The Coca-Cola Company
CO ˙ BVC ˙ US1912161007
SecurityCO:KOCO / The Coca-Cola Company
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership35,523 shares
Latest Disclosed Value $ 2,701,501
Avidian Wealth Solutions, LLC reports 7.62% increase in ownership of KOCO / The Coca-Cola Company

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 35,523 shares of The Coca-Cola Company (CO:KOCO) valued at $2,701,501 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 33,009 shares of The Coca-Cola Company. This represents a change in shares of 7.62% 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)
2026-05-07 2026-03-31 13F COCA COLA COM 191216100 35,523 2,514 7.62 2,702 17.08 0.0855
2026-02-02 2025-12-31 13F COCA COLA COM 191216100 33,009 2,325 7.58 2,308 13.42 0.0840
2025-10-30 2025-09-30 13F COCA COLA COM 191216100 30,684 605 2.01 2,035 -4.42 0.0766
2025-07-30 2025-06-30 13F COCA COLA COM 191216100 30,079 -457 -1.50 2,128 -2.65 0.0865
2025-04-25 2025-03-31 13F COCA COLA COM 191216100 30,536 -3,755 -10.95 2,187 2.44 0.0974
2025-01-29 2024-12-31 13F COCA COLA COM 191216100 34,291 372 1.10 2,135 -12.43 0.0959
2024-10-30 2024-09-30 13F COCA COLA COM 191216100 33,919 1,174 3.59 2,437 16.94 0.1107
2024-08-06 2024-06-30 13F COCA COLA COM 191216100 32,745 2,844 9.51 2,084 13.94 0.0865
2024-05-03 2024-03-31 13F COCA COLA COM 191216100 29,901 660 2.26 1,829 6.15 0.0887
2024-02-06 2023-12-31 13F COCA COLA COM 191216100 29,241 -1,569 -5.09 1,723 -0.06 0.1060
2023-10-13 2023-09-30 13F COCA COLA COM 191216100 30,810 -3,106 -9.16 1,725 -15.57 0.1215
2023-08-03 2023-06-30 13F COCA COLA COM 191216100 33,916 -8,348 -19.75 2,042 -22.09 0.1337
2023-05-08 2023-03-31 13F COCA COLA COM 191216100 42,264 986 2.39 2,622 -0.15 0.1438
2023-02-06 2022-12-31 13F COCA COLA COM 191216100 41,278 5,433 15.16 2,626 30.73 0.1710
2022-11-03 2022-09-30 13F COCA COLA COM 191216100 35,845 2,754 8.32 2,008 -3.55 0.1451
2022-07-29 2022-06-30 13F COCA COLA COM 191216100 33,091 5,828 21.38 2,082 23.20 0.1474
2022-05-10 2022-03-31 13F COCA COLA COM 191216100 27,263 1,943 7.67 1,690 12.74 0.1035
2022-02-14 2021-12-31 13F COCA COLA COM 191216100 25,320 4,753 23.11 1,499 38.92 0.0933
2021-11-10 2021-09-30 13F COCA COLA COM 191216100 20,567 590 2.95 1,079 -0.19 0.0822
2021-08-09 2021-06-30 13F COCA COLA COM 191216100 19,977 -1,542 -7.17 1,081 -4.67 0.0829
2021-05-05 2021-03-31 13F COCA COLA COM 191216100 21,519 -2,428 -10.14 1,134 -13.63 0.0966
2021-02-09 2020-12-31 13F COCA COLA COM 191216100 23,947 1,524 6.80 1,313 18.61 0.1245
2021-02-03 2020-09-30 13F/A-1 COCA COLA COM 191216100 22,423 5,291 30.88 1,107 44.71 0.1254
2020-08-10 2020-06-30 13F COCA COLA COM 191216100 17,132 3,141 22.45 765 23.59 0.1032
2020-04-22 2020-03-31 13F COCA COLA COM 191216100 13,991 541 4.02 619 -16.80 0.0993
2020-02-13 2019-12-31 13F COCA COLA COM 191216100 13,450 1,723 14.69 744 16.61 0.1057
2019-11-14 2019-09-30 13F COCA COLA COM 191216100 11,727 2,087 21.65 638 29.94 0.1051
2019-08-14 2019-06-30 13F COCA COLA COM 191216100 9,640 -955 -9.01 491 -1.21 0.1161
2019-05-15 2019-03-31 13F COCA COLA COM 191216100 10,595 4,798 82.77 497 80.73 0.1105
2019-02-14 2018-12-31 13F COCA COLA COM 191216100 5,797 5,797 275 0.0960
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.