Lee Johnson Capital Management LLC Buys Shares of 7,727 CocaCola Company (The) $KO

Lee Johnson Capital Management LLC bought a new position in CocaCola Company (The) (NYSE:KO) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 7,727 shares of the company’s stock, valued at approximately $588,000.

Other large investors also recently made changes to their positions in the company. Warren Street Wealth Advisors LLC grew its stake in shares of CocaCola by 5.0% in the first quarter. Warren Street Wealth Advisors LLC now owns 6,644 shares of the company’s stock worth $505,000 after purchasing an additional 318 shares in the last quarter. Smith Salley Wealth Management raised its stake in shares of CocaCola by 6.6% during the first quarter. Smith Salley Wealth Management now owns 88,795 shares of the company’s stock valued at $6,753,000 after purchasing an additional 5,521 shares in the last quarter. Sunbeam Capital Management LLC grew its position in CocaCola by 1.6% in the 1st quarter. Sunbeam Capital Management LLC now owns 15,291 shares of the company’s stock valued at $1,163,000 after buying an additional 242 shares in the last quarter. Forbes J M & Co. LLP grew its position in CocaCola by 0.9% in the 1st quarter. Forbes J M & Co. LLP now owns 250,717 shares of the company’s stock valued at $19,067,000 after buying an additional 2,146 shares in the last quarter. Finally, Triad Wealth Partners LLC increased its stake in CocaCola by 5.2% during the 1st quarter. Triad Wealth Partners LLC now owns 13,220 shares of the company’s stock valued at $1,005,000 after buying an additional 653 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts and market commentators continue to view Coca-Cola as a durable long-term holding because of its global brand strength, pricing power, and ability to perform in inflationary conditions.
• Positive Sentiment: Articles focused on KO’s dividend appeal emphasize its 62-year streak of dividend increases, reinforcing its status as an income stock for conservative investors.
• Positive Sentiment: KO was included in a list of non-tech wide-moat stocks for stable returns in the second half of 2026, which may draw more defensive capital into the shares.
• Neutral Sentiment: One piece compared Coca-Cola’s year-to-date performance with other consumer staples peers, suggesting investors are evaluating KO mainly as part of a broader sector rotation rather than on company-specific news.
• Neutral Sentiment: Seeking Alpha commentary noted some technical caution even while remaining constructive on the business, implying valuation and chart factors may limit immediate upside.
• Neutral Sentiment: Most of the coverage was opinion and analysis rather than a major earnings or operational announcement, so the stock’s move today appears tied more to sentiment around defensiveness and dividends than fresh fundamentals.

Insider Buying and Selling at CocaCola

In other news, Chairman James Quincey sold 436,296 shares of the stock in a transaction on 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 represents a 78.03% decrease in their position. The sale 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 dated Friday, May 15th. The stock was sold at an average price of $80.93, for a total value of $2,559,411.25. Following the completion of the transaction, the executive vice president directly 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 90 days, insiders have sold 899,905 shares of company stock valued at $71,832,315. Corporate insiders own 0.90% of the company’s stock.

CocaCola Stock Performance

NYSE:KO opened at $79.43 on Monday. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $84.04. 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 has a 50-day moving average of $79.03 and a 200-day moving average of $75.96. The firm has a market cap of $341.75 billion, a price-to-earnings ratio of 24.98, a price-to-earnings-growth ratio of 3.17 and a beta of 0.35.

CocaCola (NYSE:KO) last released its earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $12.24 billion. During the same period in the previous year, the firm earned $0.73 EPS. The business’s revenue for the quarter was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Analysts forecast that CocaCola Company will post 3.26 earnings per share 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 2.7%. CocaCola’s payout ratio is 66.67%.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on KO shares. Wells Fargo & Company upped their price target on shares of CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a research note on Monday, May 18th. UBS Group raised 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. Citigroup boosted their target price on CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a report on Monday, May 18th. Deutsche Bank Aktiengesellschaft upped their target price on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research report on Monday, March 30th. Finally, Weiss Ratings raised CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Fifteen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $86.69.

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.