97,820 Shares in CocaCola Company (The) $KO Acquired by Evolve Private Wealth LLC

Evolve Private Wealth LLC bought a new position in shares of CocaCola Company (The) (NYSE:KO) during the fourth quarter, Holdings Channel.com reports. The fund bought 97,820 shares of the company’s stock, valued at approximately $6,839,000.

A number of other institutional investors have also made changes to their positions in KO. Brighton Jones LLC increased its holdings in shares of CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after acquiring an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of CocaCola by 3.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after acquiring an additional 293 shares during the last quarter. Dynamic Technology Lab Private Ltd acquired a new position in shares of CocaCola during the 1st quarter worth approximately $210,000. Jump Financial LLC increased its holdings in shares of CocaCola by 450.5% during the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock worth $2,800,000 after acquiring an additional 32,392 shares during the last quarter. Finally, Osterweis Capital Management Inc. increased its holdings in shares of CocaCola by 548.2% during the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock worth $75,000 after acquiring an additional 899 shares during the last quarter. 70.26% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at CocaCola

In other CocaCola news, EVP Jennifer K. Mann sold 100,000 shares of CocaCola stock in a transaction on Monday, June 8th. The stock was sold at an average price of $79.46, for a total value of $7,946,000.00. Following the completion of the transaction, the executive vice president directly owned 181,384 shares of the company’s stock, valued at $14,412,772.64. The trade was a 35.54% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 Nancy Quan sold 31,625 shares of CocaCola stock in a transaction on 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 directly 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 disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 899,905 shares of company stock valued at $71,832,315 in the last three months. Corporate insiders own 0.90% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: KO is being highlighted as a blue-chip and defensive stock to own in a choppy market, with multiple articles noting its stability, brand strength, and income appeal. Dow Achieves a New Milestone: 4 Blue-Chip Stocks to Buy
• Positive Sentiment: Several bullish pieces say Coca-Cola still has long-term growth catalysts that may not be fully reflected in the stock, including emerging-market expansion, pricing power, and margin improvement efforts. Coca-Cola: The Future Growth Catalysts Not Being Priced In
• Positive Sentiment: KO is also being pitched as a dividend king and a stock that can keep rewarding patient investors, reinforcing its appeal to income-focused buyers. 3 Dividend Kings With Income, Stability, and a Possible Catalyst
• Neutral Sentiment: Some coverage says Coca-Cola remains a trending stock and a widely watched name, but these articles are mostly attention generators rather than new fundamental catalysts. CocaCola Company (The) (KO) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Another article frames KO as a candidate for long-term compounding alongside other iconic brands, but it does not introduce a specific new business or financial development. 3 Stocks That Have Made Long-Term Investors Rich (and Could Do It Again)
• Negative Sentiment: One recent bearish view argues Coca-Cola’s valuation has become stretched, with forward earnings multiples in the mid-20s and a lower dividend yield reducing the stock’s relative attractiveness. Coca-Cola’s Dividend Is Strong But The Valuation Is Difficult To Get Bullish On

CocaCola Stock Performance

KO opened at $79.87 on Thursday. The business has a fifty day simple moving average of $78.91 and a 200 day simple moving average of $75.86. The company has a market capitalization of $343.62 billion, a PE ratio of 25.11, a price-to-earnings-growth ratio of 3.21 and a beta of 0.35. 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.

CocaCola (NYSE:KO) last announced its quarterly earnings data 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. The firm had revenue of $12.47 billion during 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 company’s quarterly 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. Research analysts expect that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders 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 annualized dividend and a yield of 2.7%. CocaCola’s payout ratio is currently 66.67%.

Analyst Ratings Changes

Several analysts recently issued reports on the company. UBS Group boosted their price target on CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Barclays boosted their price target on CocaCola from $85.00 to $89.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. Wells Fargo & Company boosted their price target on CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Finally, Jefferies Financial Group boosted their price target on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research note on Monday, March 16th. Fifteen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, CocaCola currently has an average rating of “Moderate Buy” and a consensus price target 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.