA COLA COM 191216100 15,492 388 2.57 917 15.64 0.3494
2022-01-18 2021-12-31 13F COCA COLA COM 191216100 108,444 93,340 6,421 0.3514
2021-10-13 2021-09-30 13F COCA COLA COM 191216100 15,104 500 3.42 793 0.38 0.3354
2021-07-14 2021-06-30 13F COCA COLA COM 191216100 14,604 53 0.36 790 2.33 0.3379
2021-04-20 2021-03-31 13F COCA COLA COM 191216100 14,551 1,730 13.49 772 17.86 0.3468
2021-01-22 2020-12-31 13F COCA COLA COM 191216100 12,821 0 0.00 655 3.48 0.3272
2020-10-14 2020-09-30 13F COCA COLA COM 191216100 12,821 53 0.42 633 11.05 0.3593
2020-07-09 2020-06-30 13F COCA COLA COM 191216100 12,768 5 0.04 570 1.60 0.3479
2020-04-09 2020-03-31 13F COCA COLA COM 191216100 12,763 97 0.77 561 -18.93 0.4277
2020-01-13 2019-12-31 13F COCA COLA COM 191216100 12,666 0 0.00 692 2.52 0.4224
2019-10-22 2019-09-30 13F COCA COLA COM 191216100 12,666 -50 -0.39 675 1.81 0.4489
2019-07-15 2019-06-30 13F COCA COLA COM 191216100 12,716 -25 -0.20 663 11.06 0.4635
2019-04-09 2019-03-31 13F COCA COLA COM 191216100 12,741 1,561 13.96 597 12.85 0.4464
2019-01-15 2018-12-31 13F COCA COLA COM 191216100 11,180 0 0.00 529 2.52 0.5610
2018-11-14 2018-09-30 13F COCA COLA COM 191216100 11,180 0 0.00 516 -0.96 0.4633
2018-08-07 2018-06-30 13F COCA COLA COM 191216100 11,180 0 0.00 521 5.89 0.4816
2018-04-17 2018-03-31 13F COCA COLA COM 191216100 11,180 0 0.00 492 -6.64 0.4767
2018-02-05 2017-12-31 13F COCA COLA COM 191216100 11,180 11,180 527 0.4853
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.