The Coca-Cola Company
CO ˙ BVC ˙ US1912161007
SecurityCO:KOCO / The Coca-Cola Company
InstitutionNadler Financial Group, Inc.
Latest Disclosed Ownership6,629 shares
Latest Disclosed Value $ 504,168
Nadler Financial Group, Inc. reports 16.99% decrease in ownership of KOCO / The Coca-Cola Company

On May 4, 2026 - Nadler Financial Group, Inc. filed a 13F-HR form disclosing ownership of 6,629 shares of The Coca-Cola Company (CO:KOCO) valued at $504,168 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 7,986 shares of The Coca-Cola Company. This represents a change in shares of -16.99% 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 Stock 191216100 6,629 -1,357 -16.99 504 -9.68 0.0486
2026-01-28 2025-12-31 13F Coca-Cola Stock 191216100 7,986 -582 -6.79 558 -1.76 0.0519
2025-10-30 2025-09-30 13F Coca-Cola Stock 191216100 8,568 -168 -1.92 568 -8.09 0.0542
2025-07-28 2025-06-30 13F Coca-Cola Stock 191216100 8,736 -1,100 -11.18 618 -12.22 0.0633
2025-04-24 2025-03-31 13F COCA COLA COM 191216100 9,836 728 7.99 704 24.16 0.0780
2025-01-24 2024-12-31 13F COCA COLA COM 191216100 9,108 0 0.00 567 -13.30 0.0597
2024-10-28 2024-09-30 13F COCA COLA COM 191216100 9,108 0 0.00 655 12.95 0.0722
2024-07-22 2024-06-30 13F COCA COLA COM 191216100 9,108 -39 -0.43 580 3.58 0.0681
2024-04-26 2024-03-31 13F COCA COLA COM 191216100 9,147 1,038 12.80 560 17.19 0.0690
2024-02-02 2023-12-31 13F COCA COLA COM 191216100 8,109 -232 -2.78 478 2.36 0.0644
2023-10-24 2023-09-30 13F COCA COLA COM 191216100 8,341 0 0.00 467 -7.17 0.0707
2023-07-31 2023-06-30 13F COCA COLA COM 191216100 8,341 -50 -0.60 502 -3.46 0.0734
2023-04-19 2023-03-31 13F COCA COLA COM 191216100 8,391 0 0.00 520 -2.44 0.0828
2023-01-30 2022-12-31 13F COCA COLA COM 191216100 8,391 -115 -1.35 534 11.74 0.0932
2022-10-31 2022-09-30 13F COCA COLA COM 191216100 8,506 -244 -2.79 477 -13.27 0.0908
2022-07-20 2022-06-30 13F COCA COLA COM 191216100 8,750 56 0.64 550 2.04 0.1012
2022-05-05 2022-03-31 13F COCA COLA COM 191216100 8,694 -1,136 -11.56 539 -7.39 0.0844
2022-01-18 2021-12-31 13F COCA COLA COM 191216100 9,830 201 2.09 582 15.25 0.0860
2021-10-13 2021-09-30 13F COCA COLA COM 191216100 9,629 -1,114 -10.37 505 -13.08 0.0824
2021-07-16 2021-06-30 13F COCA COLA COM 191216100 10,743 -50 -0.46 581 2.11 0.0951
2021-04-14 2021-03-31 13F COCA COLA COM 191216100 10,793 0 0.00 569 -3.89 0.1017
2021-01-26 2020-12-31 13F COCA COLA COM 191216100 10,793 -600 -5.27 592 5.34 0.1131
2020-10-07 2020-09-30 13F COCA COLA COM 191216100 11,393 3,956 53.19 562 69.28 0.1245
2020-07-09 2020-06-30 13F COCA COLA COM 191216100 7,437 9 0.12 332 0.91 0.0830
2020-04-09 2020-03-31 13F COCA COLA COM 191216100 7,428 100 1.36 329 -18.97 0.1011
2020-01-08 2019-12-31 13F COCA COLA COM 191216100 7,328 13 0.18 406 2.01 0.1003
2019-10-02 2019-09-30 13F COCA COLA COM 191216100 7,315 7 0.10 398 6.99 0.1108
2019-07-16 2019-06-30 13F COCA COLA COM 191216100 7,308 175 2.45 372 11.38 0.1076
2019-04-04 2019-03-31 13F COCA COLA COM 191216100 7,133 -252 -3.41 334 -4.57 0.1064
2019-01-17 2018-12-31 13F COCA COLA COM 191216100 7,385 866 13.28 350 16.28 0.1148
2018-10-09 2018-09-30 13F COCA COLA COM 191216100 6,519 -92 -1.39 301 3.79 0.0814
2018-07-09 2018-06-30 13F COCA COLA COM 191216100 6,611 876 15.27 290 16.47 0.0821
2018-04-05 2018-03-31 13F COCA COLA COM 191216100 5,735 -1,411 -19.75 249 -24.09 0.0767
2018-01-12 2017-12-31 13F COCA COLA COM 191216100 7,146 23 0.32 328 2.18 0.1001
2017-10-11 2017-09-30 13F COCA COLA COM 191216100 7,123 12 0.17 321 0.63 0.1058
2017-07-13 2017-06-30 13F COCA COLA COM 191216100 7,111 -188 -2.58 319 2.90 0.1086
2017-04-07 2017-03-31 13F COCA COLA COM 191216100 7,299 -1,324 -15.35 310 -13.41 0.1081
2017-01-18 2016-12-31 13F COCA COLA COM 191216100 8,623 -475 -5.22 358 -7.01 0.1327
2016-10-07 2016-09-30 13F COCA COLA COM 191216100 9,098 11 0.12 385 -6.55 0.1517
2016-07-07 2016-06-30 13F COCA COLA COM 191216100 9,087 -314 -3.34 412 -5.50 0.1738
2016-04-05 2016-03-31 13F COCA COLA COM 191216100 9,401 -50 -0.53 436 7.39 0.1907
2016-01-20 2015-12-31 13F COCA COLA COM 191216100 9,451 -171 -1.78 406 5.18 0.1832
2015-10-08 2015-09-30 13F COCA COLA COM 191216100 9,622 -1,270 -11.66 386 -9.60 0.1930
2015-07-08 2015-06-30 13F COCA COLA COM 191216100 10,892 -825 -7.04 427 -10.11 0.2017
2015-04-13 2015-03-31 13F COCA COLA COM 191216100 11,717 11,717 0.00 475 0.2284
2015-02-03 2014-12-31 13F COCA COLA COM 191216100 0 -11,591 -100.00 0 -100.00
2014-10-31 2014-09-30 13F COCA COLA COM 191216100 11,591 -282 -2.38 494 -1.79 0.2959
2014-07-31 2014-06-30 13F COCA COLA COM 191216100 11,873 -545 -4.39 503 4.79 0.3163
2014-04-03 2014-03-31 13F COCA COLA COM 191216100 12,418 -470 -3.65 480 -9.77 0.3198
2014-02-06 2013-12-31 13F COCA COLA COM 191216100 12,888 70 0.55 532 9.47 0.3443
2013-10-31 2013-09-30 13F COCA COLA COM 191216100 12,818 -1,203 -8.58 486 -13.52 0.3532
2013-08-15 2013-06-30 13F COCA COLA COM 191216100 14,021 14,021 562 0.3961
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.