Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna trimmed its holdings in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 34.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 17,523 shares of the company’s stock after selling 9,212 shares during the period. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’s holdings in CocaCola were worth $1,225,000 at the end of the most recent reporting period.
Other large investors also recently modified their holdings of the company. Anfield Capital Management LLC increased its holdings in shares of CocaCola by 438.8% during the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after purchasing an additional 294 shares during the period. Headlands Technologies LLC acquired a new position in shares of CocaCola during the second quarter valued at $26,000. Evolution Wealth Management Inc. increased its holdings in shares of CocaCola by 1,081.8% during the fourth 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 period. Daytona Street Capital LLC acquired a new position in shares of CocaCola during the fourth quarter valued at $29,000. Finally, Redmont Wealth Advisors LLC acquired a new position in shares of CocaCola during the third quarter valued at $30,000. 70.26% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about CocaCola
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Investors are rotating into defensive, dividend-paying stocks like Coca-Cola as market volatility increases, which is supporting demand for KO shares. Article Title
- Positive Sentiment: Coca-Cola’s updated 2026 framework calls for 8%–9% comparable EPS growth and about $12.2 billion in free cash flow, reinforcing confidence in earnings and cash generation. Article Title
- Positive Sentiment: Recent analyst upgrades and higher price targets from firms including Barclays, JPMorgan, Wells Fargo, and Citi are helping support the shares. Article Title
Analyst Upgrades and Downgrades
Get Our Latest Stock Analysis on CocaCola
Insider Buying and Selling
In related news, Chairman James Quincey sold 200,000 shares of CocaCola stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $78.90, for a total value of $15,780,000.00. Following the transaction, the chairman owned 78,155 shares of the company’s stock, valued at approximately $6,166,429.50. This trade represents a 71.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Monica Howard Douglas sold 23,880 shares of CocaCola stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $77.37, for a total value of $1,847,595.60. Following the completion of the transaction, the executive vice president directly owned 17,725 shares in the company, valued at $1,371,383.25. This represents a 57.40% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 255,505 shares of company stock valued at $20,187,007. 0.90% of the stock is owned by corporate insiders.
CocaCola Price Performance
NYSE:KO opened at $79.63 on Friday. The business’s 50-day moving average price is $78.09 and its 200 day moving average price is $75.32. The firm has a market cap of $342.59 billion, a P/E ratio of 25.04, a PEG ratio of 3.18 and a beta of 0.35. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.66. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09.
CocaCola (NYSE:KO – Get Free Report) last released its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.81 by $0.05. The firm 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%.CocaCola’s revenue was up 11.4% compared to the same quarter last year. During the same period in the previous year, the company earned $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, sell-side analysts predict that CocaCola Company will post 3.26 earnings per share for the current fiscal year.
CocaCola Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be paid a $0.53 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. CocaCola’s dividend payout ratio (DPR) is currently 66.67%.
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.
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