Adell Harriman & Carpenter Inc. Increases Stake in CocaCola Company (The) $KO

Posted by Linda Flegge on May 20th, 2026

Adell Harriman & Carpenter Inc. boosted its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 8.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 146,647 shares of the company’s stock after buying an additional 11,965 shares during the quarter. Adell Harriman & Carpenter Inc.’s holdings in CocaCola were worth $10,252,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Anfield Capital Management LLC grew its position 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 during the period. Headlands Technologies LLC acquired a new position in shares of CocaCola during the 2nd quarter worth about $26,000. Cloud Capital Management LLC purchased a new position in CocaCola in the 3rd quarter valued at about $27,000. Daytona Street Capital LLC acquired a new stake in CocaCola in the 4th quarter worth about $29,000. Finally, Redmont Wealth Advisors LLC acquired a new stake in CocaCola in the 3rd quarter worth about $30,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola Stock Performance

NYSE:KO opened at $81.90 on Wednesday. The company’s 50-day moving average is $77.19 and its two-hundred day moving average is $74.43. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $82.66. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. The firm has a market capitalization of $352.36 billion, a price-to-earnings ratio of 25.75, a PEG ratio of 3.24 and a beta of 0.35.

CocaCola (NYSE:KO – Get Free Report) last announced its quarterly earnings results 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 business had revenue of $12.47 billion during the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter last year, the firm earned $0.73 EPS. The business’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. Analysts forecast that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be paid a $0.53 dividend. This represents a $2.12 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s dividend payout ratio is 66.67%.

Analysts Set New Price Targets

A number of analysts have recently issued reports on KO shares. Jefferies Financial Group lifted their price target on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research note on Monday, March 16th. TD Cowen raised their price objective on CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Weiss Ratings raised shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Morgan Stanley set a $88.00 target price on shares of CocaCola in a report on Wednesday, March 11th. Finally, Barclays increased their target price on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Fifteen analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $86.53.

Check Out Our Latest Report on CocaCola

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

Positive Sentiment: Citigroup and Wells Fargo both raised their price targets on Coca-Cola and kept bullish ratings, signaling continued confidence in the company’s earnings visibility, pricing power, and defensive appeal. CocaCola (NYSE:KO) Price Target Raised to $90.00 at Wells Fargo & Company
Positive Sentiment: Analysts highlighted Coca-Cola’s strong Q1 performance, including double-digit organic growth and margin expansion, reinforcing the view that the company can keep delivering steady results even in a tougher market. Coca-Cola: Quality Still Deserves A Premium Valuation
Positive Sentiment: Wells Fargo remained positive on KO, and Citi said the upcoming 2026 FIFA World Cup could lift beverage volumes, adding a possible catalyst for summer demand. Citi Raises Coca-Cola Price Target to $91: World Cup Could Pour Volumes Higher
Neutral Sentiment: Coca-Cola launched Fresca Hard, expanding into flavored malt beverages and broadening its ready-to-drink portfolio; the move could support long-term growth, but its near-term financial impact is still unclear. Coca-Cola’s Fresca Hard Launch And What It Could Mean For KO Investors
Neutral Sentiment: EVP Nancy Quan sold shares, but the filing says the transaction was to cover tax withholding tied to equity award vesting, which makes it less concerning than a discretionary insider sale. SEC Form 4 filing
Negative Sentiment: Some commentary noted that Coca-Cola’s international growth brings volatility risks from FX, conflict, and commodity inflation, which could pressure margins if those headwinds intensify. Coca-Cola’s International Growth: Key Driver or Volatility Risk?

Insiders Place Their Bets

In related news, CEO James Quincey sold 250,688 shares of the business’s 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 sale, 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Bruno Pietracci sold 28,765 shares of the stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total transaction of $2,284,228.65. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 786,726 shares of company stock worth $62,547,977. Corporate insiders own 0.90% of the company’s stock.

CocaCola Company Profile

(Free Report)

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.