Greatmark Investment Partners Inc. Grows Position in CocaCola Company (The) $KO

Posted by ABMN Staff on Jul 7th, 2026

Greatmark Investment Partners Inc. increased its position in CocaCola Company (The) (NYSE:KO – Free Report) by 4.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 211,386 shares of the company’s stock after purchasing an additional 9,799 shares during the period. CocaCola accounts for 1.9% of Greatmark Investment Partners Inc.’s portfolio, making the stock its 19th biggest position. Greatmark Investment Partners Inc.’s holdings in CocaCola were worth $16,076,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. O Domhnaill Enterprises Inc. increased its stake in shares of CocaCola by 15.6% in the 1st quarter. O Domhnaill Enterprises Inc. now owns 33,578 shares of the company’s stock worth $2,554,000 after acquiring an additional 4,520 shares in the last quarter. Walser Wealth Management Company A Ltd Liability Co purchased a new position in CocaCola during the 1st quarter valued at about $240,000. Beacon Bank & Trust bought a new stake in CocaCola during the first quarter worth about $308,000. PUREfi Wealth LLC bought a new stake in CocaCola during the first quarter worth about $205,000. Finally, Arbor Investment Advisors LLC grew its holdings in CocaCola by 18.3% in the first quarter. Arbor Investment Advisors LLC now owns 5,673 shares of the company’s stock worth $431,000 after purchasing an additional 877 shares during the period. Institutional investors own 70.26% of the company’s stock.

CocaCola Stock Down 1.4%

CocaCola stock opened at $82.94 on Tuesday. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $84.56. The stock has a fifty day simple moving average of $80.18 and a two-hundred day simple moving average of $76.76. 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 firm has a market cap of $356.85 billion, a price-to-earnings ratio of 26.08, a PEG ratio of 3.36 and a beta of 0.34.

CocaCola (NYSE:KO – Get Free Report) last released its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 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 company had revenue of $12.47 billion for the quarter, compared to analysts’ expectations of $12.24 billion. During the same period last year, the firm posted $0.73 earnings per share. CocaCola’s revenue 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 EPS for the current fiscal year.

CocaCola Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th were paid a dividend of $0.53 per share. The ex-dividend date was Monday, June 15th. This represents a $2.12 annualized dividend and a yield of 2.6%. CocaCola’s dividend payout ratio is currently 66.67%.

Insider Activity

In related news, Chairman James Quincey sold 436,296 shares of the stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the transaction, the chairman owned 122,833 shares in the company, valued at $9,842,608.29. This represents a 78.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 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. Also, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the completion of the sale, the executive vice president owned 223,330 shares in the company, valued at $18,074,096.90. This represents a 12.40% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 899,905 shares of company stock valued at $71,832,315 in the last 90 days. 0.90% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. Truist Financial set a $88.00 target price on shares of CocaCola in a research note on Friday, June 26th. TD Cowen upped their price target on CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Sanford C. Bernstein assumed coverage on CocaCola in a research report on Thursday, June 11th. They set a “market perform” rating and a $84.00 price objective for the company. Wells Fargo & Company lifted 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. Finally, Citigroup boosted their target price on CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a report on Monday, May 18th. Fifteen analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $86.88.

Read Our Latest Report on KO

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

Positive Sentiment: Analysts continue to view Coca-Cola favorably, with the stock receiving an average “Moderate Buy” rating, supporting the idea that the company still has solid Wall Street backing. CocaCola Company (The) (NYSE:KO) Given Average Rating of “Moderate Buy” by Analysts
Positive Sentiment: Coca-Cola launched five new hard-to-find flavors, reinforcing its innovation and premiumization strategy and giving investors another reason to expect continued consumer interest. Coca-Cola launches 5 hard-to-find new flavors
Positive Sentiment: Articles highlighting Coca-Cola’s strong 2026 performance and its new all-time high may be helping sentiment, as investors continue to view KO as a defensive winner. Coca-Cola Is Crushing the Nasdaq and S&P 500 in 2026
Neutral Sentiment: Coverage noted that North American volume growth remains healthy, but mixed global trends and international softness are still limiting the bullish case. Can North America’s Volume Growth Offset Coca-Cola’s Global Softness?
Neutral Sentiment: Some commentary suggests KO is trading at a rich valuation after hitting an all-time high, which may encourage profit-taking even as the business remains strong. Should You Buy Coca-Cola Stock Before July 28?
Negative Sentiment: News that North America chief Jennifer Mann will step down, with CFO John Murphy taking interim responsibility, creates leadership uncertainty in Coca-Cola’s most important market. Coca-Cola (KO) North America Chief Is Stepping Down As CFO Takes Interim Role
Negative Sentiment: Recent market reports say KO underperformed peers and fell while the broader market rose, suggesting some investors are rotating out of the stock after its strong run. Coca-Cola Co. stock underperforms Monday when compared to competitors

CocaCola Profile

(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.