Ritholtz Wealth Management Purchases 9,130 Shares of CocaCola Company (The) $KO

Posted by Brian Himes on Jun 25th, 2026

Ritholtz Wealth Management grew its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 8.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 111,622 shares of the company’s stock after buying an additional 9,130 shares during the quarter. Ritholtz Wealth Management’s holdings in CocaCola were worth $8,489,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Eurizon SLJ Capital Ltd purchased a new stake in CocaCola during the fourth quarter valued at $552,000. Farther Finance Advisors LLC boosted its position in CocaCola by 38.1% in the fourth quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock worth $7,802,000 after purchasing an additional 30,786 shares during the last quarter. Dynamic Technology Lab Private Ltd grew its stake in shares of CocaCola by 82.3% during the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company’s stock valued at $3,296,000 after purchasing an additional 22,444 shares during the period. Capitolis Liquid Global Markets LLC grew its stake in shares of CocaCola by 16.4% during the 3rd quarter. Capitolis Liquid Global Markets LLC now owns 710,000 shares of the company’s stock valued at $47,087,000 after purchasing an additional 100,000 shares during the period. Finally, King Luther Capital Management Corp increased its position in shares of CocaCola by 0.8% during the 4th quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock valued at $269,330,000 after purchasing an additional 31,694 shares during the last quarter. Institutional investors own 70.26% of the company’s stock.

CocaCola Stock Up 0.4%

NYSE KO opened at $80.62 on Thursday. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $84.04. 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 company has a market capitalization of $346.87 billion, a P/E ratio of 25.35, a price-to-earnings-growth ratio of 3.21 and a beta of 0.35. The stock’s 50-day moving average price is $79.20 and its 200-day moving average price is $76.16.

CocaCola (NYSE:KO – Get Free Report) last announced its quarterly earnings data 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. The company had revenue of $12.47 billion during 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 period in the previous year, the company posted $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, equities research analysts predict that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be issued a dividend of $0.53 per share. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 annualized dividend and a yield of 2.6%. CocaCola’s payout ratio is currently 66.67%.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the stock. Jefferies Financial Group increased their price objective on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research note on Monday, March 16th. JPMorgan Chase & Co. boosted their target price on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Sanford C. Bernstein initiated coverage on shares of CocaCola in a report on Thursday, June 11th. They set a “market perform” rating and a $84.00 target price for the company. Morgan Stanley set a $89.00 price target on shares of CocaCola in a research report on Wednesday, June 10th. Finally, Citigroup lifted their price target on shares of CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a research note on Monday, May 18th. Fifteen research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $86.69.

Get Our Latest Stock Report on KO

Insiders Place Their Bets

In other CocaCola news, Chairman James Quincey sold 436,296 shares of the company’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the transaction, the chairman directly owned 122,833 shares in the company, valued at $9,842,608.29. This represents a 78.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through 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 the stock in a transaction on Friday, May 15th. The stock was sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the completion of the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 899,905 shares of company stock worth $71,832,315 over the last three months. 0.90% of the stock is currently owned by company insiders.

CocaCola Company 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.