Northwestern Mutual Wealth Management Co. Lowers Stake in CocaCola Company (The) $KO

Northwestern Mutual Wealth Management Co. cut its holdings in shares of CocaCola Company (The) (NYSE:KO) by 20.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 659,736 shares of the company’s stock after selling 171,227 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in CocaCola were worth $46,122,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in KO. Brighton Jones LLC increased its position in shares of CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after acquiring an additional 4,591 shares during the period. Revolve Wealth Partners LLC increased its position in shares of CocaCola by 3.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after acquiring an additional 293 shares during the period. Dynamic Technology Lab Private Ltd acquired a new position in shares of CocaCola in the 1st quarter valued at $210,000. Jump Financial LLC increased its position in shares of CocaCola by 450.5% in the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock valued at $2,800,000 after acquiring an additional 32,392 shares during the period. Finally, Osterweis Capital Management Inc. increased its position in shares of CocaCola by 548.2% in the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock valued at $75,000 after acquiring an additional 899 shares during the period. 70.26% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on KO shares. Barclays upped their target price on CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. TD Cowen upped their target price on CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Morgan Stanley set a $88.00 target price on CocaCola in a research report on Wednesday, March 11th. Deutsche Bank Aktiengesellschaft upped their target price on CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research report on Monday, March 30th. Finally, Citigroup upped their target price on CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a research report on Monday. Fifteen investment analysts have rated the stock with a Buy rating, According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $86.53.

CocaCola Trading Up 0.5%

Shares of CocaCola stock opened at $81.26 on Tuesday. The firm has a market capitalization of $349.63 billion, a PE ratio of 25.55, a P/E/G ratio of 3.23 and a beta of 0.35. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $82.00. The firm’s 50-day moving average price is $77.09 and its 200 day moving average price is $74.33. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09.

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

CocaCola Dividend Announcement

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. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. CocaCola’s dividend payout ratio (DPR) is currently 66.67%.

Insider Transactions at CocaCola

In other CocaCola news, CEO James Quincey sold 250,688 shares of the stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.14, for a total value of $19,839,448.32. Following the completion of the sale, the chief executive officer owned 278,155 shares in the company, valued at approximately $22,013,186.70. This represents a 47.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Nancy Quan sold 23,556 shares of the stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the completion of the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at approximately $17,754,735. The trade was a 9.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 755,101 shares of company stock worth $59,988,566 in the last three months. 0.90% of the stock is owned by corporate insiders.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Citi raised its price target on Coca-Cola to $91 from $90 and reiterated a Buy rating, citing a potential summer boost from the 2026 FIFA World Cup, where Coca-Cola is an official partner. Coca-Cola’s Fresca Hard Launch And What It Could Mean For KO Investors
• Positive Sentiment: Wells Fargo also lifted its price target on KO, to $90 from $87, and maintained an Overweight rating, reinforcing the view that the stock still has upside from current levels. Benzinga article on Wells Fargo price target increase
• Positive Sentiment: Coca-Cola’s launch of Fresca Hard expands its ready-to-drink alcohol portfolio, giving the company another growth avenue beyond traditional soft drinks and potentially broadening its shelf presence. Coca-Cola’s Fresca Hard Launch And What It Could Mean For KO Investors
• Neutral Sentiment: Analysts say Coca-Cola’s international business was a key contributor to Q1 2026 results, but they also note that foreign exchange swings, conflicts, and commodity inflation could make overseas growth more volatile. Coca-Cola’s International Growth: Key Driver or Volatility Risk?
• Neutral Sentiment: Recent commentary also points to strong momentum in Coca-Cola’s broader beverage mix, including Fuze Tea and other non-core products, which supports the company’s growth narrative but is not a fresh near-term catalyst. Coca-Cola Taps Into A Rapidly Expanding Market With Its Fuze Tea Offering
• Negative Sentiment: Some investors remain cautious because insider activity has skewed heavily toward sales rather than purchases over the past six months, which can weigh on sentiment even when fundamentals are solid. Coca-Cola Stock (KO) Opinions on Recent Performance and Industry Trends

CocaCola Company Profile

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.