Panagora Asset Management Inc. boosted its holdings in CocaCola Company (The) (NYSE:KO – Free Report) by 62.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,560,733 shares of the company’s stock after purchasing an additional 600,962 shares during the quarter. Panagora Asset Management Inc.’s holdings in CocaCola were worth $109,111,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors have also recently added to or reduced their stakes in the company. Anfield Capital Management LLC increased its stake 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 last quarter. Headlands Technologies LLC acquired a new stake in CocaCola during the second quarter worth about $26,000. Evolution Wealth Management Inc. increased its stake in CocaCola by 1,081.8% during the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after acquiring an additional 357 shares during the last quarter. Daytona Street Capital LLC acquired a new stake in CocaCola during the fourth quarter worth about $29,000. Finally, Redmont Wealth Advisors LLC acquired a new stake in CocaCola during the third quarter worth about $30,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity
In other news, Chairman James Quincey sold 436,296 shares of the stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the sale, the chairman owned 122,833 shares in the company, valued at approximately $9,842,608.29. This trade represents a 78.03% decrease in their ownership of the stock. The transaction was disclosed in a filing 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 23,984 shares of the stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $83.41, for a total value of $2,000,505.44. Following the completion of the sale, the executive vice president owned 157,400 shares of the company’s stock, valued at approximately $13,128,734. This trade represents a 13.22% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is currently owned by corporate insiders.
Analyst Upgrades and Downgrades
View Our Latest Analysis on KO
CocaCola News Roundup
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: RBC Capital reiterated its buy view on Coca-Cola, reinforcing Wall Street’s generally favorable stance on KO and supporting the stock’s recent strength.
- Positive Sentiment: Several reports highlighted Coca-Cola as a potential beneficiary of the 2026 FIFA World Cup, with expectations that beverage volume and consumer spending could rise during the tournament.
- Positive Sentiment: Market commentary also pointed to strong Q1 results, including an earnings and revenue beat, solid organic growth, and volume gains, which continue to underpin the bullish investment case. Coca-Cola’s Q1 Results Prove It’s a Good Buy to Hold and Hold
- Positive Sentiment: Investor interest remains supported by Coca-Cola’s reliable dividend and defensive profile, which continue to attract income-focused buyers.
- Neutral Sentiment: EVP Jennifer K. Mann disclosed a stock sale, but it was conducted under a pre-arranged 10b5-1 plan and tied to equity-award tax withholding, making it less of a concern than discretionary insider selling.
CocaCola Price Performance
KO stock opened at $82.63 on Monday. 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 Company has a 1 year low of $65.35 and a 1 year high of $84.04. The firm has a market cap of $355.51 billion, a P/E ratio of 25.98, a price-to-earnings-growth ratio of 3.30 and a beta of 0.35. The stock has a 50-day simple moving average of $78.70 and a 200-day simple moving average of $75.70.
CocaCola (NYSE:KO – Get Free Report) last posted its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.81 by $0.05. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The business had revenue of $12.47 billion during the quarter, compared to analyst estimates of $12.24 billion. During the same quarter last year, the firm earned $0.73 earnings per share. The company’s revenue for the quarter was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, equities analysts predict that CocaCola Company will post 3.26 earnings per share for the current fiscal year.
CocaCola Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be paid a $0.53 dividend. The ex-dividend date is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.6%. CocaCola’s dividend payout ratio (DPR) is 66.67%.
CocaCola 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.
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