14,354 Shares in CocaCola Company (The) $KO Bought by Targeted Financial Services LLC

Targeted Financial Services LLC acquired a new stake in shares of CocaCola Company (The) (NYSE:KO) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 14,354 shares of the company’s stock, valued at approximately $1,005,000. CocaCola makes up about 0.9% of Targeted Financial Services LLC’s portfolio, making the stock its 16th largest holding.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank bought a new position in shares of CocaCola during the 4th quarter worth $3,865,807,000. Cardano Risk Management B.V. increased its position in shares of CocaCola by 867.2% during the 4th quarter. Cardano Risk Management B.V. now owns 14,432,190 shares of the company’s stock valued at $1,008,954,000 after purchasing an additional 12,939,959 shares during the last quarter. Marshall Wace LLP raised its position in CocaCola by 1,206.9% in the 4th quarter. Marshall Wace LLP now owns 10,641,007 shares of the company’s stock worth $743,913,000 after purchasing an additional 9,826,768 shares during the period. Bank of America Corp DE lifted its stake in shares of CocaCola by 29.2% in the 4th quarter. Bank of America Corp DE now owns 40,182,323 shares of the company’s stock valued at $2,809,146,000 after acquiring an additional 9,078,447 shares during the last quarter. Finally, Capital World Investors boosted its stake in shares of CocaCola by 98.7% during the fourth quarter. Capital World Investors now owns 12,573,527 shares of the company’s stock valued at $879,015,000 after purchasing an additional 6,246,627 shares during the period. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently commented on KO. Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Barclays lifted their price objective on CocaCola from $85.00 to $89.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. UBS Group increased their price target on shares of CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. JPMorgan Chase & Co. lifted their price objective on CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a report on Wednesday, April 29th. Finally, Morgan Stanley set a $89.00 target price on CocaCola in a report on Wednesday, June 10th. Fifteen analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $86.69.

Insider Transactions at CocaCola

In other CocaCola news, EVP Jennifer K. Mann sold 100,000 shares of the business’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $79.46, for a total value of $7,946,000.00. Following the completion of the transaction, the executive vice president directly owned 181,384 shares in the company, valued at approximately $14,412,772.64. The trade was a 35.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, 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, Chairman James Quincey sold 436,296 shares of the company’s stock in a transaction on Friday, June 5th. The stock was sold at an average price of $80.13, for a total value of $34,960,398.48. Following the transaction, the chairman directly owned 122,833 shares in the company, valued at approximately $9,842,608.29. The trade was a 78.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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. In the last three months, insiders sold 899,905 shares of company stock valued at $71,832,315. Corporate insiders own 0.90% of the company’s stock.

CocaCola Stock Up 0.1%

Shares of NYSE:KO opened at $79.43 on Friday. The company has a market cap of $341.75 billion, a price-to-earnings ratio of 24.98, a PEG ratio of 3.17 and a beta of 0.35. 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 50-day moving average price of $79.03 and a 200 day moving average price of $75.93. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $84.04.

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

CocaCola Dividend Announcement

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

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.