Composition Wealth LLC Boosts Holdings in CocaCola Company (The) $KO

Composition Wealth LLC boosted its position in CocaCola Company (The) (NYSE:KO) by 65.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 181,154 shares of the company’s stock after purchasing an additional 71,474 shares during the quarter. Composition Wealth LLC’s holdings in CocaCola were worth $12,664,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of KO. Vanguard Group Inc. increased its holdings in shares of CocaCola by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock worth $26,200,276,000 after buying an additional 5,886,352 shares during the last quarter. Franklin Resources Inc. increased its holdings in shares of CocaCola by 15.1% in the 3rd quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company’s stock worth $2,592,732,000 after buying an additional 5,135,198 shares during the last quarter. Danske Bank A S bought a new position in shares of CocaCola in the 3rd quarter worth $226,443,000. PFA Pension Forsikringsaktieselskab bought a new position in shares of CocaCola in the 4th quarter worth $179,167,000. Finally, Danica Pension Livsforsikringsaktieselskab bought a new position in shares of CocaCola in the 3rd quarter worth $161,130,000. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently commented on KO. JPMorgan Chase & Co. increased their price target on shares of CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a report on Wednesday. UBS Group increased their price target on shares of CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a report on Wednesday. Weiss Ratings reissued a “buy (b-)” rating on shares of CocaCola in a report on Thursday, January 22nd. Wells Fargo & Company increased their price target on shares of CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a report on Monday, February 9th. Finally, TD Cowen increased their target price on shares of CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a report on Wednesday. Fifteen research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $86.27.

Insiders Place Their Bets

In other CocaCola news, EVP Monica Howard Douglas sold 23,880 shares of the firm’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $77.37, for a total value of $1,847,595.60. Following the sale, the executive vice president owned 17,725 shares of the company’s stock, valued at $1,371,383.25. This trade represents a 57.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Nancy Quan sold 23,556 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was 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 directly owned 223,330 shares in the company, valued at approximately $17,754,735. This trade represents a 9.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 892,925 shares of company stock worth $70,254,796. 0.90% of the stock is currently owned by insiders.

CocaCola Price Performance

KO stock opened at $78.62 on Friday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.25 and a current ratio of 1.36. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.00. The firm’s fifty day moving average is $77.12 and its 200 day moving average is $73.52. The firm has a market cap of $338.40 billion, a P/E ratio of 24.72, a P/E/G ratio of 3.19 and a beta of 0.35.

CocaCola (NYSE:KO) last released its earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, beating 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 company had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. During the same quarter last year, the firm earned $0.73 EPS. The firm’s quarterly 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. Research analysts predict that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Investors 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 2.7%. CocaCola’s dividend payout ratio (DPR) is currently 66.67%.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Q1 results beat expectations: Coca‑Cola reported stronger-than-expected Q1 revenue and EPS (double‑digit top‑line growth) that drove positive sentiment around durable growth and near-term guidance. Is Coca‑Cola a Buy, Hold, or Sell After Its Q1 2026 Earnings Report?
• Positive Sentiment: Dividend increase/quarterly dividend declared: KO declared a quarterly dividend (record June 15; payable July 1), reinforcing its dividend‑king status and supporting income investor demand.
• Positive Sentiment: Analysts are raising targets and ratings after earnings: Several firms have lifted price targets and reiterated/raised ratings following the Q1 beat, signaling analyst confidence in growth momentum. Example coverage of these upgrades is here. Morgan Stanley raises Coca‑Cola stock price target after earnings
• Positive Sentiment: Additional shop‑window coverage and buy recommendations: TD Cowen, JPMorgan and Barclays commentary mentioned in recent coverage has been constructive (higher targets / buy or overweight stances), which can help sustain buying interest. Is The Coca‑Cola Company (KO) One of the Best Large Cap Dividend Growth Stocks to Invest in?
• Neutral Sentiment: Shareowners re‑elected the board and rejected several ESG proposals at the annual meeting — the outcome supports current management strategy but leaves ESG activists disappointed; it’s governance news that may matter to some institutional holders. Coca‑Cola Shareowners Back Board, Reject ESG Proposals
• Negative Sentiment: Some analysts are cautious: Goldman Sachs has a Hold on KO, which could cap near‑term upside and weigh on momentum despite the broader wave of upgrades. Coca‑Cola (KO) Gets a Hold from Goldman Sachs

CocaCola 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.