Capital World Investors Boosts Position in CocaCola Company (The) $KO

Capital World Investors lifted its position in CocaCola Company (The) (NYSE:KO) by 98.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,573,527 shares of the company’s stock after purchasing an additional 6,246,627 shares during the quarter. Capital World Investors owned about 0.29% of CocaCola worth $879,015,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its position in shares of CocaCola by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock valued at $26,200,276,000 after buying an additional 5,886,352 shares during the period. State Street Corp grew its position in CocaCola by 0.6% in the third quarter. State Street Corp now owns 165,858,003 shares of the company’s stock worth $11,083,296,000 after acquiring an additional 923,278 shares during the period. Geode Capital Management LLC grew its position in CocaCola by 0.5% in the fourth quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock worth $6,273,037,000 after acquiring an additional 433,547 shares during the period. Norges Bank acquired a new stake in CocaCola during the fourth quarter worth $3,865,807,000. Finally, Franklin Resources Inc. increased its stake in CocaCola by 15.1% during the third quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company’s stock worth $2,592,732,000 after acquiring an additional 5,135,198 shares during the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at CocaCola

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the business’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $80.93, for a total value of $2,559,411.25. Following the completion of the transaction, the executive vice president owned 223,330 shares in the company, valued at $18,074,096.90. The trade was a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 200,000 shares of the company’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $78.90, for a total value of $15,780,000.00. Following the sale, the chairman directly owned 78,155 shares in the company, valued at $6,166,429.50. This represents a 71.90% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.90% of the company’s stock.

Key CocaCola News

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

CocaCola Trading Up 0.2%

Shares of NYSE KO opened at $79.63 on Monday. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09. The stock has a market capitalization of $342.59 billion, a PE ratio of 25.04, a PEG ratio of 3.18 and a beta of 0.35. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $82.66. The stock has a fifty day simple moving average of $78.09 and a 200-day simple moving average of $75.35.

CocaCola (NYSE:KO) last posted its 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. The firm had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.CocaCola’s revenue was up 11.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, equities analysts forecast that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be issued a dividend of $0.53 per share. The ex-dividend date is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. CocaCola’s dividend payout ratio is 66.67%.

Analysts Set New Price Targets

KO has been the topic of several recent analyst reports. JPMorgan Chase & Co. upped their price target on CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft raised their price objective on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research report on Monday, March 30th. Truist Financial set a $85.00 target price on shares of CocaCola in a research report on Wednesday, February 11th. Barclays increased their target price on shares of CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a research note on Thursday, May 21st. Finally, Weiss Ratings upgraded shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, May 4th. Fifteen research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $86.80.

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.