Guinness Asset Management LTD Reduces Holdings in CocaCola Company (The) $KO

Guinness Asset Management LTD decreased its position in shares of CocaCola Company (The) (NYSE:KO) by 3.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,097,398 shares of the company’s stock after selling 98,128 shares during the quarter. CocaCola makes up about 3.5% of Guinness Asset Management LTD’s holdings, making the stock its 12th largest position. Guinness Asset Management LTD’s holdings in CocaCola were worth $216,648,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Anfield Capital Management LLC grew 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 worth $25,000 after purchasing an additional 294 shares during the last quarter. Headlands Technologies LLC purchased a new position in shares of CocaCola during the second quarter worth about $26,000. Daytona Street Capital LLC purchased a new position in shares of CocaCola during the fourth quarter worth about $29,000. Cloud Capital Management LLC purchased a new position in shares of CocaCola during the third quarter worth about $27,000. Finally, Elevated Capital Advisors LLC purchased a new position in shares of CocaCola during the fourth quarter worth about $30,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Bank of America Securities initiated or reiterated a Buy on Coca-Cola, reinforcing confidence in the company’s earnings durability and long-term outlook. Coca-Cola (KO) Gets a Buy from Bank of America Securities
• Positive Sentiment: Articles emphasizing Coca-Cola as a dividend-growth blue chip and one of Warren Buffett’s favored holdings support the stock’s appeal as a stable, income-oriented investment. Warren Buffett earns a 20% dividend yield-on-cost with Coca-Cola stock
• Neutral Sentiment: Industry coverage notes that soft-drink companies are still navigating margin and tariff pressures, which could affect the sector but does not point to a Coca-Cola-specific problem. 5 Soft Drinks Stocks to Track Amid Margin & Tariff Pressures
• Neutral Sentiment: Several comparison and “best stock” articles kept Coca-Cola in the spotlight, including bullish long-term income lists and a KO vs. Celsius debate, but these were mostly opinion-driven rather than new fundamentals. Coca-Cola vs. Celsius: Which Consumer Goods Stock Is a Better Buy in 2026?
• Negative Sentiment: One recent article framed Coca-Cola as a potential short candidate because the shares have rallied sharply and now trade near highs, raising valuation concerns despite solid fundamentals. Coca-Cola or Philip Morris: Which Is the Better Short Bet Right Now?

CocaCola Trading Up 0.5%

Shares of CocaCola stock opened at $81.56 on Friday. 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 Company has a 1 year low of $65.35 and a 1 year high of $82.66. The company has a market capitalization of $350.90 billion, a P/E ratio of 25.65, a P/E/G ratio of 3.24 and a beta of 0.35. The business has a 50 day moving average price of $77.41 and a 200 day moving average price of $74.65.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping the consensus estimate 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 the consensus estimate of $12.24 billion. During the same period in the previous year, the firm posted $0.73 EPS. The company’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. Sell-side analysts anticipate that CocaCola Company will post 3.26 EPS 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. This represents a $2.12 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Monday, June 15th. CocaCola’s payout ratio is currently 66.67%.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on KO. TD Cowen raised their price objective on shares of CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Jefferies Financial Group lifted their price target on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research report on Monday, March 16th. Evercore reiterated an “outperform” rating and set a $85.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. JPMorgan Chase & Co. lifted their price target on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Finally, UBS Group lifted their price target on shares of CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Fifteen analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $86.80.

Insider Activity

In other CocaCola news, CEO James Quincey sold 250,688 shares of the business’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.14, for a total value of $19,839,448.32. Following the completion of the transaction, the chief executive officer directly owned 278,155 shares in the company, valued at approximately $22,013,186.70. The trade was a 47.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO John Murphy sold 99,437 shares of the business’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $80.42, for a total value of $7,996,723.54. Following the completion of the transaction, the chief financial officer owned 410,550 shares of the company’s stock, valued at $33,016,431. This trade represents a 19.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 786,726 shares of company stock worth $62,547,977. 0.90% of the stock is owned by corporate insiders.

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.