CocaCola Company (The) $KO Shares Sold by Blair William & Co. IL

Blair William & Co. IL lessened its position in CocaCola Company (The) (NYSE:KO) by 4.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,452,843 shares of the company’s stock after selling 68,820 shares during the period. Blair William & Co. IL’s holdings in CocaCola were worth $101,568,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Vestia Personal Wealth Advisors raised its position in CocaCola by 3.8% in the fourth 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 lifted its holdings in CocaCola by 1.9% in the 4th quarter. Alteri Wealth LLC now owns 7,738 shares of the company’s stock valued at $541,000 after acquiring an additional 141 shares during the last quarter. Apexium Financial LP boosted its position in shares of CocaCola by 1.2% during the 3rd quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock valued at $810,000 after purchasing an additional 142 shares in the last quarter. Lbmc Investment Advisors LLC boosted its position in shares of CocaCola by 0.4% during the 4th quarter. Lbmc Investment Advisors LLC now owns 38,886 shares of the company’s stock valued at $2,718,000 after purchasing an additional 143 shares in the last quarter. Finally, Stockman Wealth Management Inc. grew its stake 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 purchasing an additional 147 shares during the last quarter. Institutional investors own 70.26% of the company’s stock.

Insider Activity

In other news, EVP Nancy Quan sold 31,625 shares of the business’s stock in a transaction on 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 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 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, EVP Jennifer K. Mann sold 100,000 shares of the company’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the sale, the executive vice president directly owned 207,400 shares of the company’s stock, valued at approximately $16,480,004. This represents a 32.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 worth $71,832,315 in the last ninety days. Corporate insiders own 0.90% of the company’s stock.

CocaCola Price Performance

Shares of KO opened at $80.29 on Wednesday. The business’s 50-day moving average is $78.86 and its 200-day moving average is $75.81. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. The company has a market capitalization of $345.44 billion, a price-to-earnings ratio of 25.25, a P/E/G ratio of 3.23 and a beta of 0.35. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $84.04.

CocaCola (NYSE:KO) last posted 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 business had revenue of $12.47 billion during the quarter, compared to analysts’ expectations of $12.24 billion. During the same period last year, the company posted $0.73 earnings per share. 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. Equities research analysts expect 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. Stockholders of record on Monday, June 15th will be issued a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Monday, June 15th. CocaCola’s payout ratio is currently 66.67%.

Analysts Set New Price Targets

Several analysts recently commented on KO shares. JPMorgan Chase & Co. increased their target price on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. Morgan Stanley set a $89.00 price target on shares of CocaCola in a research report on Wednesday, June 10th. Wells Fargo & Company boosted their price target on shares of CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a report on Monday, May 18th. Deutsche Bank Aktiengesellschaft upped their price target on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research report on Monday, March 30th. Finally, Weiss Ratings raised shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Fifteen investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $86.69.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola is being highlighted by analysts and market writers as a defensive staple and a low-beta stock that can help investors navigate inflation and rate volatility, which supports its appeal in uncertain markets. Inflationary Woes Continue Despite End of Iran War: 5 Defensive Picks
• Positive Sentiment: KO is also being featured in dividend-focused articles as a “Dividend King” and a stock near record highs, reinforcing the market’s confidence in its long-term cash generation and income stability. 3 Dividend Kings With Income, Stability, and a Possible Catalyst
• Positive Sentiment: Several pieces frame Coca-Cola as a strong consumer-staples holding versus peers like Keurig Dr Pepper, suggesting investors still view KO as a premium brand with scale and pricing power. Coca-Cola vs. Keurig: Which Beverage Stock Should Investors Choose?
• Positive Sentiment: Recent commentary also points to cost-saving initiatives and operating efficiencies helping offset commodity inflation and support margins, which is constructive for earnings durability. Are Coca-Cola’s Cost-Saving Initiatives Boosting Profitability?
• Neutral Sentiment: Coca-Cola’s Smartwater expansion through PVOLVE studios is a brand-building move that could help visibility, but it looks more like a marketing partnership than a near-term financial catalyst. Coca-Cola Expands Smartwater Reach Through PVOLVE Studios
• Negative Sentiment: Despite the supportive commentary, KO has recently pulled back from its highs, and one market report noted the stock fell as broader market sentiment improved, suggesting investors may be rotating out of defensives. Coca-Cola (KO) Stock Falls Amid Market Uptick: What Investors Need to Know

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.