TMB Capital Partners LLC Invests $770,000 in CocaCola Company (The) $KO

TMB Capital Partners LLC purchased a new position in CocaCola Company (The) (NYSE:KO) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 11,016 shares of the company’s stock, valued at approximately $770,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Invesco Ltd. boosted its stake in CocaCola by 6.7% during the 4th quarter. Invesco Ltd. now owns 28,520,214 shares of the company’s stock valued at $1,993,848,000 after acquiring an additional 1,798,371 shares during the last quarter. Evansbrook LLC bought a new stake in shares of CocaCola in the 4th quarter worth about $327,000. First Growth Capital LLC acquired a new stake in shares of CocaCola in the 4th quarter valued at about $412,000. Axxcess Wealth Management LLC raised its stake in shares of CocaCola by 29.2% in the 4th quarter. Axxcess Wealth Management LLC now owns 173,484 shares of the company’s stock valued at $12,128,000 after purchasing an additional 39,160 shares in the last quarter. Finally, Birchwood Financial Partners Inc. bought a new position in shares of CocaCola during the fourth quarter worth about $54,000. 70.26% of the stock is owned by institutional investors and hedge funds.

Insider Activity at CocaCola

In other CocaCola news, EVP Jennifer K. Mann sold 100,000 shares of the firm’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $79.46, for a total value of $7,946,000.00. Following the sale, the executive vice president directly owned 181,384 shares in the company, valued at approximately $14,412,772.64. This trade represents a 35.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. 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 company’s stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the transaction, the chairman owned 122,833 shares of the company’s stock, 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 sold 899,905 shares of company stock worth $71,832,315 in the last 90 days. 0.90% of the stock is currently owned by company insiders.

CocaCola Price Performance

KO opened at $79.43 on Friday. 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 company’s 50-day moving average price is $78.98 and its 200 day moving average price is $75.91. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $84.04. The firm has a market cap of $341.75 billion, a price-to-earnings ratio of 24.98, a price-to-earnings-growth ratio of 3.19 and a beta of 0.35.

CocaCola (NYSE:KO) last issued its earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, beating analysts’ consensus estimates of $0.81 by $0.05. The company had revenue of $12.47 billion during the quarter, compared to the consensus estimate of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.CocaCola’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, sell-side analysts expect that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Dividend Announcement

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

Analysts Set New Price Targets

A number of equities analysts recently commented on KO shares. Citigroup lifted their price target on CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a research note on Monday, May 18th. Morgan Stanley set a $89.00 target price on CocaCola in a report on Wednesday, June 10th. Barclays lifted their target price on CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a research report on Thursday, May 21st. Jefferies Financial Group boosted their price target on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a report on Monday, March 16th. Finally, UBS Group raised their price objective on CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Fifteen investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $86.69.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola remains a favorite among dividend and blue-chip investors, with multiple recent articles highlighting its durable business model, strong free-cash-flow generation, and long track record of dividend growth. Several analysts and commentary pieces also describe KO as a solid long-term holding despite market volatility.
• Positive Sentiment: One Seeking Alpha piece argued that Coca-Cola still has upside, pointing to Q1 2026 double-digit revenue growth, margin expansion, pricing power, and valuation targets above current levels. Another noted the company’s strong Q1 results, including 10% organic revenue growth and 18% EPS growth, along with continued market share gains.
• Positive Sentiment: KO is also getting attention from stock screeners and analyst-focused articles that list it among attractive blue-chip or “must-own” dividend names, which can support sentiment for a defensive consumer-staples stock.
• Neutral Sentiment: News that Coca-Cola is exploring a potential IPO for its India bottling arm is being watched as a strategic refranchising move. Investors may see this as a way to streamline operations and unlock value, but details are still limited and the impact is uncertain.
• Negative Sentiment: Some recent commentary is more cautious on valuation, arguing that KO’s share price already reflects much of its quality and that the dividend yield has become less compelling at current levels. Technical caution was also mentioned in one article, suggesting limited near-term upside after the stock’s strong run.

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.