CocaCola Company (The) $KO Shares Sold by Diversified Trust Co

Key Points

• Diversified Trust Co reduced its Coca-Cola stake by 6.8% in the first quarter, selling 42,141 shares and leaving it with 581,413 shares valued at about $44.2 million.
• Coca-Cola posted strong quarterly results, with EPS of $0.86 topping estimates and revenue of $12.47 billion also beating forecasts; revenue rose 11.4% year over year.
• The company declared a quarterly dividend of $0.53 per share, equal to an annualized $2.12 and a yield of 2.7%, while analysts remain broadly positive with a consensus Moderate Buy rating and an average price target of $86.69.

Diversified Trust Co trimmed its holdings in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 6.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 581,413 shares of the company's stock after selling 42,141 shares during the period. CocaCola comprises 0.8% of Diversified Trust Co's investment portfolio, making the stock its 19th biggest holding. Diversified Trust Co's holdings in CocaCola were worth $44,216,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of KO. Eurizon SLJ Capital Ltd acquired a new stake in shares of CocaCola during the 4th quarter valued at approximately $552,000. Farther Finance Advisors LLC grew its holdings in shares of CocaCola by 38.1% in the 4th quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company's stock worth $7,802,000 after acquiring an additional 30,786 shares during the period. Dynamic Technology Lab Private Ltd grew its holdings in shares of CocaCola by 82.3% in the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company's stock worth $3,296,000 after acquiring an additional 22,444 shares during the period. Capitolis Liquid Global Markets LLC increased its stake in CocaCola by 16.4% in the 3rd quarter. Capitolis Liquid Global Markets LLC now owns 710,000 shares of the company's stock valued at $47,087,000 after purchasing an additional 100,000 shares in the last quarter. Finally, King Luther Capital Management Corp increased its stake in CocaCola by 0.8% in the 4th quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company's stock valued at $269,330,000 after purchasing an additional 31,694 shares in the last quarter. 70.26% of the stock is owned by institutional investors and hedge funds.

CocaCola Trading Up 0.1%

Shares of KO opened at $79.43 on Friday. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $84.04. The stock has a market cap of $341.75 billion, a price-to-earnings ratio of 24.98, a price-to-earnings-growth ratio of 3.17 and a beta of 0.35. The firm has a 50 day simple moving average of $79.03 and a 200-day simple moving average of $75.93.

CocaCola (NYSE:KO - Get Free Report) last posted its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.81 by $0.05. The firm had revenue of $12.47 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities analysts forecast that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be issued a $0.53 dividend. 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 payout ratio is 66.67%.

Analyst Ratings Changes

KO has been the subject of several research reports. JPMorgan Chase & Co. lifted their price objective on CocaCola from $83.00 to $85.00 and gave the stock an "overweight" rating in a report on Wednesday, April 29th. Sanford C. Bernstein started coverage on CocaCola in a report on Thursday, June 11th. They issued a "market perform" rating and a $84.00 target price on the stock. TD Cowen raised their price target on CocaCola from $85.00 to $90.00 and gave the company a "buy" rating in a research report on Wednesday, April 29th. Wells Fargo & Company lifted their price target on CocaCola from $87.00 to $90.00 and gave the stock an "overweight" rating in a research note on Monday, May 18th. Finally, Citigroup boosted their price objective on shares of CocaCola from $90.00 to $91.00 and gave the stock a "buy" rating in a research report on Monday, May 18th. Fifteen research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, CocaCola currently has a consensus rating of "Moderate Buy" and an average price target of $86.69.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts and market commentators continue to view Coca-Cola as a durable long-term holding because of its global brand strength, pricing power, and ability to perform in inflationary conditions.
• Positive Sentiment: Articles focused on KO’s dividend appeal emphasize its 62-year streak of dividend increases, reinforcing its status as an income stock for conservative investors.
• Positive Sentiment: KO was included in a list of non-tech wide-moat stocks for stable returns in the second half of 2026, which may draw more defensive capital into the shares.
• Neutral Sentiment: One piece compared Coca-Cola’s year-to-date performance with other consumer staples peers, suggesting investors are evaluating KO mainly as part of a broader sector rotation rather than on company-specific news.
• Neutral Sentiment: Seeking Alpha commentary noted some technical caution even while remaining constructive on the business, implying valuation and chart factors may limit immediate upside.
• Neutral Sentiment: Most of the coverage was opinion and analysis rather than a major earnings or operational announcement, so the stock’s move today appears tied more to sentiment around defensiveness and dividends than fresh fundamentals.

Insider Transactions 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 value of $2,559,411.25. Following the completion of the transaction, the executive vice president owned 223,330 shares of the company's stock, valued at approximately $18,074,096.90. The trade was a 12.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 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 company's stock in a transaction dated 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 transaction, the chairman owned 122,833 shares in the company, valued at approximately $9,842,608.29. This trade represents a 78.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 a total of 899,905 shares of company stock valued at $71,832,315 over the last three months. 0.90% of the stock is currently owned by insiders.

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.

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