CocaCola Company (The) $KO Stock Holdings Boosted by Axxcess Wealth Management LLC

Key Points

• Axxcess Wealth Management increased its Coca-Cola stake by 29.2% in the fourth quarter, and several other institutional investors also added to or initiated positions in KO. Institutional ownership remains high at 70.26%.
• Coca-Cola posted solid quarterly results, with EPS of $0.86 topping estimates and revenue of $12.47 billion above expectations. The company also raised its FY2026 guidance and continues to benefit from strong margins, pricing power, and dividend appeal.
• Analysts remain broadly positive, with 15 Buy ratings and an average price target of $86.69, though some caution that the stock’s valuation limits near-term upside. Recent insider selling by senior executives has also drawn attention, though the sales were largely tied to tax withholding and pre-arranged plans.

Axxcess Wealth Management LLC grew its position in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 29.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 173,484 shares of the company's stock after purchasing an additional 39,160 shares during the quarter. Axxcess Wealth Management LLC's holdings in CocaCola were worth $12,128,000 as of its most recent filing with the SEC.

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

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola remains a favorite among dividend and blue-chip investors, with multiple recent articles highlighting its durable business model, strong free-cash-flow generation, and long track record of dividend growth. Several analysts and commentary pieces also describe KO as a solid long-term holding despite market volatility.
• Positive Sentiment: One Seeking Alpha piece argued that Coca-Cola still has upside, pointing to Q1 2026 double-digit revenue growth, margin expansion, pricing power, and valuation targets above current levels. Another noted the company’s strong Q1 results, including 10% organic revenue growth and 18% EPS growth, along with continued market share gains.
• Positive Sentiment: KO is also getting attention from stock screeners and analyst-focused articles that list it among attractive blue-chip or “must-own” dividend names, which can support sentiment for a defensive consumer-staples stock.
• Neutral Sentiment: News that Coca-Cola is exploring a potential IPO for its India bottling arm is being watched as a strategic refranchising move. Investors may see this as a way to streamline operations and unlock value, but details are still limited and the impact is uncertain.
• Negative Sentiment: Some recent commentary is more cautious on valuation, arguing that KO’s share price already reflects much of its quality and that the dividend yield has become less compelling at current levels. Technical caution was also mentioned in one article, suggesting limited near-term upside after the stock’s strong run.

Insider Buying and Selling

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the firm's stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $80.93, for a total value 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 approximately $18,074,096.90. This trade represents a 12.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, 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 436,296 shares of the firm's stock in a transaction that occurred on Friday, June 5th. The shares were 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 directly owned 122,833 shares of the company's stock, valued at $9,842,608.29. This trade represents a 78.03% decrease in their position. 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 have sold a total of 899,905 shares of company stock valued at $71,832,315 over the last ninety days. 0.90% of the stock is owned by corporate insiders.

CocaCola Stock Down 0.6%

Shares of CocaCola stock opened at $79.43 on Friday. The firm has a market cap of $341.75 billion, a price-to-earnings ratio of 24.98, a PEG ratio of 3.19 and a beta of 0.35. The stock's 50-day moving average is $78.98 and its 200 day moving average is $75.91. 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 one year low of $65.35 and a one year high of $84.04.

CocaCola (NYSE:KO - Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, beating the consensus estimate 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%.The company's revenue was up 11.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities research analysts anticipate 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. Investors of record on Monday, June 15th will be paid a dividend of $0.53 per share. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 annualized dividend and a yield of 2.7%. CocaCola's dividend payout ratio is currently 66.67%.

Wall Street Analysts Forecast Growth

KO has been the subject of a number of research reports. Sanford C. Bernstein began coverage on shares of CocaCola in a report on Thursday, June 11th. They issued a "market perform" rating and a $84.00 price objective for the company. Barclays boosted their target price on shares of CocaCola from $85.00 to $89.00 and gave the stock an "overweight" rating in a report on Thursday, May 21st. TD Cowen upped their price target on shares of CocaCola from $85.00 to $90.00 and gave the company a "buy" rating in a research report on Wednesday, April 29th. Weiss Ratings raised shares of CocaCola from a "buy (b)" rating to a "buy (b+)" rating in a research note on Monday, May 4th. Finally, Citigroup lifted their price target on shares of CocaCola from $90.00 to $91.00 and gave the stock a "buy" rating in a report on Monday, May 18th. Fifteen analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, CocaCola has an average rating of "Moderate Buy" and a consensus target price of $86.69.

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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