S Bank Fund Management Ltd Grows Stock Position in CocaCola Company (The) $KO

Key Points

• S Bank Fund Management Ltd increased its Coca‑Cola stake by 150% in Q4 to 90,000 shares (about $6.29M), joining several other institutions that boosted positions as institutional investors now own 70.26% of KO.
• Significant insider selling occurred recently: CEO James Quincey sold 250,688 shares (a 47.4% drop in his holding) and EVP Nancy Quan sold 23,556 shares, with insiders selling 555,101 shares worth $44.2M in the last 90 days.
• Operational and market outlook: Coca‑Cola beat Q1 estimates (EPS $0.86 vs $0.81; revenue $12.47B), set FY2026 guidance of $3.240–3.270 EPS, declared a $0.53 quarterly dividend (2.7% yield), and carries a consensus analyst "Buy" rating with a ~$86.27 target.

S Bank Fund Management Ltd increased its holdings in CocaCola Company (The) (NYSE:KO - Free Report) by 150.0% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 90,000 shares of the company's stock after acquiring an additional 54,000 shares during the period. S Bank Fund Management Ltd's holdings in CocaCola were worth $6,292,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Farther Finance Advisors LLC grew its position 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 worth $7,802,000 after acquiring an additional 30,786 shares during the last quarter. Dynamic Technology Lab Private Ltd raised its position in CocaCola by 82.3% in the 3rd 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 during the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its stake in CocaCola by 2.9% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company's stock worth $136,086,000 after purchasing an additional 57,407 shares during the period. Nicola Wealth Management LTD. boosted its stake in CocaCola by 42.3% during the 3rd quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company's stock worth $12,269,000 after purchasing an additional 55,000 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. grew its position in CocaCola by 1.9% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 10,408,798 shares of the company's stock worth $690,311,000 after purchasing an additional 198,886 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company's stock.

Insider Activity

In other news, EVP Nancy Quan sold 23,556 shares of the business's stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the completion of the sale, the executive vice president owned 223,330 shares in the company, valued at approximately $17,754,735. The trade was a 9.54% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO James Quincey sold 250,688 shares of the business's stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.14, for a total transaction of $19,839,448.32. Following the sale, the chief executive officer owned 278,155 shares of the company's stock, valued at approximately $22,013,186.70. This represents a 47.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 555,101 shares of company stock valued at $44,208,566 in the last ninety days. 0.90% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts have recently commented on KO shares. Deutsche Bank Aktiengesellschaft upped their target price on shares of CocaCola from $83.00 to $86.00 and gave the company a "buy" rating in a report on Monday, March 30th. Weiss Ratings upgraded CocaCola from a "buy (b)" rating to a "buy (b+)" rating in a research report on Monday. Evercore reaffirmed an "outperform" rating and set a $85.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. JPMorgan Chase & Co. increased their price objective on CocaCola from $83.00 to $85.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 29th. Finally, Morgan Stanley set a $88.00 target price on CocaCola in a research note on Wednesday, March 11th. Fifteen equities research analysts have rated the stock with a Buy rating, According to MarketBeat.com, CocaCola has an average rating of "Buy" and a consensus target price of $86.27.

CocaCola Stock Up 0.5%

Shares of NYSE KO opened at $78.55 on Wednesday. The firm's 50-day moving average is $77.10 and its two-hundred day moving average is $73.69. The company has a market capitalization of $337.96 billion, a PE ratio of 24.70, a price-to-earnings-growth ratio of 3.12 and a beta of 0.35. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $82.00. 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 posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 EPS 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 business had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. During the same quarter last year, the company earned $0.73 earnings per share. 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. Equities analysts anticipate that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Dividend Announcement

The business also recently declared 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. 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 66.67%.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Q1 outperformance and dividend stability reinforce the investment case — coverage notes Coca‑Cola’s stronger-than-expected Q1 results and steady dividend policy, which help justify investor demand and income-oriented positioning. Is Coca‑Cola’s Strong Q1 2026 Beat and Dividend Steadiness Altering The Investment Case For Coca‑Cola (KO)?
• Positive Sentiment: Innovation pipeline seen lifting revenues — new SKUs (Cherry Float, Zero Zero, POWERADE Power Water) are cited as contributors to recent top-line momentum; execution and pricing will determine sustainability. Coca‑Cola's Innovation Pipeline: Is it Enough to Drive Demand?
• Neutral Sentiment: Analyst Q&A highlights points investors should monitor — the earnings call produced several insightful analyst questions around growth drivers, margins and execution that could guide near-term expectations. 5 insightful analyst questions from Coca‑Cola’s Q1 earnings call
• Neutral Sentiment: Coca‑Cola Femsa (KOF) Q1 call shows mixed regional performance — bottler commentary points to Mexico as a drag, which can transmit to KO’s Latin America exposure but is more of a regional bottler risk than a corporate earnings surprise. Coca‑Cola Femsa Q1 Call: Growth, Margins, Mexico Drag
• Negative Sentiment: Valuation premium raises entry concerns — analyses argue KO trades at a premium vs. fair-value estimates, which could cap upside if growth or margin beats fade. Coca‑Cola Trades at Valuation Premium: Overvalued or Apt for Entry?
• Negative Sentiment: Competitive gap to PepsiCo highlighted — coverage comparing PEP vs KO suggests PepsiCo may be pulling ahead on certain execution and efficiency fronts, a risk for KO’s relative performance. PepsiCo vs Coca‑Cola: A Decade‑Long Fight for Dominance
• Negative Sentiment: Conflicting fair-value checks — recent writeups flag differing valuation conclusions after recent share moves, adding short-term volatility risk as investors reconcile models. Coca‑Cola (KO) Valuation Check After Recent Share Price Moves And Conflicting Fair Value Estimates

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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