CocaCola Company (The) $KO Shares Sold by Nicola Wealth Management LTD.

Nicola Wealth Management LTD. lowered its holdings in CocaCola Company (The) (NYSE:KO) by 8.1% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 170,000 shares of the company’s stock after selling 15,000 shares during the period. Nicola Wealth Management LTD.’s holdings in CocaCola were worth $11,885,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Anfield Capital Management LLC grew its holdings in shares of CocaCola by 438.8% in the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after purchasing an additional 294 shares in the last quarter. Headlands Technologies LLC acquired a new position in shares of CocaCola in the second quarter valued at approximately $26,000. Cloud Capital Management LLC acquired a new position in shares of CocaCola in the third quarter valued at approximately $27,000. Daytona Street Capital LLC acquired a new position in shares of CocaCola in the fourth quarter valued at approximately $29,000. Finally, Redmont Wealth Advisors LLC acquired a new position in shares of CocaCola in the third quarter valued at approximately $30,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola News Roundup

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, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president 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. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO James Quincey sold 250,688 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.14, for a total value of $19,839,448.32. Following the transaction, the chief executive officer directly owned 278,155 shares in the company, valued at approximately $22,013,186.70. The trade was a 47.40% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 786,726 shares of company stock valued at $62,547,977. Corporate insiders own 0.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the stock. Morgan Stanley set a $88.00 price objective on shares of CocaCola in a report on Wednesday, March 11th. Evercore reiterated an “outperform” rating and set a $85.00 price target on shares of CocaCola in a report on Wednesday, February 11th. Barclays boosted their price target on shares of CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a report on Thursday. Royal Bank Of Canada set a $87.00 price target on shares of CocaCola in a report on Wednesday, February 11th. Finally, Weiss Ratings upgraded shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Fifteen research analysts have rated the stock with a Buy rating, According to MarketBeat.com, CocaCola presently has an average rating of “Buy” and an average target price of $86.80.

CocaCola Trading Up 0.1%

NYSE KO opened at $81.56 on Monday. The stock has a market capitalization of $350.90 billion, a PE ratio of 25.65, a price-to-earnings-growth ratio of 3.26 and a beta of 0.35. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.66. The firm has a 50 day moving average of $77.41 and a two-hundred day moving average of $74.70.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, topping the consensus estimate of $0.81 by $0.05. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The business had revenue of $12.47 billion during the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter in the previous year, the firm earned $0.73 EPS. The company’s revenue was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, research analysts expect that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Dividend Announcement

The company also recently disclosed 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 dividend yield of 2.6%. CocaCola’s dividend payout ratio (DPR) is presently 66.67%.

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.