Claris Financial LLC Takes $1.49 Million Position in CocaCola Company (The) $KO

Claris Financial LLC acquired a new stake in shares of CocaCola Company (The) (NYSE:KO) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 21,311 shares of the company’s stock, valued at approximately $1,490,000. CocaCola makes up about 0.8% of Claris Financial LLC’s holdings, making the stock its 25th largest holding.

A number of other hedge funds also recently bought and sold shares of KO. TMB Capital Partners LLC purchased a new stake in CocaCola in the fourth quarter worth approximately $770,000. Invesco Ltd. grew its position in CocaCola by 6.7% during the fourth quarter. Invesco Ltd. now owns 28,520,214 shares of the company’s stock valued at $1,993,848,000 after acquiring an additional 1,798,371 shares during the last quarter. Evansbrook LLC purchased a new position in shares of CocaCola during the fourth quarter worth approximately $327,000. First Growth Capital LLC bought a new stake in shares of CocaCola in the 4th quarter worth approximately $412,000. Finally, Axxcess Wealth Management LLC boosted its stake in shares of CocaCola by 29.2% in the 4th quarter. Axxcess Wealth Management LLC now owns 173,484 shares of the company’s stock valued at $12,128,000 after purchasing an additional 39,160 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Jennifer K. Mann sold 23,984 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total value of $2,000,505.44. Following the sale, the executive vice president directly owned 157,400 shares of the company’s stock, valued at $13,128,734. The trade was a 13.22% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman James Quincey sold 436,296 shares of the company’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the sale, the chairman owned 122,833 shares in the company, valued at $9,842,608.29. The trade was a 78.03% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on KO shares. TD Cowen increased their target price on shares of CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Barclays boosted their price target 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. Wells Fargo & Company raised their price objective on CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. Sanford C. Bernstein began coverage on CocaCola in a report on Thursday, June 11th. They issued a “market perform” rating and a $84.00 price objective on the stock. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research note on Monday, March 30th. Fifteen research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $86.69.

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.

CocaCola Stock Down 0.6%

NYSE KO opened at $79.43 on Friday. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $84.04. The stock has a market capitalization of $341.75 billion, a PE ratio of 24.98, a PEG ratio of 3.19 and a beta of 0.35. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. The business’s 50-day moving average is $78.98 and its 200 day moving average is $75.91.

CocaCola (NYSE:KO) last announced its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $12.24 billion. During the same quarter last year, the firm posted $0.73 earnings per share. The firm’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. Sell-side analysts forecast that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Dividend Announcement

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

CocaCola Company 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.