The Coca-Cola Company
CO ˙ BVC ˙ US1912161007
SecurityCO:KOCO / The Coca-Cola Company
InstitutionStolper Co
Latest Disclosed Ownership125,159 shares
Latest Disclosed Value $ 9,711
Stolper Co reports 19.13% increase in ownership of KOCO / The Coca-Cola Company

On April 13, 2026 - Stolper Co filed a 13F-HR form disclosing ownership of 125,159 shares of The Coca-Cola Company (CO:KOCO) valued at $9,711 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 105,064 shares of The Coca-Cola Company. This represents a change in shares of 19.13% 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)
2026-04-13 2026-03-31 13F CISCO SYSTEMS COM 191216100 125,159 20,095 19.13 10 28.57 2.6946
2026-01-12 2025-12-31 13F COCA COLA COM 191216100 105,064 2,034 1.97 7 16.67 2.1635
2025-10-10 2025-09-30 13F/A-1 COCA COLA COM 191216100 103,030 1,329 1.31 7 -14.29 2.0704
2025-10-10 2025-09-30 13F COCA COLA COM 191216100 103,030 1,329 7 2.0704
2025-07-10 2025-06-30 13F COCA COLA COM 191216100 101,701 -886 -0.86 7 0.00 2.3635
2025-04-08 2025-03-31 13F COCA COLA COM 191216100 102,587 395 0.39 7 16.67 2.4095
2025-01-14 2024-12-31 13F COCA COLA COM 191216100 102,192 1,382 1.37 6 -14.29 2.1192
2024-10-09 2024-09-30 13F COCA COLA COM 191216100 100,810 355 0.35 7 16.67 2.3699
2024-08-08 2024-06-30 13F COCA COLA COM 191216100 100,455 3,120 3.21 6 20.00 2.2506
2024-04-09 2024-03-31 13F COCA COLA COM 191216100 97,335 865 0.90 6 0.00 2.1483
2024-01-12 2023-12-31 13F COCA COLA COM 191216100 96,470 187 0.19 6 0.00 2.2892
2023-10-10 2023-09-30 13F COCA COLA COM 191216100 96,283 226 0.24 5 0.00 2.3368
2023-07-10 2023-06-30 13F COCA COLA COM 191216100 96,057 -730 -0.75 6 -16.67 2.4352
2023-04-11 2023-03-31 13F COCA COLA COM 191216100 96,787 3,558 3.82 6 20.00 2.5735
2023-01-11 2022-12-31 13F COCA COLA COM 191216100 93,229 1,531 1.67 6 -99.90 2.5993
2022-10-07 2022-09-30 13F COCA COLA COM 191216100 91,698 2,656 2.98 5,137 -8.30 2.5308
2022-07-08 2022-06-30 13F COCA COLA COM 191216100 89,042 1,309 1.49 5,602 3.00 2.6278
2022-04-14 2022-03-31 13F/A-98 COCA COLA COM 191216100 87,733 1,411 1.63 5,439 6.42 2.3043
2022-04-08 2022-03-31 13F COCA COLA COM 191216100 86,322 0 5,111 2.2780
2022-01-11 2021-12-31 13F/A-1 COCA COLA COM 191216100 86,322 687 0.80 5,111 13.75 2.2780
2022-01-11 2021-12-31 13F COCA COLA COM 191216100 86,322 5,111
2021-10-13 2021-09-30 13F COCA COLA COM 191216100 85,635 418 0.49 4,493 -2.56 2.1474
2021-07-15 2021-06-30 13F COCA COLA COM 191216100 85,217 1,387 1.65 4,611 4.34 2.1741
2021-04-09 2021-03-31 13F COCA COLA COM 191216100 83,830 178 0.21 4,419 -3.66 2.2760
2021-01-11 2020-12-31 13F COCA COLA COM 191216100 83,652 399 0.48 4,587 11.61 2.5729
2020-10-08 2020-09-30 13F COCA COLA COM 191216100 83,253 -3,541 -4.08 4,110 5.98 2.6569
2020-07-09 2020-06-30 13F COCA COLA COM 191216100 86,794 -3,025 -3.37 3,878 -2.42 2.5329
2020-04-14 2020-03-31 13F COCA COLA COM 191216100 89,819 89,819 3,974 2.8532
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.