BCS Wealth Management Sells 10,590 Shares of CocaCola Company (The) $KO

BCS Wealth Management lessened its position in shares of CocaCola Company (The) (NYSE:KO) by 52.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,750 shares of the company’s stock after selling 10,590 shares during the quarter. BCS Wealth Management’s holdings in CocaCola were worth $741,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the company. Anfield Capital Management LLC raised its holdings in CocaCola by 438.8% during the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after purchasing an additional 294 shares during the last quarter. Headlands Technologies LLC acquired a new stake in shares of CocaCola during the 2nd quarter worth approximately $26,000. Evolution Wealth Management Inc. grew its position in shares of CocaCola by 1,081.8% during the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after buying an additional 357 shares during the period. Daytona Street Capital LLC bought a new stake in shares of CocaCola during the fourth quarter worth approximately $29,000. Finally, Elevated Capital Advisors LLC bought a new stake in shares of CocaCola during the fourth quarter worth approximately $30,000. Institutional investors own 70.26% of the company’s stock.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Several recent articles highlight Coca-Cola as a reliable defensive stock, with analysts pointing to its pricing power, volume gains, affordability efforts, and innovation as supports for revenue growth in 2026. Another note also cited KO as a low-beta defensive name investors may favor in a more uncertain macro environment. Is Coca-Cola’s Pricing Power Still Driving Revenue Growth in 2026?
• Positive Sentiment: One piece described Coca-Cola as a stock that can hold up well despite tariffs and broader market chaos, reinforcing its reputation as a stable consumer staples name that investors may rotate into during uncertain periods. Tariffs, Uncertainty, Chaos — These 2 Stocks Don’t Care
• Neutral Sentiment: Coca-Cola and the IRS are headed to a federal appeals court in a long-running transfer-pricing dispute involving about $20 billion in taxes and interest. The case adds headline risk and could create volatility, but it is not an operating update on sales or earnings. Coca-Cola (KO) Heads To Appeals Court In $20 Billion IRS Tax Fight
• Negative Sentiment: The appeals-court battle raises the possibility of a large tax bill, which could pressure future cash flows and weigh on sentiment until there is more clarity on the outcome. Coca-Cola takes its fight with the IRS to federal appeals court with $20B on the line

Insiders Place Their Bets

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the transaction, the executive vice president directly owned 223,330 shares in the company, valued at approximately $18,074,096.90. The trade was a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, 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 100,000 shares of the business’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $79.46, for a total value of $7,946,000.00. Following the completion of the transaction, the executive vice president directly owned 181,384 shares of the company’s stock, valued at approximately $14,412,772.64. The trade was a 35.54% 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. Over the last ninety days, insiders have sold 899,905 shares of company stock worth $71,832,315. Corporate insiders own 0.90% of the company’s stock.

CocaCola Stock Up 1.0%

Shares of NYSE KO opened at $80.36 on Wednesday. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $84.04. 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 stock has a market cap of $345.75 billion, a P/E ratio of 25.27, a P/E/G ratio of 3.18 and a beta of 0.35. The firm has a 50 day moving average price of $79.12 and a 200 day moving average price of $76.09.

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 company had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The business’s revenue for the quarter was up 11.4% compared to the same quarter last year. During the same period last year, the business posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Analysts expect that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Investors 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 2.6%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s dividend payout ratio (DPR) is presently 66.67%.

Analyst Ratings Changes

A number of brokerages have issued reports on KO. Deutsche Bank Aktiengesellschaft raised their price objective 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. JPMorgan Chase & Co. upped their target price on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. TD Cowen increased their price target on CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Barclays raised their price target on CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a research report on Thursday, May 21st. Finally, UBS Group increased their target price on CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Fifteen analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $86.69.

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.