Rockefeller Capital Management L.P. Boosts Holdings in CocaCola Company (The) $KO

Rockefeller Capital Management L.P. increased its stake in shares of CocaCola Company (The) (NYSE:KO) by 33.9% in the fourth quarter, Holdings Channel.com reports. The fund owned 2,887,604 shares of the company’s stock after purchasing an additional 731,041 shares during the period. Rockefeller Capital Management L.P.’s holdings in CocaCola were worth $201,873,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Anfield Capital Management LLC boosted its position in shares of CocaCola by 438.8% during the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after acquiring an additional 294 shares during the last quarter. Headlands Technologies LLC bought a new stake in CocaCola in the second quarter worth $26,000. Evolution Wealth Management Inc. increased its position in CocaCola by 1,081.8% in the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after purchasing an additional 357 shares during the last quarter. Daytona Street Capital LLC purchased a new stake in CocaCola during the fourth quarter valued at $29,000. Finally, Ankerstar Wealth LLC purchased a new stake in CocaCola during the fourth quarter valued at $30,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola Stock Up 0.1%

Shares of NYSE:KO opened at $79.43 on Friday. The firm has a market capitalization of $341.75 billion, a PE ratio of 24.98, a price-to-earnings-growth ratio of 3.17 and a beta of 0.35. The business has a 50 day simple moving average of $79.03 and a two-hundred day simple moving average of $75.93. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $84.04. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15.

CocaCola (NYSE:KO) last issued its quarterly earnings results 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 return on equity of 40.55% and a net margin of 27.80%.The firm had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. During the same period in the prior year, the business posted $0.73 earnings per share. The company’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. On average, equities analysts predict that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be given a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s dividend payout ratio is 66.67%.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on KO. 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. Weiss Ratings upgraded shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, May 4th. Deutsche Bank Aktiengesellschaft increased their price target on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a report on Monday, March 30th. Wells Fargo & Company lifted their price target on CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a research report on Monday, May 18th. Finally, Barclays boosted their price objective on CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a research note on Thursday, May 21st. Fifteen analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $86.69.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts and market commentators continue to view Coca-Cola as a durable long-term holding because of its global brand strength, pricing power, and ability to perform in inflationary conditions.
• Positive Sentiment: Articles focused on KO’s dividend appeal emphasize its 62-year streak of dividend increases, reinforcing its status as an income stock for conservative investors.
• Positive Sentiment: KO was included in a list of non-tech wide-moat stocks for stable returns in the second half of 2026, which may draw more defensive capital into the shares.
• Neutral Sentiment: One piece compared Coca-Cola’s year-to-date performance with other consumer staples peers, suggesting investors are evaluating KO mainly as part of a broader sector rotation rather than on company-specific news.
• Neutral Sentiment: Seeking Alpha commentary noted some technical caution even while remaining constructive on the business, implying valuation and chart factors may limit immediate upside.
• Neutral Sentiment: Most of the coverage was opinion and analysis rather than a major earnings or operational announcement, so the stock’s move today appears tied more to sentiment around defensiveness and dividends than fresh fundamentals.

Insiders Place Their Bets

In other CocaCola news, Chairman James Quincey sold 436,296 shares of the stock in a transaction on 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 owned 122,833 shares in the company, valued at $9,842,608.29. This trade represents a 78.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 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. Also, EVP Nancy Quan sold 31,625 shares of the business’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 899,905 shares of company stock worth $71,832,315 over the last quarter. Company insiders own 0.90% of the company’s stock.

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.