Worthington Financial Partners LLC Acquires New Position in CocaCola Company (The) $KO

Worthington Financial Partners LLC acquired a new stake in CocaCola Company (The) (NYSE:KO) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 6,775 shares of the company’s stock, valued at approximately $474,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in KO. Anfield Capital Management LLC grew its holdings 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 acquiring an additional 294 shares during the period. Headlands Technologies LLC acquired a new stake in CocaCola in the second quarter valued at $26,000. Evolution Wealth Management Inc. lifted its holdings in CocaCola by 1,081.8% in the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after acquiring an additional 357 shares during the period. Daytona Street Capital LLC acquired a new stake in CocaCola in the fourth quarter valued at $29,000. Finally, Ankerstar Wealth LLC purchased a new stake in shares of CocaCola during the 4th quarter worth $30,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

More CocaCola News

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.

Wall Street Analysts Forecast Growth

KO has been the topic of a number of recent analyst reports. Barclays upped their price target on shares of CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a research note on Thursday, May 21st. Wells Fargo & Company raised their price objective on shares of CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. UBS Group boosted their price objective on shares of CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Weiss Ratings upgraded shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, May 4th. Finally, Jefferies Financial Group increased their target price on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a report on Monday, March 16th. Fifteen investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, CocaCola has a consensus rating of “Moderate Buy” and an average price target of $86.69.

CocaCola Stock Up 0.1%

KO opened at $79.43 on Friday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. 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. CocaCola Company has a one year low of $65.35 and a one year high of $84.04. The business’s fifty day moving average is $79.03 and its two-hundred day moving average is $75.93.

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

CocaCola Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders 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 is Monday, June 15th. CocaCola’s dividend payout ratio (DPR) is 66.67%.

Insider Buying and Selling at CocaCola

In other news, EVP Nancy Quan sold 31,625 shares of the stock in a transaction that occurred on Friday, May 15th. The shares were 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 $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 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 the firm’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the transaction, the executive vice president directly owned 181,384 shares of the company’s stock, valued at approximately $14,412,772.64. This trade represents a 35.54% 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 worth $71,832,315. 0.90% of the stock is owned by corporate insiders.

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.