Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA COKO · Entity 2806 | Executive Vice President | August 19, 2026 | August 21, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COCA COLA CO
Report date August 19, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 223,330 |
Ending reported balance
After 2026-08-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-19 · Exercise / conversion · Acquired 50,000 · Balance 273,330 Row 2 · 2026-08-19 · Sale · Disposed 50,000 · Balance 223,330 F1: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $90.37 to $90.435. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $50.44 · Expires 2031-02-18 | Direct | 20,585 |
Reported balance
After 2026-08-19 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-19 · Exercise / conversion · Disposed 50,000 · Balance 20,585 F3: Options (with tax withholding right) granted on February 18, 2021 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy 401(k) Plan | 5,926 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,926 F2: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of August 19, 2026. |
| Hypothetical SharesSEC Table II · derivative / convertible security | IndirectBy Supplemental 401(k) Plan | 11,992 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 11,992 F4: Each hypothetical share is equal to one share of common stock of The Coca-Cola Company. F5: There is no data applicable with respect to the hypothetical shares. F6: As of August 19, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $90.37 to $90.435. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.
F2: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of August 19, 2026.
F3: Options (with tax withholding right) granted on February 18, 2021 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.
F4: Each hypothetical share is equal to one share of common stock of The Coca-Cola Company.
F5: There is no data applicable with respect to the hypothetical shares.
F6: As of August 19, 2026.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 21, 2020 Filed Feb 25, 2020 21:37 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 12,303 | $59.78 | $735,473.34 |
DisclosureSEC source: 0001127602-20-007659 · form4.xml · nonDerivative · entry 1 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,723 F1 · shares: Represents shares withheld to satisfy tax liabilities upon the vesting of performance share units issued on February 21, 2019 under the 2016-2018 performance share unit program. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 21:40 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 53,089 | $0.00 Strike: $59.49 | $0.00 |
DisclosureSEC source: 0001127602-20-007269 · form4.xml · derivative · entry 3 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,089 Underlying: Common Stock, $.25 Par Value · 53,089 shares Expires 2030-02-20 F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 20, 2020 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant becomes exercisable on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 21:40 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 32,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007269 · form4.xml · nonDerivative · entry 1 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,026 F1 · shares: These shares represent common stock of The Coca-Cola Company issuable upon vesting of performance share units that were issued to the reporting person in connection with the attainment of the performance criteria underlying performance share units granted for the 2017-2019 performance period. These performance share units vest in February 2021. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 20:35 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,546 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001127602-20-006375 · form4.xml · derivative · entry 4 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 12,546 shares Expires 2022-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 16, 2012 under The Coca-Cola Company 2008 Stock Option Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 20:35 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 12,546 | $60.00 | $752,760.00 |
DisclosureSEC source: 0001127602-20-006375 · form4.xml · nonDerivative · entry 2 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,049 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on November 19, 2019. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 20:35 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 12,546 | $34.35 | $430,986.47 |
DisclosureSEC source: 0001127602-20-006375 · form4.xml · nonDerivative · entry 1 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,595 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 21:01 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001127602-20-003125 · form4.xml · derivative · entry 4 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,546 Underlying: Common Stock, $.25 Par Value · 20,000 shares Expires 2022-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Option (with tax withholding right) granted on February 16, 2012 under The Coca-Cola Company 2008 Stock Option Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 21:01 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 20,000 | $58.27 | $1,165,446.00 |
DisclosureSEC source: 0001127602-20-003125 · form4.xml · nonDerivative · entry 2 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,049 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on November 19, 2019. F2 · price: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $58.00 to $58.685. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 21:01 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 20,000 | $34.35 | $687,050.00 |
DisclosureSEC source: 0001127602-20-003125 · form4.xml · nonDerivative · entry 1 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,049 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 20:53 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001127602-20-001647 · form4.xml · derivative · entry 4 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,546 Underlying: Common Stock, $.25 Par Value · 10,000 shares Expires 2022-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 16, 2012 under The Coca-Cola Company 2008 Stock Option Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 20:53 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 10,000 | $46.00 | $460,000.00 |
