Principal Securities Inc. boosted its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 5.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 137,974 shares of the company’s stock after acquiring an additional 7,235 shares during the quarter. Principal Securities Inc.’s holdings in CocaCola were worth $9,646,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds also recently added to or reduced their stakes in the company. Anfield Capital Management LLC lifted its position 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 acquiring an additional 294 shares during the period. Headlands Technologies LLC acquired a new stake in CocaCola during the 2nd quarter worth approximately $26,000. Evolution Wealth Management Inc. lifted its position in 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 acquiring an additional 357 shares during the period. Daytona Street Capital LLC acquired a new stake in CocaCola during the 4th quarter worth approximately $29,000. Finally, Redmont Wealth Advisors LLC acquired a new stake in CocaCola during the 3rd quarter worth approximately $30,000. 70.26% of the stock is owned by institutional investors and hedge funds.
Insider Activity at CocaCola
In related news, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 223,330 shares of the company’s stock, valued at $18,074,096.90. This trade represents a 12.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at 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 firm’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the transaction, 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. 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. Insiders sold 875,921 shares of company stock valued at $69,831,810 in the last ninety days. Corporate insiders own 0.90% of the company’s stock.
Analyst Upgrades and Downgrades
Read Our Latest Stock Analysis on KO
More CocaCola News
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Investors are focusing on World Cup-related demand, with several reports saying the 2026 FIFA tournament could lift beverage sales and make Coca-Cola a beneficiary of higher consumption during the event. Marriott, Flutter, Coca-Cola among stocks poised to gain from FIFA World Cup 2026
- Positive Sentiment: Morgan Stanley reportedly named Coca-Cola its top beverage pick ahead of the FIFA World Cup, citing improved long-term growth potential and favorable recent operating trends. KO Stock Extends Rally: Coca-Cola Is Morgan Stanley’s Top Beverage Bet Ahead Of FIFA World Cup
- Positive Sentiment: Analysts at Erste Group Bank raised FY2026 earnings estimates for KO, reinforcing expectations that Coca-Cola can continue delivering steady profit growth. The World Cup Is Coming—These 3 Stocks Could Cash In
- Positive Sentiment: New bullish write-ups continue to highlight Coca-Cola’s valuation, dividend strength, and resilient demand, keeping the stock attractive to both growth and income investors. Is The Coca-Cola Company (KO) A Good Stock To Buy Now?
- Neutral Sentiment: EVP Jennifer K. Mann sold 100,000 shares, but the transaction was part of a pre-arranged 10b5-1 plan and was tied to tax withholding on equity awards, making it less concerning than discretionary insider selling. CocaCola (NYSE:KO) EVP Jennifer Mann Sells 100,000 Shares
- Neutral Sentiment: Analysts still broadly rate KO a Buy, which supports the stock, but the consensus target suggests much of the optimism is already reflected in the share price. CocaCola Company (The) (NYSE:KO) Receives Consensus Rating of “Buy” from Analysts
- Negative Sentiment: One article noted that while Coca-Cola could benefit from World Cup spending, another stock may offer more upside, which slightly tempers the near-term enthusiasm for KO relative to peers. The World Cup Is Coming—These 3 Stocks Could Cash In
CocaCola Stock Down 1.1%
KO opened at $82.65 on Friday. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. The business has a 50 day simple moving average of $78.58 and a 200-day simple moving average of $75.63. The stock has a market capitalization of $355.58 billion, a P/E ratio of 25.99, a P/E/G ratio of 3.34 and a beta of 0.35. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $84.04.
CocaCola (NYSE:KO – Get Free Report) last posted its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, beating the consensus estimate of $0.81 by $0.05. The business had revenue of $12.47 billion during the quarter, compared to analysts’ expectations of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The company’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same period last year, the firm earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, equities analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current fiscal year.
CocaCola Announces Dividend
The company 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 $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 dividend payout ratio (DPR) is presently 66.67%.
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.
Further Reading
- Five stocks we like better than CocaCola
- Microsoft Just Gave Investors 3 Dates They Can’t Afford to Ignore
- NVIDIA’s Outlook Gains Momentum: Stock Price to Follow
- The World Cup Is Coming—These 3 Stocks Could Cash In
- Spotify’s “North Star” Outlook Was Music to Investors Ears
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