Epoch Investment Partners Inc. lifted its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 2.9% during the first quarter, HoldingsChannel reports. The firm owned 753,182 shares of the company’s stock after acquiring an additional 21,116 shares during the quarter. Epoch Investment Partners Inc.’s holdings in CocaCola were worth $57,279,000 as of its most recent SEC filing.
Other large investors also recently made changes to their positions in the company. Norges Bank acquired a new position in CocaCola during the fourth quarter worth $3,865,807,000. Cardano Risk Management B.V. grew its position in shares of CocaCola by 867.2% in the 4th quarter. Cardano Risk Management B.V. now owns 14,432,190 shares of the company’s stock valued at $1,008,954,000 after acquiring an additional 12,939,959 shares during the period. Marshall Wace LLP increased its stake in shares of CocaCola by 1,206.9% during the 4th quarter. Marshall Wace LLP now owns 10,641,007 shares of the company’s stock worth $743,913,000 after purchasing an additional 9,826,768 shares during the last quarter. Bank of America Corp DE increased its stake in shares of CocaCola by 29.2% during the 4th quarter. Bank of America Corp DE now owns 40,182,323 shares of the company’s stock worth $2,809,146,000 after purchasing an additional 9,078,447 shares during the last quarter. Finally, Capital World Investors raised its holdings in shares of CocaCola by 98.7% in the 4th quarter. Capital World Investors now owns 12,573,527 shares of the company’s stock valued at $879,015,000 after purchasing an additional 6,246,627 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.
Insider Buying and Selling
In other CocaCola news, Chairman James Quincey sold 436,296 shares of the stock in a transaction on Friday, June 5th. The stock was sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the transaction, the chairman owned 122,833 shares in the company, valued at $9,842,608.29. This trade represents a 78.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at 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 CocaCola stock in a transaction on Friday, May 15th. The stock was 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 of the company’s stock, valued at $18,074,096.90. This represents a 12.40% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 899,905 shares of company stock valued at $71,832,315. Insiders own 0.90% of the company’s stock.
Wall Street Analysts Forecast Growth
Read Our Latest Research Report on KO
Trending Headlines about CocaCola
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Warren Buffett reportedly said Coca-Cola remains one of his preferred businesses, reinforcing the company’s reputation as a durable, high-quality consumer staple and potentially supporting investor confidence. Article Title
- Positive Sentiment: Articles highlighting Coca-Cola as a top dividend stock and a favorite among large investors may help reinforce the stock’s defensive, income-oriented appeal. Article Title
- Positive Sentiment: Coverage ahead of Q2 earnings suggests Wall Street is watching for pricing strength and margin gains, which could support the stock if Coca-Cola beats expectations again. Article Title
- Neutral Sentiment: Several articles simply preview Coca-Cola’s upcoming results and key metrics, indicating investor focus is centered on the earnings release rather than a new company-specific catalyst. Article Title
- Negative Sentiment: Recent market commentary noted Coca-Cola underperformed the broader market in the latest session, reflecting near-term selling pressure on the shares. Article Title
- Negative Sentiment: Some analyst-style pieces argue investors could do better in other dividend stocks or Pepsico, which may create mild competition for Coca-Cola among income-focused buyers. Article Title
CocaCola Stock Performance
Shares of KO stock opened at $82.19 on Friday. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $85.68. The company has a market capitalization of $353.60 billion, a price-to-earnings ratio of 25.84, a PEG ratio of 3.29 and a beta of 0.34. The company has a 50-day simple moving average of $81.43 and a 200 day simple moving average of $78.05. 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 results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, beating the consensus estimate of $0.81 by $0.05. The firm had revenue of $12.47 billion for the quarter, compared to analysts’ expectations of $12.24 billion. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The business’s revenue was up 11.4% on a year-over-year basis. During the same period in the prior year, the firm earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, sell-side analysts predict that CocaCola Company will post 3.26 earnings per share for the current year.
CocaCola Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be paid a dividend of $0.53 per share. The ex-dividend date is Tuesday, September 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 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.
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