CocaCola Company (The) $KO Shares Purchased by Ascentis Independent Advisors

Ascentis Independent Advisors boosted its holdings in shares of CocaCola Company (The) (NYSE:KO) by 81.2% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 37,850 shares of the company’s stock after purchasing an additional 16,965 shares during the quarter. Ascentis Independent Advisors’ holdings in CocaCola were worth $2,879,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in KO. Eurizon SLJ Capital Ltd acquired a new stake in CocaCola during the fourth quarter valued at approximately $552,000. Farther Finance Advisors LLC raised its position in shares of CocaCola by 38.1% during the 4th quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock valued at $7,802,000 after acquiring an additional 30,786 shares in the last quarter. Dynamic Technology Lab Private Ltd raised its position in shares of CocaCola by 82.3% during the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company’s stock valued at $3,296,000 after acquiring an additional 22,444 shares in the last quarter. Capitolis Liquid Global Markets LLC lifted its stake in CocaCola by 16.4% during the third quarter. Capitolis Liquid Global Markets LLC now owns 710,000 shares of the company’s stock worth $47,087,000 after purchasing an additional 100,000 shares during the last quarter. Finally, King Luther Capital Management Corp boosted its holdings in CocaCola by 0.8% in the fourth quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock worth $269,330,000 after purchasing an additional 31,694 shares during the period. 70.26% of the stock is owned by institutional investors and hedge funds.

CocaCola Trading Down 0.2%

NYSE:KO opened at $83.93 on Monday. The stock has a market cap of $361.11 billion, a price-to-earnings ratio of 26.39, a PEG ratio of 3.36 and a beta of 0.34. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $84.14. The business has a fifty day moving average of $80.18 and a 200-day moving average of $76.76.

CocaCola (NYSE:KO) last issued its quarterly earnings results 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. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The company had revenue of $12.47 billion during the quarter, compared to analyst estimates of $12.24 billion. During the same period in the prior year, the business posted $0.73 EPS. The business’s revenue for the quarter was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities analysts predict that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th were issued a $0.53 dividend. The ex-dividend date was Monday, June 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.5%. CocaCola’s dividend payout ratio is 66.67%.

Insider Activity at CocaCola

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the business’s 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 sale, 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 company’s 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 directly owned 122,833 shares of the company’s stock, valued at $9,842,608.29. The trade was a 78.03% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 899,905 shares of company stock valued at $71,832,315 over the last 90 days. 0.90% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

KO has been the topic of several research reports. Deutsche Bank Aktiengesellschaft increased their price objective on shares of CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research note on Monday, March 30th. JPMorgan Chase & Co. lifted their target price on CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. Morgan Stanley set a $89.00 target price on CocaCola in a report on Wednesday, June 10th. Jefferies Financial Group increased their price target on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research report on Monday, March 16th. Finally, TD Cowen raised their price target on CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Fifteen research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, CocaCola has an average rating of “Moderate Buy” and an average target price of $86.88.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: 24/7 Wall St. says Coca-Cola’s fourth straight earnings beat, strong momentum, and defensive positioning could support a move toward a new high, with an implied upside target of $91.13. Price Prediction: Coca-Cola’s Fourth Consecutive Earnings Beat Sets Up a Run Toward a New High
• Positive Sentiment: Zacks noted KO hit a 52-week high as resilient demand, market share gains, and strong execution continue to fuel momentum. Coca-Cola Stock Hits 52-Week High: Time to Buy or Wait for Now?
• Positive Sentiment: Several outlets pointed to Coca-Cola as a favored blue-chip and dividend stock, reinforcing investor interest in its earnings strength and income profile. Dow Records Best 1H Performance Since 2021: 5 Top Picks for 2H 2026
• Neutral Sentiment: Some coverage focused on whether analysts’ bullish ratings and dividend appeal make KO a good long-term holding, but these pieces did not add fresh company-specific catalysts. Coca-Cola (KO) Is Considered a Good Investment by Brokers: Is That True?
• Neutral Sentiment: Articles about dividend investing and whether to buy before earnings mainly reiterated Coca-Cola’s steady growth and income characteristics rather than introducing new news. Should Dividend Stock Investors Buy Coca-Cola Stock Before Earnings?

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.