Counterweight Ventures LLC Takes Position in CocaCola Company (The) $KO

Counterweight Ventures LLC acquired a new position in CocaCola Company (The) (NYSE:KO) in the first quarter, Holdings Channel.com reports. The fund acquired 22,974 shares of the company’s stock, valued at approximately $1,747,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in KO. Norges Bank purchased a new stake in CocaCola in the fourth quarter valued at about $3,865,807,000. Cardano Risk Management B.V. grew its stake in shares of CocaCola by 867.2% during the fourth quarter. Cardano Risk Management B.V. now owns 14,432,190 shares of the company’s stock worth $1,008,954,000 after acquiring an additional 12,939,959 shares during the last quarter. Marshall Wace LLP grew its stake in shares of CocaCola by 1,206.9% during the fourth quarter. Marshall Wace LLP now owns 10,641,007 shares of the company’s stock worth $743,913,000 after acquiring an additional 9,826,768 shares during the last quarter. Bank of America Corp DE increased its holdings in shares of CocaCola by 29.2% during the fourth quarter. Bank of America Corp DE now owns 40,182,323 shares of the company’s stock valued at $2,809,146,000 after acquiring an additional 9,078,447 shares in the last quarter. Finally, Capital World Investors increased its holdings in shares of CocaCola by 98.7% during the fourth quarter. Capital World Investors now owns 12,573,527 shares of the company’s stock valued at $879,015,000 after acquiring an additional 6,246,627 shares in the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at CocaCola

In other CocaCola news, EVP Jennifer K. Mann sold 23,984 shares of the company’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $83.41, for a total value of $2,000,505.44. Following the sale, the executive vice president directly owned 157,400 shares of the company’s stock, valued at approximately $13,128,734. This represents a 13.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman James Quincey sold 436,296 shares of the 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 sale, 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. 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 three months, insiders have sold 899,905 shares of company stock valued at $71,832,315. 0.90% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of analysts recently commented on KO shares. TD Cowen lifted their target price on shares of CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Citigroup upped their price target on shares of CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a research note on Monday, May 18th. Barclays raised 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, May 21st. JPMorgan Chase & Co. lifted their price objective on shares of CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Finally, Jefferies Financial Group boosted their price objective on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a report on Monday, March 16th. Fifteen research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $86.88.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: 24/7 Wall St. says Coca-Cola’s fourth straight earnings beat, strong momentum, and defensive positioning could support a move toward a new high, with an implied upside target of $91.13. Price Prediction: Coca-Cola’s Fourth Consecutive Earnings Beat Sets Up a Run Toward a New High
• Positive Sentiment: Zacks noted KO hit a 52-week high as resilient demand, market share gains, and strong execution continue to fuel momentum. Coca-Cola Stock Hits 52-Week High: Time to Buy or Wait for Now?
• Positive Sentiment: Several outlets pointed to Coca-Cola as a favored blue-chip and dividend stock, reinforcing investor interest in its earnings strength and income profile. Dow Records Best 1H Performance Since 2021: 5 Top Picks for 2H 2026
• Neutral Sentiment: Some coverage focused on whether analysts’ bullish ratings and dividend appeal make KO a good long-term holding, but these pieces did not add fresh company-specific catalysts. Coca-Cola (KO) Is Considered a Good Investment by Brokers: Is That True?
• Neutral Sentiment: Articles about dividend investing and whether to buy before earnings mainly reiterated Coca-Cola’s steady growth and income characteristics rather than introducing new news. Should Dividend Stock Investors Buy Coca-Cola Stock Before Earnings?

CocaCola Price Performance

Shares of NYSE:KO opened at $83.93 on Friday. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $84.14. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09. The company has a market cap of $361.11 billion, a PE ratio of 26.39, a price-to-earnings-growth ratio of 3.36 and a beta of 0.34. The company’s 50 day moving average is $80.18 and its 200 day moving average is $76.72.

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

CocaCola Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 1st. Investors of record on Monday, June 15th were given a dividend of $0.53 per share. The ex-dividend date was Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.5%. CocaCola’s payout ratio is currently 66.67%.

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.