Bluedoor Private Wealth LLC Acquires Shares of 20,113 CocaCola Company (The) $KO

Bluedoor Private Wealth LLC acquired a new stake in shares of CocaCola Company (The) (NYSE:KO) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 20,113 shares of the company’s stock, valued at approximately $1,406,000.

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

Insider Transactions at CocaCola

In other news, EVP Jennifer K. Mann sold 23,984 shares of CocaCola stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total transaction of $2,000,505.44. Following the completion of the sale, the executive vice president directly owned 157,400 shares in the company, valued at approximately $13,128,734. This trade represents a 13.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction on 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 owned 223,330 shares of the company’s stock, 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. Over the last ninety days, insiders sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Sanford C. Bernstein assumed coverage on CocaCola in a research report on Thursday. They set a “market perform” rating and a $84.00 target price for the company. Morgan Stanley set a $89.00 target price on CocaCola in a research report on Wednesday, June 10th. TD Cowen increased their target price on CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. JPMorgan Chase & Co. increased their target price on CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Finally, Citigroup increased their target price on CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a research report on Monday, May 18th. Fifteen analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, CocaCola has an average rating of “Moderate Buy” and a consensus price target of $86.69.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts and market commentators continue to highlight Coca-Cola as a defensive consumer-staples name that can hold up well during inflation and market volatility, which may be attracting buyers seeking stability. Article: 4 Low-Beta Consumer Staples Stocks to Navigate Through Surging Inflation
• Positive Sentiment: Coca-Cola’s cost-saving initiatives and operating efficiencies are being credited with supporting profitability and helping offset commodity inflation, which is constructive for margins. Article: Are Coca-Cola’s Cost-Saving Initiatives Boosting Profitability?
• Positive Sentiment: Several recent articles frame KO as a reliable long-term dividend and income stock, reinforcing investor interest in the company’s steady cash-flow profile. Article: Want a Lifetime of Passive Income? Buy Coca-Cola in June and Never Sell.
• Neutral Sentiment: Market commentary also notes that KO has already run up sharply this year and hit new highs, so some investors may be pausing to reassess valuation after the rally. Article: Coca Cola at 52-Week High: Buy, Sell or Hold?
• Negative Sentiment: The latest trading-day weakness appears tied more to profit-taking and rotation within the market than to any company-specific setback, with KO pulling back while broader markets were firmer. Article: Coca-Cola (KO) Stock Falls Amid Market Uptick: What Investors Need to Know

CocaCola Stock Down 2.0%

Shares of KO opened at $80.94 on Tuesday. The company has a market cap of $348.24 billion, a PE ratio of 25.45, a P/E/G ratio of 3.30 and a beta of 0.35. The business has a fifty day moving average of $78.79 and a 200 day moving average of $75.76. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $84.04. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09.

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, topping 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 revenue was up 11.4% on a year-over-year basis. During the same period last year, the company earned $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, sell-side analysts expect that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be given a $0.53 dividend. The ex-dividend date 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 currently 66.67%.

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.