Sanctuary Advisors LLC Has $38.90 Million Position in CocaCola Company (The) $KO

Sanctuary Advisors LLC grew its holdings in CocaCola Company (The) (NYSE:KO) by 13.9% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 511,510 shares of the company’s stock after purchasing an additional 62,249 shares during the period. Sanctuary Advisors LLC’s holdings in CocaCola were worth $38,900,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Vanguard Group Inc. raised its position in CocaCola by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock valued at $26,200,276,000 after buying an additional 5,886,352 shares during the period. State Street Corp boosted its position in CocaCola by 1.2% during the 4th quarter. State Street Corp now owns 167,850,330 shares of the company’s stock worth $11,734,417,000 after acquiring an additional 1,992,327 shares during the period. Geode Capital Management LLC boosted its position in CocaCola by 0.5% during the 4th quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock worth $6,273,037,000 after acquiring an additional 433,547 shares during the period. Norges Bank acquired a new position in shares of CocaCola in the 4th quarter valued at about $3,865,807,000. Finally, Franklin Resources Inc. lifted its position in shares of CocaCola by 3.1% in the fourth quarter. Franklin Resources Inc. now owns 40,289,857 shares of the company’s stock worth $2,816,697,000 after purchasing an additional 1,195,581 shares in the last quarter. 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 media outlets are spotlighting KO as a rock-solid dividend stock for long-term investors, reinforcing its appeal to income-focused buyers. Article Title
• Positive Sentiment: Coverage of Coca-Cola’s 64th dividend increase underscores the company’s long track record of returning cash to shareholders, which can attract dividend investors. Article Title
• Positive Sentiment: Recent commentary also points to KO’s digital push, with data-driven marketing and connected packaging seen as potential supports for engagement and future growth. Article Title
• Neutral Sentiment: Several articles compare KO with peers like PepsiCo, Johnson & Johnson, and Keurig Dr Pepper, but these pieces are largely valuation and income comparisons rather than catalysts that would materially change near-term fundamentals. Article Title
• Neutral Sentiment: KO is also being mentioned as a low-beta defensive name as investors rotate toward stability amid geopolitical tension and volatility, which supports the stock’s defensive profile but is not a direct company-specific catalyst. Article Title
• Neutral Sentiment: One article estimated how many shares would be needed to generate $12,000 in annual dividend income, which mainly highlights KO’s suitability for income planning rather than signaling a business change. Article Title
• Negative Sentiment: Some commentary frames KO as an expensive, low-growth premium stock versus peers like Keurig Dr Pepper, which could weigh on sentiment if investors focus on valuation rather than stability. Article Title

CocaCola Stock Down 1.3%

Shares of CocaCola stock opened at $83.15 on Wednesday. The firm has a market cap of $357.76 billion, a price-to-earnings ratio of 26.15, a P/E/G ratio of 3.37 and a beta of 0.34. The stock has a 50-day simple moving average of $80.99 and a 200-day simple moving average of $77.41. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $85.68. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15.

CocaCola (NYSE:KO) last released its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping analysts’ consensus estimates of $0.81 by $0.05. The firm had revenue of $12.47 billion for 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%.The firm’s revenue was up 11.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, equities research analysts expect that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Announces Dividend

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

Insider Activity

In other news, EVP Jennifer K. Mann sold 100,000 shares of the company’s stock in a transaction dated 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 completion of the sale, the executive vice president owned 181,384 shares in the company, valued at approximately $14,412,772.64. This represents a 35.54% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through 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 Nancy Quan sold 31,625 shares of the firm’s 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 completion of the transaction, the executive vice president directly owned 223,330 shares in the company, valued at $18,074,096.90. The trade was a 12.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders have sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several analysts recently commented on KO shares. Citigroup raised their price target on shares of CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a report on Tuesday. Morgan Stanley set a $89.00 price objective on shares of CocaCola in a research note on Wednesday, June 10th. Deutsche Bank Aktiengesellschaft increased their target price on shares of CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research report on Monday, March 30th. Bank of America boosted their price target on shares of CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a report on Friday, July 10th. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of CocaCola in a research note on Friday, June 26th. Fifteen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, CocaCola presently has an average rating of “Moderate Buy” and an average price target of $88.44.

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.