Envestnet Portfolio Solutions Inc. Has $16.61 Million Stock Holdings in CocaCola Company (The) $KO

Envestnet Portfolio Solutions Inc. grew its stake in CocaCola Company (The) (NYSE:KO) by 3.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 237,541 shares of the company’s stock after acquiring an additional 7,065 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in CocaCola were worth $16,606,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the stock. Anfield Capital Management LLC increased its position in shares of CocaCola by 438.8% during the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after purchasing an additional 294 shares during the last quarter. Headlands Technologies LLC bought a new stake in shares of CocaCola during the 2nd quarter worth approximately $26,000. Cloud Capital Management LLC bought a new stake in shares of CocaCola during the 3rd quarter worth approximately $27,000. Daytona Street Capital LLC bought a new stake in shares of CocaCola during the 4th quarter worth approximately $29,000. Finally, Redmont Wealth Advisors LLC bought a new stake in shares of CocaCola during the 3rd quarter worth approximately $30,000. Institutional investors own 70.26% of the company’s stock.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Citigroup and Wells Fargo both raised their price targets on Coca-Cola and kept bullish ratings, signaling continued confidence in the company’s earnings visibility, pricing power, and defensive appeal. CocaCola (NYSE:KO) Price Target Raised to $90.00 at Wells Fargo & Company
• Positive Sentiment: Analysts highlighted Coca-Cola’s strong Q1 performance, including double-digit organic growth and margin expansion, reinforcing the view that the company can keep delivering steady results even in a tougher market. Coca-Cola: Quality Still Deserves A Premium Valuation
• Positive Sentiment: Wells Fargo remained positive on KO, and Citi said the upcoming 2026 FIFA World Cup could lift beverage volumes, adding a possible catalyst for summer demand. Citi Raises Coca-Cola Price Target to $91: World Cup Could Pour Volumes Higher
• Neutral Sentiment: Coca-Cola launched Fresca Hard, expanding into flavored malt beverages and broadening its ready-to-drink portfolio; the move could support long-term growth, but its near-term financial impact is still unclear. Coca-Cola’s Fresca Hard Launch And What It Could Mean For KO Investors
• Neutral Sentiment: EVP Nancy Quan sold shares, but the filing says the transaction was to cover tax withholding tied to equity award vesting, which makes it less concerning than a discretionary insider sale. SEC Form 4 filing
• Negative Sentiment: Some commentary noted that Coca-Cola’s international growth brings volatility risks from FX, conflict, and commodity inflation, which could pressure margins if those headwinds intensify. Coca-Cola’s International Growth: Key Driver or Volatility Risk?

Insider Activity at CocaCola

In other CocaCola news, CFO John Murphy sold 72,449 shares of the stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $80.52, for a total value of $5,833,593.48. Following the completion of the transaction, the chief financial officer directly owned 279,917 shares in the company, valued at approximately $22,538,916.84. This trade represents a 20.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Nancy Quan sold 31,625 shares of the stock in a transaction dated 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 transaction, the executive vice president owned 223,330 shares of the company’s stock, valued at $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. 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. Insiders sold a total of 786,726 shares of company stock worth $62,547,977 in the last quarter. 0.90% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the company. Wells Fargo & Company upped their price objective on CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a research note on Monday. UBS Group upped 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. Evercore reiterated an “outperform” rating and set a $85.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. Truist Financial set a $85.00 price objective on CocaCola in a research note on Wednesday, February 11th. Finally, Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Fifteen research analysts have rated the stock with a Buy rating, According to data from MarketBeat, CocaCola presently has a consensus rating of “Buy” and a consensus price target of $86.53.

CocaCola Stock Up 0.9%

KO stock opened at $81.90 on Wednesday. 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 firm has a market capitalization of $352.36 billion, a PE ratio of 25.75, a PEG ratio of 3.24 and a beta of 0.35. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $82.66. The business’s 50 day simple moving average is $77.19 and its 200 day simple moving average is $74.43.

CocaCola (NYSE:KO) last posted 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. The business had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The firm’s revenue was up 11.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, research analysts anticipate that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The business also recently announced 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 of this dividend is Monday, June 15th. CocaCola’s dividend payout ratio is 66.67%.

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.