Monitor for any changes in 10b5-1 plan disclosures or future filings that may indicate shifts in executive confidence. While the sales are relatively small at the corporate level, the participation of the CEO and CFO warrants attention, especially if repeated in coming months.
Price Chart
Executive Summary
A cluster of insider transactions at Coca-Cola over the past week includes significant open-market sales by the CEO, CFO, and other executives, totaling $8.2 million in direct sales. The majority of transactions were tax withholding events related to equity awards, which are routine and non-cash. However, the open-market sales by top executives, particularly the CFO selling nearly $5.8 million in shares, raise questions about sentiment despite likely being part of pre-arranged plans.
Key Financial Metrics
Key Facts
- CEO James Quincey sold 688 shares for $54,388 in an open-market transaction.
- CFO John Murphy sold 72,449 shares for $5.83 million in an open-market transaction.
- Total open-market sales in the cluster: $8.2 million (3 insiders).
- Remaining 12 transactions were tax withholding or derivative exercises totaling $27.9 million — non-cash, routine events.
- Tax-related share surrenders accounted for over $26 million of the total value.
- No open-market purchases were reported.
Financial Impact
$8.2 million in open-market sales by insiders, representing 0.0024% of Coca-Cola's $335.9B market cap
Risk Factors
- Perception of insider selling could weigh on sentiment, especially given the size of the CFO's sale.
- Potential misinterpretation of routine tax withholding events as active selling.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CONTEXT: Insider Cluster Data (15 trades, 7d window) | cluster-KO-1772732859498 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $93.10 | awaiting T+1 | awaiting T+1 | $91.18 (−2.06%) |
Oct 16, 2026 11d ago | Institutional Cluster | $93.43 $93.47 | ▲ +0.04% | ▼ −0.29% | $91.18 (−2.40%) |
Aug 24, 2026 9w ago | Insider Cluster | $91.99 $91.64 | ▼ −0.38% | ▼ −0.70% | $91.18 (−0.88%) |
Aug 11, 2026 11w ago | Insider Cluster | $86.48 $86.71 | ▲ +0.27% | ▲ +0.02% | $91.18 (+5.43%) |
Aug 7, 2026 11w ago | Insider Cluster | $87.05 $86.87 | ▼ −0.21% | ▼ −0.18% | $91.18 (+4.74%) |
Aug 3, 2026 12w ago | Insider Cluster | $86.86 $86.55 | ▼ −0.36% | ▼ −2.13% | $91.18 (+4.97%) |
Jul 30, 2026 12w ago | Insider Cluster | $88.49 $87.56 | ▼ −1.06% | ▼ −1.72% | $91.18 (+3.04%) |
Jul 28, 2026 13w ago | 8-K | $88.27 $89.08 | ▲ +0.92% | ▲ +2.46% | $91.18 (+3.30%) |
Jul 16, 2026 14w ago | 8-K | $81.56 $82.12 | ▼ −0.69% | ▼ −0.85% | $91.18 (−11.79%) |
Jun 25, 2026 17w ago | 8-K | $82.63 $82.65 | ▲ +0.02% | ▼ −1.62% | $91.18 (+10.35%) |
US Market Status
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