Americana Partners LLC Raises Stock Holdings in CocaCola Company (The) $KO

Key Points

• Americana Partners LLC boosted its Coca-Cola stake by 26% in the fourth quarter, ending with 110,372 shares worth about $7.7 million.
• Institutional ownership remains strong, with hedge funds and other investors holding about 70.26% of Coca-Cola’s stock, though several insiders have recently sold shares.
• Coca-Cola continues to show solid fundamentals: it beat Q1 earnings and revenue estimates, raised its dividend to $0.53 per share quarterly, and analysts maintain a generally bullish outlook with an average price target of $86.80.

Americana Partners LLC increased its stake in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 26.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 110,372 shares of the company's stock after purchasing an additional 22,758 shares during the quarter. Americana Partners LLC's holdings in CocaCola were worth $7,716,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Brighton Jones LLC grew its holdings in CocaCola by 13.3% during the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company's stock worth $2,433,000 after acquiring an additional 4,591 shares during the period. Revolve Wealth Partners LLC lifted its position in shares of CocaCola by 3.4% in 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 position in shares of CocaCola in the first quarter valued at approximately $210,000. Jump Financial LLC lifted its position in shares of 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. lifted its position in shares of 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. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, CFO John Murphy sold 99,437 shares of the stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $80.42, for a total value of $7,996,723.54. Following the transaction, the chief financial officer directly owned 410,550 shares of the company's stock, valued at approximately $33,016,431. This trade represents a 19.50% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Bruno Pietracci sold 28,765 shares of the firm's stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total value of $2,284,228.65. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 786,726 shares of company stock worth $62,547,977. Corporate insiders own 0.90% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts have commented on KO shares. Deutsche Bank Aktiengesellschaft lifted their target price on CocaCola from $83.00 to $86.00 and gave the company a "buy" rating in a research report on Monday, March 30th. Weiss Ratings raised CocaCola from a "buy (b)" rating to a "buy (b+)" rating in a research note on Monday, May 4th. Wells Fargo & Company upped their price objective on CocaCola from $87.00 to $90.00 and gave the stock an "overweight" rating in a research report on Monday, May 18th. Truist Financial set a $85.00 price objective on CocaCola in a research report on Wednesday, February 11th. Finally, Evercore reissued an "outperform" rating and issued a $85.00 target price on shares of CocaCola in a report on Wednesday, February 11th. Fifteen investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, CocaCola presently has an average rating of "Buy" and an average price target of $86.80.

CocaCola Price Performance

Shares of NYSE:KO opened at $81.56 on Friday. CocaCola Company has a one year low of $65.35 and a one year high of $82.66. The stock has a market cap of $350.90 billion, a PE ratio of 25.65, a price-to-earnings-growth ratio of 3.24 and a beta of 0.35. The business's fifty day moving average price is $77.41 and its two-hundred day moving average price is $74.65. 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 (NYSE:KO - Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, topping 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 company had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. During the same quarter in the prior year, the company posted $0.73 EPS. The business'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, analysts forecast that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be given 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 Monday, June 15th. CocaCola's dividend payout ratio (DPR) is 66.67%.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Bank of America Securities initiated or reiterated a Buy on Coca-Cola, reinforcing confidence in the company’s earnings durability and long-term outlook. Coca-Cola (KO) Gets a Buy from Bank of America Securities
• Positive Sentiment: Articles emphasizing Coca-Cola as a dividend-growth blue chip and one of Warren Buffett’s favored holdings support the stock’s appeal as a stable, income-oriented investment. Warren Buffett earns a 20% dividend yield-on-cost with Coca-Cola stock
• Neutral Sentiment: Industry coverage notes that soft-drink companies are still navigating margin and tariff pressures, which could affect the sector but does not point to a Coca-Cola-specific problem. 5 Soft Drinks Stocks to Track Amid Margin & Tariff Pressures
• Neutral Sentiment: Several comparison and “best stock” articles kept Coca-Cola in the spotlight, including bullish long-term income lists and a KO vs. Celsius debate, but these were mostly opinion-driven rather than new fundamentals. Coca-Cola vs. Celsius: Which Consumer Goods Stock Is a Better Buy in 2026?
• Negative Sentiment: One recent article framed Coca-Cola as a potential short candidate because the shares have rallied sharply and now trade near highs, raising valuation concerns despite solid fundamentals. Coca-Cola or Philip Morris: Which Is the Better Short Bet Right Now?

CocaCola Company 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.

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