Braun Stacey Associates Inc. Purchases 8,376 Shares of CocaCola Company (The) $KO

Braun Stacey Associates Inc. raised its position in shares of CocaCola Company (The) (NYSE:KO) by 2.5% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 349,389 shares of the company’s stock after purchasing an additional 8,376 shares during the quarter. Braun Stacey Associates Inc.’s holdings in CocaCola were worth $26,571,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the company. Vestia Personal Wealth Advisors increased its stake in CocaCola by 3.8% in the 4th 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 raised its holdings in CocaCola by 1.9% during the fourth quarter. Alteri Wealth LLC now owns 7,738 shares of the company’s stock valued at $541,000 after acquiring an additional 141 shares during the period. Apexium Financial LP lifted its position in shares of CocaCola by 1.2% in the third quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock valued at $810,000 after acquiring an additional 142 shares in the last quarter. Lbmc Investment Advisors LLC lifted its position in shares of CocaCola by 0.4% in the fourth quarter. Lbmc Investment Advisors LLC now owns 38,886 shares of the company’s stock valued at $2,718,000 after acquiring an additional 143 shares in the last quarter. Finally, Stockman Wealth Management Inc. boosted its stake in shares of CocaCola by 1.7% in the fourth quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company’s stock worth $622,000 after acquiring an additional 147 shares during the period. 70.26% of the stock is currently owned by institutional investors.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: 24/7 Wall St. issued a bullish view on KO, calling it a quality compounder with a price target of $90.07, implying about 12% upside and recommending the stock as a buy. Coca Cola Price Prediction: The Case for 12% Upside
• Positive Sentiment: Zacks highlighted Coca-Cola as one of four defensive stocks to own as inflation rises, reinforcing KO’s appeal as a stable consumer staples name in a more uncertain macro environment. Buy 4 Defensive Stocks as Inflation Hits Highest Level in 3 Years
• Positive Sentiment: Growth rankings also looked supportive, with an article noting Monster Beverage and Coca-Cola leading S&P 500 consumer staples stocks by growth grades, which may help sentiment around KO’s fundamental profile. Monster Beverage, Coca-Cola lead S&P 500 consumer staples stocks by growth grades
• Neutral Sentiment: The company announced a leadership transition in its North America operating unit, with Jennifer Mann stepping down and CFO John Murphy taking over temporarily. This is operationally important, but the market impact is likely limited unless it signals broader strategic changes. The Coca-Cola Company Announces Leadership Transition for North America Operating Unit
• Neutral Sentiment: Investors are also watching the company’s long-running $20 billion IRS tax dispute, which has reached a promising stage in court but still represents a potential overhang on long-term cash flow and taxes. Coca-Cola’s longstanding $20B tax case is off to a promising start in the courtroom
• Negative Sentiment: Recent analysis questioning whether the current share price is justified after a roughly 19% one-year decline could temper enthusiasm, even though the stock remains viewed by some as attractively valued. Coca-Cola (KO) Stock After 19% Year Loss Is The Current Price Justified?

Insider Activity

In other news, EVP Jennifer K. Mann sold 100,000 shares of the stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the completion of the transaction, the executive vice president directly owned 181,384 shares in the company, valued at approximately $14,412,772.64. This represents a 35.54% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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, Chairman James Quincey sold 436,296 shares of the business’s 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 completion of the sale, the chairman owned 122,833 shares in the company, valued at $9,842,608.29. This represents a 78.03% decrease in their position. 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. In the last ninety days, insiders sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is currently owned by insiders.

CocaCola Trading Up 2.7%

Shares of CocaCola stock opened at $82.63 on Friday. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $84.04. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09. The business has a 50-day moving average price of $79.44 and a 200-day moving average price of $76.28. The firm has a market cap of $355.51 billion, a price-to-earnings ratio of 25.98, a PEG ratio of 3.30 and a beta of 0.35.

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

CocaCola Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be issued a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s dividend payout ratio is 66.67%.

Wall Street Analyst Weigh In

Several research firms recently issued reports on KO. Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, May 4th. UBS Group boosted their price target on CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. JPMorgan Chase & Co. upped their price target on CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Piper Sandler reaffirmed an “overweight” rating on shares of CocaCola in a report on Friday. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research 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’s stock. According to MarketBeat, CocaCola presently has an average rating of “Moderate Buy” and a consensus target price of $86.88.

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.