Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA COKO · Entity 2806 | SVP, Chief Accounting Officer | February 27, 2026 | March 03, 2026 |
| COCA COLA FEMSA SAB DE CVKOF · Entity 8846 | Director | March 16, 2026 | March 17, 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 February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 38,561 |
Reported balance
After 2026-02-27 transaction · row 1
1 source rowRow 1 · 2026-02-27 · Tax withholding · Disposed 5,267 · Balance 38,561 F1: 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. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy 401(k) Plan | 586 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 586 F2: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 26, 2026. |
| Hypothetical SharesSEC Table II · derivative / convertible security | IndirectBy Supplemental 401(k) Plan | 738 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 738 F3: Each hypothetical share is equal to one share of common stock of The Coca-Cola Company. F4: There is no data applicable with respect to the hypothetical shares. F5: As of February 26, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 26, 2026.
F3: Each hypothetical share is equal to one share of common stock of The Coca-Cola Company.
F4: There is no data applicable with respect to the hypothetical shares.
F5: As of February 26, 2026.
COCA COLA FEMSA SAB DE CV
Report date March 16, 2026 · Filed March 17, 2026
This filing explicitly reported no securities owned.
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 27, 2026 Filed Mar 3, 2026 17:23 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 5,267 | $80.50 | $423,993.50 |
DisclosureSEC source: 0000021344-26-000065 · form4.xml · nonDerivative · entry 1 May Erin L · CIK 0001975447 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,561 F1 · shares: 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. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 16:28 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 7,440 | $0.00 | $0.00 |
DisclosureSEC source: 0000021344-26-000055 · form4.xml · nonDerivative · entry 1 May Erin L · CIK 0001975447 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,828 F1 · shares: These shares represent restricted stock units issued under The Coca-Cola Company 2024 Equity Plan that vest 100% on February 28, 2029. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:40 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 15,855 | $0.00 | $0.00 |
DisclosureSEC source: 0000021344-26-000032 · form4.xml · nonDerivative · entry 1 May Erin L · CIK 0001975447 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,388 F1 · shares: These shares represent common stock of The Coca-Cola Company issuable upon vesting of performance share units issued under the 2023-2025 performance share unit program. These performance share units vest on February 27, 2026. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 18:28 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 8,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007425 · form4.xml · nonDerivative · entry 1 May Erin L · CIK 0001975447 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,533 F1 · shares: These shares represent restricted stock units issued under The Coca-Cola Company 2024 Equity Plan that vest 100% on February 29, 2028. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 18:09 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 2,155 | $63.84 | $137,575.20 |
DisclosureSEC source: 0001127602-25-004315 · form4.xml · nonDerivative · entry 1 May Erin L · CIK 0001975447 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,403 F1 · shares: Represents shares withheld to satisfy tax liabilities upon the vesting and release of restricted stock units issued on October 17, 2023 under The Coca-Cola Company 2014 Equity Plan. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 18:59 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 7,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007782 · form4.xml · nonDerivative · entry 1 May Erin L · CIK 0001975447 · SVP & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,558 F1 · shares: These shares represent restricted stock units issued under The Coca-Cola Company 2014 Equity Plan that vest 100% on February 26, 2027. Read SEC document |
| October 17, 2023 Filed Oct 19, 2023 17:44 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 6,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026085 · form4.xml · nonDerivative · entry 1 May Erin L · CIK 0001975447 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,924 F1 · shares: These shares represent restricted stock units issued under The Coca-Cola Company 2014 Equity Plan that vest 100% on February 10, 2025. 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.