The Coca-Cola Company
US ˙ NYSE ˙ US1912161007

SecurityKO / The Coca-Cola Company
InstitutionWiser Advisor Group LLC
Latest Disclosed Ownership15,698 shares
Latest Disclosed Value $ 1,193,871
Wiser Advisor Group LLC reports 0.06% decrease in ownership of KO / The Coca-Cola Company

On April 22, 2026 - Wiser Advisor Group LLC filed a 13F-HR form disclosing ownership of 15,698 shares of The Coca-Cola Company (US:KO) valued at $1,193,833 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 15,707 shares of The Coca-Cola Company. This represents a change in shares of -0.06% during the quarter. The current value of the position is $1,206,234 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)
2026-04-22 2026-03-31 13F COCA COLA Common Stock 191216100 15,698 -9 -0.06 1,194 8.65 1.4433
2026-02-09 2025-12-31 13F COCA COLA Common Stock 191216100 15,707 362 2.36 1,098 7.96 1.2559
2025-11-14 2025-09-30 13F COCA COLA Common Stock 191216100 15,345 615 4.18 1,018 -2.40 1.2654
2025-08-08 2025-06-30 13F COCA COLA Common Stock 191216100 14,730 378 2.63 1,042 1.46 1.8105
2025-05-14 2025-03-31 13F COCA COLA Common Stock 191216100 14,352 463 3.33 1,028 18.87 1.5178
2025-02-05 2024-12-31 13F COCA COLA Common Stock 191216100 13,889 377 2.79 865 -10.93 1.2578
2024-11-13 2024-09-30 13F COCA COLA Common Stock 191216100 13,512 108 0.81 971 13.72 1.4491
2024-08-14 2024-06-30 13F COCA COLA Common Stock 191216100 13,404 -311 -2.27 853 1.55 1.3415
2024-05-16 2024-03-31 13F COCA COLA Common Stock 191216100 13,715 -248 -1.78 841 2.19 1.3167
2024-02-13 2023-12-31 13F COCA COLA Common Stock 191216100 13,963 13,963 823 1.3684
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.