CocaCola Company (The) $KO Shares Purchased by Union Bancaire Privee UBP SA

Union Bancaire Privee UBP SA grew its stake in shares of CocaCola Company (The) (NYSE:KO) by 2.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 515,428 shares of the company’s stock after acquiring an additional 9,899 shares during the quarter. CocaCola comprises about 0.7% of Union Bancaire Privee UBP SA’s holdings, making the stock its 28th largest position. Union Bancaire Privee UBP SA’s holdings in CocaCola were worth $39,198,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently made changes to their positions in KO. Brighton Jones LLC raised its holdings in CocaCola by 13.3% in the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after buying an additional 4,591 shares during the period. Revolve Wealth Partners LLC grew its stake in shares of CocaCola by 3.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after acquiring an additional 293 shares in the last quarter. Dynamic Technology Lab Private Ltd acquired a new stake in CocaCola during the 1st quarter valued at approximately $210,000. Jump Financial LLC raised its holdings in CocaCola by 450.5% in the second quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock valued at $2,800,000 after acquiring an additional 32,392 shares in the last quarter. Finally, Osterweis Capital Management Inc. raised its stake in shares of CocaCola by 548.2% in the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock valued at $75,000 after purchasing an additional 899 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Insider Transactions at CocaCola

In other CocaCola news, Chairman James Quincey sold 436,296 shares of the firm’s stock in a transaction on Friday, June 5th. The shares were 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 trade represents a 78.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 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 company’s stock in a transaction dated 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 transaction, 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 position. 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. Over the last quarter, insiders have sold 899,905 shares of company stock worth $71,832,315. Insiders own 0.90% of the company’s stock.

CocaCola Trading Up 2.7%

Shares of NYSE:KO opened at $82.63 on Friday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. The stock’s 50-day moving average is $79.44 and its 200-day moving average is $76.28. The company has a market cap of $355.51 billion, a P/E ratio of 25.98, a P/E/G ratio of 3.21 and a beta of 0.35. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $84.04.

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

CocaCola Announces Dividend

The business also recently disclosed 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. The ex-dividend date 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%.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: 24/7 Wall St. issued a bullish view on KO, calling it a quality compounder with a price target of $90.07, implying about 12% upside and recommending the stock as a buy. Coca Cola Price Prediction: The Case for 12% Upside
• Positive Sentiment: Zacks highlighted Coca-Cola as one of four defensive stocks to own as inflation rises, reinforcing KO’s appeal as a stable consumer staples name in a more uncertain macro environment. Buy 4 Defensive Stocks as Inflation Hits Highest Level in 3 Years
• Positive Sentiment: Growth rankings also looked supportive, with an article noting Monster Beverage and Coca-Cola leading S&P 500 consumer staples stocks by growth grades, which may help sentiment around KO’s fundamental profile. Monster Beverage, Coca-Cola lead S&P 500 consumer staples stocks by growth grades
• Neutral Sentiment: The company announced a leadership transition in its North America operating unit, with Jennifer Mann stepping down and CFO John Murphy taking over temporarily. This is operationally important, but the market impact is likely limited unless it signals broader strategic changes. The Coca-Cola Company Announces Leadership Transition for North America Operating Unit
• Neutral Sentiment: Investors are also watching the company’s long-running $20 billion IRS tax dispute, which has reached a promising stage in court but still represents a potential overhang on long-term cash flow and taxes. Coca-Cola’s longstanding $20B tax case is off to a promising start in the courtroom
• Negative Sentiment: Recent analysis questioning whether the current share price is justified after a roughly 19% one-year decline could temper enthusiasm, even though the stock remains viewed by some as attractively valued. Coca-Cola (KO) Stock After 19% Year Loss Is The Current Price Justified?

Analysts Set New Price Targets

Several research analysts have recently commented on KO shares. Piper Sandler reaffirmed an “overweight” rating on shares of CocaCola in a report on Friday. Weiss Ratings raised shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Citigroup increased their price target on CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a research note on Monday, May 18th. Jefferies Financial Group lifted their price objective on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research note on Monday, March 16th. Finally, Deutsche Bank Aktiengesellschaft increased their price target on CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research report on Monday, March 30th. Fifteen analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, CocaCola has a consensus rating of “Moderate Buy” and an average target price of $86.88.

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.