Infusive Asset Management Inc. Decreases Stock Holdings in CocaCola Company (The) $KO

Infusive Asset Management Inc. reduced its position in shares of CocaCola Company (The) (NYSE:KO) by 27.3% in the first quarter, HoldingsChannel reports. The institutional investor owned 96,519 shares of the company’s stock after selling 36,316 shares during the quarter. CocaCola makes up approximately 3.6% of Infusive Asset Management Inc.’s holdings, making the stock its 12th biggest holding. Infusive Asset Management Inc.’s holdings in CocaCola were worth $7,340,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC grew its position in shares of CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after buying an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings 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 purchased a new stake in CocaCola in the first quarter worth $210,000. Jump Financial LLC boosted 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. boosted its holdings in CocaCola by 548.2% in the second quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock valued at $75,000 after acquiring an additional 899 shares in the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Trending Headlines about CocaCola

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 Analyst Weigh In

KO has been the subject of several research reports. Morgan Stanley set a $89.00 price objective on shares of CocaCola in a report on Wednesday, June 10th. Barclays lifted their target price on shares of CocaCola from $89.00 to $91.00 and gave the company an “overweight” rating in a research note on Tuesday. Sanford C. Bernstein set a $83.00 price target on shares of CocaCola in a research report on Thursday, July 9th. UBS Group increased their price target on shares of CocaCola from $92.00 to $98.00 and gave the stock a “buy” rating in a research note on Thursday, July 16th. Finally, 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. Fourteen 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 has a consensus rating of “Moderate Buy” and a consensus price target of $89.33.

Insider Buying and Selling

In other news, Chairman James Quincey sold 436,296 shares of CocaCola 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 transaction, the chairman directly owned 122,833 shares in the company, valued at approximately $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 Securities & Exchange Commission, which is accessible 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 business’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total value of $2,000,505.44. Following the completion of the sale, the executive vice president directly owned 157,400 shares in the company, valued at approximately $13,128,734. This represents a 13.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 899,905 shares of company stock valued at $71,832,315 over the last quarter. Corporate insiders own 0.90% of the company’s stock.

CocaCola Price Performance

KO opened at $81.11 on Friday. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09. The company has a market cap of $348.97 billion, a price-to-earnings ratio of 25.51, a price-to-earnings-growth ratio of 3.33 and a beta of 0.34. The stock has a fifty day simple moving average of $81.41 and a two-hundred day simple moving average of $78.02. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $85.68.

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

CocaCola Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 15th will be paid a dividend of $0.53 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $2.12 annualized dividend and a yield of 2.6%. CocaCola’s payout ratio is presently 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.