The Coca-Cola Company
CO ˙ BVC ˙ US1912161007
SecurityCO:KOCO / The Coca-Cola Company
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership11,066 shares
Latest Disclosed Value $ 841,570
Atwood & Palmer Inc reports 3.07% decrease in ownership of KOCO / The Coca-Cola Company

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 11,066 shares of The Coca-Cola Company (CO:KOCO) valued at $841,570 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 11,416 shares of The Coca-Cola Company. This represents a change in shares of -3.07% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-15 2026-03-31 13F COCA COLA COM 191216100 11,066 -350 -3.07 842 5.39 0.0475
2026-01-28 2025-12-31 13F COCA COLA COM 191216100 11,416 -300 -2.56 798 2.70 0.0454
2025-10-15 2025-09-30 13F COCA COLA COM 191216100 11,716 0 0.00 777 -6.16 0.0456
2025-07-08 2025-06-30 13F COCA COLA COM 191216100 11,716 0 0.00 829 -1.31 0.0518
2025-04-15 2025-03-31 13F COCA COLA COM 191216100 11,716 -150 -1.26 839 13.69 0.0582
2025-01-16 2024-12-31 13F COCA COLA COM 191216100 11,866 -16 -0.13 739 -13.48 0.0506
2024-10-07 2024-09-30 13F COCA COLA COM 191216100 11,882 0 0.00 854 12.83 0.0580
2024-07-10 2024-06-30 13F COCA COLA COM 191216100 11,882 -150 -1.25 756 2.72 0.0573
2024-04-10 2024-03-31 13F COCA COLA COM 191216100 12,032 0 0.00 736 3.81 0.0559
2024-01-12 2023-12-31 13F COCA COLA COM 191216100 12,032 -175 -1.43 709 3.81 0.0573
2023-10-20 2023-09-30 13F COCA COLA COM 191216100 12,207 0 0.00 683 -7.07 0.0599
2023-07-18 2023-06-30 13F COCA COLA COM 191216100 12,207 800 7.01 735 3.96 0.0657
2023-04-21 2023-03-31 13F COCA COLA COM 191216100 11,407 0 0.00 708 -2.48 0.0665
2023-01-31 2022-12-31 13F COCA COLA COM 191216100 11,407 0 0.00 726 13.46 0.0656
2022-10-12 2022-09-30 13F COCA COLA COM 191216100 11,407 -352 -2.99 639 -13.65 0.0633
2022-07-21 2022-06-30 13F COCA COLA COM 191216100 11,759 0 0.00 740 1.51 0.0721
2022-04-29 2022-03-31 13F COCA COLA COM 191216100 11,759 -41 -0.35 729 4.29 0.0629
2022-01-24 2021-12-31 13F COCA COLA COM 191216100 11,800 -59 -0.50 699 12.38 0.0585
2021-10-29 2021-09-30 13F/A-1 COCA COLA COM 191216100 11,859 0 0.00 622 -3.12 0.0555
2021-10-19 2021-09-30 13F COCA COLA COM 191216100 11,859 0 622 0.0555
2021-07-26 2021-06-30 13F COCA COLA COM 191216100 11,859 352 3.06 642 5.77 0.0577
2021-04-26 2021-03-31 13F COCA COLA COM 191216100 11,507 0 0.00 607 -3.80 0.0584
2021-02-04 2020-12-31 13F COCA COLA COM 191216100 11,507 650 5.99 631 17.72 0.0677
2020-10-28 2020-09-30 13F COCA COLA COM 191216100 10,857 0 0.00 536 10.52 0.0675
2020-07-24 2020-06-30 13F COCA COLA COM 191216100 10,857 0 0.00 485 1.04 0.0656
2020-04-20 2020-03-31 13F COCA COLA COM 191216100 10,857 0 0.00 480 -20.13 0.0754
2020-02-05 2019-12-31 13F COCA COLA COM 191216100 10,857 0 0.00 601 1.69 0.0773
2019-10-21 2019-09-30 13F COCA COLA COM 191216100 10,857 -33 -0.30 591 6.49 0.0796
2019-07-17 2019-06-30 13F COCA COLA COM 191216100 10,890 -641 -5.56 555 2.78 0.0750
2019-04-23 2019-03-31 13F COCA COLA COM 191216100 11,531 0 0.00 540 -1.10 0.0765
2019-02-01 2018-12-31 13F COCA COLA COM 191216100 11,531 116 1.02 546 3.61 0.0867
2018-10-29 2018-09-30 13F COCA COLA COM 191216100 11,415 0 0.00 527 5.19 0.0688
2018-07-19 2018-06-30 13F COCA COLA COM 191216100 11,415 -1,800 -13.62 501 -12.72 0.0688
2018-04-30 2018-03-31 13F COCA COLA COM 191216100 13,215 0 0.00 574 -5.28 0.0818
2018-02-08 2017-12-31 13F COCA COLA COM 191216100 13,215 -200 -1.49 606 0.33 0.0850
2017-10-16 2017-09-30 13F COCA COLA COM 191216100 13,415 -261 -1.91 604 -1.47 0.0874
2017-08-08 2017-06-30 13F COCA COLA COM 191216100 13,676 1,950 16.63 613 23.09 0.0962
2017-04-28 2017-03-31 13F COCA COLA COM 191216100 11,726 -172 -1.45 498 1.01 0.0796
2017-02-06 2016-12-31 13F COCA COLA COM 191216100 11,898 0 0.00 493 -2.18 0.0887
2016-11-08 2016-09-30 13F COCA COLA COM 191216100 11,898 0 0.00 504 -6.49 0.0915
2016-07-21 2016-06-30 13F COCA COLA COM 191216100 11,898 0 0.00 539 -2.36 0.0974
2016-04-28 2016-03-31 13F COCA COLA COM 191216100 11,898 0 0.00 552 8.02 0.0981
2016-01-28 2015-12-31 13F COCA COLA COM 191216100 11,898 0 0.00 511 7.13 0.0970
2015-11-12 2015-09-30 13F COCA COLA COM 191216100 11,898 -512 -4.13 477 -2.05 0.0931
2015-07-31 2015-06-30 13F COCA COLA COM 191216100 12,410 512 4.30 487 1.04 0.0875
2015-05-05 2015-03-31 13F COCA COLA COM 191216100 11,898 -1,077 -8.30 482 -12.04 0.0860
2015-02-17 2014-12-31 13F COCA COLA COM 191216100 12,975 -1,144 -8.10 548 -8.97 0.1023
2014-12-02 2014-09-30 13F/A-1 COCA COLA COM 191216100 14,119 9,981 241.20 602 244.00 0.1137
2014-11-12 2014-09-30 13F COCA COLA COM 191216100 14,119 9,981 602 0.1103
2014-08-11 2014-06-30 13F COCA COLA COM 191216100 4,138 -11,142 -72.92 175 -70.39 0.0467
2014-04-11 2014-03-31 13F Coca Cola COM 191216100 15,280 1,902 14.22 591 6.87 0.1383
2014-01-17 2013-12-31 13F Coca Cola COM 191216100 13,378 0 0.00 553 9.07 0.1364
2013-10-09 2013-09-30 13F Coca Cola COM 191216100 13,378 -4,018 -23.10 507 -27.36 0.1399
2013-07-18 2013-06-30 13F Coca Cola COM 191216100 17,396 17,396 698 0.1888
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.