SmartHarvest Portfolios LLC acquired a new stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund acquired 16,167 shares of the company’s stock, valued at approximately $1,130,000.
Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC raised its position in shares of CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after purchasing an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC raised its position in shares of CocaCola by 3.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after purchasing an additional 293 shares during the last quarter. Dynamic Technology Lab Private Ltd purchased a new position in shares of CocaCola in the 1st quarter worth about $210,000. Jump Financial LLC raised its position in shares of CocaCola by 450.5% in the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock worth $2,800,000 after purchasing an additional 32,392 shares during the last quarter. Finally, Osterweis Capital Management Inc. raised its position in shares of CocaCola by 548.2% in the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock worth $75,000 after purchasing an additional 899 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.
Wall Street Analysts Forecast Growth
Several equities analysts have recently issued reports on KO shares. TD Cowen lifted their price target on CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Citigroup lifted their price objective on CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a report on Monday, May 18th. JPMorgan Chase & Co. lifted their price objective on CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a report on Wednesday, April 29th. Sanford C. Bernstein initiated coverage on CocaCola in a report on Thursday. They issued a “market perform” rating and a $84.00 price objective for the company. Finally, Jefferies Financial Group lifted their price objective on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a report on Monday, March 16th. Fifteen investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $86.69.
Insider Buying and Selling at CocaCola
In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the business’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the completion of the sale, 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 position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 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 business’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $79.46, for a total value of $7,946,000.00. Following the transaction, the executive vice president owned 207,400 shares of the company’s stock, valued at approximately $16,480,004. This trade represents a 32.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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. Insiders sold a total of 875,921 shares of company stock worth $69,831,810 in the last three months. 0.90% of the stock is currently owned by company insiders.
Trending Headlines about CocaCola
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Investors are focusing on World Cup-related demand, with several reports saying the 2026 FIFA tournament could lift beverage sales and make Coca-Cola a beneficiary of higher consumption during the event. Marriott, Flutter, Coca-Cola among stocks poised to gain from FIFA World Cup 2026
- Positive Sentiment: Morgan Stanley reportedly named Coca-Cola its top beverage pick ahead of the FIFA World Cup, citing improved long-term growth potential and favorable recent operating trends. KO Stock Extends Rally: Coca-Cola Is Morgan Stanley’s Top Beverage Bet Ahead Of FIFA World Cup
- Positive Sentiment: Analysts at Erste Group Bank raised FY2026 earnings estimates for KO, reinforcing expectations that Coca-Cola can continue delivering steady profit growth. The World Cup Is Coming—These 3 Stocks Could Cash In
- Positive Sentiment: New bullish write-ups continue to highlight Coca-Cola’s valuation, dividend strength, and resilient demand, keeping the stock attractive to both growth and income investors. Is The Coca-Cola Company (KO) A Good Stock To Buy Now?
- Neutral Sentiment: EVP Jennifer K. Mann sold 100,000 shares, but the transaction was part of a pre-arranged 10b5-1 plan and was tied to tax withholding on equity awards, making it less concerning than discretionary insider selling. CocaCola (NYSE:KO) EVP Jennifer Mann Sells 100,000 Shares
- Neutral Sentiment: Analysts still broadly rate KO a Buy, which supports the stock, but the consensus target suggests much of the optimism is already reflected in the share price. CocaCola Company (The) (NYSE:KO) Receives Consensus Rating of “Buy” from Analysts
- Negative Sentiment: One article noted that while Coca-Cola could benefit from World Cup spending, another stock may offer more upside, which slightly tempers the near-term enthusiasm for KO relative to peers. The World Cup Is Coming—These 3 Stocks Could Cash In
CocaCola Price Performance
NYSE KO opened at $82.65 on Friday. CocaCola Company has a one year low of $65.35 and a one year high of $84.04. The stock has a 50-day moving average of $78.58 and a 200 day moving average of $75.63. The company has a market capitalization of $355.58 billion, a price-to-earnings ratio of 25.99, a PEG ratio of 3.34 and a beta of 0.35. 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 – Get Free Report) last released its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping the consensus estimate 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 for the quarter was up 11.4% on a year-over-year basis. During the same period last year, the company earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, sell-side analysts forecast that CocaCola Company will post 3.26 EPS for the current year.
CocaCola Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be paid a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date is Monday, June 15th. CocaCola’s payout ratio 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.
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