Proactive Wealth Strategies LLC Acquires 7,191 Shares of CocaCola Company (The) $KO

Posted by Francis Steltz on May 14th, 2026

Proactive Wealth Strategies LLC grew its holdings in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 17.4% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 48,583 shares of the company’s stock after purchasing an additional 7,191 shares during the quarter. CocaCola accounts for approximately 1.3% of Proactive Wealth Strategies LLC’s investment portfolio, making the stock its 25th biggest holding. Proactive Wealth Strategies LLC’s holdings in CocaCola were worth $3,396,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of KO. Anfield Capital Management LLC lifted its holdings in shares of CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after purchasing an additional 294 shares in the last quarter. Headlands Technologies LLC bought a new position in shares of CocaCola in the 2nd quarter worth $26,000. Cloud Capital Management LLC bought a new position in shares of CocaCola in the 3rd quarter worth $27,000. Daytona Street Capital LLC bought a new position in shares of CocaCola in the 4th quarter worth $29,000. Finally, Redmont Wealth Advisors LLC bought a new position in shares of CocaCola in the 3rd quarter worth $30,000. 70.26% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, CFO John Murphy sold 72,449 shares of the stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $80.52, for a total value of $5,833,593.48. Following the completion of the sale, the chief financial officer directly owned 279,917 shares of the company’s stock, valued at approximately $22,538,916.84. This represents a 20.56% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Nancy Quan sold 23,556 shares of the stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.50, for a total value of $1,872,702.00. Following the completion of the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at $17,754,735. The trade was a 9.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 755,101 shares of company stock worth $59,988,566 in the last three months. 0.90% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

KO has been the topic of a number of recent research reports. Royal Bank Of Canada set a $87.00 target price on CocaCola in a report on Wednesday, February 11th. Evercore reiterated an “outperform” rating and issued a $85.00 target price on shares of CocaCola in a report on Wednesday, February 11th. Barclays increased their target price on CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. TD Cowen increased their target price on CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Finally, Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Fifteen investment analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, CocaCola currently has a consensus rating of “Buy” and an average price target of $86.27.

View Our Latest Report on CocaCola

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

Positive Sentiment: Coca-Cola’s push into energy drinks and functional beverages is being viewed as a potential growth catalyst, with new flavors, lower-sugar options, and its Monster partnership helping the company target faster-growing categories beyond traditional soft drinks.
Positive Sentiment: The company recently beat quarterly expectations, reporting stronger-than-expected EPS and revenue along with 11.4% year-over-year revenue growth, which supports the case for solid underlying business momentum.
Positive Sentiment: Analyst sentiment remains constructive, with several firms raising price targets and the consensus rating still at Buy, suggesting Wall Street sees room for further upside.
Neutral Sentiment: Coca-Cola also announced a quarterly dividend of $0.53 per share, reinforcing its appeal as a defensive income stock for long-term investors.
Negative Sentiment: Recent insider selling by Chairman James Quincey, including a 200,000-share sale, may create some investor caution, even though insider sales do not necessarily signal weakening fundamentals.
Negative Sentiment: A Diet Coke shortage in parts of India, linked to aluminum can supply constraints and broader geopolitical disruptions, highlights operational and supply-chain risks that could pressure near-term sales in certain markets.

CocaCola Trading Up 0.3%

NYSE KO opened at $80.28 on Thursday. The firm has a market capitalization of $345.39 billion, a P/E ratio of 25.24, a PEG ratio of 3.20 and a beta of 0.35. The business has a fifty day simple moving average of $76.93 and a 200 day simple moving average of $74.10. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.00. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09.

CocaCola (NYSE:KO – Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 EPS 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 analyst estimates of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.CocaCola’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, analysts predict that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Dividend Announcement

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. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s dividend payout ratio is presently 66.67%.

CocaCola Profile

(Free Report)

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.