CocaCola Company (The) $KO Shares Bought by Liberty One Investment Management LLC

Liberty One Investment Management LLC raised its holdings in CocaCola Company (The) (NYSE:KO) by 12.3% during the 1st quarter, Holdings Channel reports. The firm owned 396,359 shares of the company’s stock after purchasing an additional 43,546 shares during the quarter. CocaCola comprises 3.1% of Liberty One Investment Management LLC’s investment portfolio, making the stock its 6th biggest holding. Liberty One Investment Management LLC’s holdings in CocaCola were worth $30,143,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of KO. Anfield Capital Management LLC lifted its stake in CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after buying an additional 294 shares in the last quarter. Louisbourg Investments Inc. purchased a new position in CocaCola during the first quarter worth $25,000. Headlands Technologies LLC purchased a new position in CocaCola during the second quarter worth $26,000. Evolution Wealth Management Inc. raised its holdings in shares of 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 acquiring an additional 357 shares during the last quarter. Finally, Daytona Street Capital LLC acquired a new position in shares of CocaCola in the fourth quarter worth $29,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at CocaCola

In related news, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $80.93, for a total value of $2,559,411.25. Following the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 436,296 shares of the business’s 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. The trade was a 78.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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. Insiders sold 899,905 shares of company stock worth $71,832,315 in the last 90 days. 0.90% of the stock is owned by company insiders.

CocaCola News Roundup

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.

Analyst Upgrades and Downgrades

KO has been the topic of several recent research reports. JPMorgan Chase & Co. upped their price objective on CocaCola from $85.00 to $90.00 and gave the company an “overweight” rating in a research report on Friday, July 10th. Piper Sandler reiterated an “overweight” rating on shares of CocaCola in a research report on Friday, June 26th. Weiss Ratings raised shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Deutsche Bank Aktiengesellschaft upped their target price on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a report on Monday, March 30th. Finally, Bank of America raised their price target on shares of CocaCola from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Fourteen equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $89.33.

CocaCola Trading Down 1.3%

Shares of CocaCola stock opened at $81.11 on Friday. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $85.68. The business’s fifty day moving average is $81.41 and its two-hundred day moving average is $78.02. 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 firm has a market cap of $348.97 billion, a PE ratio of 25.51, a P/E/G ratio of 3.33 and a beta of 0.34.

CocaCola (NYSE:KO) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, beating analysts’ consensus estimates of $0.81 by $0.05. The business 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 business’s revenue for the quarter was up 11.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be issued a $0.53 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $2.12 annualized dividend and a yield of 2.6%. CocaCola’s payout ratio is 66.67%.

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.