The Coca-Cola Company
CO ˙ BVC ˙ US1912161007
SecurityCO:KOCO / The Coca-Cola Company
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership14,190 shares
Latest Disclosed Value $ 1,079,146
WealthPLAN Partners, LLC reports 64.07% increase in ownership of KOCO / The Coca-Cola Company

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 14,190 shares of The Coca-Cola Company (CO:KOCO) valued at $1,079,146 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 8,649 shares of The Coca-Cola Company. This represents a change in shares of 64.07% 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.

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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)
2026-04-29 2026-03-31 13F COCA COLA COM 191216100 14,190 5,541 64.07 1,079 78.64 0.1759
2026-02-12 2025-12-31 13F COCA COLA COM 191216100 8,649 2,833 48.71 605 56.88 0.0903
2025-10-27 2025-09-30 13F COCA COLA COM 191216100 5,816 810 16.18 386 8.76 0.0578
2025-07-28 2025-06-30 13F COCA COLA COM 191216100 5,006 927 22.73 354 21.23 0.0570
2025-05-12 2025-03-31 13F COCA COLA COM 191216100 4,079 -1,042 -20.35 292 -8.18 0.0412
2025-01-30 2024-12-31 13F COCA COLA COM 191216100 5,121 -707 -12.13 319 -23.92 0.0452
2024-11-05 2024-09-30 13F COCA COLA COM 191216100 5,828 -11,821 -66.98 419 -62.78 0.0562
2024-08-09 2024-06-30 13F COCA COLA COM 191216100 17,649 382 2.21 1,123 6.34 0.1206
2024-05-07 2024-03-31 13F COCA COLA COM 191216100 17,267 10,404 151.60 1,056 161.39 0.1094
2024-01-05 2023-12-31 13F COCA COLA COM 191216100 6,863 109 1.61 404 6.88 0.0416
2023-11-02 2023-09-30 13F COCA COLA COM 191216100 6,754 203 3.10 378 -4.06 0.0439
2023-07-31 2023-06-30 13F Coca Cola Stock/ETF 191216100 6,551 -880 -11.84 394 -14.35 0.0558
2023-05-10 2023-03-31 13F Coca Cola Stock/ETF 191216100 7,431 -3,844 -34.09 461 -31.45 0.0524
2023-02-16 2022-12-31 13F COCA COLA COM 191216100 11,275 1,373 13.87 672 4.84 0.0469
2022-05-03 2022-03-31 13F COCA COLA COM 191216100 9,902 61 0.62 640 6.67 0.0444
2022-02-01 2021-12-31 13F COCA COLA COM 191216100 9,841 -592 -5.67 600 4.17 0.0395
2021-12-09 2021-09-30 13F COCA COLA COM 191216100 10,433 -633 -5.72 576 -8.28 0.0383
2021-08-19 2021-06-30 13F COCA COLA COM 191216100 11,066 -5,999 -35.15 628 -32.03 0.0442
2021-05-11 2021-03-31 13F COCA COLA COM 191216100 17,065 -1,635 -8.74 924 0.76 0.0717
2021-02-09 2020-12-31 13F COCA COLA COM 191216100 18,700 7,965 74.20 917 61.16 0.0779
2020-12-18 2020-09-30 13F COCA COLA COM 191216100 10,735 -533 -4.73 569 4.40 0.0555
2020-08-19 2020-06-30 13F COCA COLA COM 191216100 11,268 913 8.82 545 20.31 0.0564
2020-05-15 2020-03-31 13F COCA COLA COM 191216100 10,355 -1,269 -10.92 453 -34.44 0.0588
2020-02-14 2019-12-31 13F COCA COLA COM 191216100 11,624 2,957 34.12 691 52.20 0.0816
2019-11-15 2019-09-30 13F COCA COLA COM 191216100 8,667 436 5.30 454 3.18 0.0621
2019-08-19 2019-06-30 13F COCA COLA COM 191216100 8,231 -4,883 -37.24 440 -31.78 0.0662
2019-05-16 2019-03-31 13F COCA COLA COM 191216100 13,114 178 1.38 645 10.26 0.1007
2019-02-20 2018-12-31 13F COCA COLA COM 191216100 12,936 -4,339 -25.12 585 -31.42 0.0941
2018-11-21 2018-09-30 13F COCA COLA COM 191216100 17,275 33 0.19 853 12.83 0.1557
2018-08-16 2018-06-30 13F COCA COLA COM 191216100 17,242 855 5.22 756 6.18 0.1550
2018-05-15 2018-03-31 13F COCA COLA COM 191216100 16,387 4,803 41.46 712 34.09 0.1562
2018-02-16 2017-12-31 13F COCA COLA COM 191216100 11,584 1,721 17.45 531 19.59 0.1422
2017-11-14 2017-09-30 13F COCA COLA COM 191216100 9,863 -50 -0.50 444 -0.22 0.1246
2017-08-11 2017-06-30 13F COCA COLA COM 191216100 9,913 6,383 180.82 445 196.67 0.1278
2017-04-19 2017-03-31 13F COCA COLA Common Stock 191216100 3,530 -10,389 -74.64 150 -74.23 0.5219
2016-12-09 2016-09-30 13F COCA COLA Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 191216100 13,919 -20,198 -59.20 582 -7.77 0.1896
2016-08-08 2016-06-30 13F Coca Cola Common Stock 191216100 34,117 -1,308 -3.69 632 55.80 0.0811
2016-03-24 2015-12-31 13F COCA COLA COM 191216100 35,425 25,828 269.13 406 7.71 0.0659
2015-08-10 2015-06-30 13F COCA COLA COM 191216100 9,597 2,020 26.66 376 22.48 0.1645
2015-05-04 2015-03-31 13F Coca Cola Common Stock 191216100 7,577 7,577 307 0.1429
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.