Coca Cola Ownership
| KO Stock | USD 69.16 0.05 0.07% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 4.3 B | Current Value 4.3 B | Avarage Shares Outstanding 4.4 B | Quarterly Volatility 133.3 M |
Coca |
Coca Stock Ownership Analysis
About 65.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 2.63. Coca Cola last dividend was issued on the 14th of March 2025. The entity had 2:1 split on the 13th of August 2012. The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company was founded in 1886 and is headquartered in Atlanta, Georgia. Coca Cola operates under BeveragesNon-Alcoholic classification in the United States and is traded on New York Stock Exchange. It employs 79000 people. To find out more about The Coca Cola contact James Quincey at 404 676 2121 or learn more at https://www.coca-colacompany.com.Besides selling stocks to institutional investors, Coca Cola also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Coca Cola's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Coca Cola's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Coca Cola Quarterly Liabilities And Stockholders Equity |
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Coca Cola Insider Trades History
About 10.0% of The Coca Cola are currently held by insiders. Unlike Coca Cola's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Coca Cola's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Coca Cola's insider trades
Coca Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Coca Cola is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading The Coca Cola backward and forwards among themselves. Coca Cola's institutional investor refers to the entity that pools money to purchase Coca Cola's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Northern Trust Corp | 2024-12-31 | 43.8 M | Franklin Resources Inc | 2024-12-31 | 34.1 M | Wellington Management Company Llp | 2024-12-31 | 31.1 M | Bank Of America Corp | 2024-12-31 | 29.6 M | Ubs Asset Mgmt Americas Inc | 2024-12-31 | 29.1 M | Royal Bank Of Canada | 2024-12-31 | 27.8 M | Legal & General Group Plc | 2024-12-31 | 26.9 M | Ubs Group Ag | 2024-12-31 | 25.8 M | Bank Of New York Mellon Corp | 2024-12-31 | 25.5 M | Berkshire Hathaway Inc | 2024-12-31 | 400 M | Vanguard Group Inc | 2024-12-31 | 360.1 M |
Coca Cola Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Coca Cola insiders, such as employees or executives, is commonly permitted as long as it does not rely on Coca Cola's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Coca Cola insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Wollaert Guy over a year ago Coca Cola exotic insider transaction detected |
Coca Cola's latest congressional trading
Congressional trading in companies like Coca Cola, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Coca Cola by those in governmental positions are based on the same information available to the general public.
| 2025-02-26 | Representative William R Keating | Acquired $15K to $50K | Verify | ||
| 2025-02-14 | Representative Rob Bresnahan | Acquired Under $15K | Verify | ||
| 2025-02-11 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2025-02-06 | Senator Marco Rubio | Acquired Under $15K | Verify | ||
| 2025-01-15 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2025-01-09 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2024-11-07 | Senator Sheldon Whitehouse | Acquired Under $15K | Verify | ||
| 2024-11-06 | Senator Sheldon Whitehouse | Acquired Under $15K | Verify | ||
| 2024-11-05 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2024-09-11 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-09-06 | Representative John James | Acquired Under $15K | Verify | ||
| 2024-08-05 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2024-05-06 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2024-01-18 | Senator Sheldon Whitehouse | Acquired Under $15K | Verify | ||
| 2024-01-17 | Senator Sheldon Whitehouse | Acquired Under $15K | Verify | ||
| 2024-01-12 | Senator Shelley Moore Capito | Acquired Under $15K | Verify | ||
| 2024-01-11 | Senator Shelley Moore Capito | Acquired Under $15K | Verify | ||
| 2023-11-16 | Senator Tommy Tuberville | Acquired Under $15K | Verify | ||
| 2023-11-15 | Senator Tommy Tuberville | Acquired Under $15K | Verify | ||
| 2023-11-06 | Representative Katherine M Clark | Acquired $15K to $50K | Verify | ||
| 2023-11-01 | Senator Markwayne Mullin | Acquired Under $15K | Verify | ||
| 2023-08-07 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2023-05-04 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2022-08-05 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2022-05-09 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2021-11-18 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2021-08-13 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2021-05-06 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2020-11-06 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2020-08-05 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2019-11-04 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2019-08-15 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2019-08-05 | Representative K Michael Conaway | Acquired $15K to $50K | Verify | ||
| 2019-07-18 | Senator Sheldon Whitehouse | Acquired Under $15K | Verify | ||
| 2019-07-17 | Senator Sheldon Whitehouse | Acquired Under $15K | Verify | ||
| 2019-05-07 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2018-11-06 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2018-08-14 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2018-05-08 | Representative Lloyd Doggett | Acquired Under $15K | Verify | ||
| 2014-05-01 | Senator John Reed | Acquired Under $15K | Verify |
Coca Cola Outstanding Bonds
Coca Cola issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Coca Cola uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Coca bonds can be classified according to their maturity, which is the date when The Coca Cola has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| COCA COLA CO Corp BondUS191216CM09 | View | |
| KO 4125 25 MAR 40 Corp BondUS191216CP30 | View | |
| US191216CQ13 Corp BondUS191216CQ13 | View | |
| COCA A 29 Corp BondUS191216CE82 | View | |
| COCA COLA CO Corp BondUS191216DD90 | View | |
| COCA COLA CO Corp BondUS191216DC18 | View | |
| COCA COLA CO Corp BondUS191216CT51 | View | |
| COCA COLA CO Corp BondUS191216CR95 | View |
Coca Cola Corporate Filings
F4 | 13th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 20th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 11th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 28th of January 2025 Other Reports | ViewVerify |
Pair Trading with Coca Cola
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Coca Cola position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Coca Cola will appreciate offsetting losses from the drop in the long position's value.Moving together with Coca Stock
Moving against Coca Stock
| 0.9 | OTLY | Oatly Group AB | PairCorr |
| 0.75 | ZVIA | Zevia Pbc | PairCorr |
| 0.65 | GO | Grocery Outlet Holding | PairCorr |
| 0.6 | FIZZ | National Beverage Corp | PairCorr |
| 0.59 | BG | Bunge Limited | PairCorr |
The ability to find closely correlated positions to Coca Cola could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Coca Cola when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Coca Cola - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling The Coca Cola to buy it.
The correlation of Coca Cola is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Coca Cola moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Coca Cola moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Coca Cola can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in The Coca Cola. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Is Soft Drinks & Non-alcoholic Beverages space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Coca Cola. If investors know Coca will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Coca Cola listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.115 | Dividend Share 1.94 | Earnings Share 2.46 | Revenue Per Share | Quarterly Revenue Growth 0.064 |
The market value of Coca Cola is measured differently than its book value, which is the value of Coca that is recorded on the company's balance sheet. Investors also form their own opinion of Coca Cola's value that differs from its market value or its book value, called intrinsic value, which is Coca Cola's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Coca Cola's market value can be influenced by many factors that don't directly affect Coca Cola's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Coca Cola's value and its price as these two are different measures arrived at by different means. Investors typically determine if Coca Cola is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Coca Cola's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.