The Coca-Cola Company
CO ˙ BVC ˙ US1912161007
SecurityCO:KOCO / The Coca-Cola Company
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership48,780 shares
Latest Disclosed Value $ 3,709,692
Wealthcare Advisory Partners LLC reports 6.33% increase in ownership of KOCO / The Coca-Cola Company

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 48,780 shares of The Coca-Cola Company (CO:KOCO) valued at $3,709,692 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 45,877 shares of The Coca-Cola Company. This represents a change in shares of 6.33% 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)
2026-04-14 2026-03-31 13F COCA COLA COM 191216100 48,780 2,903 6.33 3,710 15.65 0.0721
2026-01-14 2025-12-31 13F COCA COLA COM 191216100 45,877 -556 -1.20 3,207 4.16 0.0630
2025-11-07 2025-09-30 13F COCA COLA COM 191216100 46,433 -35 -0.08 3,079 -6.33 0.0641
2025-07-22 2025-06-30 13F COCA COLA COM 191216100 46,468 3,543 8.25 3,288 6.93 0.0750
2025-04-15 2025-03-31 13F COCA COLA COM 191216100 42,925 584 1.38 3,074 16.62 0.0825
2025-01-15 2024-12-31 13F COCA COLA COM 191216100 42,341 423 1.01 2,636 -12.48 0.0732
2024-11-04 2024-09-30 13F COCA COLA COM 191216100 41,918 1,480 3.66 3,012 17.06 0.0858
2024-08-12 2024-06-30 13F COCA COLA COM 191216100 40,438 1,804 4.67 2,574 8.89 0.0804
2024-04-15 2024-03-31 13F COCA COLA COM 191216100 38,634 4,754 14.03 2,364 18.39 0.0775
2024-02-06 2023-12-31 13F COCA COLA COM 191216100 33,880 5,141 17.89 1,997 24.13 0.0794
2023-10-12 2023-09-30 13F COCA COLA COM 191216100 28,739 -2,106 -6.83 1,609 -13.41 0.0739
2023-07-17 2023-06-30 13F COCA COLA COM 191216100 30,845 -1,055 -3.31 1,857 -6.12 0.0831
2023-05-04 2023-03-31 13F COCA COLA COM 191216100 31,900 472 1.50 1,979 -1.05 0.0850
2023-02-13 2022-12-31 13F COCA COLA COMMON 191216100 31,428 1,395 4.64 1,999 18.85 0.0955
2022-11-14 2022-09-30 13F COCA COLA COMMON 191216100 30,033 4,762 18.84 1,682 5.79 0.0960
2022-08-15 2022-06-30 13F COCA COLA COMMON 191216100 25,271 22 0.09 1,590 1.60 0.0962
2022-04-15 2022-03-31 13F COCA COLA COMMON 191216100 25,249 1,466 6.16 1,565 11.15 0.0950
2022-02-11 2021-12-31 13F COCA COLA COMMON 191216100 23,783 1,997 9.17 1,408 23.18 0.0842
2021-11-15 2021-09-30 13F COCA COLA Equity 191216100 21,786 3,114 16.68 1,143 13.17 0.0747
2021-08-16 2021-06-30 13F COCA COLA COMMON 191216100 18,672 397 2.17 1,010 4.88 0.0676
2021-04-30 2021-03-31 13F COCA COLA COMMON 191216100 18,275 501 2.82 963 -1.23 0.0698
2021-02-12 2020-12-31 13F COCA COLA COMMON 191216100 17,774 4,281 31.73 975 46.40 0.0866
2020-10-29 2020-09-30 13F COCA COLA COMMON 191216100 13,493 172 1.29 666 11.93 0.0730
2020-07-29 2020-06-30 13F COCA COLA COMMON 191216100 13,321 170 1.29 595 2.23 0.0742
2020-04-29 2020-03-31 13F COCA COLA COMMON 191216100 13,151 -1,159 -8.10 582 -26.52 0.0853
2020-01-29 2019-12-31 13F COCA COLA COMMON 191216100 14,310 475 3.43 792 5.18 0.1007
2019-10-16 2019-09-30 13F COCA COLA COMMON 191216100 13,835 1,741 14.40 753 22.24 0.1093
2019-07-30 2019-06-30 13F COCA COLA COMMON 191216100 12,094 -402 -3.22 616 5.12 0.0976
2019-05-13 2019-03-31 13F COCA COLA COMMON 191216100 12,496 -203 -1.60 586 -2.50 0.0999
2019-02-14 2018-12-31 13F COCA COLA COMMON 191216100 12,699 -49 -0.38 601 2.04 0.1166
2018-11-14 2018-09-30 13F COCA COLA COMMON 191216100 12,748 -856 -6.29 589 -1.34 0.1082
2018-08-13 2018-06-30 13F COCA COLA COMMON 191216100 13,604 504 3.85 597 4.92 0.1170
2018-05-14 2018-03-31 13F COCA COLA COMMON 191216100 13,100 2,386 22.27 569 15.65 0.1286
2018-02-14 2017-12-31 13F COCA COLA COMMON 191216100 10,714 3,434 47.17 492 50.00 0.1265
2017-11-15 2017-09-30 13F COCA COLA COMMON 191216100 7,280 7,080 3,540.00 328 3,544.44 0.0975
2017-08-28 2017-06-30 13F COCA COLA COMMON 191216100 200 0 0.00 9 12.50 0.0044
2017-04-11 2017-03-31 13F COCA COLA COMMON 191216100 200 0 0.00 8 0.00 0.0044
2017-01-11 2016-12-31 13F COCA COLA COMMON 191216100 200 0 0.00 8 0.00 0.0047
2016-10-14 2016-09-30 13F COCA COLA COMMON 191216100 200 0 0.00 8 -11.11 0.0052
2016-08-25 2016-06-30 13F COCA COLA COMMON 191216100 200 200 9 0.0063
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.