CocaCola Company (The) $KO Shares Bought by Captrust Financial Advisors

Captrust Financial Advisors grew its stake in shares of CocaCola Company (The) (NYSE:KO) by 2.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,558,129 shares of the company’s stock after purchasing an additional 32,234 shares during the quarter. Captrust Financial Advisors’ holdings in CocaCola were worth $108,929,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in KO. Eurizon SLJ Capital Ltd bought a new position in shares of CocaCola during the fourth quarter worth about $552,000. Farther Finance Advisors LLC increased its holdings in shares of CocaCola by 38.1% in the 4th quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock worth $7,802,000 after acquiring an additional 30,786 shares during the period. Dynamic Technology Lab Private Ltd lifted its position in CocaCola by 82.3% in the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company’s stock valued at $3,296,000 after purchasing an additional 22,444 shares during the last quarter. Capitolis Liquid Global Markets LLC lifted its position in CocaCola by 16.4% in the 3rd quarter. Capitolis Liquid Global Markets LLC now owns 710,000 shares of the company’s stock valued at $47,087,000 after purchasing an additional 100,000 shares during the last quarter. Finally, King Luther Capital Management Corp boosted its stake in CocaCola by 0.8% during the 4th quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock valued at $269,330,000 after purchasing an additional 31,694 shares during the period. Institutional investors own 70.26% of the company’s stock.

Insider Buying and Selling at CocaCola

In other news, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction on Friday, May 15th. The stock was 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 in the company, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 100,000 shares of the business’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $79.46, for a total value of $7,946,000.00. Following the completion of the sale, the executive vice president directly owned 207,400 shares in the company, valued at $16,480,004. This represents a 32.53% decrease in their position. The disclosure for this sale is available in the SEC filing. 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. In the last ninety days, insiders sold 899,905 shares of company stock valued at $71,832,315. 0.90% of the stock is owned by corporate insiders.

CocaCola Stock Down 0.8%

CocaCola stock opened at $80.29 on Wednesday. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $84.04. The stock has a market cap of $345.44 billion, a price-to-earnings ratio of 25.25, a PEG ratio of 3.23 and a beta of 0.35. The company’s 50-day moving average price is $78.86 and its two-hundred day moving average price is $75.81. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09.

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 analysts’ consensus estimates of $0.81 by $0.05. The company had revenue of $12.47 billion during the quarter, compared to analyst estimates of $12.24 billion. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The business’s revenue for the quarter was up 11.4% compared to the same quarter last year. During the same period in the prior year, the business posted $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, analysts expect that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Dividend Announcement

The company also recently announced 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 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date is Monday, June 15th. CocaCola’s dividend payout ratio is 66.67%.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola is being highlighted by analysts and market writers as a defensive staple and a low-beta stock that can help investors navigate inflation and rate volatility, which supports its appeal in uncertain markets. Inflationary Woes Continue Despite End of Iran War: 5 Defensive Picks
• Positive Sentiment: KO is also being featured in dividend-focused articles as a “Dividend King” and a stock near record highs, reinforcing the market’s confidence in its long-term cash generation and income stability. 3 Dividend Kings With Income, Stability, and a Possible Catalyst
• Positive Sentiment: Several pieces frame Coca-Cola as a strong consumer-staples holding versus peers like Keurig Dr Pepper, suggesting investors still view KO as a premium brand with scale and pricing power. Coca-Cola vs. Keurig: Which Beverage Stock Should Investors Choose?
• Positive Sentiment: Recent commentary also points to cost-saving initiatives and operating efficiencies helping offset commodity inflation and support margins, which is constructive for earnings durability. Are Coca-Cola’s Cost-Saving Initiatives Boosting Profitability?
• Neutral Sentiment: Coca-Cola’s Smartwater expansion through PVOLVE studios is a brand-building move that could help visibility, but it looks more like a marketing partnership than a near-term financial catalyst. Coca-Cola Expands Smartwater Reach Through PVOLVE Studios
• Negative Sentiment: Despite the supportive commentary, KO has recently pulled back from its highs, and one market report noted the stock fell as broader market sentiment improved, suggesting investors may be rotating out of defensives. Coca-Cola (KO) Stock Falls Amid Market Uptick: What Investors Need to Know

Wall Street Analyst Weigh In

Several equities research analysts have commented on the stock. Weiss Ratings upgraded shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Citigroup boosted their price objective on CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a research report on Monday, May 18th. Wells Fargo & Company increased their price objective on CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a report on Monday, May 18th. UBS Group raised their target price on CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Finally, JPMorgan Chase & Co. lifted their target price on CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. Fifteen investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $86.69.

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.