CocaCola Company (The) $KO Shares Acquired by Wealthspire Advisors LLC

Wealthspire Advisors LLC grew its holdings in CocaCola Company (The) (NYSE:KO) by 30.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 184,639 shares of the company’s stock after purchasing an additional 42,605 shares during the period. Wealthspire Advisors LLC’s holdings in CocaCola were worth $12,908,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also modified their holdings of the business. Vanguard Group Inc. lifted its stake in shares of CocaCola by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock valued at $26,200,276,000 after purchasing an additional 5,886,352 shares during the last quarter. State Street Corp lifted its stake in shares of CocaCola by 0.6% in the 3rd quarter. State Street Corp now owns 165,858,003 shares of the company’s stock valued at $11,083,296,000 after purchasing an additional 923,278 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of CocaCola by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock valued at $6,273,037,000 after purchasing an additional 433,547 shares during the last quarter. Norges Bank acquired a new position in shares of CocaCola in the 4th quarter valued at $3,865,807,000. Finally, Franklin Resources Inc. lifted its stake in shares of CocaCola by 3.1% in the 4th quarter. Franklin Resources Inc. now owns 40,289,857 shares of the company’s stock valued at $2,816,697,000 after purchasing an additional 1,195,581 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Insider Buying and Selling at CocaCola

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the stock in a transaction dated 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 sale, the executive vice president 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 Securities & Exchange Commission, which is available at this link. 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 stock in a transaction dated 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 sale, the chairman directly 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. Insiders have sold 899,905 shares of company stock valued at $71,832,315 in the last quarter. Corporate insiders own 0.90% of the company’s stock.

Analysts Set New Price Targets

KO has been the topic of several recent analyst reports. Jefferies Financial Group upped their price target on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research note on Monday, March 16th. JPMorgan Chase & Co. increased their target price on CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Sanford C. Bernstein initiated coverage on CocaCola in a research note on Thursday. They set a “market perform” rating and a $84.00 target price on the stock. UBS Group increased their target price on CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Finally, Weiss Ratings raised CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Fifteen research 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.com, CocaCola has an average rating of “Moderate Buy” and an average price target of $86.69.

CocaCola Price Performance

KO stock opened at $82.63 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 firm has a market capitalization of $355.51 billion, a P/E ratio of 25.98, a P/E/G ratio of 3.30 and a beta of 0.35. The business’s 50-day moving average is $78.70 and its two-hundred day moving average is $75.68. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $84.04.

CocaCola (NYSE:KO) last posted its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 return on equity of 40.55% and a net margin of 27.80%.CocaCola’s revenue for the quarter was up 11.4% compared to the same quarter last year. During the same quarter last year, the company earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be given a $0.53 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. CocaCola’s dividend payout ratio (DPR) is currently 66.67%.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: RBC Capital reiterated its buy view on Coca-Cola, reinforcing Wall Street’s generally favorable stance on KO and supporting the stock’s recent strength.
• Positive Sentiment: Several reports highlighted Coca-Cola as a potential beneficiary of the 2026 FIFA World Cup, with expectations that beverage volume and consumer spending could rise during the tournament.
• Positive Sentiment: Market commentary also pointed to strong Q1 results, including an earnings and revenue beat, solid organic growth, and volume gains, which continue to underpin the bullish investment case. Coca-Cola’s Q1 Results Prove It’s a Good Buy to Hold and Hold
• Positive Sentiment: Investor interest remains supported by Coca-Cola’s reliable dividend and defensive profile, which continue to attract income-focused buyers.
• Neutral Sentiment: EVP Jennifer K. Mann disclosed a stock sale, but it was conducted under a pre-arranged 10b5-1 plan and tied to equity-award tax withholding, making it less of a concern than discretionary insider selling.

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.