The Coca-Cola Company
CO ˙ BVC ˙ US1912161007
SecurityCO:KOCO / The Coca-Cola Company
InstitutionWealth Architects, LLC
Latest Disclosed Ownership6,091 shares
Latest Disclosed Value $ 463,233
Wealth Architects, LLC reports 0.28% increase in ownership of KOCO / The Coca-Cola Company

On May 15, 2026 - Wealth Architects, LLC filed a 13F-HR form disclosing ownership of 6,091 shares of The Coca-Cola Company (CO:KOCO) valued at $463,233 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,074 shares of The Coca-Cola Company. This represents a change in shares of 0.28% 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)
2026-05-15 2026-03-31 13F COCA COLA Equities 191216100 6,091 17 0.28 463 9.20 0.0413
2026-02-17 2025-12-31 13F COCA COLA COM 191216100 6,074 -17 -0.28 425 5.21 0.0383
2025-11-13 2025-09-30 13F COCA COLA COM 191216100 6,091 60 0.99 404 -5.40 0.0381
2025-07-25 2025-06-30 13F COCA COLA COM 191216100 6,031 -12 -0.20 427 -1.39 0.0433
2025-05-14 2025-03-31 13F/A-1 COCA COLA COM 191216100 6,043 -269 -4.26 433 10.20 0.0477
2025-05-12 2025-03-31 13F COCA COLA COM 191216100 3,842 -2,470 230 0.0254
2025-02-10 2024-12-31 13F COCA COLA COM 191216100 6,312 -327 -4.93 393 -17.82 0.0444
2024-10-31 2024-09-30 13F COCA COLA COM 191216100 6,639 -74 -1.10 477 11.71 0.0540
2024-08-08 2024-06-30 13F COCA COLA COM 191216100 6,713 112 1.70 427 5.96 0.0522
2024-05-13 2024-03-31 13F COCA COLA COM 191216100 6,601 -153 -2.27 404 1.51 0.0532
2024-02-14 2023-12-31 13F COCA COLA COM 191216100 6,754 12 0.18 398 5.31 0.0558
2023-11-09 2023-09-30 13F COCA COLA COM 191216100 6,742 -67 -0.98 377 -8.05 0.0642
2023-08-02 2023-06-30 13F COCA COLA COM 191216100 6,809 -267 -3.77 410 -6.39 0.0677
2023-04-21 2023-03-31 13F COCA COLA COM 191216100 7,076 -248 -3.39 439 -5.81 0.0777
2023-02-10 2022-12-31 13F COCA COLA COM 191216100 7,324 -506 -6.46 466 5.92 0.0881
2022-10-24 2022-09-30 13F COCA COLA COM 191216100 7,830 -1,261 -13.87 439 -23.25 0.0919
2022-07-29 2022-06-30 13F COCA COLA COM 191216100 9,091 -184 -1.98 572 -0.52 0.1118
2022-05-17 2022-03-31 13F COCA COLA COM 191216100 9,275 770 9.05 575 14.09 0.0977
2022-01-19 2021-12-31 13F COCA COLA COM 191216100 8,505 -177 -2.04 504 10.53 0.0884
2021-11-09 2021-09-30 13F COCA COLA COM 191216100 8,682 416 5.03 456 2.01 0.0885
2021-08-09 2021-06-30 13F COCA COLA COM 191216100 8,266 519 6.70 447 9.56 0.0876
2021-04-29 2021-03-31 13F COCA COLA COM 191216100 7,747 280 3.75 408 -0.24 0.0883
2021-01-28 2020-12-31 13F COCA COLA COM 191216100 7,467 64 0.86 409 12.05 0.0952
2020-11-09 2020-09-30 13F COCA COLA COM 191216100 7,403 816 12.39 365 24.15 0.0990
2020-08-14 2020-06-30 13F COCA COLA COM 191216100 6,587 951 16.87 294 18.07 0.0825
2020-04-23 2020-03-31 13F COCA COLA COM 191216100 5,636 117 2.12 249 -18.36 0.0864
2020-01-28 2019-12-31 13F COCA COLA COM 191216100 5,519 -1,345 -19.59 305 -18.45 0.0852
2019-10-23 2019-09-30 13F COCA COLA COM 191216100 6,864 -102 -1.46 374 5.35 0.1139
2019-07-12 2019-06-30 13F COCA COLA COM 191216100 6,966 996 16.68 355 26.79 0.1069
2019-05-01 2019-03-31 13F COCA COLA COM 191216100 5,970 -1,062 -15.10 280 -15.92 0.0873
2019-01-17 2018-12-31 13F COCA COLA COM 191216100 7,032 -191 -2.64 333 -0.30 0.1197
2018-10-04 2018-09-30 13F COCA COLA COM 191216100 7,223 2,186 43.40 334 51.13 0.1031
2018-07-19 2018-06-30 13F COCA COLA COM 191216100 5,037 337 7.17 221 8.33 0.0715
2018-04-13 2018-03-31 13F COCA COLA COM 191216100 4,700 -4,525 -49.05 204 -51.77 0.0676
2018-04-13 2017-12-31 13F/A-1 COCA COLA COM 191216100 9,225 -44 -0.47 423 1.44 0.1387
2018-01-30 2017-12-31 13F COCA COLA COM 191216100 9,225 -44 423 0.1384
2017-11-08 2017-09-30 13F COCA COLA COM 191216100 9,269 -261 -2.74 417 -2.34 0.1450
2017-08-10 2017-06-30 13F COCA COLA COM 191216100 9,530 -212 -2.18 427 3.39 0.1589
2017-05-02 2017-03-31 13F COCA COLA COM 191216100 9,742 144 1.50 413 3.77 0.1641
2017-02-09 2016-12-31 13F COCA COLA COM 191216100 9,598 -232 -2.36 398 -4.10 0.1772
2016-11-07 2016-09-30 13F COCA COLA COM 191216100 9,830 -999 -9.23 415 -15.31 0.1921
2016-08-08 2016-06-30 13F COCA COLA COM 191216100 10,829 2,229 25.92 490 22.81 0.2373
2016-05-12 2016-03-31 13F COCA COLA COM 191216100 8,600 -58 -0.67 399 7.26 0.1991
2016-02-11 2015-12-31 13F COCA COLA COM 191216100 8,658 -400 -4.42 372 2.48 0.1839
2015-11-10 2015-09-30 13F COCA COLA COM 191216100 9,058 151 1.70 363 4.01 0.1949
2015-08-06 2015-06-30 13F COCA COLA COM 191216100 8,907 -200 -2.20 349 -5.42 0.1876
2015-04-28 2015-03-31 13F COCA COLA COM 191216100 9,107 -361 -3.81 369 -7.75 0.2125
2015-02-11 2014-12-31 13F COCA COLA COM 191216100 9,468 9,468 400 0.2350
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.