Axxcess Wealth Management LLC Increases Stake in CocaCola Company (The) $KO

Axxcess Wealth Management LLC lifted its stake in CocaCola Company (The) (NYSE:KO) by 547.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 870,144 shares of the company’s stock after purchasing an additional 735,820 shares during the quarter. Axxcess Wealth Management LLC’s holdings in CocaCola were worth $60,832,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Anfield Capital Management LLC raised its position in shares of CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after purchasing an additional 294 shares during the last quarter. Headlands Technologies LLC purchased a new position in CocaCola during the 2nd quarter worth approximately $26,000. Cloud Capital Management LLC purchased a new position in CocaCola during the 3rd quarter worth approximately $27,000. Daytona Street Capital LLC purchased a new position in CocaCola during the 4th quarter worth approximately $29,000. Finally, Redmont Wealth Advisors LLC purchased a new position in CocaCola during the 3rd quarter worth approximately $30,000. 70.26% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research firms have issued reports on KO. Morgan Stanley set a $88.00 price target on shares of CocaCola in a research report on Wednesday, March 11th. Wells Fargo & Company raised their price target on shares of CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a research report on Monday. Evercore reissued an “outperform” rating and set a $85.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. Weiss Ratings raised shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, May 4th. Finally, 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 report on Wednesday, April 29th. Fifteen research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $86.80.

CocaCola Price Performance

Shares of NYSE KO opened at $81.21 on Friday. The firm has a market cap of $349.41 billion, a PE ratio of 25.54, a PEG ratio of 3.26 and a beta of 0.35. The firm has a fifty day moving average of $77.33 and a 200 day moving average of $74.60. 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 one year low of $65.35 and a one year high of $82.66.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping the consensus estimate of $0.81 by $0.05. The company had revenue of $12.47 billion during 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 firm’s revenue was up 11.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, research analysts predict that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be issued a $0.53 dividend. 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 payout ratio is presently 66.67%.

Insider Buying and Selling

In related news, EVP Monica Howard Douglas sold 23,880 shares of the business’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $77.37, for a total value of $1,847,595.60. Following the completion of the sale, the executive vice president owned 17,725 shares of the company’s stock, valued at approximately $1,371,383.25. The trade was a 57.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Chairman James Quincey sold 200,000 shares of the stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $78.90, for a total value of $15,780,000.00. Following the completion of the transaction, the chairman directly owned 78,155 shares of the company’s stock, valued at approximately $6,166,429.50. This represents a 71.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 786,726 shares of company stock worth $62,547,977 in the last 90 days. 0.90% of the stock is owned by insiders.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Wall Street commentary has stayed constructive on Coca-Cola, with firms including Citi, Wells Fargo, TD Cowen, JPMorgan, Barclays and Jefferies raising price targets or reiterating bullish ratings after the company’s solid Q1 results. CocaCola (NYSE:KO) Price Target Raised to $90.00 at Wells Fargo & Company
• Positive Sentiment: Recent coverage highlighted Coca-Cola’s Q1 beat on earnings and revenue, along with double-digit revenue growth and strong margins, reinforcing the view that the company can keep delivering steady performance. Spotting Winners: Coca-Cola (NYSE:KO) And Beverages, Alcohol, and Tobacco Stocks In Q1
• Positive Sentiment: Analysts and market commentators continue to frame KO as a “forever” stock thanks to its brand strength, pricing power, and reliable dividend, which is keeping income investors interested. Warren Buffett’s favorite stocks to buy and hold forever
• Neutral Sentiment: Coca-Cola’s Fresca Hard launch expands the company into flavored alcoholic beverages, but investors are still waiting to see whether it becomes a meaningful growth driver. How Coca-Cola’s New Fresca Hard Alcohol Line Will Impact Coca-Cola (KO) Investors
• Neutral Sentiment: Insider selling by EVP Nancy Quan drew attention, but the company said the sale was for tax withholding tied to equity awards rather than a sign of weakening confidence. SEC Form 4 filing
• Negative Sentiment: Some commentary pointed to potential headwinds from foreign exchange volatility, commodity inflation, and geopolitical risks, which could pressure margins if global conditions worsen. Coca-Cola’s International Growth: Key Driver or Volatility Risk?

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.