Hanson & Doremus Investment Management Raises Stake in CocaCola Company (The) $KO

Hanson & Doremus Investment Management grew its holdings in shares of CocaCola Company (The) (NYSE:KOFree Report) by 19.7% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 45,566 shares of the company’s stock after purchasing an additional 7,501 shares during the quarter. Hanson & Doremus Investment Management’s holdings in CocaCola were worth $3,465,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the business. Brighton Jones LLC lifted its holdings in shares of CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after acquiring an additional 4,591 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of CocaCola by 3.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after purchasing an additional 293 shares during the last quarter. Dynamic Technology Lab Private Ltd purchased a new stake in shares of CocaCola during the 1st quarter valued at $210,000. Jump Financial LLC grew its stake in shares of CocaCola by 450.5% during the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock valued at $2,800,000 after buying an additional 32,392 shares during the period. Finally, Osterweis Capital Management Inc. increased its holdings in shares of CocaCola by 548.2% during the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock worth $75,000 after buying an additional 899 shares during the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

  • Positive Sentiment: Analysts continue to highlight Coca-Cola’s low-beta, defensive profile as attractive in a steady-rate environment, which can support demand for the stock among income and safety-focused investors.
  • Positive Sentiment: Recent commentary suggests KO’s 2026 growth is being driven by a healthier mix of pricing power, volume gains, affordability initiatives, and innovation, reinforcing the company’s earnings resilience.
  • Neutral Sentiment: Market coverage also emphasized Coca-Cola’s long record of dividend growth and its broad global footprint, underscoring the stock’s appeal as a stable blue-chip holding.
  • Negative Sentiment: The biggest headline risk is the IRS transfer-pricing case, now in federal appeals court, which could leave Coca-Cola on the hook for up to $20 billion in additional taxes and interest if it loses. Article Title

Insider Activity

In related news, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction that occurred 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 of the company’s stock, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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 the business’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $83.41, for a total transaction of $2,000,505.44. Following the sale, the executive vice president directly owned 157,400 shares in the company, valued at approximately $13,128,734. This trade represents a 13.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 899,905 shares of company stock worth $71,832,315. Insiders own 0.90% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently commented on KO shares. TD Cowen raised their price target on shares of CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Jefferies Financial Group boosted their price objective on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research note on Monday, March 16th. Citigroup increased their price objective 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 raised their target price on shares of CocaCola from $85.00 to $89.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. Finally, Wells Fargo & Company upped their price target on shares of CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a research report on Monday, May 18th. Fifteen investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $86.69.

Get Our Latest Analysis on KO

CocaCola Trading Up 0.3%

CocaCola stock opened at $79.66 on Tuesday. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $84.04. The firm’s 50-day moving average is $79.06 and its 200-day moving average is $76.02. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. The company has a market cap of $342.72 billion, a P/E ratio of 25.05, a PEG ratio of 3.17 and a beta of 0.35.

CocaCola (NYSE:KOGet Free Report) last posted its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.81 by $0.05. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The firm had revenue of $12.47 billion during the quarter, compared to analyst estimates of $12.24 billion. During the same period in the previous year, the business posted $0.73 EPS. CocaCola’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. On average, equities analysts expect that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Dividend Announcement

The business also recently declared 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. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.7%. CocaCola’s dividend payout ratio is currently 66.67%.

About CocaCola

(Free Report)

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.

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Institutional Ownership by Quarter for CocaCola (NYSE:KO)

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