The Coca-Cola Company
CO ˙ BVC ˙ US1912161007
SecurityCO:KOCO / The Coca-Cola Company
InstitutionBedel Financial Consulting, Inc.
Latest Disclosed Ownership24,771 shares
Latest Disclosed Value $ 1,883,866
Bedel Financial Consulting, Inc. ownership in KOCO / The Coca-Cola Company

On May 4, 2026 - Bedel Financial Consulting, Inc. filed a 13F-HR form disclosing ownership of 24,771 shares of The Coca-Cola Company (CO:KOCO) valued at $1,883,866 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 24,771 shares of The Coca-Cola Company. This represents a change in shares of 0.00% 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)
2026-05-04 2026-03-31 13F COCA COLA COM 191216100 24,771 0 0.00 1,884 8.78 0.2093
2026-01-28 2025-12-31 13F COCA COLA COM 191216100 24,771 1,425 6.10 1,732 11.82 0.1863
2025-11-07 2025-09-30 13F COCA COLA COM 191216100 23,346 674 2.97 1,548 -3.49 0.1977
2025-08-12 2025-06-30 13F COCA COLA COM 191216100 22,672 -110 -0.48 1,604 -1.78 0.2188
2025-05-07 2025-03-31 13F COCA COLA COM 191216100 22,782 104 0.46 1,634 14.12 0.2341
2025-02-06 2024-12-31 13F COCA COLA COM 191216100 22,678 -367 -1.59 1,431 -13.59 0.1988
2024-11-12 2024-09-30 13F COCA COLA COM 191216100 23,045 -92 -0.40 1,656 12.50 0.2337
2024-08-05 2024-06-30 13F COCA COLA COM 191216100 23,137 6 0.03 1,473 4.03 0.2158
2024-05-07 2024-03-31 13F COCA COLA COM 191216100 23,131 -280 -1.20 1,415 2.61 0.2220
2024-02-13 2023-12-31 13F/A-1 COCA COLA COM 191216100 23,411 -1,261 -5.11 1,380 -0.14 0.2528
2024-02-08 2023-12-31 13F COCA COLA COM 191216100 23,411 -1,261 1,380 0.2528
2024-02-08 2023-09-30 13F COCA COLA COM 191216100 24,672 994 4.20 1,381 -3.09 0.2796
2023-08-10 2023-06-30 13F COCA COLA COM 191216100 23,678 5,392 29.49 1,426 25.66 0.2979
2023-05-02 2023-03-31 13F COCA COLA COM 191216100 18,286 -4,202 -18.69 1,134 -20.70 0.2762
2023-02-07 2022-12-31 13F COCA COLA COM 191216100 22,488 642 2.94 1,430 10.00 0.3557
2022-11-08 2022-09-30 13F COCA COLA COM 191216100 21,846 1,602 7.91 1,300 2.04 0.3446
2022-08-04 2022-06-30 13F COCA COLA COM 191216100 20,244 2,037 11.19 1,274 12.84 0.3727
2022-04-19 2022-03-31 13F COCA COLA COM 191216100 18,207 251 1.40 1,129 6.21 0.3547
2022-01-11 2021-12-31 13F COCA COLA COM 191216100 17,956 79 0.44 1,063 13.33 0.3306
2021-10-12 2021-09-30 13F COCA COLA COM 191216100 17,877 25 0.14 938 -2.90 0.3220
2021-08-03 2021-06-30 13F COCA COLA COM 191216100 17,852 457 2.63 966 5.34 0.3362
2021-04-26 2021-03-31 13F COCA COLA COM 191216100 17,395 4,851 38.67 917 33.28 0.3547
2021-02-02 2020-12-31 13F COCA COLA COM 191216100 12,544 247 2.01 688 13.34 0.3053
2020-10-20 2020-09-30 13F COCA COLA COM 191216100 12,297 22 0.18 607 10.77 0.3035
2020-07-14 2020-06-30 13F COCA COLA COM 191216100 12,275 -167 -1.34 548 -0.54 0.2955
2020-05-06 2020-03-31 13F COCA COLA COM 191216100 12,442 146 1.19 551 -19.09 0.3644
2020-01-28 2019-12-31 13F COCA COLA COM 191216100 12,296 23 0.19 681 1.95 0.3862
2019-10-09 2019-09-30 13F COCA COLA COM 191216100 12,273 35 0.29 668 7.22 0.4021
2019-08-01 2019-06-30 13F COCA COLA COM 191216100 12,238 -148 -1.19 623 7.41 0.3786
2019-05-02 2019-03-31 13F COCA COLA COM 191216100 12,386 229 1.88 580 0.69 0.3699
2019-01-28 2018-12-31 13F COCA COLA COM 191216100 12,157 -1,620 -11.76 576 -7.99 0.4145
2018-11-01 2018-09-30 13F COCA COLA COM 191216100 13,777 190 1.40 626 5.03 0.4177
2018-07-18 2018-06-30 13F COCA COLA COM 191216100 13,587 21 0.15 596 1.19 0.4383
2018-05-03 2018-03-31 13F COCA COLA COM 191216100 13,566 0 0.00 589 -5.31 0.4477
2018-02-06 2017-12-31 13F COCA COLA COM 191216100 13,566 13,566 622 0.5597
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.