Axxcess Wealth Management LLC Increases Stock Holdings in CocaCola Company (The) $KO

Axxcess Wealth Management LLC increased its stake in shares of CocaCola Company (The) (NYSE:KO) by 29.2% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 173,484 shares of the company’s stock after acquiring an additional 39,160 shares during the quarter. Axxcess Wealth Management LLC’s holdings in CocaCola were worth $12,128,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Vestia Personal Wealth Advisors boosted its holdings in CocaCola by 3.8% during the 4th quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock worth $275,000 after acquiring an additional 140 shares during the last quarter. Alteri Wealth LLC raised its holdings in shares of CocaCola by 1.9% in the fourth quarter. Alteri Wealth LLC now owns 7,738 shares of the company’s stock valued at $541,000 after purchasing an additional 141 shares during the last quarter. Apexium Financial LP raised its holdings in shares of CocaCola by 1.2% in the third quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock valued at $810,000 after purchasing an additional 142 shares during the last quarter. Lbmc Investment Advisors LLC lifted its position in shares of CocaCola by 0.4% during the fourth quarter. Lbmc Investment Advisors LLC now owns 38,886 shares of the company’s stock valued at $2,718,000 after purchasing an additional 143 shares in the last quarter. Finally, Stockman Wealth Management Inc. lifted its position in shares of CocaCola by 1.7% during the fourth quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company’s stock valued at $622,000 after purchasing an additional 147 shares in the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola remains a favorite among dividend and blue-chip investors, with multiple recent articles highlighting its durable business model, strong free-cash-flow generation, and long track record of dividend growth. Several analysts and commentary pieces also describe KO as a solid long-term holding despite market volatility.
• Positive Sentiment: One Seeking Alpha piece argued that Coca-Cola still has upside, pointing to Q1 2026 double-digit revenue growth, margin expansion, pricing power, and valuation targets above current levels. Another noted the company’s strong Q1 results, including 10% organic revenue growth and 18% EPS growth, along with continued market share gains.
• Positive Sentiment: KO is also getting attention from stock screeners and analyst-focused articles that list it among attractive blue-chip or “must-own” dividend names, which can support sentiment for a defensive consumer-staples stock.
• Neutral Sentiment: News that Coca-Cola is exploring a potential IPO for its India bottling arm is being watched as a strategic refranchising move. Investors may see this as a way to streamline operations and unlock value, but details are still limited and the impact is uncertain.
• Negative Sentiment: Some recent commentary is more cautious on valuation, arguing that KO’s share price already reflects much of its quality and that the dividend yield has become less compelling at current levels. Technical caution was also mentioned in one article, suggesting limited near-term upside after the stock’s strong run.

Wall Street Analyst Weigh In

Several research firms recently weighed in on KO. JPMorgan Chase & Co. boosted their price target on shares of CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a report on Wednesday, April 29th. Morgan Stanley set a $89.00 price objective on shares of CocaCola in a research note on Wednesday, June 10th. Citigroup lifted their target price on shares of CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a research report on Monday, May 18th. Barclays boosted their target price on CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a research note on Thursday, May 21st. Finally, Sanford C. Bernstein began coverage on CocaCola in a report on Thursday, June 11th. They issued a “market perform” rating and a $84.00 target price for the company. Fifteen analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $86.69.

Insider Activity at CocaCola

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $80.93, for a total transaction 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. This trade represents a 12.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 23,984 shares of CocaCola stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total transaction of $2,000,505.44. Following the completion of the transaction, the executive vice president owned 157,400 shares of the company’s stock, valued at $13,128,734. The trade was a 13.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 899,905 shares of company stock worth $71,832,315. Company insiders own 0.90% of the company’s stock.

CocaCola Price Performance

Shares of NYSE KO opened at $79.43 on Friday. 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 fifty day simple moving average of $78.98 and a two-hundred day simple moving average of $75.91. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $84.04. The firm has a market cap of $341.75 billion, a price-to-earnings ratio of 24.98, a price-to-earnings-growth ratio of 3.19 and a beta of 0.35.

CocaCola (NYSE:KO) last issued its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. During the same period in the previous year, the company posted $0.73 earnings per share. The business’s revenue was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be issued a $0.53 dividend. 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 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.