Union Savings Bank Takes $530,000 Position in CocaCola Company (The) $KO

Union Savings Bank purchased a new position in CocaCola Company (The) (NYSE:KO) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 7,578 shares of the company’s stock, valued at approximately $530,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vestia Personal Wealth Advisors grew its stake in shares of CocaCola by 3.8% during the fourth quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock worth $275,000 after buying an additional 140 shares during the last quarter. Alteri Wealth LLC lifted its stake in shares of CocaCola by 1.9% in the 4th quarter. Alteri Wealth LLC now owns 7,738 shares of the company’s stock valued at $541,000 after acquiring an additional 141 shares during the last quarter. Apexium Financial LP boosted its holdings in shares of CocaCola by 1.2% during the 3rd quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock valued at $810,000 after acquiring an additional 142 shares in the last quarter. Lbmc Investment Advisors LLC boosted its holdings in shares of CocaCola by 0.4% during the 4th quarter. Lbmc Investment Advisors LLC now owns 38,886 shares of the company’s stock valued at $2,718,000 after acquiring an additional 143 shares in the last quarter. Finally, Stockman Wealth Management Inc. grew its position in CocaCola by 1.7% during the 4th quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company’s stock worth $622,000 after acquiring an additional 147 shares during the last quarter. Institutional investors own 70.26% of the company’s stock.

Insider Transactions at CocaCola

In related news, EVP Jennifer K. Mann sold 100,000 shares of the company’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the transaction, the executive vice president directly owned 181,384 shares of the company’s stock, valued at approximately $14,412,772.64. This represents a 35.54% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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. Also, EVP Nancy Quan sold 31,625 shares of the company’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 transaction, the executive vice president directly owned 223,330 shares in the company, valued at $18,074,096.90. The trade was a 12.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 corporate insiders.

CocaCola Trading Up 0.1%

NYSE:KO opened at $79.43 on Friday. The firm’s fifty day moving average is $79.03 and its 200-day moving average is $75.93. 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 52 week low of $65.35 and a 52 week high of $84.04. The firm has a market cap of $341.75 billion, a P/E ratio of 24.98, a P/E/G ratio of 3.17 and a beta of 0.35.

CocaCola (NYSE:KO) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share 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 analysts’ expectations of $12.24 billion. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. CocaCola’s revenue for the quarter was up 11.4% compared to the same quarter last year. During the same period in the prior year, the company posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities analysts expect that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be issued a dividend of $0.53 per share. The ex-dividend date is Monday, June 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.7%. CocaCola’s dividend payout ratio is currently 66.67%.

More CocaCola News

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.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on KO. Sanford C. Bernstein began coverage on shares of CocaCola in a report on Thursday, June 11th. They issued a “market perform” rating and a $84.00 price objective for the company. Morgan Stanley set a $89.00 price target on shares of CocaCola in a research report on Wednesday, June 10th. TD Cowen lifted their price target on shares of CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. UBS Group boosted their price objective on shares of CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a report on Monday, March 30th. Fifteen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $86.69.

CocaCola Company 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.