Van Diest Capital LLC Makes New $543,000 Investment in CocaCola Company (The) $KO

Van Diest Capital LLC purchased a new stake in shares of CocaCola Company (The) (NYSE:KO) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 7,761 shares of the company’s stock, valued at approximately $543,000. CocaCola accounts for about 0.8% of Van Diest Capital LLC’s investment portfolio, making the stock its 28th biggest holding.

Other institutional investors also recently modified their holdings of the company. Compound Planning Inc. lifted its stake in shares of CocaCola by 35.2% in the fourth quarter. Compound Planning Inc. now owns 61,783 shares of the company’s stock worth $4,319,000 after buying an additional 16,086 shares during the last quarter. Claris Financial LLC acquired a new position in CocaCola in the 4th quarter valued at $1,490,000. TMB Capital Partners LLC bought a new position in CocaCola in the 4th quarter worth $770,000. Invesco Ltd. raised its holdings in CocaCola by 6.7% in the 4th quarter. Invesco Ltd. now owns 28,520,214 shares of the company’s stock worth $1,993,848,000 after acquiring an additional 1,798,371 shares during the period. Finally, Evansbrook LLC bought a new position in CocaCola in the 4th quarter worth $327,000. Institutional investors own 70.26% of the company’s stock.

CocaCola Stock Performance

NYSE:KO opened at $79.43 on Friday. The firm’s 50-day moving average is $78.98 and its 200-day moving average is $75.91. The company has a market cap of $341.75 billion, a price-to-earnings ratio of 24.98, a PEG ratio of 3.19 and a beta of 0.35. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $84.04.

CocaCola (NYSE:KO) last released its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, topping 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 the consensus estimate of $12.24 billion. During the same period last year, the business earned $0.73 earnings per share. The firm’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 research analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Dividend Announcement

The company also recently disclosed 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 2.7%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s dividend payout ratio (DPR) is presently 66.67%.

Key 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

In other CocaCola news, EVP Jennifer K. Mann sold 23,984 shares of CocaCola stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $83.41, for a total transaction of $2,000,505.44. Following the sale, the executive vice president owned 157,400 shares in the company, valued at $13,128,734. The trade was a 13.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman James Quincey sold 436,296 shares of the business’s stock in a transaction on Friday, June 5th. The shares were 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 directly owned 122,833 shares in the company, valued at $9,842,608.29. This trade represents a 78.03% decrease in their position. 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. Over the last ninety days, insiders have sold 899,905 shares of company stock worth $71,832,315. Company insiders own 0.90% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on KO. Weiss Ratings upgraded shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. JPMorgan Chase & Co. lifted their price objective on CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft boosted their price objective on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research report on Monday, March 30th. Sanford C. Bernstein initiated coverage on CocaCola in a research note on Thursday, June 11th. They set a “market perform” rating and a $84.00 target price for the company. Finally, Citigroup raised their target price on CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a report on Monday, May 18th. Fifteen investment 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, the company presently has a consensus rating of “Moderate Buy” and an average price target of $86.69.

CocaCola 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.