Calamos Wealth Management LLC Has $1.85 Million Holdings in CocaCola Company (The) $KO

Calamos Wealth Management LLC lifted its holdings in shares of CocaCola Company (The) (NYSE:KO) by 58.3% in the first quarter, according to its most recent filing with the SEC. The firm owned 24,397 shares of the company’s stock after acquiring an additional 8,984 shares during the period. Calamos Wealth Management LLC’s holdings in CocaCola were worth $1,855,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its position 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 buying an additional 4,591 shares during the period. Revolve Wealth Partners LLC grew its position in CocaCola by 3.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after acquiring an additional 293 shares during the period. Dynamic Technology Lab Private Ltd acquired a new position in CocaCola during the first quarter worth $210,000. Jump Financial LLC raised its stake in CocaCola by 450.5% during the second quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock worth $2,800,000 after acquiring an additional 32,392 shares in the last quarter. Finally, Osterweis Capital Management Inc. lifted its holdings in shares of CocaCola by 548.2% during the second quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock valued at $75,000 after acquiring an additional 899 shares during the period. Institutional investors own 70.26% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on KO. Barclays boosted 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. Morgan Stanley set a $89.00 target price on shares of CocaCola in a research report on Wednesday, June 10th. Wells Fargo & Company increased their price objective on shares of CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a report on Monday, May 18th. Citigroup boosted their target price on shares of CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a research note on Tuesday. Finally, UBS Group upped their target price on shares of CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Fifteen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $88.44.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts and media outlets are spotlighting KO as a rock-solid dividend stock for long-term investors, reinforcing its appeal to income-focused buyers. Article Title
• Positive Sentiment: Coverage of Coca-Cola’s 64th dividend increase underscores the company’s long track record of returning cash to shareholders, which can attract dividend investors. Article Title
• Positive Sentiment: Recent commentary also points to KO’s digital push, with data-driven marketing and connected packaging seen as potential supports for engagement and future growth. Article Title
• Neutral Sentiment: Several articles compare KO with peers like PepsiCo, Johnson & Johnson, and Keurig Dr Pepper, but these pieces are largely valuation and income comparisons rather than catalysts that would materially change near-term fundamentals. Article Title
• Neutral Sentiment: KO is also being mentioned as a low-beta defensive name as investors rotate toward stability amid geopolitical tension and volatility, which supports the stock’s defensive profile but is not a direct company-specific catalyst. Article Title
• Neutral Sentiment: One article estimated how many shares would be needed to generate $12,000 in annual dividend income, which mainly highlights KO’s suitability for income planning rather than signaling a business change. Article Title
• Negative Sentiment: Some commentary frames KO as an expensive, low-growth premium stock versus peers like Keurig Dr Pepper, which could weigh on sentiment if investors focus on valuation rather than stability. Article Title

CocaCola Trading Down 1.3%

Shares of KO opened at $83.15 on Wednesday. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $85.68. The firm has a market capitalization of $357.76 billion, a PE ratio of 26.15, a price-to-earnings-growth ratio of 3.37 and a beta of 0.34. The stock’s fifty day simple moving average is $80.99 and its 200-day simple moving average is $77.41.

CocaCola (NYSE:KO) last posted its quarterly 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. The business had revenue of $12.47 billion for the quarter, compared to analysts’ expectations of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The firm’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same quarter last year, the business earned $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, research analysts predict 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 was paid on Wednesday, July 1st. Investors of record on Monday, June 15th were issued a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 2.5%. The ex-dividend date was Monday, June 15th. CocaCola’s dividend payout ratio is currently 66.67%.

Insider Activity at CocaCola

In other CocaCola 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 transaction, the executive vice president directly 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 436,296 shares of CocaCola stock in a transaction on Friday, June 5th. The stock was sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at $9,842,608.29. This represents 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. Insiders have sold 899,905 shares of company stock worth $71,832,315 over the last ninety days. Company insiders own 0.90% of the company’s stock.

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.