Claris Financial LLC Acquires New Position in CocaCola Company (The) $KO

Claris Financial LLC acquired a new stake in shares of CocaCola Company (The) (NYSE:KO) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 21,311 shares of the company’s stock, valued at approximately $1,490,000. CocaCola makes up 0.8% of Claris Financial LLC’s investment portfolio, making the stock its 25th biggest holding.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Anfield Capital Management LLC lifted its position in CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after acquiring an additional 294 shares in the last quarter. Headlands Technologies LLC purchased a new position in shares of CocaCola in the second quarter worth $26,000. Evolution Wealth Management Inc. raised its stake in shares of CocaCola by 1,081.8% in the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after purchasing an additional 357 shares during the last quarter. Daytona Street Capital LLC bought a new position in shares of CocaCola during the fourth quarter valued at $29,000. Finally, Ankerstar Wealth LLC bought a new position in shares of CocaCola during the fourth quarter valued at $30,000. Institutional investors own 70.26% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently commented on KO. Citigroup lifted their price objective on CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a report on Monday, May 18th. Morgan Stanley set a $89.00 target price on shares of CocaCola in a research note on Wednesday, June 10th. Deutsche Bank Aktiengesellschaft raised their price target 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 shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. Fifteen analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, CocaCola presently has a consensus rating of “Moderate Buy” and an average target price of $86.69.

CocaCola Stock Down 0.6%

CocaCola stock opened at $79.43 on Friday. CocaCola Company has a one year low of $65.35 and a one year high of $84.04. The stock has a fifty day moving average of $78.98 and a 200 day moving average of $75.91. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. The stock has a market cap of $341.75 billion, a PE ratio of 24.98, a price-to-earnings-growth ratio of 3.19 and a beta of 0.35.

CocaCola (NYSE:KO) last announced its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.81 by $0.05. The business had revenue of $12.47 billion for the quarter, compared to analysts’ expectations of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The business’s revenue for the quarter was up 11.4% on a year-over-year basis. During the same period last year, the firm posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, sell-side analysts predict that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be issued a $0.53 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. CocaCola’s dividend payout ratio (DPR) is presently 66.67%.

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 Activity at CocaCola

In other CocaCola news, Chairman James Quincey sold 436,296 shares of the 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 transaction, the chairman directly 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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. Also, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction on 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 owned 223,330 shares in the company, valued at $18,074,096.90. This represents a 12.40% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is owned by company insiders.

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.