CocaCola Company (The) $KO Shares Bought by Americana Partners LLC

Americana Partners LLC raised its stake in CocaCola Company (The) (NYSE:KO) by 26.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 110,372 shares of the company’s stock after acquiring an additional 22,758 shares during the period. Americana Partners LLC’s holdings in CocaCola were worth $7,716,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Brighton Jones LLC raised its holdings in CocaCola by 13.3% during the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after purchasing an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in CocaCola by 3.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after purchasing an additional 293 shares in the last quarter. Dynamic Technology Lab Private Ltd bought a new stake in CocaCola during the first quarter worth approximately $210,000. Jump Financial LLC increased its holdings in shares of CocaCola by 450.5% in the second quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock valued at $2,800,000 after buying an additional 32,392 shares in the last quarter. Finally, Osterweis Capital Management Inc. increased its holdings in shares of CocaCola by 548.2% in the second quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock valued at $75,000 after buying an additional 899 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola Trading Up 0.5%

Shares of NYSE:KO opened at $81.56 on Friday. The stock has a market capitalization of $350.90 billion, a PE ratio of 25.65, a P/E/G ratio of 3.24 and a beta of 0.35. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.66. The firm has a fifty day moving average price of $77.41 and a 200 day moving average price of $74.65. 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 data on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.81 by $0.05. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The firm had revenue of $12.47 billion during the quarter, compared to analysts’ expectations of $12.24 billion. During the same period in the prior year, the company posted $0.73 earnings per share. CocaCola’s revenue for the quarter was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Analysts expect that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Dividend Announcement

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

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Bank of America Securities initiated or reiterated a Buy on Coca-Cola, reinforcing confidence in the company’s earnings durability and long-term outlook. Coca-Cola (KO) Gets a Buy from Bank of America Securities
• Positive Sentiment: Articles emphasizing Coca-Cola as a dividend-growth blue chip and one of Warren Buffett’s favored holdings support the stock’s appeal as a stable, income-oriented investment. Warren Buffett earns a 20% dividend yield-on-cost with Coca-Cola stock
• Neutral Sentiment: Industry coverage notes that soft-drink companies are still navigating margin and tariff pressures, which could affect the sector but does not point to a Coca-Cola-specific problem. 5 Soft Drinks Stocks to Track Amid Margin & Tariff Pressures
• Neutral Sentiment: Several comparison and “best stock” articles kept Coca-Cola in the spotlight, including bullish long-term income lists and a KO vs. Celsius debate, but these were mostly opinion-driven rather than new fundamentals. Coca-Cola vs. Celsius: Which Consumer Goods Stock Is a Better Buy in 2026?
• Negative Sentiment: One recent article framed Coca-Cola as a potential short candidate because the shares have rallied sharply and now trade near highs, raising valuation concerns despite solid fundamentals. Coca-Cola or Philip Morris: Which Is the Better Short Bet Right Now?

Insider Activity at CocaCola

In other CocaCola news, Chairman James Quincey sold 200,000 shares of the company’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $78.90, for a total transaction of $15,780,000.00. Following the completion of the sale, the chairman directly owned 78,155 shares in the company, valued at $6,166,429.50. This represents a 71.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO John Murphy sold 72,449 shares of the company’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $80.52, for a total transaction of $5,833,593.48. Following the sale, the chief financial officer owned 279,917 shares of the company’s stock, valued at $22,538,916.84. This trade represents a 20.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 786,726 shares of company stock valued at $62,547,977. 0.90% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts have issued reports on KO shares. Jefferies Financial Group upped their price target on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a report on Monday, March 16th. Morgan Stanley set a $88.00 price target on CocaCola in a report on Wednesday, March 11th. Wells Fargo & Company upped their price target on CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a report on Monday, May 18th. Evercore reaffirmed an “outperform” rating and issued a $85.00 price target on shares of CocaCola in a report on Wednesday, February 11th. Finally, Barclays lifted their price objective on shares of CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a research report on Thursday. Fifteen research analysts have rated the stock with a Buy rating, According to data from MarketBeat, CocaCola presently has a consensus rating of “Buy” and an average price target of $86.80.

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.