Capital Analysts LLC Reduces Stock Holdings in CocaCola Company (The) $KO

Capital Analysts LLC decreased its holdings in CocaCola Company (The) (NYSE:KO) by 28.1% in the fourth quarter, HoldingsChannel.com reports. The fund owned 46,108 shares of the company’s stock after selling 18,054 shares during the period. Capital Analysts LLC’s holdings in CocaCola were worth $3,223,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in KO. Brighton Jones LLC grew 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 grew its holdings in shares of CocaCola by 3.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after acquiring an additional 293 shares during the period. Dynamic Technology Lab Private Ltd purchased a new position in shares of CocaCola during the 1st quarter worth approximately $210,000. Jump Financial LLC grew its holdings in shares of CocaCola by 450.5% during the 2nd 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 during the period. Finally, Osterweis Capital Management Inc. grew 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 acquiring an additional 899 shares during the period. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Bank of America highlighted Coca-Cola as a stock to watch as the 2026 World Cup begins, saying beverage volumes could rise during the tournament and boost demand for KO. The World Cup Is Here: Analyst Names One Beverage Stock To Watch
• Positive Sentiment: Investor interest also showed up in unusually heavy call-option buying, suggesting some traders are positioning for more upside in KO.
• Positive Sentiment: Recent coverage continues to point to Coca-Cola’s solid fundamentals, including Q1 results that beat estimates and showed strong organic revenue growth and volume gains, supporting the bullish case for the stock. Coca-Cola’s Q1 Results Prove It’s a Good Buy to Hold and Hold
• Positive Sentiment: The company’s reliable dividend profile remains a draw for income investors, with Coca-Cola continuing to be viewed as a long-term dividend compounder. 1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years
• Neutral Sentiment: Chairman James Quincey and EVP Jennifer K. Mann disclosed stock sales, but both were pre-arranged 10b5-1 transactions tied to tax withholding on equity awards, so the insider activity is less concerning than discretionary selling.

Analyst Ratings Changes

A number of research analysts have weighed in on KO shares. TD Cowen upped their target price on CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Wells Fargo & Company upped their price target on CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a research note on Monday, May 18th. Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Royal Bank Of Canada set a $87.00 price target on CocaCola in a research note on Wednesday, February 11th. Finally, Morgan Stanley set a $89.00 price target on CocaCola in a research note on Wednesday. Fifteen investment analysts have rated the stock with a Buy rating, According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $86.87.

CocaCola Stock Performance

Shares of KO opened at $83.60 on Thursday. The business’s fifty day simple moving average is $78.44 and its two-hundred day simple moving average is $75.57. The company has a current ratio of 1.36, a quick ratio of 1.15 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 $83.85. The company has a market cap of $359.67 billion, a price-to-earnings ratio of 26.29, a P/E/G ratio of 3.25 and a beta of 0.35.

CocaCola (NYSE:KO) last issued 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 business had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. During the same period last year, the business posted $0.73 EPS. The company’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. Research analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be paid a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.5%. The ex-dividend date is Monday, June 15th. CocaCola’s dividend payout ratio (DPR) is currently 66.67%.

Insider Buying and Selling at CocaCola

In other CocaCola news, Chairman James Quincey sold 436,296 shares of the 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 in the company, valued at approximately $9,842,608.29. This trade represents a 78.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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 stock in a transaction 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 sale, the executive vice president owned 223,330 shares in the company, valued at approximately $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders have sold 875,921 shares of company stock worth $69,831,810. 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.