Powell Investment Advisors LLC Buys Shares of 10,073 CocaCola Company (The) $KO

Powell Investment Advisors LLC bought a new stake in shares of CocaCola Company (The) (NYSE:KO) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 10,073 shares of the company’s stock, valued at approximately $704,000.

Other institutional investors also recently bought and sold shares of the company. Anfield Capital Management LLC raised its holdings in CocaCola by 438.8% during the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after buying an additional 294 shares in the last quarter. Headlands Technologies LLC bought a new position in CocaCola during the second quarter valued at about $26,000. Daytona Street Capital LLC bought a new position in CocaCola during the fourth quarter valued at about $29,000. Cloud Capital Management LLC bought a new position in CocaCola during the third quarter valued at about $27,000. Finally, Elevated Capital Advisors LLC bought a new position in CocaCola during the fourth quarter valued at about $30,000. 70.26% of the stock is currently owned by institutional investors.

Insider Buying and Selling at CocaCola

In related news, insider Bruno Pietracci sold 28,765 shares of CocaCola stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total transaction of $2,284,228.65. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $80.93, for a total value of $2,559,411.25. Following the sale, the executive vice president directly owned 223,330 shares in the company, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 786,726 shares of company stock valued at $62,547,977 over the last quarter. Company insiders own 0.90% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the company. Truist Financial set a $85.00 price target on CocaCola in a research report on Wednesday, February 11th. Wells Fargo & Company raised their price target on CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research report on Monday, May 18th. Royal Bank Of Canada set a $87.00 price target on CocaCola in a research report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft raised their price target on CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research report on Monday, March 30th. Finally, JPMorgan Chase & Co. raised their price target on CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Fifteen equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $86.80.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Bank of America Securities initiated or reiterated a Buy on Coca-Cola, reinforcing confidence in the company’s earnings durability and long-term outlook. Coca-Cola (KO) Gets a Buy from Bank of America Securities
• Positive Sentiment: Articles emphasizing Coca-Cola as a dividend-growth blue chip and one of Warren Buffett’s favored holdings support the stock’s appeal as a stable, income-oriented investment. Warren Buffett earns a 20% dividend yield-on-cost with Coca-Cola stock
• Neutral Sentiment: Industry coverage notes that soft-drink companies are still navigating margin and tariff pressures, which could affect the sector but does not point to a Coca-Cola-specific problem. 5 Soft Drinks Stocks to Track Amid Margin & Tariff Pressures
• Neutral Sentiment: Several comparison and “best stock” articles kept Coca-Cola in the spotlight, including bullish long-term income lists and a KO vs. Celsius debate, but these were mostly opinion-driven rather than new fundamentals. Coca-Cola vs. Celsius: Which Consumer Goods Stock Is a Better Buy in 2026?
• Negative Sentiment: One recent article framed Coca-Cola as a potential short candidate because the shares have rallied sharply and now trade near highs, raising valuation concerns despite solid fundamentals. Coca-Cola or Philip Morris: Which Is the Better Short Bet Right Now?

CocaCola Trading Up 0.5%

Shares of NYSE:KO opened at $81.56 on Friday. The company has a market cap of $350.90 billion, a P/E ratio of 25.65, a P/E/G ratio of 3.26 and a beta of 0.35. The stock’s 50-day moving average is $77.41 and its 200-day moving average is $74.65. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.66. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36.

CocaCola (NYSE:KO) last issued 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. 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 period last year, the business posted $0.73 earnings per share. The firm’s revenue was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities research analysts predict that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Announces Dividend

The company also recently announced 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 of this dividend is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. CocaCola’s dividend payout ratio (DPR) is 66.67%.

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.