RFP Financial Group LLC Has $9.16 Million Stock Holdings in CocaCola Company (The) $KO

RFP Financial Group LLC lifted its position in shares of CocaCola Company (The) (NYSE:KO) by 100.3% in the 4th quarter, Holdings Channel reports. The fund owned 131,038 shares of the company’s stock after buying an additional 65,603 shares during the period. CocaCola comprises 4.4% of RFP Financial Group LLC’s investment portfolio, making the stock its 5th biggest holding. RFP Financial Group LLC’s holdings in CocaCola were worth $9,161,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of KO. Brighton Jones LLC grew its position in CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after buying an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC grew its position in CocaCola by 3.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after buying an additional 293 shares in the last quarter. Dynamic Technology Lab Private Ltd bought a new position in CocaCola in the 1st quarter valued at about $210,000. Jump Financial LLC grew its position in CocaCola by 450.5% in the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock valued at $2,800,000 after buying an additional 32,392 shares in the last quarter. Finally, Osterweis Capital Management Inc. grew its position in CocaCola by 548.2% in the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock valued at $75,000 after buying an additional 899 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

CocaCola Price Performance

Shares of NYSE KO opened at $82.63 on Monday. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $84.04. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09. The company has a market capitalization of $355.51 billion, a price-to-earnings ratio of 25.98, a PEG ratio of 3.30 and a beta of 0.35. The firm has a 50-day moving average of $78.70 and a two-hundred day moving average of $75.70.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $12.24 billion. During the same period in the prior year, the company earned $0.73 EPS. CocaCola’s revenue was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, analysts expect that CocaCola Company will post 3.26 earnings per share 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 issued a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s dividend payout ratio is presently 66.67%.

Insider Buying and Selling at CocaCola

In other CocaCola news, Chairman James Quincey sold 436,296 shares of the company’s stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the completion of the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. This represents a 78.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 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 Jennifer K. Mann sold 23,984 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $83.41, for a total transaction of $2,000,505.44. Following the sale, the executive vice president directly owned 157,400 shares of the company’s stock, valued at $13,128,734. This represents a 13.22% 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. In the last three months, insiders sold 899,905 shares of company stock valued at $71,832,315. 0.90% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on KO. JPMorgan Chase & Co. increased their target price on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Wells Fargo & Company increased their target price on shares of CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research report on Monday, May 18th. Sanford C. Bernstein began coverage on shares of CocaCola in a research report on Thursday. They issued a “market perform” rating and a $84.00 target price for the company. Citigroup increased their target price 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. Finally, Morgan Stanley set a $89.00 price target on shares of CocaCola in a report on Wednesday. Fifteen research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, CocaCola presently has an average rating of “Moderate Buy” and a consensus price target of $86.69.

Key Headlines Impacting CocaCola

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.

About CocaCola

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.