Coca-Cola Co. (KO) delivered mixed results in Q2 FY2026 on revenue of $13.4B versus the $13.2B estimate (+6.7% YoY) and EPS of $0.97. The next Coca-Cola Co. (KO) earnings date is Oct 20, 2026. Below is the full Coca-Cola Co. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Coca-Cola Co. (KO) Earnings Analysis — key stats
Next earnings date
Oct 20, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Mixed
EPS beat rate
8 of last 8 (quarters above estimate)
Avg next-day move
±3.3% (over the last 8 reports)
Post-earnings direction
Up 6 / Down 2 (of the last 8 reports)
Implied move (next report)
±8.7% (options-derived · into Oct 20, 2026)
Institutional ownership
88.3% (13F as of 2026-06-30)
Top 10 holders
39.4% (of shares outstanding)
Insider activity
5 buys / 7 sells (recent Form 4 filings)
Revenue
$13.4B (vs $13.2B est · +1.5% surprise · +6.7% YoY)
EPS
$0.97 (vs $0.92 est · +5.4% surprise · +15.7% YoY)
Share price
$91.99 (+1.0%)
Market cap
$395.8B
Coca-Cola Co. (KO) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q2 FY2027
$13.4B vs $13.2B est
$0.97 vs $0.92 est
+5.4%
+6.0%
Mixed
Q1 FY2027
$12.5B vs $12.2B est
$0.86 vs $0.81 est
+5.9%
+4.5%
Mixed
Q1 FY2027
$11.8B vs $12.0B est
$0.58 vs $0.56 est
+2.7%
+0.8%
Mixed
Q3 FY2026
$12.5B vs $12.4B est
$0.82 vs $0.78 est
+5.3%
+3.5%
Mixed
Q2 FY2026
$12.5B vs $12.6B est
$0.87 vs $0.83 est
+4.3%
-1.3%
Mixed
Q1 FY2026
$11.1B vs $11.2B est
$0.73 vs $0.71 est
+2.2%
+1.1%
Mixed
Q1 FY2026
$11.5B vs $10.7B est
$0.55 vs $0.52 est
+6.2%
+6.4%
Beat
Q3 FY2025
$11.9B vs $11.6B est
$0.77 vs $0.74 est
+4.1%
-3.1%
Beat
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Berkshire Hathaway INC
9.3%
400.0M
$32.5B
+0.0%
Blackrock, INC.
7.5%
322.7M
$26.2B
-3.3%
Vanguard Capital Management LLC
5.6%
238.8M
$19.4B
+0.6%
State Street Corp
3.9%
167.4M
$13.7B
+0.1%
Fmr LLC
2.5%
109.2M
$8.9B
+1.5%
Geode Capital Management, LLC
2.5%
106.0M
$8.6B
+14.0%
Vanguard Portfolio Management LLC
2.3%
99.6M
$8.1B
-0.3%
Morgan Stanley
2.1%
89.8M
$7.3B
-2.3%
Sixth Street Partners Management Company, L.P.
1.9%
80.8M
$6.6B
+100.0%
Charles Schwab Investment Management INC
1.9%
80.8M
$6.6B
+5.9%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Pietracci Bruno
other: President, Latin America OU
2026-08-20
Buy
41K
$2.5M
Pietracci Bruno
other: President, Latin America OU
2026-08-20
Buy
41K
$2.4M
Pietracci Bruno
other: President, Latin America OU
2026-08-20
Sell
29K
$1.8M
Pietracci Bruno
other: President, Latin America OU
2026-08-20
Buy
29K
$1.8M
Pietracci Bruno
other: President, Latin America OU
2026-08-20
Sell
41K
$2.4M
Pietracci Bruno
other: President, Latin America OU
2026-08-20
Sell
29K
$2.7M
Pietracci Bruno
other: President, Latin America OU
2026-08-20
Sell
41K
$2.5M
QUAN NANCY
officer: Executive Vice President
2026-08-19
Buy
50K
$2.5M
What you'll find
Next Coca-Cola Co. (KO) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Coca-Cola Co. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Coca-Cola Co. (KO)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Coca-Cola Co.'s next earnings date?
Coca-Cola Co.'s (KO) next scheduled earnings date is Oct 20, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Coca-Cola Co. (KO) beat or miss earnings?
In Q2 FY2026, Coca-Cola Co. (KO) posted mixed results — revenue of $13.4B versus the $13.2B estimate (+1.5% surprise) and EPS of $0.97 versus $0.92 expected (+5.4% surprise). Magnisto decodes every Coca-Cola Co. (KO) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Coca-Cola Co. beat earnings estimates?
Over its last 8 reported quarters, Coca-Cola Co. (KO) beat Wall Street EPS estimates 8 times, most recently a mixed result in Q2 FY2027. Magnisto tracks every Coca-Cola Co. (KO) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Coca-Cola Co. stock move after earnings?
Over its last 8 quarterly reports, Coca-Cola Co. (KO) moved an average of ±3.3% the day after earnings — ranging from -3.1% (Q3 FY2025) to +6.4% (Q1 FY2026). The stock rose after 6 of those 8 reports and fell after 2. Heading into its next report on Oct 20, 2026, options-implied volatility is pricing in a move of roughly ±8.7% (derived). Magnisto tracks the realized post-earnings move for every Coca-Cola Co. (KO) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Coca-Cola Co.?
Institutions hold about 88.3% of Coca-Cola Co.'s (KO) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Berkshire Hathaway INC (9.3%), Blackrock, INC. (7.5%), Vanguard Capital Management LLC (5.6%). Magnisto lists Coca-Cola Co.'s (KO) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Coca-Cola Co. (KO)?
In the most recent Form 4 filings Magnisto tracks, Coca-Cola Co. (KO) insiders recorded 5 purchases and 7 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Coca-Cola Co. (KO) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Coca-Cola Co. (KO), anchored to the current $91.99 share price, so you can weigh the bull, base and bear cases for Coca-Cola Co. side by side.
Is Coca-Cola Co. (KO) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Coca-Cola Co. fits your own thesis and risk profile. This is research, not investment advice.