The Coca-Cola Company
CO ˙ BVC ˙ US1912161007
SecurityCO:KOCO / The Coca-Cola Company
InstitutionWhitener Capital Management, Inc.
Latest Disclosed Ownership38,470 shares
Latest Disclosed Value $ 2,925,653
Whitener Capital Management, Inc. reports 1.57% increase in ownership of KOCO / The Coca-Cola Company

On April 16, 2026 - Whitener Capital Management, Inc. filed a 13F-HR form disclosing ownership of 38,470 shares of The Coca-Cola Company (CO:KOCO) valued at $2,925,653 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 37,876 shares of The Coca-Cola Company. This represents a change in shares of 1.57% 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)
2026-04-16 2026-03-31 13F COCA COLA COM 191216100 38,470 594 1.57 2,926 10.50 0.6674
2026-01-23 2025-12-31 13F COCA COLA COM 191216100 37,876 2,587 7.33 2,648 13.12 0.6026
2025-10-15 2025-09-30 13F COCA COLA COM 191216100 35,289 165 0.47 2,340 -5.84 0.5603
2025-07-14 2025-06-30 13F COCA COLA COM 191216100 35,124 304 0.87 2,485 -0.32 0.6582
2025-05-01 2025-03-31 13F COCA COLA COM 191216100 34,820 484 1.41 2,494 16.66 0.7057
2025-01-15 2024-12-31 13F COCA COLA COM 191216100 34,336 673 2.00 2,138 -11.66 0.5989
2024-10-29 2024-09-30 13F COCA COLA COM 191216100 33,663 955 2.92 2,419 16.24 0.6861
2024-07-17 2024-06-30 13F COCA COLA COM 191216100 32,708 4,953 17.85 2,082 22.56 0.6305
2024-04-16 2024-03-31 13F COCA COLA COM 191216100 27,755 346 1.26 1,698 5.14 0.5558
2024-01-10 2023-12-31 13F COCA COLA COM 191216100 27,409 1,771 6.91 1,615 12.54 0.5844
2023-11-02 2023-09-30 13F COCA COLA COM 191216100 25,638 -73 -0.28 1,435 -7.30 0.5748
2023-07-13 2023-06-30 13F COCA COLA COM 191216100 25,711 930 3.75 1,548 0.72 0.5939
2023-04-12 2023-03-31 13F COCA COLA COM 191216100 24,781 817 3.41 1,537 0.85 0.6425
2023-03-01 2022-12-31 13F COCA COLA COM 191216100 23,964 -350 -1.44 1,524 11.89 0.6659
2022-10-28 2022-09-30 13F Coca Cola COM 191216100 24,314 -100 -0.41 1,362 -11.27 0.6439
2022-08-09 2022-06-30 13F Coca Cola COM 191216100 24,414 658 2.77 1,535 4.28 0.6919
2022-05-11 2022-03-31 13F Coca Cola COM 191216100 23,756 1,262 5.61 1,472 10.59 0.5529
2022-02-14 2021-12-31 13F/A-1 Coca Cola COM 191216100 22,494 592 2.70 1,331 10.82 0.4758
2022-02-07 2021-12-31 13F COCA COLA CO COM COM 191216100 20,059 -1,843 1,187 0.3580
2021-11-12 2021-09-30 13F Coca Cola COM 191216100 21,902 -1,376 -5.91 1,201 -4.61 0.5526
2021-08-12 2021-06-30 13F Coca Cola COM 191216100 23,278 -180 -0.77 1,259 1.86 0.5013
2021-05-11 2021-03-31 13F Coca Cola COM 191216100 23,458 1,556 7.10 1,236 2.91 0.5357
2021-02-08 2020-12-31 13F Coca Cola COM 191216100 21,902 -2,030 -8.48 1,201 1.69 0.5497
2020-10-09 2020-09-30 13F Coca Cola COM 191216100 23,932 -1,380 -5.45 1,181 4.51 0.5688
2020-07-17 2020-06-30 13F Coca Cola COM 191216100 25,312 395 1.59 1,130 2.54 0.5880
2020-04-24 2020-03-31 13F Coca Cola COM 191216100 24,917 -1,680 -6.32 1,102 -25.14 0.7127
2020-02-12 2019-12-31 13F Coca Cola COM 191216100 26,597 2,300 9.47 1,472 11.35 0.7633
2019-11-07 2019-09-30 13F Coca Cola COM 191216100 24,297 30 0.12 1,322 7.04 0.7255
2019-08-02 2019-06-30 13F Coca Cola COM 191216100 24,267 3,100 14.65 1,235 24.62 0.7026
2019-05-02 2019-03-31 13F Coca Cola COM 191216100 21,167 -2,000 -8.63 991 -9.58 0.6483
2019-02-05 2018-12-31 13F Coca Cola COM 191216100 23,167 3,050 15.16 1,096 17.98 0.8071
2018-11-07 2018-09-30 13F Coca Cola COM 191216100 20,117 -350 -1.71 929 3.57 0.6096
2018-08-08 2018-06-30 13F Coca Cola COM 191216100 20,467 50 0.24 897 1.24 0.7044
2018-04-23 2018-03-31 13F Coca Cola COM 191216100 20,417 2,410 13.38 886 7.26 0.6777
2018-04-23 2017-12-31 13F COCA COLA CO COM COM 191216100 18,007 18,007 826 0.7103
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.