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13,304 Shares in CocaCola Company (The) $KO Bought by PBU The Pension Fund of Early Childhood & Youth Educators

CocaCola logo with Consumer Staples background
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Key Points

  • PBU The Pension Fund of Early Childhood & Youth Educators bought 13,304 shares of Coca-Cola in the fourth quarter, worth about $930,000.
  • Coca-Cola reported a strong latest quarter, with EPS of $0.86 versus $0.81 expected and revenue of $12.47 billion, up 11.4% year over year.
  • The company also announced a quarterly dividend of $0.53 per share, implying an annualized yield of about 2.7%, while analysts remain broadly bullish with an average target price of $86.80.
  • MarketBeat previews top five stocks to own in July.

PBU The Pension Fund of Early Childhood & Youth Educators purchased a new position in shares of CocaCola Company (The) (NYSE:KO - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 13,304 shares of the company's stock, valued at approximately $930,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in KO. Brighton Jones LLC increased its stake in CocaCola by 13.3% during 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 period. Revolve Wealth Partners LLC increased its stake in CocaCola by 3.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company's stock worth $548,000 after buying an additional 293 shares during the period. Dynamic Technology Lab Private Ltd purchased a new stake in CocaCola during the 1st quarter worth $210,000. Jump Financial LLC increased its position in shares of CocaCola by 450.5% in the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company's stock worth $2,800,000 after purchasing an additional 32,392 shares during the last quarter. Finally, Osterweis Capital Management Inc. increased its position 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 worth $75,000 after purchasing an additional 899 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company's stock.

CocaCola Price Performance

KO opened at $79.63 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. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $82.66. The company has a 50-day moving average of $78.09 and a 200-day moving average of $75.32. The company has a market capitalization of $342.59 billion, a P/E ratio of 25.04, a PEG ratio of 3.18 and a beta of 0.35.

CocaCola (NYSE:KO - Get Free Report) last announced its quarterly earnings data 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 net margin of 27.80% and a return on equity of 40.55%. The business had revenue of $12.47 billion during the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter in the prior year, the firm earned $0.73 EPS. The company'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. Equities analysts expect that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be given a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola's dividend payout ratio is currently 66.67%.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

  • Positive Sentiment: Investors are rotating into defensive, dividend-paying stocks like Coca-Cola as market volatility increases, which is supporting demand for KO shares. Article Title
  • Positive Sentiment: Coca-Cola’s updated 2026 framework calls for 8%–9% comparable EPS growth and about $12.2 billion in free cash flow, reinforcing confidence in earnings and cash generation. Article Title
  • Positive Sentiment: Recent analyst upgrades and higher price targets from firms including Barclays, JPMorgan, Wells Fargo, and Citi are helping support the shares. Article Title

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. TD Cowen boosted their target price on shares of CocaCola from $85.00 to $90.00 and gave the stock a "buy" rating in a research report on Wednesday, April 29th. UBS Group boosted their target price on shares of CocaCola from $90.00 to $92.00 and gave the stock a "buy" rating in a research report on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft boosted their target price on shares of CocaCola from $83.00 to $86.00 and gave the stock a "buy" rating in a research report on Monday, March 30th. Barclays boosted their target price on shares of CocaCola from $85.00 to $89.00 and gave the stock an "overweight" rating in a research report on Thursday, May 21st. Finally, JPMorgan Chase & Co. boosted their target price on shares of CocaCola from $83.00 to $85.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 29th. Fifteen research analysts have rated the stock with a Buy rating, According to data from MarketBeat, CocaCola has an average rating of "Buy" and an average target price of $86.80.

View Our Latest Research Report on KO

Insider Activity at CocaCola

In related news, EVP Nancy Quan sold 31,625 shares of the business'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 completion of the sale, the executive vice president owned 223,330 shares of the company's stock, valued at $18,074,096.90. This represents a 12.40% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 200,000 shares of the business's stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $78.90, for a total transaction of $15,780,000.00. Following the sale, the chairman directly owned 78,155 shares of the company's stock, valued at approximately $6,166,429.50. This represents a 71.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 255,505 shares of company stock valued at $20,187,007 in the last quarter. Insiders own 0.90% of the company's stock.

CocaCola Company Profile

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding KO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CocaCola Company (The) (NYSE:KO - Free Report).

Institutional Ownership by Quarter for CocaCola (NYSE:KO)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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