Capital Analysts LLC Trims Stake in CocaCola Company (The) $KO

Key Points

• Capital Analysts LLC reduced its Coca-Cola stake by 28.1% in the fourth quarter, selling 18,054 shares and leaving it with 46,108 shares valued at about $3.22 million.
• Coca-Cola posted solid Q1 results, beating earnings and revenue estimates with EPS of $0.86 on $12.47 billion in revenue, while organic growth and volume gains continued to support the stock’s bullish outlook.
• The company also announced a quarterly dividend of $0.53 per share, and analysts remain upbeat overall with 15 Buy ratings and a consensus price target of $86.87.

Capital Analysts LLC trimmed its holdings in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 28.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 46,108 shares of the company's stock after selling 18,054 shares during the quarter. Capital Analysts LLC's holdings in CocaCola were worth $3,223,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Anfield Capital Management LLC lifted its stake in CocaCola by 438.8% during the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company's stock worth $25,000 after purchasing an additional 294 shares during the last quarter. Headlands Technologies LLC bought a new stake in CocaCola during the second quarter worth about $26,000. Evolution Wealth Management Inc. lifted its stake in CocaCola by 1,081.8% during the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company's stock worth $27,000 after purchasing an additional 357 shares during the last quarter. Daytona Street Capital LLC bought a new stake in CocaCola during the fourth quarter worth about $29,000. Finally, Elevated Capital Advisors LLC bought a new stake in CocaCola during the fourth quarter worth about $30,000. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Bank of America highlighted Coca-Cola as a stock to watch as the 2026 World Cup begins, saying beverage volumes could rise during the tournament and boost demand for KO. The World Cup Is Here: Analyst Names One Beverage Stock To Watch
• Positive Sentiment: Investor interest also showed up in unusually heavy call-option buying, suggesting some traders are positioning for more upside in KO.
• Positive Sentiment: Recent coverage continues to point to Coca-Cola’s solid fundamentals, including Q1 results that beat estimates and showed strong organic revenue growth and volume gains, supporting the bullish case for the stock. Coca-Cola’s Q1 Results Prove It's a Good Buy to Hold and Hold
• Positive Sentiment: The company’s reliable dividend profile remains a draw for income investors, with Coca-Cola continuing to be viewed as a long-term dividend compounder. 1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years
• Neutral Sentiment: Chairman James Quincey and EVP Jennifer K. Mann disclosed stock sales, but both were pre-arranged 10b5-1 transactions tied to tax withholding on equity awards, so the insider activity is less concerning than discretionary selling.

Insider Activity

In other CocaCola news, EVP Jennifer K. Mann sold 100,000 shares of the company's stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the completion of the transaction, the executive vice president owned 207,400 shares of the company's stock, valued at $16,480,004. This represents a 32.53% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at 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, Chairman James Quincey sold 436,296 shares of the stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $80.13, for a total value 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. This trade represents a 78.03% decrease in their position. The SEC filing for this sale provides additional information. 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. In the last quarter, insiders sold 875,921 shares of company stock valued at $69,831,810. Insiders own 0.90% of the company's stock.

Analysts Set New Price Targets

Several equities research analysts have issued reports on KO shares. Jefferies Financial Group lifted their price target on CocaCola from $87.00 to $90.00 and gave the stock a "buy" rating in a research note on Monday, March 16th. Citigroup lifted their price target on CocaCola from $90.00 to $91.00 and gave the stock a "buy" rating in a research note on Monday, May 18th. Royal Bank Of Canada set a $87.00 price target on CocaCola in a research note on Wednesday, February 11th. Weiss Ratings raised CocaCola from a "buy (b)" rating to a "buy (b+)" rating in a research note on Monday, May 4th. Finally, Truist Financial set a $85.00 target price on CocaCola in a research note on Wednesday, February 11th. Fifteen equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company has a consensus rating of "Buy" and a consensus price target of $86.87.

CocaCola Trading Up 2.8%

NYSE KO opened at $83.60 on Thursday. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $83.85. 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 stock has a 50-day moving average of $78.44 and a 200-day moving average of $75.57. The firm has a market cap of $359.67 billion, a PE ratio of 26.29, a price-to-earnings-growth ratio of 3.25 and a beta of 0.35.

CocaCola (NYSE:KO - Get Free Report) last released its earnings results 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 return on equity of 40.55% and a net margin of 27.80%.The company had revenue of $12.47 billion during the quarter, compared to analyst estimates of $12.24 billion. During the same quarter in the previous year, the company posted $0.73 EPS. CocaCola's revenue for the quarter was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, sell-side analysts forecast that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be paid a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola's payout ratio is 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.

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