Van Diest Capital LLC Purchases New Stake in CocaCola Company (The) $KO

Posted by George Bondi on Jun 19th, 2026

Van Diest Capital LLC acquired a new position in CocaCola Company (The) (NYSE:KO – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 7,761 shares of the company’s stock, valued at approximately $543,000. CocaCola makes up 0.8% of Van Diest Capital LLC’s portfolio, making the stock its 28th largest position.

Several other hedge funds have also recently bought and sold shares of KO. Compound Planning Inc. boosted its position in CocaCola by 35.2% during the 4th quarter. Compound Planning Inc. now owns 61,783 shares of the company’s stock worth $4,319,000 after acquiring an additional 16,086 shares during the period. Claris Financial LLC acquired a new position in shares of CocaCola in the 4th quarter valued at about $1,490,000. TMB Capital Partners LLC purchased a new stake in shares of CocaCola in the fourth quarter worth approximately $770,000. Invesco Ltd. lifted its position in shares of CocaCola by 6.7% in the fourth quarter. Invesco Ltd. now owns 28,520,214 shares of the company’s stock worth $1,993,848,000 after purchasing an additional 1,798,371 shares in the last quarter. Finally, Evansbrook LLC acquired a new stake in shares of CocaCola during the fourth quarter worth approximately $327,000. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola Trading Down 0.6%

Shares of NYSE KO opened at $79.43 on Friday. The stock has a market cap of $341.75 billion, a price-to-earnings ratio of 24.98, a PEG ratio of 3.19 and a beta of 0.35. The business has a 50 day simple moving average of $78.98 and a 200 day simple moving average of $75.91. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $84.04. 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 analysts’ consensus estimates of $0.81 by $0.05. The firm had revenue of $12.47 billion for 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%.The firm’s revenue was up 11.4% on a year-over-year basis. During the same quarter in the prior 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 Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be paid 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 2.7%. CocaCola’s dividend payout ratio is 66.67%.

Wall Street Analysts Forecast Growth

KO has been the topic of a number of research analyst reports. Jefferies Financial Group boosted their price objective on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research report on Monday, March 16th. Sanford C. Bernstein started coverage on shares of CocaCola in a research report on Thursday, June 11th. They issued a “market perform” rating and a $84.00 target price for the company. Wells Fargo & Company lifted their target price on shares of CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. Weiss Ratings upgraded shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Finally, UBS Group upped their price target on shares of CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Fifteen research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, CocaCola currently has an average rating of “Moderate Buy” and a consensus price target of $86.69.

View Our Latest Analysis on KO

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

Positive Sentiment: Coca-Cola remains a favorite among dividend and blue-chip investors, with multiple recent articles highlighting its durable business model, strong free-cash-flow generation, and long track record of dividend growth. Several analysts and commentary pieces also describe KO as a solid long-term holding despite market volatility.
Positive Sentiment: One Seeking Alpha piece argued that Coca-Cola still has upside, pointing to Q1 2026 double-digit revenue growth, margin expansion, pricing power, and valuation targets above current levels. Another noted the company’s strong Q1 results, including 10% organic revenue growth and 18% EPS growth, along with continued market share gains.
Positive Sentiment: KO is also getting attention from stock screeners and analyst-focused articles that list it among attractive blue-chip or “must-own” dividend names, which can support sentiment for a defensive consumer-staples stock.
Neutral Sentiment: News that Coca-Cola is exploring a potential IPO for its India bottling arm is being watched as a strategic refranchising move. Investors may see this as a way to streamline operations and unlock value, but details are still limited and the impact is uncertain.
Negative Sentiment: Some recent commentary is more cautious on valuation, arguing that KO’s share price already reflects much of its quality and that the dividend yield has become less compelling at current levels. Technical caution was also mentioned in one article, suggesting limited near-term upside after the stock’s strong run.

Insider Transactions at CocaCola

In other news, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the transaction, the executive vice president owned 223,330 shares in the company, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 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 directly owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. The trade was a 78.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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 in the last 90 days. 0.90% of the stock is owned by insiders.

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.