The Coca-Cola Company
US ˙ NYSE ˙ US1912161007

SecurityKO / The Coca-Cola Company
InstitutionAft, Forsyth & Company, Inc.
Latest Disclosed Ownership6,978 shares
Latest Disclosed Value $ 530,677
Aft, Forsyth & Company, Inc. ownership in KO / The Coca-Cola Company

On May 14, 2026 - Aft, Forsyth & Company, Inc. filed a 13F-HR form disclosing ownership of 6,978 shares of The Coca-Cola Company (US:KO) valued at $530,677 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,978 shares of The Coca-Cola Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $549,587 USD.

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)
2026-05-14 2026-03-31 13F COCA COLA COM 191216100 6,978 0 0.00 531 8.83 0.2498
2026-02-13 2025-12-31 13F COCA COLA COM 191216100 6,978 -47 -0.67 488 4.73 0.2105
2025-11-07 2025-09-30 13F COCA COLA COM 191216100 7,025 -268 -3.67 466 -9.71 0.2232
2025-08-14 2025-06-30 13F COCA COLA COM 191216100 7,293 0 0.00 516 -1.34 0.2643
2025-05-12 2025-03-31 13F COCA COLA COM 191216100 7,293 0 0.00 522 14.98 0.2814
2025-01-29 2024-12-31 13F COCA COLA COM 191216100 7,293 -200 -2.67 454 -15.61 0.2227
2024-11-14 2024-09-30 13F COCA COLA COM 191216100 7,493 -131 -1.72 538 10.93 0.2655
2024-08-13 2024-06-30 13F COCA COLA COM 191216100 7,624 925 13.81 485 18.58 0.2379
2024-04-30 2024-03-31 13F COCA COLA COM 191216100 6,699 -1,050 -13.55 410 -10.31 0.2335
2024-02-09 2023-12-31 13F COCA COLA COM 191216100 7,749 125 1.64 457 7.04 0.2873
2023-11-07 2023-09-30 13F COCA COLA COM 191216100 7,624 0 0.00 427 -7.19 0.3128
2023-08-14 2023-06-30 13F COCA COLA COM 191216100 7,624 125 1.67 459 -1.29 0.3255
2023-05-02 2023-03-31 13F COCA COLA COM 191216100 7,499 0 0.00 465 -2.52 0.3593
2023-02-13 2022-12-31 13F COCA COLA COM 191216100 7,499 0 0.00 477 13.57 0.4069
2022-11-14 2022-09-30 13F COCA COLA COM 191216100 7,499 0 0.00 420 -11.02 0.3748
2022-07-28 2022-06-30 13F COCA COLA COM 191216100 7,499 0 0.00 472 1.51 0.3809
2022-05-10 2022-03-31 13F COCA COLA COM 191216100 7,499 275 3.81 465 8.64 0.2962
2022-02-07 2021-12-31 13F COCA COLA COM 191216100 7,224 63 0.88 428 13.83 0.2196
2021-11-08 2021-09-30 13F COCA COLA COM 191216100 7,161 -625 -8.03 376 -10.69 0.2020
2021-07-15 2021-06-30 13F COCA COLA COM 191216100 7,786 -300 -3.71 421 -1.17 0.2248
2021-05-04 2021-03-31 13F COCA COLA COM 191216100 8,086 -515 -5.99 426 -9.75 0.2554
2021-02-09 2020-12-31 13F COCA COLA COM 191216100 8,601 -125 -1.43 472 9.51 0.2952
2020-11-05 2020-09-30 13F COCA COLA COM 191216100 8,726 -1,080 -11.01 431 -1.60 0.3207
2020-08-06 2020-06-30 13F COCA COLA COM 191216100 9,806 -755 -7.15 438 -6.21 0.3694
2020-05-11 2020-03-31 13F COCA COLA COM 191216100 10,561 -1,600 -13.16 467 -30.61 0.4700
2020-02-10 2019-12-31 13F COCA COLA COM 191216100 12,161 0 0.00 673 1.66 0.5136
2019-11-12 2019-09-30 13F COCA COLA COM 191216100 12,161 0 0.00 662 6.95 0.5468
2019-07-29 2019-06-30 13F COCA COLA COM 191216100 12,161 0 0.00 619 8.60 0.5099
2019-05-08 2019-03-31 13F COCA COLA COM 191216100 12,161 -975 -7.42 570 -8.36 0.4937
2019-02-05 2018-12-31 13F Coca-Cola COM 191216100 13,136 6 0.05 622 2.64 0.6193
2018-10-26 2018-09-30 13F COCA COLA COM 191216100 13,130 0 0.00 606 5.21 0.5026
2018-08-14 2018-06-30 13F Coca-Cola COM 191216100 13,130 0 0.00 576 1.05 0.5052
2018-05-14 2018-03-31 13F Coca-Cola COM 191216100 13,130 -2,275 -14.77 570 -19.38 0.5320
2018-02-12 2017-12-31 13F Coca-Cola COM 191216100 15,405 2,619 20.48 707 46.07 0.6919
2013-11-08 2013-09-30 13F Coca-Cola COM 191216100 12,786 250 1.99 484 -3.78 0.6278
2013-08-12 2013-06-30 13F Coca-Cola COM 191216100 12,536 12,536 503 0.7190
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.