CocaCola Company (The) $KO Stock Position Increased by Invesco Ltd.

Invesco Ltd. increased its position in CocaCola Company (The) (NYSE:KO) by 6.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 28,520,214 shares of the company’s stock after buying an additional 1,798,371 shares during the quarter. Invesco Ltd. owned about 0.66% of CocaCola worth $1,993,848,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Anfield Capital Management LLC grew its position in CocaCola by 438.8% in the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after buying an additional 294 shares during the last quarter. Headlands Technologies LLC acquired a new stake in shares of CocaCola during the 2nd quarter valued at $26,000. Evolution Wealth Management Inc. boosted its stake 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 worth $27,000 after acquiring an additional 357 shares in the last quarter. Daytona Street Capital LLC bought a new stake in shares of CocaCola during the 4th quarter worth $29,000. Finally, Ankerstar Wealth LLC acquired a new position in shares of CocaCola in the 4th quarter worth $30,000. Institutional investors own 70.26% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently weighed in on KO shares. Morgan Stanley set a $89.00 price target on CocaCola in a research report on Wednesday, June 10th. Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Sanford C. Bernstein started coverage on shares of CocaCola in a research note on Thursday, June 11th. They set a “market perform” rating and a $84.00 price objective for the company. TD Cowen raised their target price on shares of CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Finally, Jefferies Financial Group lifted their target price on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research report on Monday, March 16th. Fifteen equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, CocaCola currently has an average rating of “Moderate Buy” and an average price target of $86.69.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola remains a favorite among dividend and blue-chip investors, with multiple recent articles highlighting its durable business model, strong free-cash-flow generation, and long track record of dividend growth. Several analysts and commentary pieces also describe KO as a solid long-term holding despite market volatility.
• Positive Sentiment: One Seeking Alpha piece argued that Coca-Cola still has upside, pointing to Q1 2026 double-digit revenue growth, margin expansion, pricing power, and valuation targets above current levels. Another noted the company’s strong Q1 results, including 10% organic revenue growth and 18% EPS growth, along with continued market share gains.
• Positive Sentiment: KO is also getting attention from stock screeners and analyst-focused articles that list it among attractive blue-chip or “must-own” dividend names, which can support sentiment for a defensive consumer-staples stock.
• Neutral Sentiment: News that Coca-Cola is exploring a potential IPO for its India bottling arm is being watched as a strategic refranchising move. Investors may see this as a way to streamline operations and unlock value, but details are still limited and the impact is uncertain.
• Negative Sentiment: Some recent commentary is more cautious on valuation, arguing that KO’s share price already reflects much of its quality and that the dividend yield has become less compelling at current levels. Technical caution was also mentioned in one article, suggesting limited near-term upside after the stock’s strong run.

Insider Buying and Selling at CocaCola

In related news, EVP Nancy Quan sold 31,625 shares of the stock in a transaction on Friday, May 15th. The stock was sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the completion of the sale, the executive vice president directly owned 223,330 shares in the company, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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 CocaCola stock in a transaction on Monday, June 8th. The shares were sold at an average price of $79.46, for a total value of $7,946,000.00. Following the sale, the executive vice president directly owned 181,384 shares of the company’s stock, 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. In the last quarter, insiders have sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is currently owned by company insiders.

CocaCola Stock Down 0.6%

NYSE:KO opened at $79.43 on Friday. The firm has a market capitalization of $341.75 billion, a price-to-earnings ratio of 24.98, a PEG ratio of 3.19 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 current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09. The business’s fifty day moving average price is $78.98 and its 200 day moving average price is $75.91.

CocaCola (NYSE:KO) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $12.24 billion. During the same period last year, the company posted $0.73 EPS. The business’s quarterly revenue was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, sell-side analysts forecast that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be given a dividend of $0.53 per share. 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 payout ratio is presently 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.