The Coca-Cola Company
CO ˙ BVC ˙ US1912161007
SecurityCO:KOCO / The Coca-Cola Company
InstitutionRiver Wealth Advisors LLC
Latest Disclosed Ownership7,929 shares
Latest Disclosed Value $ 603,001
River Wealth Advisors LLC reports 0.95% decrease in ownership of KOCO / The Coca-Cola Company

On May 13, 2026 - River Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 7,929 shares of The Coca-Cola Company (CO:KOCO) valued at $603,001 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,005 shares of The Coca-Cola Company. This represents a change in shares of -0.95% 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)
2026-05-13 2026-03-31 13F COCA COLA COM 191216100 7,929 -76 -0.95 603 7.87 0.0693
2026-02-13 2025-12-31 13F COCA COLA COM 191216100 8,005 44 0.55 560 6.07 0.0628
2025-11-12 2025-09-30 13F COCA COLA COM 191216100 7,961 -808 -9.21 528 -15.00 0.0617
2025-08-13 2025-06-30 13F COCA COLA COM 191216100 8,769 397 4.74 620 3.51 0.0771
2025-05-14 2025-03-31 13F COCA COLA COM 191216100 8,372 -621 -6.91 600 7.16 0.0833
2025-02-13 2024-12-31 13F COCA COLA COM 191216100 8,993 -1,384 -13.34 560 -24.97 0.0742
2024-11-12 2024-09-30 13F COCA COLA COM 191216100 10,377 568 5.79 746 19.39 0.0994
2024-08-13 2024-06-30 13F COCA COLA COM 191216100 9,809 304 3.20 624 7.40 0.0895
2024-05-14 2024-03-31 13F COCA COLA COM 191216100 9,505 -100 -1.04 582 2.65 0.0845
2024-02-13 2023-12-31 13F COCA COLA COM 191216100 9,605 22 0.23 566 5.60 0.0904
2023-11-13 2023-09-30 13F COCA COLA COM 191216100 9,583 -40 -0.42 536 -7.43 0.0960
2023-08-09 2023-06-30 13F COCA COLA COM 191216100 9,623 -880 -8.38 579 -11.06 0.0983
2023-05-11 2023-03-31 13F COCA COLA COM 191216100 10,503 -539 -4.88 652 -7.26 0.1185
2023-02-10 2022-12-31 13F COCA COLA COM 191216100 11,042 -325 -2.86 702 10.20 0.1353
2022-11-14 2022-09-30 13F COCA COLA COM 191216100 11,367 304 2.75 637 -8.48 0.1373
2022-08-10 2022-06-30 13F COCA COLA COM 191216100 11,063 556 5.29 696 6.91 0.1283
2022-05-09 2022-03-31 13F COCA COLA COM 191216100 10,507 394 3.90 651 8.68 0.1039
2022-02-11 2021-12-31 13F COCA COLA COM 191216100 10,113 58 0.58 599 13.45 0.0929
2021-11-12 2021-09-30 13F COCA COLA COM 191216100 10,055 223 2.27 528 -0.75 0.0904
2021-08-06 2021-06-30 13F COCA COLA COM 191216100 9,832 -3,207 -24.60 532 -22.56 0.0931
2021-05-11 2021-03-31 13F COCA COLA COM 191216100 13,039 1,397 12.00 687 7.68 0.1289
2021-02-16 2020-12-31 13F COCA COLA COM 191216100 11,642 474 4.24 638 15.79 0.1379
2020-11-10 2020-09-30 13F COCA COLA COM 191216100 11,168 1,977 21.51 551 34.06 0.1438
2020-08-11 2020-06-30 13F COCA COLA COM 191216100 9,191 115 1.27 411 2.24 0.1248
2020-05-05 2020-03-31 13F COCA COLA COM 191216100 9,076 -82 -0.90 402 -20.71 0.1606
2020-02-07 2019-12-31 13F COCA COLA COM 191216100 9,158 298 3.36 507 5.19 0.1714
2019-10-29 2019-09-30 13F COCA COLA COM 191216100 8,860 -171 -1.89 482 4.78 0.1821
2019-07-30 2019-06-30 13F COCA COLA COM 191216100 9,031 695 8.34 460 17.65 0.1795
2019-05-07 2019-03-31 13F COCA COLA COM 191216100 8,336 501 6.39 391 5.39 0.1637
2019-01-25 2018-12-31 13F COCA COLA COM 191216100 7,835 -392 -4.76 371 -2.37 0.1649
2018-11-09 2018-09-30 13F COCA COLA COM 191216100 8,227 -822 -9.08 380 -4.28 0.1401
2018-08-13 2018-06-30 13F COCA COLA COM 191216100 9,049 -1,363 -13.09 397 -12.17 0.1544
2018-05-02 2018-03-31 13F COCA COLA COM 191216100 10,412 -2,693 -20.55 452 -24.79 0.1906
2018-02-09 2017-12-31 13F COCA COLA COM 191216100 13,105 2,197 20.14 601 22.40 0.2499
2017-11-06 2017-09-30 13F COCA COLA COM 191216100 10,908 -995 -8.36 491 -8.05 0.2221
2017-07-28 2017-06-30 13F COCA COLA COM 191216100 11,903 -438 -3.55 534 1.91 0.2486
2017-05-12 2017-03-31 13F COCA COLA COM 191216100 12,341 -4,570 -27.02 524 -25.25 0.2543
2017-02-17 2016-12-31 13F COCA COLA COM 191216100 16,911 -180 -1.05 701 -3.04 0.3547
2016-11-02 2016-09-30 13F COCA COLA COM 191216100 17,091 -275 -1.58 723 -8.13 0.3997
2016-08-05 2016-06-30 13F COCA COLA COM 191216100 17,366 100 0.58 787 -1.75 0.4518
2016-04-27 2016-03-31 13F COCA COLA COM 191216100 17,266 -213 -1.22 801 6.66 0.4786
2016-01-19 2015-12-31 13F COCA COLA COM 191216100 17,479 -5,790 -24.88 751 -19.59 0.4757
2015-10-26 2015-09-30 13F COCA COLA COM 191216100 23,269 525 2.31 934 4.71 0.6413
2015-07-13 2015-06-30 13F COCA COLA COM 191216100 22,744 741 3.37 892 0.00 0.5669
2015-05-15 2015-03-31 13F COCA COLA COM 191216100 22,003 22,003 892 0.5521
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.