24,809 Shares in CocaCola Company (The) $KO Bought by PKO Investment Management Joint Stock Co

Key Points

• PKO Investment Management opened a new position of 24,809 shares in Coca‑Cola (KO) in Q4, worth about $1.73 million.
• Q1 results beat expectations (EPS $0.86 vs $0.81; revenue $12.47B vs $12.24B), prompting multiple price‑target upgrades and a MarketBeat consensus rating of "Buy" with a $86.27 target.
• The company declared a quarterly dividend of $0.53 per share (annualized $2.12, ~2.7% yield). Insiders have also been net sellers recently, offloading 892,925 shares (~$70.3M) in the past 90 days.

PKO Investment Management Joint Stock Co acquired a new stake in shares of CocaCola Company (The) (NYSE:KO - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 24,809 shares of the company's stock, valued at approximately $1,734,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Vanguard Group Inc. raised its position in shares of CocaCola by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company's stock valued at $26,200,276,000 after buying an additional 5,886,352 shares in the last quarter. Franklin Resources Inc. lifted its holdings in shares of CocaCola by 15.1% in the 3rd quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company's stock valued at $2,592,732,000 after acquiring an additional 5,135,198 shares during the last quarter. Danske Bank A S purchased a new position in CocaCola in the third quarter worth about $226,443,000. PFA Pension Forsikringsaktieselskab bought a new stake in CocaCola during the fourth quarter worth approximately $179,167,000. Finally, Danica Pension Livsforsikringsaktieselskab bought a new stake in CocaCola during the third quarter worth approximately $161,130,000. 70.26% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on KO. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of CocaCola in a research note on Thursday, January 22nd. JPMorgan Chase & Co. boosted their target price on CocaCola from $83.00 to $85.00 and gave the company an "overweight" rating in a research report on Wednesday. Citigroup increased their price target on CocaCola from $87.00 to $90.00 and gave the company a "buy" rating in a report on Wednesday. Royal Bank Of Canada set a $87.00 price target on CocaCola in a research report on Wednesday, February 11th. Finally, TD Cowen boosted their price objective on shares of CocaCola from $85.00 to $90.00 and gave the company a "buy" rating in a research report on Wednesday. Fifteen investment analysts have rated the stock with a Buy rating, According to MarketBeat, CocaCola has a consensus rating of "Buy" and a consensus price target of $86.27.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Q1 results beat expectations: Coca‑Cola reported stronger-than-expected Q1 revenue and EPS (double‑digit top‑line growth) that drove positive sentiment around durable growth and near-term guidance. Is Coca‑Cola a Buy, Hold, or Sell After Its Q1 2026 Earnings Report?
• Positive Sentiment: Dividend increase/quarterly dividend declared: KO declared a quarterly dividend (record June 15; payable July 1), reinforcing its dividend‑king status and supporting income investor demand.
• Positive Sentiment: Analysts are raising targets and ratings after earnings: Several firms have lifted price targets and reiterated/raised ratings following the Q1 beat, signaling analyst confidence in growth momentum. Example coverage of these upgrades is here. Morgan Stanley raises Coca‑Cola stock price target after earnings
• Positive Sentiment: Additional shop‑window coverage and buy recommendations: TD Cowen, JPMorgan and Barclays commentary mentioned in recent coverage has been constructive (higher targets / buy or overweight stances), which can help sustain buying interest. Is The Coca‑Cola Company (KO) One of the Best Large Cap Dividend Growth Stocks to Invest in?
• Neutral Sentiment: Shareowners re‑elected the board and rejected several ESG proposals at the annual meeting — the outcome supports current management strategy but leaves ESG activists disappointed; it’s governance news that may matter to some institutional holders. Coca‑Cola Shareowners Back Board, Reject ESG Proposals
• Negative Sentiment: Some analysts are cautious: Goldman Sachs has a Hold on KO, which could cap near‑term upside and weigh on momentum despite the broader wave of upgrades. Coca‑Cola (KO) Gets a Hold from Goldman Sachs

CocaCola Stock Performance

CocaCola stock opened at $78.62 on Friday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.25 and a current ratio of 1.36. The company has a market capitalization of $338.40 billion, a PE ratio of 24.72, a P/E/G ratio of 3.19 and a beta of 0.35. The company has a 50 day moving average price of $77.12 and a 200-day moving average price of $73.57. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $82.00.

CocaCola (NYSE:KO - Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.81 by $0.05. The company had revenue of $12.47 billion for the quarter, compared to analysts' expectations of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.CocaCola's revenue was up 11.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, equities analysts forecast that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Dividend Announcement

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

Insider Activity

In other CocaCola news, CFO John Murphy sold 99,437 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $80.42, for a total transaction of $7,996,723.54. Following the transaction, the chief financial officer directly owned 410,550 shares in the company, valued at $33,016,431. This represents a 19.50% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Nancy Quan sold 23,556 shares of the firm's stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the transaction, the executive vice president directly owned 223,330 shares in the company, valued at $17,754,735. This trade represents a 9.54% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 892,925 shares of company stock valued at $70,254,796. Company insiders own 0.90% of the company's stock.

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.

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