The Coca-Cola Company
US ˙ NYSE ˙ US1912161007

SecurityKO / The Coca-Cola Company
InstitutionPersonal Cfo Solutions, Llc
Latest Disclosed Ownership25,502 shares
Latest Disclosed Value $ 1,953,027
Personal Cfo Solutions, Llc reports 1.28% increase in ownership of KO / The Coca-Cola Company

On April 30, 2026 - Personal Cfo Solutions, Llc filed a 13F-HR form disclosing ownership of 25,502 shares of The Coca-Cola Company (US:KO) valued at $1,939,427 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 25,179 shares of The Coca-Cola Company. This represents a change in shares of 1.28% during the quarter. The current value of the position is $2,008,538 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)
2026-04-30 2026-03-31 13F COCA COLA COM 191216100 25,502 323 1.28 1,953 10.97 0.2743
2026-01-22 2025-12-31 13F COCA COLA COM 191216100 25,179 2,177 9.46 1,760 15.41 0.2795
2025-11-10 2025-09-30 13F COCA COLA COM 191216100 23,002 849 3.83 1,525 -2.68 0.2677
2025-08-12 2025-06-30 13F COCA COLA COM 191216100 22,153 299 1.37 1,567 0.13 0.2900
2025-04-30 2025-03-31 13F COCA COLA COM 191216100 21,854 1,733 8.61 1,565 25.00 0.3178
2025-02-07 2024-12-31 13F COCA COLA COM 191216100 20,121 477 2.43 1,253 -11.27 0.2465
2024-11-14 2024-09-30 13F COCA COLA COM 191216100 19,644 -236 -1.19 1,412 11.54 0.1972
2024-08-09 2024-06-30 13F COCA COLA COM 191216100 19,880 677 3.53 1,265 7.75 0.1944
2024-05-13 2024-03-31 13F COCA COLA COM 191216100 19,203 406 2.16 1,175 6.05 0.1833
2024-02-13 2023-12-31 13F COCA COLA COM 191216100 18,797 -124 -0.66 1,108 4.53 0.1918
2023-11-13 2023-09-30 13F COCA COLA COM 191216100 18,921 934 5.19 1,059 -2.22 0.2093
2023-08-10 2023-06-30 13F COCA COLA COM 191216100 17,987 453 2.58 1,083 -0.37 0.2198
2023-05-09 2023-03-31 13F COCA COLA COM 191216100 17,534 397 2.32 1,088 -0.28 0.2246
2023-02-14 2022-12-31 13F COCA COLA COM 191216100 17,137 937 5.78 1,090 20.18 0.2307
2022-11-01 2022-09-30 13F COCA COLA COM 191216100 16,200 245 1.54 907 -9.66 0.2278
2022-08-05 2022-06-30 13F COCA COLA COM 191216100 15,955 -2,419 -13.17 1,004 -11.85 0.2355
2022-05-02 2022-03-31 13F COCA COLA COM 191216100 18,374 234 1.29 1,139 6.05 0.2246
2022-02-11 2021-12-31 13F COCA COLA COM 191216100 18,140 -59 -0.32 1,074 12.46 0.2010
2021-11-18 2021-09-30 13F COCA COLA COM 191216100 18,199 1,276 7.54 955 4.26 0.1957
2021-07-22 2021-06-30 13F COCA COLA COM 191216100 16,923 945 5.91 916 8.79 0.1876
2021-04-21 2021-03-31 13F COCA COLA COM 191216100 15,978 -92 -0.57 842 -4.43 0.1820
2021-02-09 2020-12-31 13F COCA COLA COM 191216100 16,070 1,790 12.54 881 88,000.00 0.2180
2020-11-02 2020-09-30 13F COCA COLA COM 191216100 14,280 2,308 19.28 1 -99.81 0.3333
2020-08-03 2020-06-30 13F COCA COLA COM 191216100 11,972 5,449 83.54 535 85.12 0.1583
2020-04-30 2020-03-31 13F COCA COLA COM 191216100 6,523 2,645 68.21 289 34.42 0.1038
2020-02-13 2019-12-31 13F COCA COLA COM 191216100 3,878 -93 -2.34 215 -0.46 0.0616
2019-11-13 2019-09-30 13F COCA COLA COM 191216100 3,971 3,971 216 0.0860
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.