Mosley Wealth Management Makes New $546,000 Investment in CocaCola Company (The) $KO

Mosley Wealth Management purchased a new position in shares of CocaCola Company (The) (NYSE:KO) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 8,253 shares of the company’s stock, valued at approximately $546,000.

Several other large investors also recently bought and sold shares of the stock. Vanguard Group Inc. increased its holdings in 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 purchasing an additional 5,886,352 shares during the period. State Street Corp boosted its position in shares of CocaCola by 0.6% during the 3rd quarter. State Street Corp now owns 165,858,003 shares of the company’s stock worth $11,083,296,000 after acquiring an additional 923,278 shares in the last quarter. Geode Capital Management LLC boosted its position in shares of CocaCola by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock valued at $6,273,037,000 after purchasing an additional 433,547 shares during the period. Norges Bank purchased a new position in CocaCola in the 4th quarter valued at approximately $3,865,807,000. Finally, Franklin Resources Inc. increased its stake in CocaCola by 3.1% in the 4th 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. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola Trading Down 1.1%

Shares of KO opened at $82.65 on Friday. The stock’s 50-day moving average is $78.58 and its two-hundred day moving average is $75.63. The stock has a market cap of $355.58 billion, a PE ratio of 25.99, a P/E/G ratio of 3.34 and a beta of 0.35. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $84.04. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15.

CocaCola (NYSE:KO) last issued 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 company had revenue of $12.47 billion for 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 quarterly revenue was up 11.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities analysts forecast 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. Investors of record on Monday, June 15th will be paid a $0.53 dividend. The ex-dividend date is Monday, June 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.6%. CocaCola’s payout ratio is 66.67%.

Insider Buying and Selling

In related news, EVP Jennifer K. Mann sold 100,000 shares of the business’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $79.46, for a total value of $7,946,000.00. Following the transaction, the executive vice president owned 207,400 shares in the company, valued at approximately $16,480,004. The trade was a 32.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 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, Chairman James Quincey sold 436,296 shares of the business’s stock in a transaction dated Friday, June 5th. The stock was 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 owned 122,833 shares in the company, valued at approximately $9,842,608.29. This trade represents 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. Over the last 90 days, insiders have sold 875,921 shares of company stock worth $69,831,810. 0.90% of the stock is currently owned by corporate insiders.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Investors are focusing on World Cup-related demand, with several reports saying the 2026 FIFA tournament could lift beverage sales and make Coca-Cola a beneficiary of higher consumption during the event. Marriott, Flutter, Coca-Cola among stocks poised to gain from FIFA World Cup 2026
• Positive Sentiment: Morgan Stanley reportedly named Coca-Cola its top beverage pick ahead of the FIFA World Cup, citing improved long-term growth potential and favorable recent operating trends. KO Stock Extends Rally: Coca-Cola Is Morgan Stanley’s Top Beverage Bet Ahead Of FIFA World Cup
• Positive Sentiment: Analysts at Erste Group Bank raised FY2026 earnings estimates for KO, reinforcing expectations that Coca-Cola can continue delivering steady profit growth. The World Cup Is Coming—These 3 Stocks Could Cash In
• Positive Sentiment: New bullish write-ups continue to highlight Coca-Cola’s valuation, dividend strength, and resilient demand, keeping the stock attractive to both growth and income investors. Is The Coca-Cola Company (KO) A Good Stock To Buy Now?
• Neutral Sentiment: EVP Jennifer K. Mann sold 100,000 shares, but the transaction was part of a pre-arranged 10b5-1 plan and was tied to tax withholding on equity awards, making it less concerning than discretionary insider selling. CocaCola (NYSE:KO) EVP Jennifer Mann Sells 100,000 Shares
• Neutral Sentiment: Analysts still broadly rate KO a Buy, which supports the stock, but the consensus target suggests much of the optimism is already reflected in the share price. CocaCola Company (The) (NYSE:KO) Receives Consensus Rating of “Buy” from Analysts
• Negative Sentiment: One article noted that while Coca-Cola could benefit from World Cup spending, another stock may offer more upside, which slightly tempers the near-term enthusiasm for KO relative to peers. The World Cup Is Coming—These 3 Stocks Could Cash In

Wall Street Analysts Forecast Growth

KO has been the subject of several research analyst reports. Sanford C. Bernstein initiated coverage on CocaCola in a research note on Thursday. They issued a “market perform” rating and a $84.00 price objective for the company. UBS Group raised their price objective on CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Morgan Stanley set a $89.00 target price on CocaCola in a report on Wednesday. Wells Fargo & Company increased their target price on CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a report on Monday, May 18th. Finally, Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Fifteen investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $86.69.

About CocaCola

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.