Citable filing context
KO's research view summarizes recent SEC filing context, starting with earnings from Jul 28, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 28, 2026 | earnings | The Coca-Cola Company reported Q2 2026 net revenues of $13.4 billion, up 7%, and EPS of $1.03. |
| Jul 16, 2026 | other | fairlife, LLC, a Coca-Cola subsidiary, temporarily suspended production following a ransomware incident. |
| Jun 25, 2026 | management_change | Jennifer Mann, EVP and President, North America OU, is departing KO; John Murphy assumes interim role. |
| Jul 28, 2026 | Guidance: comparable_currency_neutral_eps_excluding_acquisitions_and_divestitures_growth | 7.00 to 8.00 |
| Jul 28, 2026 | Guidance: comparable_eps_growth | 9.00 to 10.00 |
| Jul 28, 2026 | Guidance: free_cash_flow | not reported to not reported |
| Jul 29, 2026 | mda_quarterly | The Coca-Cola Company reported strong financial performance for the first half of 2026, with net operating revenues rising 9% to $25.85 billion and operating income increasing 14% to $9.03 billion. Growth was driven by a 6% increase in concentrate sales volume and favorable price/mix, alongside a 4% tailwind from foreign currency fluctuations. Performance was particularly robust in the Asia Pacific segment, which saw an 11% increase in concentrate sales volume. The company maintains a strong liquidity position, with $16.4 billion in cash, cash equivalents, and marketable securities as of July 3, 2026. Capital allocation remains focused on supporting operations, dividend growth, and share repurchases. Notably, the company is currently in litigation with the IRS regarding transfer pricing for tax years 2007–2009. While the company paid $6.0 billion in 2024 to stop interest accrual, it maintains that its tax positions are more likely than not to be sustained on appeal. The company estimates a potential aggregate incremental tax and interest liability of approximately $14 billion for the 2010–2025 period should the IRS’s methodology be upheld. Despite this, management expects current liquidity to be sufficient to fund all operating, investing, and financing commitments for the foreseeable future. |
| Apr 30, 2026 | mda_quarterly | The Coca-Cola Company repurchased 6,301,210 shares of common stock during the three months ended April 3, 2026, at an average price of $75.49 per share. Of these, 4,881,904 shares were acquired under the 2019 publicly announced plan, which initially authorized the purchase of up to 150 million shares. Following these transactions, 62,066,840 shares remain available for repurchase under this authorization. The total shares purchased also include shares surrendered by employees to cover stock option exercise prices or tax withholding obligations. Regarding insider trading, no directors or officers adopted or terminated Rule 10b5-1 trading arrangements during the quarter, with two exceptions. Jennifer K. Mann, Executive Vice President and President of the North America operating unit, adopted a plan on March 6, 2026, for the potential sale of up to 50,000 common shares and the exercise and sale of up to 273,984 shares from vested stock options, expiring March 5, 2027. Chairman James Quincey adopted a plan on March 5, 2026, for the potential exercise and sale of up to 971,383 shares from vested stock options, expiring March 5, 2028. Both executives adopted these pre-arranged trading plans during an open trading window. |
Source: SEC EDGAR filing text and events; period Jul 28, 2026; filed Jul 28, 2026.
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