WealthShield Partners LLC Has $835,000 Holdings in CocaCola Company (The) $KO

WealthShield Partners LLC cut its position in shares of CocaCola Company (The) (NYSE:KO) by 45.3% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,976 shares of the company’s stock after selling 9,078 shares during the period. WealthShield Partners LLC’s holdings in CocaCola were worth $835,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the company. Anfield Capital Management LLC boosted its stake in CocaCola by 438.8% during the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after buying an additional 294 shares in the last quarter. Louisbourg Investments Inc. acquired a new position in shares of CocaCola in the 1st quarter valued at $25,000. Headlands Technologies LLC acquired a new position in shares of CocaCola in the 2nd quarter valued at $26,000. Evolution Wealth Management Inc. lifted its holdings in shares of CocaCola by 1,081.8% during the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after acquiring an additional 357 shares during the period. Finally, Daytona Street Capital LLC bought a new position in shares of CocaCola during the 4th quarter worth about $29,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts at Jefferies and Bank of America expect solid second-quarter results, citing resilient demand, steady volume trends, and stronger organic sales growth; Jefferies also sees a modest earnings beat. Coca-Cola expected to post solid second-quarter results as analysts highlight resilient demand
• Positive Sentiment: Bank of America raised its price target on KO to $95 and reiterated a buy rating, while JPMorgan lifted its target to $90 and maintained an overweight view, signaling confidence in further upside. Benzinga report on Bank of America target raise Tickerreport report on JPMorgan target raise
• Positive Sentiment: Marriott announced a global beverage partnership making Coca-Cola its primary beverage provider across guestrooms, restaurants, lounges, and events, which could expand KO’s distribution in hospitality and boost long-term brand reach. Marriott International (MAR), Coca-Cola Company (KO) Announce Global Beverage Partnership
• Neutral Sentiment: Recent articles also highlighted Coca-Cola’s stock having already run up near the top of its 52-week range and discussed whether the shares are becoming expensive after the rally, which may temper enthusiasm but does not change the core business outlook. Coca-Cola (KO) Stock Drops Despite Market Gains: Important Facts to Note Is Coca-Cola (NYSE:KO) Too Rich After Its Run?
• Negative Sentiment: One recent trading update noted KO fell in the prior session despite broader market strength, suggesting some short-term profit-taking after its strong move. Coca-Cola (KO) Stock Drops Despite Market Gains: Important Facts to Note

CocaCola Price Performance

Shares of CocaCola stock traded up $0.86 during mid-day trading on Friday, reaching $83.49. 10,692,829 shares of the stock were exchanged, compared to its average volume of 18,981,964. The company has a market cap of $359.23 billion, a price-to-earnings ratio of 26.26, a price-to-earnings-growth ratio of 3.34 and a beta of 0.34. 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 firm has a 50-day simple moving average of $80.79 and a 200 day simple moving average of $77.17. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $85.68.

CocaCola (NYSE:KO) last announced its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.81 by $0.05. The firm had revenue of $12.47 billion during 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 quarterly revenue was up 11.4% on a year-over-year basis. During the same period last year, the firm posted $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, sell-side analysts predict that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Dividend Announcement

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

Insider Transactions at CocaCola

In related news, Chairman James Quincey sold 436,296 shares of the firm’s stock in a transaction on 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 completion of the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at $9,842,608.29. This trade represents a 78.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at 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 100,000 shares of CocaCola stock in a transaction on 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 owned 181,384 shares of the company’s stock, valued at approximately $14,412,772.64. The trade was a 35.54% decrease in their position. 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 have sold 899,905 shares of company stock valued at $71,832,315 in the last three months. 0.90% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

KO has been the topic of a number of analyst reports. TD Cowen upped their target price on shares of CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. UBS Group raised their price target 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. Truist Financial set a $88.00 price objective on CocaCola in a research note on Friday, June 26th. Morgan Stanley set a $89.00 target price on CocaCola in a report on Wednesday, June 10th. Finally, Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, May 4th. Fifteen research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, CocaCola presently has a consensus rating of “Moderate Buy” and an average target price of $88.06.

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.