J. Safra Sarasin Holding AG Has $5.53 Million Stock Holdings in CocaCola Company (The) $KO

J. Safra Sarasin Holding AG increased its position in shares of CocaCola Company (The) (NYSE:KO) by 27.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 72,787 shares of the company’s stock after acquiring an additional 15,852 shares during the period. J. Safra Sarasin Holding AG’s holdings in CocaCola were worth $5,533,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of KO. Anfield Capital Management LLC increased its position in CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after purchasing an additional 294 shares during the last quarter. Louisbourg Investments Inc. acquired a new position in CocaCola in the first quarter worth approximately $25,000. Headlands Technologies LLC acquired a new position in CocaCola in the second quarter worth approximately $26,000. Evolution Wealth Management Inc. raised its position in CocaCola by 1,081.8% during the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after acquiring an additional 357 shares in the last quarter. Finally, Daytona Street Capital LLC bought a new position in CocaCola during the fourth quarter valued at approximately $29,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola Stock Up 0.9%

KO opened at $84.25 on Tuesday. The firm has a market cap of $362.46 billion, a P/E ratio of 26.49, a price-to-earnings-growth ratio of 3.34 and a beta of 0.34. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. The business has a 50 day moving average price of $80.90 and a 200 day moving average price of $77.32. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $85.68.

CocaCola (NYSE:KO) last announced 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. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The company had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter last year, the company posted $0.73 earnings per share. The company’s revenue for the quarter was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Research analysts forecast that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 1st. Investors of record on Monday, June 15th were issued a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 2.5%. The ex-dividend date was Monday, June 15th. CocaCola’s dividend payout ratio (DPR) is 66.67%.

Insiders Place Their Bets

In other CocaCola news, EVP Jennifer K. Mann sold 100,000 shares of the company’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the completion of the sale, the executive vice president directly owned 181,384 shares in the company, valued at $14,412,772.64. This represents a 35.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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, Chairman James Quincey sold 436,296 shares of the firm’s 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 approximately $9,842,608.29. This represents a 78.03% decrease in their ownership of the stock. 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 sold a total of 899,905 shares of company stock valued at $71,832,315 in the last quarter. Insiders own 0.90% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola declared its 64th consecutive annual dividend increase, reinforcing its status as a Dividend King and appealing to income-focused investors. Article Title
• Positive Sentiment: Bank of America and Evercore ISI were both reported as bullish on KO, with Bank of America seeing about 15% upside and Evercore reiterating a buy rating, which can support investor confidence. Article Title
• Positive Sentiment: Analysts highlighted Coca-Cola as a low-beta defensive stock as geopolitical tensions and market volatility increase demand for stable, dividend-paying names. Article Title
• Positive Sentiment: Coverage on Coca-Cola’s digital push suggests the company is using data, personalization, and connected packaging to improve consumer engagement and repeat purchases, which could help long-term growth. Article Title
• Neutral Sentiment: Several comparison pieces versus PepsiCo, Johnson & Johnson, Keurig Dr Pepper, and Celsius kept KO in the spotlight as investors debate its valuation, yield, and defensive appeal, but these articles are mostly commentary rather than fresh company-specific catalysts.

Analyst Ratings Changes

Several analysts have commented on the stock. TD Cowen boosted their target price on shares of CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Truist Financial set a $88.00 price target on shares of CocaCola in a report on Friday, June 26th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research note on Monday, March 30th. UBS Group upped their price objective on shares of CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Finally, Wells Fargo & Company increased their target price on shares of CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a research report on Monday, May 18th. Fifteen investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $88.06.

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.