KO at a glance
Coca-Cola Co (KO, SEC CIK 21344) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 28, 2026 and Form 4 insider filings as recently as August 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Coca-Cola Co (KO) reported revenue of $47.9 billion (up 1.9% from FY2024) and net income of $13.1 billion. Diluted EPS was $3.04.
- As of June 30, 2026, 73 institutional investment managers tracked by SignalX reported holding Coca-Cola Co (KO) shares worth $151.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Pietracci Bruno on August 20, 2026 of 29,246 shares at $90.93 per share.
- In the last 90 days, KO insiders reported 0 open-market purchases ($0) and 12 open-market sales ($87.9M) on Form 4, a net sale of $87.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $47.9B
- +1.9% vs prior year
- Insiders · 90 days
- 0 buys · 12 sells
- Net −$87.9M
- 13F holders
- 73 funds
- $151.6B · +1 vs prior quarter
- Latest 8-K
- Jul 28, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory/legal risk: Potential impairment charges under ASC 350 and ASC 323 rules, $1.72B impairment recorded on BodyArmor trademark through 2025 due to revised forecasts and macroeconomic changes
- Geopolitical/macroeconomic risk: Macroeconomic deterioration and higher discount rates affecting asset valuation and impairments, notably impacting emerging and developing markets' cash flow estimates
- Operational/supply chain risk: Refranchising and sale of bottling operations in India, Bangladesh, Philippines (2024-2025), and Nigeria divestiture (2025) impacting segment net operating revenues and unit case volume reporting
- Competitive/market disruption risk: Intensifying competition in sports hydration category led to revised projections and impairment of BodyArmor trademark, with growth rate slowdown cited
- Financial/structural risk: Concentrated U.S. pension plan liabilities represent 63% of projected benefit obligation with sensitivity of $9M cost increase per 50 bps discount rate decrease in 2026
Business Overview
- Core business: Global beverage producer primarily selling a wide portfolio of nonalcoholic drinks through bottling partners
- Emphasis on expanding sustainability efforts targeting plastic waste reduction, recycled packaging, and carbon footprint reduction this year
- Increasing focus on cybersecurity risks including advanced AI-driven attacks and heightened third-party partner vulnerabilities
- 2025 net operating revenues $28.8B from international operations, highlighting significant exposure to foreign currency fluctuations
- Noteworthy disclosure on evolving regulatory risks around data privacy, environmental regulations, and impact of climate change on supply chain costs
Management Discussion & Analysis
- Revenue growth details not disclosed; global brand portfolio includes sparkling soft drinks, water, coffee, tea, and juice segments
- Profitability or margin figures not provided in the MDA excerpt
- No segment-specific revenue or profit data available to identify best or worst performing business units
- Cash flow, capital allocation, buybacks, dividends, and capex figures not mentioned in the text
- Forward outlook emphasizes optimizing brand portfolio and adapting to consumer demand variations across 200+ countries and territories
AI summary of the KO 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 3, 2026
Management Discussion & Analysis
- Quarterly revenue $13,380M, up 7% YoY from $12,535M
- Revenue growth led by Latin America, up 16%; Asia Pacific weakest at 1%
- Worldwide concentrate sales volume up 4%; unit case volume up 5%
- BodyArmor trademark impairment charge $960M; remaining carrying value $2,440M
- Full-year concentrate sales volume growth expected slightly behind unit case volume growth
Risk Factors
- No risk-factors section provided; changes from the most recent 10-K cannot be assessed
- Debt maturity exposure: 1.875% notes due 2026 and 0.750% notes due 2026
- Equity-market risk: 2,381,726 shares repurchased under the 2019 Plan
- Compliance risk: Rule 10b5-1 trading arrangements required disclosure under Regulation S-K Item 408
AI summary of the KO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 earnings announcement covering Coca-Cola’s financial results for the quarter ended June 2026
- Detailed financial results and management commentary available in Exhibit 99.1
Item 8.01: Other Events
- fairlife U.S. production temporarily suspended after ransomware-related unauthorized system access
- Production-related systems affected; Canada operations currently unaffected
Item EX-99.1: Item EX-99.1
