Dickmeyer Boyce Financial Management Inc. Acquires New Holdings in CocaCola Company (The) $KO

Dickmeyer Boyce Financial Management Inc. bought a new stake in shares of CocaCola Company (The) (NYSE:KO) in the 1st quarter, according to its most recent 13F filing with the SEC. The firm bought 7,923 shares of the company’s stock, valued at approximately $603,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in KO. Anfield Capital Management LLC grew its holdings in shares of CocaCola by 438.8% during the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after buying an additional 294 shares in the last quarter. Louisbourg Investments Inc. acquired a new position in shares of CocaCola in the first quarter valued at approximately $25,000. Headlands Technologies LLC purchased a new position in shares of CocaCola during the second quarter valued at approximately $26,000. Evolution Wealth Management Inc. lifted its stake in shares of CocaCola by 1,081.8% during the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after buying an additional 357 shares during the period. Finally, Daytona Street Capital LLC acquired a new stake in CocaCola during the fourth quarter worth approximately $29,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts and market commentary remain constructive heading into Coca-Cola’s upcoming Q2 earnings report, pointing to expected revenue growth, pricing strength, and margin expansion despite some volume pressure. Coca-Cola Q2 Earnings: Should You Buy the Stock Ahead of the Release?
• Positive Sentiment: Coca-Cola’s latest earnings already beat Wall Street estimates, reinforcing the company’s reputation for steady cash generation and dividend reliability, which continues to attract income-focused investors. Should You Buy Coca-Cola Stock Before July 28?
• Positive Sentiment: Investor interest in KO remains supported by its dividend appeal, with commentary noting the stock’s popularity among large funds and even appearing in President Donald Trump’s financial disclosures as a favored dividend holding. Coca-Cola (KO): President Donald Trump’s Favorite Dividend Stock Pick
• Neutral Sentiment: Several articles focus on how Coca-Cola’s brand refresh and AI-driven marketing overhaul could improve efficiency and support premium positioning over time, but this is more of a long-term strategic angle than an immediate stock catalyst. Coca-Cola (KO) AI Brand Overhaul Puts Valuation Back In Focus
• Neutral Sentiment: Broader dividend-stock comparisons and ETF commentary featuring KO are informational, but unlikely to materially affect near-term trading. This Dividend ETF Choice Could Shape Your Income Strategy Through 2026 (KO)
• Negative Sentiment: One report flagged KO as declining more than the broader market, suggesting some investor profit-taking or caution ahead of earnings and after a strong run. Coca-Cola (KO) Declines More Than Market: Some Information for Investors
• Negative Sentiment: A recent hack claim targeting Coca-Cola’s Fairlife unit adds a small reputational and operational overhang, though the direct financial impact appears limited so far. Well-known hacking group claims responsibility for attack on Coca-Cola’s Fairlife
• Negative Sentiment: One bearish piece argued investors could find better income opportunities elsewhere, highlighting lower valuations and higher yields in alternative dividend stocks. You Can Do Better Than Coca-Cola Stock. Buy This High-Yield Dividend Stock Instead.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on KO shares. Sanford C. Bernstein set a $83.00 price target on CocaCola in a research note on Thursday, July 9th. Bank of America lifted their price objective on CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a research report on Friday, July 10th. UBS Group upped their target price on CocaCola from $92.00 to $98.00 and gave the company a “buy” rating in a research note on Thursday, July 16th. Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, May 4th. Finally, Barclays raised their price target on CocaCola from $89.00 to $91.00 and gave the stock an “overweight” rating in a research note on Tuesday. Fourteen research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $89.33.

Insider Transactions at CocaCola

In related news, Chairman James Quincey sold 436,296 shares of the stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the completion of the sale, the chairman owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. This represents a 78.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through 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 Jennifer K. Mann sold 23,984 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $83.41, for a total transaction of $2,000,505.44. Following the completion of the transaction, the executive vice president owned 157,400 shares in the company, valued at $13,128,734. The trade was a 13.22% 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. In the last quarter, insiders sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is currently owned by company insiders.

CocaCola Trading Down 1.3%

KO stock opened at $81.11 on Friday. The company has a market cap of $348.97 billion, a price-to-earnings ratio of 25.51, a PEG ratio of 3.33 and a beta of 0.34. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09. The business has a fifty day simple moving average of $81.41 and a 200-day simple moving average of $78.02. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $85.68.

CocaCola (NYSE:KO) last issued its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $12.24 billion. During the same quarter last year, the firm earned $0.73 earnings per share. The firm’s revenue for the quarter was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, equities research analysts expect that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 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 Tuesday, September 15th. CocaCola’s payout ratio is currently 66.67%.

About CocaCola

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.