Coca-Cola chair gifts 89,356 shares of stock
Coca-Cola Company chairman James Quincey reported gifting shares of company stock in a Form 4 filing.
Rhea-AI Filing Summary
Coca-Cola Company chairman James Quincey reported gifting shares of company stock in a Form 4 filing. On May 11, 2026, he made two bona fide gifts totaling 89,356 shares of common stock, with 44,678 shares transferred from his direct holdings and 44,678 shares from shares held indirectly through his wife.
After these gifts, Quincey directly holds 122,833 shares of common stock. He also has indirect retirement-related exposure, including 9,043 shares credited to his Coca-Cola 401(k) Plan account as of May 11, 2026 and 38,036 hypothetical shares in a supplemental 401(k) plan, each equal to one share of common stock. These transactions are non-market gifts rather than open-market sales or purchases.
Positive
- None.
Negative
- None.
Insider Trade Summary
89,356 shares gifted
Gift
4 txns
Insider
Quincey James
Role
Chairman
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock, $.25 Par Value | 44,678 | $0.00 | $0.00 |
| Gift | Common Stock, $.25 Par Value | 44,678 | $0.00 | $0.00 |
| holding | Hypothetical Shares | -- | -- | -- |
| holding | Common Stock, $.25 Par Value | -- | -- | -- |
Holdings After Transaction:
Common Stock, $.25 Par Value — 0 shares (Indirect, By Wife);
Common Stock, $.25 Par Value — 122,833 shares (Direct);
Hypothetical Shares — 38,036 contracts (Indirect, By Supplemental 401(k) Plan);
Common Stock, $.25 Par Value — 9,043 shares (Indirect, By 401(k) Plan)
Footnotes (4)
- F1. Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of May 11, 2026.
- F2. Each hypothetical share is equal to one share of common stock of The Coca-Cola Company.
- F3. There is no data applicable with respect to the hypothetical shares.
- F4. As of May 11, 2026.
Key Figures
Gifted shares: 89,356 shares
Direct holdings after gifts: 122,833 shares
401(k) Plan shares: 9,043 shares
+2 more
5 metrics
Gifted shares
89,356 shares
Total bona fide gifts on May 11, 2026
Direct holdings after gifts
122,833 shares
Common stock directly held following transactions
401(k) Plan shares
9,043 shares
Credited under Coca-Cola 401(k) Plan as of May 11, 2026
Supplemental hypothetical shares
38,036 hypothetical shares
Supplemental 401(k) plan, each equal to one common share
Gift transaction count
2 transactions
Bona fide gifts with code G on May 11, 2026
Key Terms
bona fide gift, hypothetical shares, 401(k) Plan, indirect ownership, +1 more
5 terms
bona fide gift financial
"he made two bona fide gifts totaling 89,356 shares of common stock"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
401(k) Plan financial
"shares credited to his Coca-Cola 401(k) Plan account as of May 11, 2026"
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
indirect ownership financial
"shares previously held indirectly through his wife"
Form 4 regulatory
"reported gifting shares of company stock in a Form 4 filing"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Coca-Cola (KO) chairman James Quincey report in this Form 4?
James Quincey reported making bona fide gifts of Coca-Cola common stock. He transferred 89,356 shares in total, split into two gifts of 44,678 shares each, one from direct holdings and one from shares previously held indirectly through his wife.
Are James Quincey’s Coca-Cola (KO) transactions open-market buys or sells?
No, the reported transactions are classified as bona fide gifts, not market trades. The Form 4 uses transaction code G, meaning shares were given away without consideration, so they do not represent open-market buying or selling activity.
AI-generated analysis. How Rhea-AI works. Not financial advice.
