Capital Wealth Planning LLC Increases Stock Position in CocaCola Company (The) $KO

Capital Wealth Planning LLC increased its position in shares of CocaCola Company (The) (NYSE:KO) by 79.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,209,075 shares of the company’s stock after buying an additional 1,865,286 shares during the period. CocaCola accounts for 1.9% of Capital Wealth Planning LLC’s holdings, making the stock its 22nd biggest position. Capital Wealth Planning LLC’s holdings in CocaCola were worth $292,894,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Vestia Personal Wealth Advisors boosted its holdings in CocaCola by 3.8% during the fourth quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock worth $275,000 after buying an additional 140 shares in the last quarter. Alteri Wealth LLC boosted its holdings in CocaCola by 1.9% during the fourth quarter. Alteri Wealth LLC now owns 7,738 shares of the company’s stock worth $541,000 after buying an additional 141 shares in the last quarter. Apexium Financial LP boosted its holdings in CocaCola by 1.2% during the third quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock worth $810,000 after buying an additional 142 shares in the last quarter. Stockman Wealth Management Inc. boosted its holdings in CocaCola by 1.7% during the fourth quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company’s stock worth $622,000 after buying an additional 147 shares in the last quarter. Finally, 1ST Source Bank boosted its holdings in CocaCola by 0.7% during the fourth quarter. 1ST Source Bank now owns 19,766 shares of the company’s stock worth $1,382,000 after buying an additional 147 shares in the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about 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 Upgrades and Downgrades

A number of brokerages recently issued reports on KO. Royal Bank Of Canada set a $87.00 price target on shares of CocaCola in a report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft increased their price target on shares of CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a report on Monday, March 30th. UBS Group increased their price target on shares of CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Weiss Ratings upgraded shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, May 4th. Finally, Citigroup upped 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. Fifteen analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $86.87.

CocaCola Stock Performance

NYSE:KO opened at $83.60 on Thursday. 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 fifty day moving average of $78.44 and a two-hundred day moving average of $75.57. The stock has a market capitalization of $359.67 billion, a PE ratio of 26.29, a P/E/G ratio of 3.25 and a beta of 0.35. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $83.85.

CocaCola (NYSE:KO) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, topping analysts’ consensus estimates of $0.81 by $0.05. The company had revenue of $12.47 billion during the quarter, compared to analysts’ expectations of $12.24 billion. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The firm’s revenue for the quarter was up 11.4% on a year-over-year basis. During the same period in the prior year, the business posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, research analysts forecast that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

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

Insider Activity

In other news, EVP Nancy Quan sold 31,625 shares of the 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 completion of the sale, the executive vice president directly owned 223,330 shares in the company, valued at $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 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 stock in a transaction dated 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 completion of the sale, the chairman owned 122,833 shares of the company’s stock, valued at $9,842,608.29. This trade represents a 78.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 sold 875,921 shares of company stock worth $69,831,810 over the last three months. Insiders own 0.90% of the company’s stock.

CocaCola 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.