Vanguard Personalized Indexing Management LLC Boosts Holdings in CocaCola Company (The) $KO

Posted by Geri Gentry on Jun 15th, 2026

Vanguard Personalized Indexing Management LLC boosted its holdings in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 4.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 516,484 shares of the company’s stock after buying an additional 19,944 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in CocaCola were worth $36,107,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in shares of CocaCola by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock worth $26,200,276,000 after acquiring an additional 5,886,352 shares during the last quarter. State Street Corp increased its stake in shares of CocaCola by 1.2% in the 4th quarter. State Street Corp now owns 167,850,330 shares of the company’s stock worth $11,734,417,000 after purchasing an additional 1,992,327 shares in the last quarter. Geode Capital Management LLC raised its holdings in CocaCola by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock worth $6,273,037,000 after purchasing an additional 433,547 shares during the period. Norges Bank bought a new position in CocaCola in the 4th quarter worth $3,865,807,000. Finally, Franklin Resources Inc. lifted its position in CocaCola by 3.1% during the fourth quarter. Franklin Resources Inc. now owns 40,289,857 shares of the company’s stock valued at $2,816,697,000 after purchasing an additional 1,195,581 shares in the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, EVP Jennifer K. Mann sold 23,984 shares of the firm’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $83.41, for a total transaction of $2,000,505.44. Following the completion of the transaction, the executive vice president directly owned 157,400 shares of the company’s stock, valued at approximately $13,128,734. This trade represents a 13.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman James Quincey sold 436,296 shares of CocaCola stock in a transaction on Friday, June 5th. The shares were sold at an average price of $80.13, for a total transaction 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 represents a 78.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 have sold a total of 899,905 shares of company stock worth $71,832,315 over the last quarter. Insiders own 0.90% of the company’s stock.

CocaCola Price Performance

Shares of CocaCola stock opened at $82.63 on Monday. The company has a market capitalization of $355.51 billion, a price-to-earnings ratio of 25.98, a PEG ratio of 3.30 and a beta of 0.35. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09. The stock’s 50-day simple moving average is $78.70 and its 200-day simple moving average is $75.70. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $84.04.

CocaCola (NYSE:KO – Get Free Report) last issued its 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. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The company had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter last year, the company earned $0.73 EPS. The firm’s quarterly revenue was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, analysts expect that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be given a dividend of $0.53 per share. The ex-dividend date is Monday, June 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.6%. CocaCola’s dividend payout ratio (DPR) is presently 66.67%.

Key Stories Impacting CocaCola

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.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the company. Barclays boosted their price target on CocaCola from $85.00 to $89.00 and gave the company an “overweight” rating in a report on Thursday, May 21st. UBS Group lifted their price objective on CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Wells Fargo & Company boosted their price objective on CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. JPMorgan Chase & Co. increased their target price on shares of CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a report on Wednesday, April 29th. Finally, Morgan Stanley set a $89.00 price target on shares of CocaCola in a report on Wednesday. Fifteen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $86.69.

Check Out Our Latest Analysis on KO

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.