The Coca-Cola Company
US ˙ NYSE ˙ US1912161007

SecurityKO / The Coca-Cola Company
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership464,919 shares
Latest Disclosed Value $ 35,357,090
Wealthfront Advisers Llc reports 2.91% increase in ownership of KO / The Coca-Cola Company

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 464,919 shares of The Coca-Cola Company (US:KO) valued at $35,357,090 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 451,752 shares of The Coca-Cola Company. This represents a change in shares of 2.91% during the quarter. The current value of the position is $36,617,020 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)
2026-05-05 2026-03-31 13F COCA COLA COM 191216100 464,919 13,167 2.91 35,357 11.96 0.0776
2026-01-30 2025-12-31 13F COCA COLA COM 191216100 451,752 92,112 25.61 31,582 32.41 0.0706
2025-11-06 2025-09-30 13F COCA COLA COM 191216100 359,640 -34,845 -8.83 23,851 -14.54 0.0560
2025-07-31 2025-06-30 13F COCA COLA COM 191216100 394,485 31,213 8.59 27,910 7.27 0.0719
2025-05-02 2025-03-31 13F COCA COLA COM 191216100 363,272 41,573 12.92 26,018 29.90 0.0698
2025-04-01 2024-12-31 13F/A-1 COCA COLA COM 191216100 321,699 59,540 22.71 20,029 6.32 0.0585
2024-11-12 2024-09-30 13F COCA COLA COM 191216100 262,159 19,415 8.00 18,839 21.93 0.0579
2024-08-14 2024-06-30 13F COCA COLA COM 191216100 242,744 7,240 3.07 15,451 7.23 0.0520
2024-04-19 2024-03-31 13F COCA COLA COM 191216100 235,504 4,229 1.83 14,408 5.72 0.0504
2024-02-09 2023-12-31 13F COCA COLA COM 191216100 231,275 26,526 12.96 13,629 18.92 0.0524
2023-11-01 2023-09-30 13F COCA COLA COM 191216100 204,749 -54,898 -21.14 11,462 -26.70 0.0493
2023-08-07 2023-06-30 13F COCA COLA COM 191216100 259,647 -13,813 -5.05 15,636 -7.82 0.0663
2023-04-28 2023-03-31 13F COCA COLA COM 191216100 273,460 -398 -0.15 16,963 -2.63 0.0771
2023-02-10 2022-12-31 13F COCA COLA COM 191216100 273,858 -1,467 -0.53 17,420 12.94 0.0844
2022-11-14 2022-09-30 13F COCA COLA COM 191216100 275,325 -10,116 -3.54 15,424 -14.11 0.0820
2022-07-20 2022-06-30 13F COCA COLA COM 191216100 285,441 67,709 31.10 17,957 33.02 0.0903
2022-05-16 2022-03-31 13F COCA COLA COM 191216100 217,732 12,356 6.02 13,499 11.01 0.0592
2022-01-21 2021-12-31 13F COCA COLA COM 191216100 205,376 12,660 6.57 12,160 20.27 0.0514
2021-11-15 2021-09-30 13F COCA COLA COM 191216100 192,716 18,883 10.86 10,111 7.50 0.0468
2021-08-16 2021-06-30 13F COCA COLA COM 191216100 173,833 19,110 12.35 9,406 15.34 0.0447
2021-05-14 2021-03-31 13F COCA COLA COM 191216100 154,723 19,624 14.53 8,155 10.07 0.0437
2021-02-16 2020-12-31 13F COCA COLA COM 191216100 135,099 13,230 10.86 7,409 23.13 0.0446
2020-11-16 2020-09-30 13F COCA COLA COM 191216100 121,869 18,697 18.12 6,017 30.52 0.0430
2020-08-14 2020-06-30 13F COCA COLA COM 191216100 103,172 51,312 98.94 4,610 100.87 0.0358
2020-05-15 2020-03-31 13F COCA COLA COM 191216100 51,860 -95,490 -64.80 2,295 -71.86 0.0208
2020-01-21 2019-12-31 13F COCA COLA COM 191216100 147,350 122 0.08 8,156 1.76 0.0605
2019-10-15 2019-09-30 13F COCA COLA COM 191216100 147,228 15,925 12.13 8,015 19.88 0.0672
2019-08-13 2019-06-30 13F COCA COLA COM 191216100 131,303 13,883 11.82 6,686 21.52 0.0581
2019-05-13 2019-03-31 13F COCA COLA COM 191216100 117,420 -43,593 -27.07 5,502 -27.83 0.0510
2019-02-14 2018-12-31 13F COCA COLA COM 191216100 161,013 161,013 7,624 0.0810
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.