&PARTNERS Has $31.40 Million Stake in CocaCola Company (The) $KO

&PARTNERS increased its holdings in shares of CocaCola Company (The) (NYSE:KO) by 12.9% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 449,078 shares of the company’s stock after purchasing an additional 51,184 shares during the period. &PARTNERS’s holdings in CocaCola were worth $31,396,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of KO. Vanguard Group Inc. lifted its position in shares of CocaCola by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock worth $26,200,276,000 after acquiring an additional 5,886,352 shares during the period. State Street Corp boosted its position in shares of CocaCola by 1.2% during the 4th quarter. State Street Corp now owns 167,850,330 shares of the company’s stock valued at $11,734,417,000 after acquiring an additional 1,992,327 shares in the last quarter. Geode Capital Management LLC increased its stake in CocaCola by 0.5% in the fourth quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock valued at $6,273,037,000 after acquiring an additional 433,547 shares during the period. Norges Bank bought a new stake in CocaCola in the fourth quarter valued at about $3,865,807,000. Finally, Franklin Resources Inc. raised its position in CocaCola by 3.1% in the fourth quarter. Franklin Resources Inc. now owns 40,289,857 shares of the company’s stock worth $2,816,697,000 after purchasing an additional 1,195,581 shares in the last quarter. 70.26% of the stock is owned by institutional investors.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola is being highlighted by analysts and market writers as a defensive staple and a low-beta stock that can help investors navigate inflation and rate volatility, which supports its appeal in uncertain markets. Inflationary Woes Continue Despite End of Iran War: 5 Defensive Picks
• Positive Sentiment: KO is also being featured in dividend-focused articles as a “Dividend King” and a stock near record highs, reinforcing the market’s confidence in its long-term cash generation and income stability. 3 Dividend Kings With Income, Stability, and a Possible Catalyst
• Positive Sentiment: Several pieces frame Coca-Cola as a strong consumer-staples holding versus peers like Keurig Dr Pepper, suggesting investors still view KO as a premium brand with scale and pricing power. Coca-Cola vs. Keurig: Which Beverage Stock Should Investors Choose?
• Positive Sentiment: Recent commentary also points to cost-saving initiatives and operating efficiencies helping offset commodity inflation and support margins, which is constructive for earnings durability. Are Coca-Cola’s Cost-Saving Initiatives Boosting Profitability?
• Neutral Sentiment: Coca-Cola’s Smartwater expansion through PVOLVE studios is a brand-building move that could help visibility, but it looks more like a marketing partnership than a near-term financial catalyst. Coca-Cola Expands Smartwater Reach Through PVOLVE Studios
• Negative Sentiment: Despite the supportive commentary, KO has recently pulled back from its highs, and one market report noted the stock fell as broader market sentiment improved, suggesting investors may be rotating out of defensives. Coca-Cola (KO) Stock Falls Amid Market Uptick: What Investors Need to Know

Insider Buying and Selling at CocaCola

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the company’s stock in a transaction on Friday, May 15th. The shares were 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 approximately $18,074,096.90. The trade was a 12.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 23,984 shares of CocaCola stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total value of $2,000,505.44. Following the sale, the executive vice president directly owned 157,400 shares of the company’s stock, valued at approximately $13,128,734. This trade represents a 13.22% 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. In the last 90 days, insiders sold 899,905 shares of company stock worth $71,832,315. Insiders own 0.90% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have commented on KO shares. JPMorgan Chase & Co. raised their price target on shares of CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Barclays increased their target price on CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a report on Thursday, May 21st. Sanford C. Bernstein initiated coverage on CocaCola in a research note on Thursday, June 11th. They issued a “market perform” rating and a $84.00 price target on the stock. Wells Fargo & Company upped their price target on CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research report on Monday, May 18th. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a report on Monday, March 30th. Fifteen equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $86.69.

CocaCola Stock Performance

Shares of CocaCola stock opened at $80.29 on Wednesday. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. The firm has a 50 day simple moving average of $78.86 and a 200 day simple moving average of $75.81. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $84.04. The firm has a market cap of $345.44 billion, a P/E ratio of 25.25, a P/E/G ratio of 3.23 and a beta of 0.35.

CocaCola (NYSE:KO) last released 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. The company had revenue of $12.47 billion during 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 business’s revenue for the quarter was up 11.4% on a year-over-year basis. During the same period last year, the firm earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Sell-side analysts predict 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. Shareholders of record on Monday, June 15th will be issued a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s payout ratio is currently 66.67%.

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.