- Jennifer Mann stepping down August 1, 2026 after leading Coca-Cola’s largest operating unit since January 1, 2023
- President and CFO John Murphy assuming interim North America leadership, increasing executive workload and transition risk
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jennifer Mann departs EVP and North America President role July 31, 2026
- John Murphy assumes interim North America leadership August 1 while retaining President and CFO roles
AI summaries of KO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for KO
Don't miss the next KO filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Pietracci Bruno | Sell | Aug 20, 2026 | 29,246 | $90.93 |
| Pietracci Bruno | M | Aug 20, 2026 | 29,246 | - |
| Pietracci Bruno | M | Aug 20, 2026 | 40,754 | $60.02 |
| Pietracci Bruno | M | Aug 20, 2026 | 29,246 | $60.27 |
| Pietracci Bruno | M | Aug 20, 2026 | 41,365 | - |
| Pietracci Bruno | M | Aug 20, 2026 | 40,754 | - |
| Pietracci Bruno | M | Aug 20, 2026 | 41,365 | $61.34 |
| Pietracci Bruno | Sell | Aug 20, 2026 | 41,365 | $90.93 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $47.1B | $47.9B |
| Gross Profit | - | $28.7B | $29.5B |
| Operating Income | - | $10.0B | $13.8B |
| Net Income | - | $10.6B | $13.1B |
| Gross Margin | - | 61.1% | 61.6% |
| Op. Margin | - | 21.2% | 28.7% |
| Net Margin | - | 22.6% | 27.3% |
| Balance Sheet | |||
| Total Assets | $97.7B | $100.5B | $104.8B |
| Equity | $25.9B | $24.9B | $32.2B |
| ROE | - | 42.8% | 40.7% |
| Per Share | |||
| EPS | - | $2.46 | $3.04 |
| Cash Flow | |||
| Operating CF | - | $6.8B | $7.4B |
| CapEx | - | $2.1B | $2.1B |
Source: XBRL data in Coca-Cola Co (KO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate KO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 73 | $151.64B |
| Q1 2026 | 72 | $142.91B |
| Q4 2025 | 69 | $130.51B |
| Q3 2025 | 72 | $132.01B |
| Q2 2025 | 71 | $132.56B |
| Q1 2025 | 68 | $107.97B |
| Q4 2024 | 63 | $78.84B |
| Q3 2024 | 58 | $58.32B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 546 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
KO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 10-Q | Jul 29, 2026 | Jul 3, 2026 | Analysis | |
| 4 | Jul 29, 2026 | - | - | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jul 16, 2026 | - | Analysis | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 8-K | May 1, 2026 | - | Analysis | - |
| 10-Q | Apr 30, 2026 | Apr 3, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
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KO SEC filings: frequently asked questions
Are KO insiders buying or selling?
In the last 90 days, Coca-Cola Co (KO) officers, directors and 10% owners reported no open-market purchases and 12 open-market sales worth $87.9 million by 6 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold KO stock?
As of June 30, 2026, the largest Coca-Cola Co (KO) holders among the 13F filers tracked by SignalX were Berkshire Hathaway Inc ($32.5 billion), BlackRock ($26.2 billion), Vanguard Capital Management LLC ($19.4 billion), State Street Corp ($13.7 billion), FMR LLC (Fidelity) ($8.9 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was KO's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Coca-Cola Co (KO) reported revenue of $47.9 billion (up 1.9% from FY2024) and net income of $13.1 billion. Diluted EPS was $3.04. The figures come from the XBRL data in the 10-K.
What are the main risks in KO's latest 10-K?
In the 10-K filed February 20, 2026, Coca-Cola Co (KO) flagged: Regulatory/legal risk: Potential impairment charges under ASC 350 and ASC 323 rules, $1.72B impairment recorded on BodyArmor trademark through 2025 due to revised forecasts and macroeconomic changes. Geopolitical/macroeconomic risk: Macroeconomic deterioration and higher discount rates affecting asset valuation and impairments, notably impacting emerging and developing markets' cash flow estimates. (AI summary of the Risk Factors section.)
What did KO report in its latest 8-K?
Coca-Cola Co (KO) filed an 8-K on July 28, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 earnings announcement covering Coca-Cola’s financial results for the quarter ended June 2026.
What are the latest KO SEC filings?
Coca-Cola Co (KO) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 28, 2026 and a Form 4 insider filing on August 24, 2026.
What is KO's SEC CIK number?
Coca-Cola Co (KO)'s SEC Central Index Key (CIK) is 21344. EDGAR lists every KO filing under that number.
Ask anything about KO
The research agent reads KO's filings, financials, insider trades and 13F holders, then answers with sources.