DisclosureSEC source: 0001127602-20-001647 · form4.xml · nonDerivative · entry 2 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,049 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on November 18, 2019. Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 20:53 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 10,000 | $34.35 | $343,525.00 |
DisclosureSEC source: 0001127602-20-001647 · form4.xml · nonDerivative · entry 1 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,049 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 30, 2019 Filed Nov 1, 2019 19:41 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 24,000 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001127602-19-031469 · form4.xml · derivative · entry 4 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,546 Underlying: Common Stock, $.25 Par Value · 24,000 shares Expires 2022-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 16, 2012 under The Coca-Cola Company 2008 Stock Option Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| October 30, 2019 Filed Nov 1, 2019 19:41 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 24,000 | $53.75 | $1,290,076.80 |
DisclosureSEC source: 0001127602-19-031469 · form4.xml · nonDerivative · entry 2 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,049 F1 · price: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $53.75 to $53.78. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| October 30, 2019 Filed Nov 1, 2019 19:41 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 24,000 | $34.35 | $824,460.00 |
DisclosureSEC source: 0001127602-19-031469 · form4.xml · nonDerivative · entry 1 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,049 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 16, 2019 Filed Aug 20, 2019 19:40 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 24,000 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001127602-19-027057 · form4.xml · derivative · entry 4 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,546 Underlying: Common Stock, $.25 Par Value · 24,000 shares Expires 2022-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 16, 2012 under The Coca-Cola Company 2008 Stock Option Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| August 16, 2019 Filed Aug 20, 2019 19:40 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 24,000 | $54.43 | $1,306,413.60 |
DisclosureSEC source: 0001127602-19-027057 · form4.xml · nonDerivative · entry 2 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,049 F1 · price: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $54.42 to $54.455. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 16, 2019 Filed Aug 20, 2019 19:40 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 24,000 | $34.35 | $824,460.00 |
DisclosureSEC source: 0001127602-19-027057 · form4.xml · nonDerivative · entry 1 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,049 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 13, 2019 Filed May 15, 2019 20:05 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 23,320 | $47.95 | $1,118,308.27 |
DisclosureSEC source: 0001127602-19-018556 · form4.xml · nonDerivative · entry 1 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,049 F1 · price: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $47.93 and $47.98. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 21:08 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 27,000 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001127602-19-011894 · form4.xml · derivative · entry 5 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,546 Underlying: Common Stock, $.25 Par Value · 27,000 shares Expires 2022-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 16, 2012 under The Coca-Cola Company 2008 Stock Option Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 21:08 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $32.00 | $0.00 |
DisclosureSEC source: 0001127602-19-011894 · form4.xml · derivative · entry 4 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,102 Underlying: Common Stock, $.25 Par Value · 5,000 shares Expires 2021-02-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Option (with tax withholding right) granted on February 17, 2011 under The Coca-Cola Company 2008 Stock Option Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 21:08 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 27,000 | $34.35 | $927,517.50 |
DisclosureSEC source: 0001127602-19-011894 · form4.xml · nonDerivative · entry 2 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,369 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 21:08 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 5,000 | $32.00 | $159,987.50 |
DisclosureSEC source: 0001127602-19-011894 · form4.xml · nonDerivative · entry 1 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,369 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 21:29 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 63,250 | $0.00 Strike: $45.44 | $0.00 |
DisclosureSEC source: 0001127602-19-008043 · form4.xml · derivative · entry 3 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,250 Underlying: Common Stock, $.25 Par Value · 63,250 shares Expires 2029-02-21 F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 21, 2019 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant becomes exercisable on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 21:29 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 27,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-008043 · form4.xml · nonDerivative · entry 1 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,369 F1 · shares: These shares represent common stock of The Coca-Cola Company issuable upon vesting of performance share units that were issued to the reporting person in connection with the attainment of the performance criteria underlying performance share units granted for the 2016-2018 performance period. These performance share units vest in February 2020. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 22:01 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 6,088 | $45.73 | $278,389.02 |
DisclosureSEC source: 0001127602-19-007235 · form4.xml · nonDerivative · entry 1 QUAN NANCY · CIK 0001760346 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,090 F1 · shares: Represents shares withheld to satisfy tax liabilities upon the vesting of performance share units issued on February 15, 2018 under the 2015-2017 performance share unit program. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.