Advisortrust Partners LLC Purchases Shares of 7,396 CocaCola Company (The) $KO

Advisortrust Partners LLC purchased a new stake in CocaCola Company (The) (NYSE:KO) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 7,396 shares of the company’s stock, valued at approximately $517,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. PeakShares LLC acquired a new stake in CocaCola in the fourth quarter worth about $168,000. Auto Owners Insurance Co boosted its position in CocaCola by 10,842.4% during the fourth quarter. Auto Owners Insurance Co now owns 4,781,844 shares of the company’s stock worth $33,430,000 after purchasing an additional 4,738,144 shares during the period. Union Savings Bank bought a new position in CocaCola in the 4th quarter worth approximately $530,000. Cedarwood Wealth LLC bought a new position in CocaCola in the fourth quarter worth $275,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new stake in CocaCola in the 4th quarter valued at $45,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola Trading Up 0.1%

Shares of CocaCola stock opened at $79.43 on Friday. The stock has a fifty day simple moving average of $79.03 and a 200 day simple moving average of $75.93. 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 $84.04. The company has a market capitalization of $341.75 billion, a P/E ratio of 24.98, a price-to-earnings-growth ratio of 3.17 and a beta of 0.35.

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

CocaCola Dividend Announcement

The firm also recently disclosed 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 2.7%. The ex-dividend date is Monday, June 15th. CocaCola’s dividend payout ratio (DPR) is currently 66.67%.

Insider Transactions at CocaCola

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction on Friday, May 15th. The stock was 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 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 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 the business’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $83.41, for a total transaction of $2,000,505.44. Following the transaction, the executive vice president directly owned 157,400 shares of the company’s stock, valued at $13,128,734. The trade was a 13.22% decrease in their ownership of the stock. 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. In the last three months, insiders have sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on KO shares. Wells Fargo & Company lifted their target price on shares of CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. TD Cowen upped their price objective on CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft upped their price target on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research note on Monday, March 30th. Morgan Stanley set a $89.00 price objective on CocaCola in a report on Wednesday, June 10th. Finally, UBS Group increased their target price on CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Fifteen equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $86.69.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts and market commentators continue to view Coca-Cola as a durable long-term holding because of its global brand strength, pricing power, and ability to perform in inflationary conditions.
• Positive Sentiment: Articles focused on KO’s dividend appeal emphasize its 62-year streak of dividend increases, reinforcing its status as an income stock for conservative investors.
• Positive Sentiment: KO was included in a list of non-tech wide-moat stocks for stable returns in the second half of 2026, which may draw more defensive capital into the shares.
• Neutral Sentiment: One piece compared Coca-Cola’s year-to-date performance with other consumer staples peers, suggesting investors are evaluating KO mainly as part of a broader sector rotation rather than on company-specific news.
• Neutral Sentiment: Seeking Alpha commentary noted some technical caution even while remaining constructive on the business, implying valuation and chart factors may limit immediate upside.
• Neutral Sentiment: Most of the coverage was opinion and analysis rather than a major earnings or operational announcement, so the stock’s move today appears tied more to sentiment around defensiveness and dividends than fresh fundamentals.

About CocaCola

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.