The Coca-Cola Company
CO ˙ BVC ˙ US1912161007
SecurityCO:KOCO / The Coca-Cola Company
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership21,618 shares
Latest Disclosed Value $ 1,644,011
Pinnacle Wealth Planning Services, Inc. reports 0.59% increase in ownership of KOCO / The Coca-Cola Company

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 21,618 shares of The Coca-Cola Company (CO:KOCO) valued at $1,644,011 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 21,491 shares of The Coca-Cola Company. This represents a change in shares of 0.59% 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)
2026-05-11 2026-03-31 13F COCA COLA COM 191216100 21,618 127 0.59 1,644 9.45 0.1698
2026-02-13 2025-12-31 13F COCA COLA COM 191216100 21,491 -838 -3.75 1,502 1.49 0.1569
2025-11-13 2025-09-30 13F Coca Cola COM 191216100 22,329 1,781 8.67 1,481 1.86 0.1735
2025-08-11 2025-06-30 13F THE COCA-COLA COM 191216100 20,548 3,592 21.18 1,454 19.69 0.1912
2025-05-15 2025-03-31 13F THE COCA-COLA COM 191216100 16,956 830 5.15 1,214 20.92 0.1826
2025-02-27 2024-12-31 13F/A-1 THE COCA-COLA COM 191216100 16,126 -3,084 -16.05 1,004 -27.25 0.1509
2025-02-06 2024-12-31 13F THE COCA-COLA COM 191216100 16,126 -3,084 1,004 0.1402
2024-11-13 2024-09-30 13F COCA COLA CO COM Stock 191216100 19,210 -291 -1.49 1,380 11.20 0.1875
2024-08-09 2024-06-30 13F COCA COLA CO COM Stock 191216100 19,501 -272 -1.38 1,241 2.65 0.1773
2024-05-10 2024-03-31 13F COCA COLA CO COM Stock 191216100 19,773 -476 -2.35 1,210 1.34 0.1772
2024-02-08 2023-12-31 13F COCA COLA CO COM Stock 191216100 20,249 -2,966 -12.78 1,193 -8.16 0.1874
2023-11-08 2023-09-30 13F COCA COLA CO COM Stock 191216100 23,215 -89 -0.38 1,300 -7.41 0.2142
2023-08-07 2023-06-30 13F COCA COLA CO COM Stock 191216100 23,304 -893 -3.69 1,403 -6.47 0.2266
2023-05-03 2023-03-31 13F COCA COLA CO COM Stock 191216100 24,197 2,895 13.59 1,501 10.78 0.2494
2023-02-13 2022-12-31 13F COCA COLA CO COM Stock 191216100 21,302 -5,769 -21.31 1,355 -10.74 0.2407
2022-11-09 2022-09-30 13F COCA COLA CO COM Stock 191216100 27,071 8 0.03 1,517 -10.92 0.2804
2022-08-03 2022-06-30 13F COCA COLA CO COM Stock 191216100 27,063 1,937 7.71 1,703 9.31 0.3060
2022-04-20 2022-03-31 13F COCA COLA CO COM Stock 191216100 25,126 4,341 20.89 1,558 26.56 0.2839
2022-01-21 2021-12-31 13F COCA COLA CO COM Stock 191216100 20,785 294 1.43 1,231 14.51 0.2405
2021-10-29 2021-09-30 13F COCA COLA CO COM Stock 191216100 20,491 311 1.54 1,075 -1.56 0.2376
2021-08-02 2021-06-30 13F COCA COLA CO COM Stock 191216100 20,180 -28 -0.14 1,092 2.54 0.2540
2021-04-29 2021-03-31 13F COCA COLA CO COM Stock 191216100 20,208 2,969 17.22 1,065 12.58 0.2731
2021-02-12 2020-12-31 13F COCA COLA CO COM Stock 191216100 17,239 635 3.82 946 15.51 0.2260
2020-11-03 2020-09-30 13F COCA COLA CO COM Stock 191216100 16,604 -4,882 -22.72 819 -14.69 0.2704
2020-07-27 2020-06-30 13F COCA COLA CO COM Stock 191216100 21,486 3,599 20.12 960 21.37 0.3118
2020-05-11 2020-03-31 13F COCA COLA CO COM Stock 191216100 17,887 1,922 12.04 791 -10.42 0.3757
2020-02-07 2019-12-31 13F COCA COLA CO COM Stock 191216100 15,965 1,839 13.02 883 14.82 0.4153
2019-10-31 2019-09-30 13F COCA COLA CO COM Stock 191216100 14,126 623 4.61 769 11.94 0.4187
2019-08-06 2019-06-30 13F COCA COLA CO COM Stock 191216100 13,503 1,688 14.29 687 24.01 0.4146
2019-05-08 2019-03-31 13F COCA COLA CO COM Stock 191216100 11,815 -3,576 -23.23 554 -24.01 0.3718
2019-03-01 2018-12-31 13F COCA COLA CO COM Stock 191216100 15,391 1,441 10.33 729 13.20 0.4665
2019-02-28 2018-09-30 13F COCA COLA CO COM Stock 191216100 13,950 887 6.79 644 12.20 0.5888
2019-02-28 2018-06-30 13F COCA COLA CO COM Stock 191216100 13,063 1,172 9.86 574 11.24 0.5575
2019-02-28 2018-03-31 13F COCA COLA CO COM Stock 191216100 11,891 9,880 491.30 516 460.87 0.5307
2018-02-12 2017-12-31 13F COCA COLA CO COM Stock 191216100 2,011 2,011 92 0.1874
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.