Harbour Wealth Management Group Inc. Takes $752,000 Position in CocaCola Company (The) $KO

Harbour Wealth Management Group Inc. bought a new position in CocaCola Company (The) (NYSE:KOFree Report) during the 1st quarter, Holdings Channel.com reports. The fund bought 9,894 shares of the company’s stock, valued at approximately $752,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of KO. Anfield Capital Management LLC increased its holdings 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 during the last quarter. Headlands Technologies LLC bought a new position in shares of CocaCola during the 2nd quarter valued at about $26,000. Evolution Wealth Management Inc. boosted its holdings in shares of CocaCola by 1,081.8% during the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after purchasing an additional 357 shares during the last quarter. Daytona Street Capital LLC purchased a new position in shares of CocaCola during the fourth quarter valued at about $29,000. Finally, Elevated Capital Advisors LLC purchased a new position in shares of CocaCola during the fourth quarter valued at about $30,000. Institutional investors own 70.26% of the company’s stock.

Insider Buying and Selling at CocaCola

In other news, Chairman James Quincey sold 436,296 shares of the firm’s stock in a transaction dated 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 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 Jennifer K. Mann sold 100,000 shares of CocaCola stock in a transaction dated 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 transaction, the executive vice president directly owned 181,384 shares of the company’s stock, valued at approximately $14,412,772.64. This represents a 35.54% 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 899,905 shares of company stock worth $71,832,315 over the last quarter. Insiders own 0.90% of the company’s stock.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

  • Positive Sentiment: Analysts continue to highlight Coca-Cola’s low-beta, defensive profile as attractive in a steady-rate environment, which can support demand for the stock among income and safety-focused investors.
  • Positive Sentiment: Recent commentary suggests KO’s 2026 growth is being driven by a healthier mix of pricing power, volume gains, affordability initiatives, and innovation, reinforcing the company’s earnings resilience.
  • Neutral Sentiment: Market coverage also emphasized Coca-Cola’s long record of dividend growth and its broad global footprint, underscoring the stock’s appeal as a stable blue-chip holding.
  • Negative Sentiment: The biggest headline risk is the IRS transfer-pricing case, now in federal appeals court, which could leave Coca-Cola on the hook for up to $20 billion in additional taxes and interest if it loses. Article Title

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the company. Deutsche Bank Aktiengesellschaft lifted their target price on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a report on Monday, March 30th. JPMorgan Chase & Co. raised their price target on CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. UBS Group lifted their price objective on CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. TD Cowen upped their price objective on CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Finally, Sanford C. Bernstein assumed coverage on CocaCola in a research report on Thursday, June 11th. They set a “market perform” rating and a $84.00 target price for the company. Fifteen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, CocaCola has an average rating of “Moderate Buy” and an average price target of $86.69.

View Our Latest Research Report on CocaCola

CocaCola Trading Up 0.3%

Shares of KO stock opened at $79.66 on Tuesday. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $84.04. 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 stock’s 50 day simple moving average is $79.06 and its two-hundred day simple moving average is $76.02. The company has a market cap of $342.72 billion, a PE ratio of 25.05, a price-to-earnings-growth ratio of 3.17 and a beta of 0.35.

CocaCola (NYSE:KOGet Free Report) last released its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, beating the consensus estimate of $0.81 by $0.05. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The firm had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter in the previous year, the company posted $0.73 EPS. The company’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. Research analysts predict 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. Shareholders of record on Monday, June 15th will be paid a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s payout ratio is presently 66.67%.

About CocaCola

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for CocaCola (NYSE:KO)

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