Targeted Financial Services LLC Invests $1 Million in CocaCola Company (The) $KO

Targeted Financial Services LLC acquired a new position in shares of CocaCola Company (The) (NYSE:KO) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 14,354 shares of the company’s stock, valued at approximately $1,005,000. CocaCola comprises approximately 0.9% of Targeted Financial Services LLC’s investment portfolio, making the stock its 16th biggest holding.

Several other institutional investors have also recently added to or reduced their stakes in KO. Vanguard Group Inc. boosted its stake in shares of CocaCola by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock valued at $26,200,276,000 after buying an additional 5,886,352 shares in the last quarter. State Street Corp raised its holdings in CocaCola by 1.2% in the 4th quarter. State Street Corp now owns 167,850,330 shares of the company’s stock valued at $11,734,417,000 after acquiring an additional 1,992,327 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of CocaCola by 0.5% during the 4th quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock worth $6,273,037,000 after acquiring an additional 433,547 shares during the period. Norges Bank acquired a new position in CocaCola in the fourth quarter valued at $3,865,807,000. Finally, Franklin Resources Inc. lifted its position in CocaCola by 3.1% during the fourth quarter. Franklin Resources Inc. now owns 40,289,857 shares of the company’s stock valued at $2,816,697,000 after buying an additional 1,195,581 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Insiders Place Their Bets

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 completion of the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at $18,074,096.90. The trade was a 12.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 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 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 sale, the chairman directly owned 122,833 shares in the company, valued at approximately $9,842,608.29. This represents a 78.03% decrease in their position. The SEC filing for this sale provides additional information. 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 90 days. 0.90% of the stock is currently owned by insiders.

CocaCola Price Performance

NYSE:KO opened at $79.43 on Friday. The company’s 50-day moving average price is $79.03 and its two-hundred day moving average price is $75.93. 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 firm has a market cap of $341.75 billion, a PE ratio of 24.98, a price-to-earnings-growth ratio of 3.17 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) last issued its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $12.24 billion. During the same quarter last year, the firm earned $0.73 EPS. The company’s revenue for the quarter was up 11.4% on a year-over-year basis. 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 EPS for the current fiscal year.

CocaCola Announces Dividend

The firm 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 dividend of $0.53 per share. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 annualized dividend and a yield of 2.7%. CocaCola’s payout ratio is 66.67%.

Analyst Upgrades and Downgrades

KO has been the subject of a number of recent analyst reports. UBS Group raised their price objective on CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Weiss Ratings upgraded shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, May 4th. Sanford C. Bernstein initiated coverage on shares of CocaCola in a research note on Thursday, June 11th. They issued a “market perform” rating and a $84.00 price objective on the stock. JPMorgan Chase & Co. boosted their target price on CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 29th. Finally, Citigroup upped their price target on shares of CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a research report on Monday, May 18th. Fifteen analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $86.69.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts and market commentators continue to view Coca-Cola as a durable long-term holding because of its global brand strength, pricing power, and ability to perform in inflationary conditions.
• Positive Sentiment: Articles focused on KO’s dividend appeal emphasize its 62-year streak of dividend increases, reinforcing its status as an income stock for conservative investors.
• Positive Sentiment: KO was included in a list of non-tech wide-moat stocks for stable returns in the second half of 2026, which may draw more defensive capital into the shares.
• Neutral Sentiment: One piece compared Coca-Cola’s year-to-date performance with other consumer staples peers, suggesting investors are evaluating KO mainly as part of a broader sector rotation rather than on company-specific news.
• Neutral Sentiment: Seeking Alpha commentary noted some technical caution even while remaining constructive on the business, implying valuation and chart factors may limit immediate upside.
• Neutral Sentiment: Most of the coverage was opinion and analysis rather than a major earnings or operational announcement, so the stock’s move today appears tied more to sentiment around defensiveness and dividends than fresh fundamentals.

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.