Coca-Cola (NYSE: KO) CEO logs tax withholding of company shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Coca-Cola Chairman and CEO James Quincey reported a tax-related share withholding. On February 27, 2026, 149,616 shares of common stock at $80.50 per share were withheld to satisfy tax liabilities upon vesting of performance share units from the 2023-2025 program.
After this disposition, he directly owned 528,843 shares. He also had indirect holdings, including 35,443 hypothetical shares under a supplemental 401(k) plan, 44,678 shares held by his wife, and 8,886 shares credited under The Coca-Cola Company 401(k) Plan as of February 26, 2026.
Positive
- None.
Negative
- None.
Insider Trade Summary
4 transactions reported
Mixed
4 txns
Insider
Quincey James
Role
Chairman and CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock, $.25 Par Value | 149,616 | $80.50 | $12.04M |
| holding | Hypothetical Shares | -- | -- | -- |
| holding | Common Stock, $.25 Par Value | -- | -- | -- |
| holding | Common Stock, $.25 Par Value | -- | -- | -- |
Holdings After Transaction:
Common Stock, $.25 Par Value — 528,843 shares (Direct);
Hypothetical Shares — 35,443 shares (Indirect, By Supplemental 401(k) Plan);
Common Stock, $.25 Par Value — 44,678 shares (Indirect, By Wife)
Footnotes (1)
- Represents shares withheld to satisfy tax liabilities upon the vesting of performance share units issued on February 19, 2026 under the 2023-2025 performance share unit program. Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 26, 2026. Each hypothetical share is equal to one share of common stock of The Coca-Cola Company. There is no data applicable with respect to the hypothetical shares. As of February 26, 2026.
FAQ
What did Coca-Cola (KO) CEO James Quincey report in this Form 4 filing?
James Quincey reported a tax-related share withholding, not an open-market sale. On February 27, 2026, 149,616 Coca-Cola common shares at $80.50 each were withheld to cover tax liabilities from vesting performance share units under the 2023-2025 program.
What indirect Coca-Cola (KO) holdings are associated with James Quincey?
Indirect holdings include 35,443 hypothetical shares in a supplemental 401(k) plan, 44,678 shares held by his wife, and 8,886 shares credited under The Coca-Cola Company 401(k) Plan as of February 26, 2026, in addition to his direct ownership.