Keudell Morrison Wealth Management Takes Position in CocaCola Company (The) $KO

Posted by Stanley Muller on May 22nd, 2026

Keudell Morrison Wealth Management acquired a new stake in CocaCola Company (The) (NYSE:KO – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 10,288 shares of the company’s stock, valued at approximately $719,000.

Several other hedge funds have also bought and sold shares of KO. Farther Finance Advisors LLC boosted its holdings in shares of CocaCola by 38.1% during the fourth quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock worth $7,802,000 after acquiring an additional 30,786 shares during the period. Dynamic Technology Lab Private Ltd boosted its holdings in shares of CocaCola by 82.3% during the third quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company’s stock worth $3,296,000 after acquiring an additional 22,444 shares during the period. Mirae Asset Global Investments Co. Ltd. boosted its holdings in shares of CocaCola by 2.9% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company’s stock worth $136,086,000 after acquiring an additional 57,407 shares during the period. Nicola Wealth Management LTD. boosted its holdings in shares of CocaCola by 42.3% during the third quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company’s stock worth $12,269,000 after acquiring an additional 55,000 shares during the period. Finally, Atlantic Union Bankshares Corp boosted its holdings in shares of CocaCola by 19.9% during the third quarter. Atlantic Union Bankshares Corp now owns 120,866 shares of the company’s stock worth $8,016,000 after acquiring an additional 20,032 shares during the period. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, insider Bruno Pietracci sold 28,765 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total value of $2,284,228.65. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Chairman James Quincey sold 200,000 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $78.90, for a total transaction of $15,780,000.00. Following the transaction, the chairman owned 78,155 shares of the company’s stock, valued at approximately $6,166,429.50. This represents a 71.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 786,726 shares of company stock valued at $62,547,977 in the last quarter. Company insiders own 0.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on KO shares. Evercore restated an “outperform” rating and set a $85.00 price objective on shares of CocaCola in a report on Wednesday, February 11th. Truist Financial set a $85.00 price objective on CocaCola in a report on Wednesday, February 11th. UBS Group boosted their price objective on CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Royal Bank Of Canada set a $87.00 price objective on CocaCola in a report on Wednesday, February 11th. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a report on Monday, March 30th. Fifteen equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, CocaCola has an average rating of “Buy” and an average target price of $86.80.

View Our Latest Stock Report on KO

CocaCola Trading Down 0.4%

Shares of KO stock opened at $81.21 on Friday. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09. The stock has a market cap of $349.41 billion, a P/E ratio of 25.54, a price-to-earnings-growth ratio of 3.26 and a beta of 0.35. The stock has a 50 day simple moving average of $77.33 and a 200 day simple moving average of $74.60. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.66.

CocaCola (NYSE:KO – Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.81 by $0.05. The business had revenue of $12.47 billion during the quarter, compared to analysts’ expectations of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The firm’s revenue for the quarter was up 11.4% compared to the same quarter last year. During the same period in the previous year, the company posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, research analysts predict that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Announces Dividend

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 paid a $0.53 dividend. This represents a $2.12 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Monday, June 15th. CocaCola’s payout ratio is 66.67%.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

Positive Sentiment: Wall Street commentary has stayed constructive on Coca-Cola, with firms including Citi, Wells Fargo, TD Cowen, JPMorgan, Barclays and Jefferies raising price targets or reiterating bullish ratings after the company’s solid Q1 results. CocaCola (NYSE:KO) Price Target Raised to $90.00 at Wells Fargo & Company
Positive Sentiment: Recent coverage highlighted Coca-Cola’s Q1 beat on earnings and revenue, along with double-digit revenue growth and strong margins, reinforcing the view that the company can keep delivering steady performance. Spotting Winners: Coca-Cola (NYSE:KO) And Beverages, Alcohol, and Tobacco Stocks In Q1
Positive Sentiment: Analysts and market commentators continue to frame KO as a “forever” stock thanks to its brand strength, pricing power, and reliable dividend, which is keeping income investors interested. Warren Buffett’s favorite stocks to buy and hold forever
Neutral Sentiment: Coca-Cola’s Fresca Hard launch expands the company into flavored alcoholic beverages, but investors are still waiting to see whether it becomes a meaningful growth driver. How Coca-Cola’s New Fresca Hard Alcohol Line Will Impact Coca-Cola (KO) Investors
Neutral Sentiment: Insider selling by EVP Nancy Quan drew attention, but the company said the sale was for tax withholding tied to equity awards rather than a sign of weakening confidence. SEC Form 4 filing
Negative Sentiment: Some commentary pointed to potential headwinds from foreign exchange volatility, commodity inflation, and geopolitical risks, which could pressure margins if global conditions worsen. Coca-Cola’s International Growth: Key Driver or Volatility Risk?

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.