The Coca-Cola Company
US ˙ NYSE ˙ US1912161007

SecurityKO / The Coca-Cola Company
InstitutionCambridge Advisors Inc.
Latest Disclosed Ownership9,396 shares
Latest Disclosed Value $ 714,581
Cambridge Advisors Inc. ownership in KO / The Coca-Cola Company

On April 16, 2026 - Cambridge Advisors Inc. filed a 13F-HR form disclosing ownership of 9,396 shares of The Coca-Cola Company (US:KO) valued at $714,566 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 9,396 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 $740,029 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)
2026-04-16 2026-03-31 13F COCA COLA COM 191216100 9,396 0 0.00 715 8.84 0.1387
2026-01-21 2025-12-31 13F COCA COLA COM 191216100 9,396 76 0.82 657 6.15 0.1250
2025-10-15 2025-09-30 13F COCA COLA COM 191216100 9,320 36 0.39 618 -5.79 0.1208
2025-07-16 2025-06-30 13F COCA COLA COM 191216100 9,284 36 0.39 657 -0.91 0.1373
2025-04-24 2025-03-31 13F COCA COLA COM 191216100 9,248 -800 -7.96 662 5.92 0.1451
2025-01-16 2024-12-31 13F COCA COLA COM 191216100 10,048 72 0.72 626 -12.71 0.1396
2024-10-23 2024-09-30 13F COCA COLA COM 191216100 9,976 38 0.38 717 13.29 0.1566
2024-07-11 2024-06-30 13F COCA COLA COM 191216100 9,938 1,039 11.68 633 16.18 0.1470
2024-04-16 2024-03-31 13F COCA COLA COM 191216100 8,899 0 0.00 544 3.82 0.1284
2024-01-17 2023-12-31 13F COCA COLA COM 191216100 8,899 -122 -1.35 524 3.97 0.1318
2023-10-18 2023-09-30 13F COCA COLA COM 191216100 9,021 36 0.40 505 -6.84 0.1356
2023-07-13 2023-06-30 13F COCA COLA COM 191216100 8,985 -1,646 -15.48 541 -17.91 0.1384
2023-04-13 2023-03-31 13F COCA COLA COM 191216100 10,631 0 0.00 659 -2.51 0.1688
2023-01-23 2022-12-31 13F COCA COLA COM 191216100 10,631 87 0.83 676 14.38 0.1815
2022-10-17 2022-09-30 13F COCA COLA COM 191216100 10,544 -160 -1.49 591 -12.18 0.1694
2022-07-18 2022-06-30 13F COCA COLA COM 191216100 10,704 -59 -0.55 673 0.90 0.1839
2022-05-05 2022-03-31 13F COCA COLA COM 191216100 10,763 -100 -0.92 667 3.73 0.1590
2022-01-14 2021-12-31 13F COCA COLA COM 191216100 10,863 -113 -1.03 643 11.63 0.1453
2021-10-19 2021-09-30 13F COCA COLA COM 191216100 10,976 44 0.40 576 -2.70 0.1403
2021-07-21 2021-06-30 13F COCA COLA COM 191216100 10,932 101 0.93 592 3.68 0.1432
2021-04-22 2021-03-31 13F COCA COLA COM 191216100 10,831 0 0.00 571 -3.87 0.1459
2021-01-25 2020-12-31 13F COCA COLA COM 191216100 10,831 71 0.66 594 11.86 0.1599
2020-10-15 2020-09-30 13F COCA COLA COM 191216100 10,760 -140 -1.28 531 9.03 0.1564
2020-07-17 2020-06-30 13F COCA COLA COM 191216100 10,900 52 0.48 487 1.46 0.1525
2020-04-21 2020-03-31 13F COCA COLA COM 191216100 10,848 481 4.64 480 -16.38 0.1749
2020-01-28 2019-12-31 13F COCA COLA COM 191216100 10,367 80 0.78 574 2.50 0.1751
2019-10-25 2019-09-30 13F COCA COLA COM 191216100 10,287 41 0.40 560 7.28 0.1847
2019-07-26 2019-06-30 13F COCA COLA COM 191216100 10,246 -1,095 -9.66 522 -1.69 0.1723
2019-04-16 2019-03-31 13F COCA COLA COM 191216100 11,341 0 0.00 531 -1.12 0.1808
2019-01-29 2018-12-31 13F COCA COLA COM 191216100 11,341 963 9.28 537 12.11 0.1998
2018-10-24 2018-09-30 13F COCA COLA COM 191216100 10,378 -2,117 -16.94 479 -12.59 0.1617
2018-07-30 2018-06-30 13F COCA COLA COM 191216100 12,495 -44 -0.35 548 0.55 0.1937
2018-04-18 2018-03-31 13F COCA COLA COM 191216100 12,539 3,338 36.28 545 29.15 0.1954
2018-01-26 2017-12-31 13F COCA COLA COM 191216100 9,201 1,039 12.73 422 14.99 0.1523
2017-10-27 2017-09-30 13F COCA COLA COM 191216100 8,162 25 0.31 367 0.55 0.1411
2017-07-24 2017-06-30 13F COCA COLA COM 191216100 8,137 26 0.32 365 6.10 0.1475
2017-04-20 2017-03-31 13F COCA COLA COM 191216100 8,111 0 0.00 344 2.38 0.1419
2017-01-24 2016-12-31 13F COCA COLA COM 191216100 8,111 50 0.62 336 -1.47 0.1485
2016-10-21 2016-09-30 13F COCA COLA COM 191216100 8,061 22 0.27 341 -6.32 0.1509
2016-07-26 2016-06-30 13F COCA COLA COM 191216100 8,039 22 0.27 364 -2.15 0.1663
2016-04-25 2016-03-31 13F COCA COLA COM 191216100 8,017 0 0.00 372 8.14 0.1726
2016-01-28 2015-12-31 13F Coca Cola Common Stock 191216100 8,017 14 0.17 344 7.17 0.1950
2015-10-23 2015-09-30 13F Coca Cola Common Stock 191216100 8,003 890 12.51 321 15.05 0.1896
2015-07-28 2015-06-30 13F Coca Cola Common Stock 191216100 7,113 -8 -0.11 279 -3.46 0.1572
2015-05-06 2015-03-31 13F Coca Cola Common Stock 191216100 7,121 -4,497 -38.71 289 -41.14 0.1678
2015-02-17 2014-12-31 13F Coca Cola Common Stock 191216100 11,618 11,618 491 0.3003
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.