Focus Partners Wealth Purchases 216,823 Shares of CocaCola Company (The) $KO

Key Points

• Focus Partners Wealth increased its Coca-Cola stake by 18.5% in the fourth quarter, buying 216,823 additional shares and bringing its total holdings to 1,388,324 shares valued at about $96.9 million.
• Coca-Cola continues to get positive Wall Street support, with multiple analysts raising price targets and 15 analysts rating the stock a Buy versus one Hold, for a consensus Moderate Buy rating.
• The company also reported solid fundamentals, including a Q1 earnings beat, revenue above expectations, and a quarterly dividend of $0.53 per share, yielding about 2.6% annually.

Focus Partners Wealth raised its position in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 18.5% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,388,324 shares of the company's stock after purchasing an additional 216,823 shares during the period. Focus Partners Wealth's holdings in CocaCola were worth $96,904,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Vestia Personal Wealth Advisors raised its position in shares of CocaCola by 3.8% in the 4th quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company's stock worth $275,000 after acquiring an additional 140 shares in the last quarter. Alteri Wealth LLC raised its position in shares of CocaCola by 1.9% in the 4th quarter. Alteri Wealth LLC now owns 7,738 shares of the company's stock worth $541,000 after acquiring an additional 141 shares in the last quarter. Apexium Financial LP raised its position in shares of CocaCola by 1.2% in the 3rd quarter. Apexium Financial LP now owns 12,154 shares of the company's stock worth $810,000 after acquiring an additional 142 shares in the last quarter. Lbmc Investment Advisors LLC raised its position in shares of CocaCola by 0.4% in the 4th quarter. Lbmc Investment Advisors LLC now owns 38,886 shares of the company's stock worth $2,718,000 after acquiring an additional 143 shares in the last quarter. Finally, Stockman Wealth Management Inc. raised its position in shares of CocaCola by 1.7% in the 4th quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company's stock worth $622,000 after acquiring an additional 147 shares in the last quarter. 70.26% of the stock is owned by institutional investors.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: RBC Capital reiterated its buy view on Coca-Cola, reinforcing Wall Street’s generally favorable stance on KO and supporting the stock’s recent strength.
• Positive Sentiment: Several reports highlighted Coca-Cola as a potential beneficiary of the 2026 FIFA World Cup, with expectations that beverage volume and consumer spending could rise during the tournament.
• Positive Sentiment: Market commentary also pointed to strong Q1 results, including an earnings and revenue beat, solid organic growth, and volume gains, which continue to underpin the bullish investment case. Coca-Cola’s Q1 Results Prove It's a Good Buy to Hold and Hold
• Positive Sentiment: Investor interest remains supported by Coca-Cola’s reliable dividend and defensive profile, which continue to attract income-focused buyers.
• Neutral Sentiment: EVP Jennifer K. Mann disclosed a stock sale, but it was conducted under a pre-arranged 10b5-1 plan and tied to equity-award tax withholding, making it less of a concern than discretionary insider selling.

CocaCola Trading Up 0.0%

Shares of NYSE:KO opened at $82.63 on Monday. The business's 50-day moving average is $78.70 and its 200 day moving average is $75.70. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $84.04. The firm has a market capitalization of $355.51 billion, a P/E ratio of 25.98, a P/E/G ratio of 3.30 and a beta of 0.35. 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 (NYSE:KO - Get Free Report) last announced its 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. 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 period in the prior year, the company posted $0.73 EPS. The firm's quarterly revenue 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, research analysts predict that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The firm 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 dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola's dividend payout ratio is currently 66.67%.

Wall Street Analyst Weigh In

Several research firms have recently commented on KO. Deutsche Bank Aktiengesellschaft boosted their price target on CocaCola from $83.00 to $86.00 and gave the stock a "buy" rating in a research report on Monday, March 30th. JPMorgan Chase & Co. boosted their price target on CocaCola from $83.00 to $85.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 29th. Citigroup boosted their price target on CocaCola from $90.00 to $91.00 and gave the stock a "buy" rating in a research report on Monday, May 18th. Sanford C. Bernstein began coverage on CocaCola in a research report on Thursday. They issued a "market perform" rating and a $84.00 price target for the company. Finally, Weiss Ratings raised CocaCola from a "buy (b)" rating to a "buy (b+)" rating in a research report on Monday, May 4th. Fifteen analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $86.69.

Insider Activity at CocaCola

In related news, EVP Nancy Quan sold 31,625 shares of the company's stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the transaction, the executive vice president directly owned 223,330 shares of the company's stock, valued at $18,074,096.90. This represents a 12.40% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 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 dated 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 transaction, the chairman directly owned 122,833 shares in the company, valued at $9,842,608.29. This 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 have sold 899,905 shares of company stock valued at $71,832,315 in the last ninety days. Corporate insiders own 0.90% of the company's stock.

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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