Cornerstone Planning LLC Takes Position in CocaCola Company (The) $KO

Cornerstone Planning LLC purchased a new position in CocaCola Company (The) (NYSE:KO) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 44,625 shares of the company’s stock, valued at approximately $3,134,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Rockefeller Capital Management L.P. raised its holdings in CocaCola by 33.9% in the 4th quarter. Rockefeller Capital Management L.P. now owns 2,887,604 shares of the company’s stock worth $201,873,000 after purchasing an additional 731,041 shares in the last quarter. Bank of New Hampshire boosted its position in CocaCola by 5.2% during the 4th quarter. Bank of New Hampshire now owns 12,145 shares of the company’s stock valued at $849,000 after acquiring an additional 600 shares in the last quarter. World Investment Advisors grew its holdings in shares of CocaCola by 9.8% during the 4th quarter. World Investment Advisors now owns 188,641 shares of the company’s stock worth $13,188,000 after acquiring an additional 16,885 shares during the period. Nalls Sherbakoff Group LLC purchased a new position in shares of CocaCola during the 4th quarter worth approximately $319,000. Finally, Meadowbrook Advisors Group LLC bought a new position in shares of CocaCola in the 4th quarter worth approximately $2,578,000. Institutional investors 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.

CocaCola Stock Performance

Shares of KO opened at $79.43 on Friday. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09. The stock has a market cap of $341.75 billion, a P/E ratio of 24.98, a P/E/G ratio of 3.17 and a beta of 0.35. The business’s 50 day moving average price is $79.03 and its 200-day moving average price is $75.93. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $84.04.

CocaCola (NYSE:KO) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, beating analysts’ consensus estimates of $0.81 by $0.05. The company had revenue of $12.47 billion during 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 for the quarter was up 11.4% on a year-over-year basis. During the same quarter last year, the company earned $0.73 EPS. 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 fiscal year.

CocaCola Dividend Announcement

The business also recently declared 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. The ex-dividend date is Monday, June 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.7%. CocaCola’s dividend payout ratio (DPR) is presently 66.67%.

Insider Transactions at CocaCola

In other news, 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 owned 223,330 shares of the company’s stock, valued at $18,074,096.90. The trade was a 12.40% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 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 the company’s 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 completion of the transaction, the executive vice president owned 181,384 shares in the company, valued at approximately $14,412,772.64. The trade was a 35.54% 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. Insiders sold a total of 899,905 shares of company stock valued at $71,832,315 in the last quarter. 0.90% of the stock is owned by insiders.

Analyst Ratings Changes

A number of research firms have recently commented on KO. Barclays raised their target price 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 upped their price target on CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a research note on Monday, May 18th. JPMorgan Chase & Co. increased their price objective on CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a report on Wednesday, April 29th. TD Cowen raised their price objective on CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a report on Monday, March 30th. Fifteen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, CocaCola presently has a consensus rating of “Moderate Buy” and an average 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.