CocaCola Company (The) $KO Shares Bought by Van Lanschot Kempen Investment Management N.V.

Van Lanschot Kempen Investment Management N.V. grew its position in shares of CocaCola Company (The) (NYSE:KO) by 39.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 419,855 shares of the company’s stock after acquiring an additional 119,585 shares during the quarter. Van Lanschot Kempen Investment Management N.V.’s holdings in CocaCola were worth $29,352,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. Norges Bank bought a new stake in shares of CocaCola during the fourth quarter valued at about $3,865,807,000. Capital World Investors raised its stake in shares of CocaCola by 98.7% during the fourth quarter. Capital World Investors now owns 12,573,527 shares of the company’s stock valued at $879,015,000 after purchasing an additional 6,246,627 shares in the last quarter. Vanguard Group Inc. raised its stake in shares of CocaCola by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock valued at $26,200,276,000 after purchasing an additional 5,886,352 shares in the last quarter. Bank of New York Mellon Corp raised its stake in shares of CocaCola by 23.9% during the fourth quarter. Bank of New York Mellon Corp now owns 28,679,192 shares of the company’s stock valued at $2,004,962,000 after purchasing an additional 5,529,810 shares in the last quarter. Finally, Franklin Resources Inc. raised its stake in shares of CocaCola by 15.1% during the third quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company’s stock valued at $2,592,732,000 after purchasing an additional 5,135,198 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Key CocaCola News

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 Price Performance

Shares of CocaCola stock opened at $82.63 on Friday. 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 company’s 50-day moving average price is $78.70 and its two-hundred day moving average price is $75.68. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $84.04. The stock has a market cap of $355.51 billion, a PE ratio of 25.98, a price-to-earnings-growth ratio of 3.30 and a beta of 0.35.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping the consensus estimate of $0.81 by $0.05. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The firm had revenue of $12.47 billion for the quarter, compared to analysts’ expectations of $12.24 billion. During the same period in the previous year, the business earned $0.73 earnings per share. CocaCola’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. As a group, sell-side analysts anticipate that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be given a $0.53 dividend. The ex-dividend date is Monday, June 15th. This represents a $2.12 annualized dividend and a yield of 2.6%. CocaCola’s payout ratio is 66.67%.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on KO shares. Citigroup lifted their price objective on shares of CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a research note on Monday, May 18th. TD Cowen lifted their price objective on shares of CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Morgan Stanley set a $89.00 price objective on shares of CocaCola in a research note on Wednesday. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research note on Monday, March 30th. Finally, UBS Group lifted their price objective on shares of CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Fifteen analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $86.69.

Insiders Place Their Bets

In other CocaCola 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 sale, the executive vice president directly owned 223,330 shares in the company, valued at approximately $18,074,096.90. The trade was a 12.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, 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 business’s stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the completion of the sale, 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 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. Over the last three months, insiders have sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is owned by corporate insiders.

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.