STOCK TITAN

Coca-Cola (NYSE: KO) CEO logs tax withholding of company shares

Filing Impact
(Very High)
Filing Sentiment
(Neutral)
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 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)
  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.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Quincey James

(Last) (First) (Middle)
THE COCA-COLA COMPANY
ONE COCA-COLA PLAZA

(Street)
ATLANTA GA 30313

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
COCA COLA CO [ KO ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
X Officer (give title below) Other (specify below)
Chairman and CEO
3. Date of Earliest Transaction (Month/Day/Year)
02/27/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock, $.25 Par Value 02/27/2026 F 149,616(1) D $80.5 528,843 D
Common Stock, $.25 Par Value 44,678 I By Wife
Common Stock, $.25 Par Value 8,886(2) I By 401(k) Plan
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Hypothetical Shares $0(3) (4) (4) Common Stock, $.25 Par Value 35,443 35,443(5) I By Supplemental 401(k) Plan
Explanation of Responses:
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.
2. Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 26, 2026.
3. Each hypothetical share is equal to one share of common stock of The Coca-Cola Company.
4. There is no data applicable with respect to the hypothetical shares.
5. As of February 26, 2026.
/s/ James Quincey 03/03/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

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.

How many Coca-Cola (KO) shares does James Quincey own directly after this transaction?

After the tax-withholding disposition, James Quincey directly owned 528,843 Coca-Cola common shares. This figure reflects his direct holdings following the February 27, 2026 transaction related to performance share unit vesting and associated tax obligations.

Were the Coca-Cola (KO) shares in this Form 4 sold on the open market?

No, the shares were not sold on the open market. The 149,616 shares were withheld by the company to satisfy tax liabilities triggered by vesting performance share units, a common administrative transaction rather than a discretionary market sale.

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.

What are the hypothetical Coca-Cola (KO) shares mentioned in the Form 4?

Each hypothetical share is equal to one Coca-Cola common share. These 35,443 hypothetical shares are credited under a supplemental 401(k) plan and are used for plan accounting rather than representing directly tradable stock in the open market.

Which compensation program triggered the tax withholding in Coca-Cola (KO) shares?

The tax withholding arose from the vesting of performance share units issued on February 19, 2026 under Coca-Cola’s 2023-2025 performance share unit program, which granted equity-based compensation that generated a tax liability at vesting.