Advocacy Wealth Management LLC Sells 197,903 Shares of CocaCola Company (The) $KO

Advocacy Wealth Management LLC lessened its position in CocaCola Company (The) (NYSE:KO) by 51.3% during the 4th quarter, Holdings Channel reports. The firm owned 187,675 shares of the company’s stock after selling 197,903 shares during the quarter. Advocacy Wealth Management LLC’s holdings in CocaCola were worth $13,120,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Commonwealth Retirement Investments LLC acquired a new stake in CocaCola in the 4th quarter valued at about $177,000. Cerity Partners LLC increased its stake in shares of CocaCola by 8.6% in the 4th quarter. Cerity Partners LLC now owns 1,122,341 shares of the company’s stock valued at $78,468,000 after buying an additional 88,823 shares during the period. LPL Financial LLC raised its position in shares of CocaCola by 2.8% during the fourth quarter. LPL Financial LLC now owns 5,930,442 shares of the company’s stock worth $414,597,000 after acquiring an additional 160,883 shares during the last quarter. Franklin Resources Inc. raised its position in shares of CocaCola by 3.1% during the fourth quarter. Franklin Resources Inc. now owns 40,289,857 shares of the company’s stock worth $2,816,697,000 after acquiring an additional 1,195,581 shares during the last quarter. Finally, Erste Asset Management GmbH lifted its stake in shares of CocaCola by 93.3% during the fourth quarter. Erste Asset Management GmbH now owns 536,582 shares of the company’s stock valued at $37,602,000 after acquiring an additional 259,024 shares during the period. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction dated 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 $18,074,096.90. This trade represents a 12.40% decrease in their position. The transaction was disclosed in a 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 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 transaction of $34,960,398.48. Following the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. This trade 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 675,921 shares of company stock worth $53,939,810 in the last three months. 0.90% of the stock is currently owned by company insiders.

CocaCola Price Performance

Shares of KO opened at $79.53 on Tuesday. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $82.66. The firm has a market capitalization of $342.18 billion, a PE ratio of 25.01, a PEG ratio of 3.18 and a beta of 0.35. The company’s 50-day moving average is $78.19 and its 200-day moving average is $75.41. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15.

CocaCola (NYSE:KO) last posted its earnings results 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 the consensus estimate of $12.24 billion. During the same quarter in the prior year, the business earned $0.73 earnings per share. The firm’s revenue for the quarter was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities analysts forecast that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Dividend Announcement

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

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Multiple articles highlighted Coca-Cola’s status as a Dividend King, noting its 64 consecutive years of dividend increases and its reputation as a reliable long-term income stock. Here’s How Many Shares of Coca-Cola You’d Need for $10,000 in Yearly Dividends
• Positive Sentiment: Coca-Cola’s inflation strategy was described favorably, with selective price increases and smaller affordable packs helping drive 10% organic revenue growth and 3% volume growth in Q1 2026. Coca-Cola’s Inflation Balancing Act: Price Increases vs. Volume
• Positive Sentiment: News that Coca-Cola is launching BodyArmor Fit supports its push into the “better-for-you” category, which could broaden growth beyond its core soda business. Coca-Cola launches BodyArmor Fit as it branches out in the ‘better-for-you’ category
• Positive Sentiment: Coverage also pointed to Coca-Cola’s India bottler IPO plans and refranchising strategy as a potential way to unlock value and improve capital allocation in a key emerging market. How Coca-Cola’s India Bottler IPO Plans and World Cup Push Could Impact Coca-Cola (KO) Investors
• Neutral Sentiment: Chairman James Quincey disclosed stock sales, but the transactions were made under a pre-arranged 10b5-1 plan and were tied to tax withholding on equity awards, which makes the news less concerning than a discretionary insider exit.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on KO shares. Truist Financial set a $85.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. Evercore restated an “outperform” rating and issued a $85.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. Citigroup increased their target price on CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a research note on Monday, May 18th. Wells Fargo & Company boosted their price objective on shares of CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a report on Monday, May 18th. Finally, Jefferies Financial Group upped their target price on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research note on Monday, March 16th. Fifteen investment analysts have rated the stock with a Buy rating, According to data from MarketBeat, CocaCola currently has a consensus rating of “Buy” and an average price target of $86.80.

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.