DB&C Advisors LLC Purchases New Stake in CocaCola Company (The) $KO

DB&C Advisors LLC purchased a new stake in shares of CocaCola Company (The) (NYSE:KO) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 12,552 shares of the company’s stock, valued at approximately $878,000. CocaCola makes up approximately 1.1% of DB&C Advisors LLC’s portfolio, making the stock its 28th largest holding.

Several other institutional investors and hedge funds have also made changes to their positions in KO. Norges Bank acquired a new stake in shares of CocaCola during the 4th quarter valued at approximately $3,865,807,000. Vanguard Group Inc. grew its stake in CocaCola by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock worth $26,200,276,000 after buying an additional 5,886,352 shares during the last quarter. Bank of New York Mellon Corp grew its stake in CocaCola by 23.9% during the 4th quarter. Bank of New York Mellon Corp now owns 28,679,192 shares of the company’s stock worth $2,004,962,000 after buying an additional 5,529,810 shares during the last quarter. Franklin Resources Inc. grew its stake in CocaCola by 15.1% during the 3rd quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company’s stock worth $2,592,732,000 after buying an additional 5,135,198 shares during the last quarter. Finally, Eurizon Capital SGR S.p.A. bought a new position in CocaCola during the 4th quarter worth $260,916,000. 70.26% of the stock is owned by institutional investors and hedge funds.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Investors are rotating into defensive, dividend-paying stocks like Coca-Cola as market volatility increases, which is supporting demand for KO shares. Article Title
• Positive Sentiment: Coca-Cola’s updated 2026 framework calls for 8%–9% comparable EPS growth and about $12.2 billion in free cash flow, reinforcing confidence in earnings and cash generation. Article Title
• Positive Sentiment: Recent analyst upgrades and higher price targets from firms including Barclays, JPMorgan, Wells Fargo, and Citi are helping support the shares. Article Title

Insider Activity at CocaCola

In related news, Chairman James Quincey sold 200,000 shares of the firm’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $78.90, for a total transaction of $15,780,000.00. Following the completion of the transaction, the chairman owned 78,155 shares of the company’s stock, valued at $6,166,429.50. This trade represents a 71.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Monica Howard Douglas sold 23,880 shares of the firm’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $77.37, for a total value of $1,847,595.60. Following the transaction, the executive vice president directly owned 17,725 shares of the company’s stock, valued at $1,371,383.25. This represents a 57.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 255,505 shares of company stock valued at $20,187,007 over the last 90 days. 0.90% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on KO shares. Morgan Stanley set a $88.00 price objective on CocaCola in a research note on Wednesday, March 11th. Truist Financial set a $85.00 price objective on CocaCola in a research note on Wednesday, February 11th. Citigroup upped their price objective on CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a research note on Monday, May 18th. Wells Fargo & Company upped their price objective on CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a research note on Monday, May 18th. Finally, TD Cowen upped their price objective on CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Fifteen investment analysts have rated the stock with a Buy rating, According to MarketBeat.com, CocaCola presently has a consensus rating of “Buy” and a consensus target price of $86.80.

CocaCola Trading Up 3.7%

NYSE:KO opened at $79.63 on Friday. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.66. The stock has a market cap of $342.59 billion, a price-to-earnings ratio of 25.04, a PEG ratio of 3.18 and a beta of 0.35. The business has a fifty day moving average of $78.09 and a 200-day moving average of $75.32. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.81 by $0.05. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The company had revenue of $12.47 billion during the quarter, compared to analysts’ expectations of $12.24 billion. During the same quarter in the prior year, the business posted $0.73 earnings per share. The company’s revenue for the quarter was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities analysts predict that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be paid a dividend of $0.53 per share. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 annualized dividend and a yield of 2.7%. CocaCola’s dividend payout ratio (DPR) is currently 66.67%.

CocaCola Profile

The Coca‑Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca‑Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready‑to‑drink teas and coffees, and other still beverages, marketed under both global and regional brand names.

Coca‑Cola’s brand portfolio includes widely recognized names such as Coca‑Cola, Diet Coke, Coca‑Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.