The Coca-Cola Company
CO ˙ BVC ˙ US1912161007
SecurityCO:KOCO / The Coca-Cola Company
InstitutionEmpirical Financial Services, LLC d.b.a. Empirical Wealth Management
Latest Disclosed Ownership58,854 shares
Latest Disclosed Value $ 4,475,869
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reports 12.90% increase in ownership of KOCO / The Coca-Cola Company

On May 4, 2026 - Empirical Financial Services, LLC d.b.a. Empirical Wealth Management filed a 13F-HR form disclosing ownership of 58,854 shares of The Coca-Cola Company (CO:KOCO) valued at $4,475,869 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 52,130 shares of The Coca-Cola Company. This represents a change in shares of 12.90% 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 58,854 6,724 12.90 4,476 22.80 0.0533
2026-01-16 2025-12-31 13F COCA COLA COM 191216100 52,130 -1,617 -3.01 3,644 2.24 0.0649
2025-11-10 2025-09-30 13F COCA COLA COM 191216100 53,747 64 0.12 3,565 -6.16 0.0713
2025-07-21 2025-06-30 13F COCA COLA COM 191216100 53,683 3,630 7.25 3,798 5.97 0.0857
2025-05-08 2025-03-31 13F COCA COLA COM 191216100 50,053 10,967 28.06 3,585 47.31 0.0922
2025-01-22 2024-12-31 13F COCA COLA COM 191216100 39,086 2,394 6.52 2,433 -7.70 0.0660
2024-11-01 2024-09-30 13F COCA COLA COM 191216100 36,692 2,362 6.88 2,637 20.64 0.0740
2024-08-09 2024-06-30 13F COCA COLA COM 191216100 34,330 5,792 20.30 2,185 25.21 0.0647
2024-05-07 2024-03-31 13F COCA COLA COM 191216100 28,538 3,413 13.58 1,746 17.91 0.0527
2024-02-06 2023-12-31 13F COCA COLA COM 191216100 25,125 360 1.45 1,481 6.78 0.0492
2023-11-03 2023-09-30 13F COCA COLA COM 191216100 24,765 1,445 6.20 1,386 -1.28 0.0543
2023-08-11 2023-06-30 13F COCA COLA COM 191216100 23,320 2,676 12.96 1,404 9.69 0.0565
2023-05-09 2023-03-31 13F COCA COLA COM 191216100 20,644 -2,195 -9.61 1,281 -11.85 0.0555
2023-02-08 2022-12-31 13F COCA COLA COM 191216100 22,839 987 4.52 1,453 18.63 0.0684
2022-11-03 2022-09-30 13F COCA COLA COM 191216100 21,852 851 4.05 1,224 -7.34 0.0641
2022-08-02 2022-06-30 13F COCA COLA COM 191216100 21,001 5,166 32.62 1,321 34.52 0.0693
2022-05-13 2022-03-31 13F COCA COLA COM 191216100 15,835 -1,068 -6.32 982 -1.90 0.0490
2022-02-14 2021-12-31 13F COCA COLA COM 191216100 16,903 3,234 23.66 1,001 39.61 0.0500
2021-11-02 2021-09-30 13F COCA COLA COM 191216100 13,669 -2,658 -16.28 717 -18.80 0.0408
2021-08-12 2021-06-30 13F COCA COLA COM 191216100 16,327 7,336 81.59 883 86.29 0.0535
2021-05-17 2021-03-31 13F COCA COLA COM 191216100 8,991 -2,041 -18.50 474 -21.65 0.0380
2021-02-12 2020-12-31 13F COCA COLA COM 191216100 11,032 925 9.15 605 21.24 0.0461
2020-11-12 2020-09-30 13F COCA COLA COM 191216100 10,107 -2,336 -18.77 499 -10.25 0.0426
2020-08-12 2020-06-30 13F COCA COLA COM 191216100 12,443 -721 -5.48 556 -4.63 0.0519
2020-05-11 2020-03-31 13F COCA COLA COM 191216100 13,164 368 2.88 583 -17.66 0.0637
2020-02-13 2019-12-31 13F COCA COLA COM 191216100 12,796 1,718 15.51 708 17.41 0.0778
2019-11-13 2019-09-30 13F COCA COLA COM 191216100 11,078 150 1.37 603 8.45 0.0730
2019-08-12 2019-06-30 13F COCA COLA COM 191216100 10,928 1,692 18.32 556 28.41 0.0724
2019-05-13 2019-03-31 13F COCA COLA COM 191216100 9,236 442 5.03 433 4.09 0.0630
2019-02-13 2018-12-31 13F COCA COLA COM 191216100 8,794 -707 -7.44 416 -5.24 0.0707
2018-11-13 2018-09-30 13F COCA COLA COM 191216100 9,501 1,859 24.33 439 31.04 0.0778
2018-08-13 2018-06-30 13F COCA COLA COM 191216100 7,642 251 3.40 335 4.36 0.0627
2018-05-14 2018-03-31 13F/A-1 COCA COLA COM 191216100 7,391 1,194 19.27 321 13.03 0.0634
2018-05-11 2018-03-31 13F COCA COLA COM 191216100 5,191 -1,006 321
2018-02-12 2017-12-31 13F COCA COLA COM 191216100 6,197 481 8.41 284 10.51 0.0609
2017-11-13 2017-09-30 13F COCA COLA COM 191216100 5,716 -1,975 -25.68 257 -25.51 0.0593
2017-08-10 2017-06-30 13F COCA COLA COM 191216100 7,691 895 13.17 345 19.79 0.0840
2017-05-12 2017-03-31 13F COCA COLA COM 191216100 6,796 -40 -0.59 288 1.77 0.0718
2017-02-08 2016-12-31 13F COCA COLA COM 191216100 6,836 -250 -3.53 283 -5.67 0.0695
2016-11-03 2016-09-30 13F COCA COLA COM 191216100 7,086 210 3.05 300 -3.85 0.0783
2016-07-29 2016-06-30 13F COCA COLA COM 191216100 6,876 -316 -4.39 312 -6.59 0.0819
2016-04-21 2016-03-31 13F COCA COLA COM 191216100 7,192 552 8.31 334 17.19 0.0808
2016-01-26 2015-12-31 13F COCA COLA COM 191216100 6,640 -2,772 -29.45 285 -24.60 0.0693
2015-10-22 2015-09-30 13F COCA COLA COM 191216100 9,412 2 0.02 378 2.44 0.0892
2015-08-06 2015-06-30 13F COCA COLA COM 191216100 9,410 2,827 42.94 369 38.20 0.0858
2015-05-07 2015-03-31 13F COCA COLA COM 191216100 6,583 0 0.00 267 -3.96 0.0640
2015-02-10 2014-12-31 13F COCA COLA COM 191216100 6,583 4 0.06 278 -1.07 0.0679
2014-11-12 2014-09-30 13F COCA COLA COM 191216100 6,579 3 0.05 281 0.72 0.0680
2014-07-17 2014-06-30 13F COCA COLA COM 191216100 6,576 2 0.03 279 9.84 0.0692
2014-05-06 2014-03-31 13F COCA COLA COM 191216100 6,574 0 0.00 254 -6.62 0.0669
2014-01-24 2013-12-31 13F COCA COLA COM 191216100 6,574 2 0.03 272 9.24 0.0769
2013-10-24 2013-09-30 13F COCA COLA COM 191216100 6,572 -485 -6.87 249 -12.01 0.0779
2013-07-19 2013-06-30 13F COCA COLA COM 191216100 7,057 7,057 283 0.0943
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.