Montag A & Associates Inc. Grows Holdings in CocaCola Company (The) $KO

Montag A & Associates Inc. raised its position in CocaCola Company (The) (NYSE:KO) by 3.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 373,359 shares of the company’s stock after buying an additional 11,833 shares during the period. CocaCola comprises 1.2% of Montag A & Associates Inc.’s investment portfolio, making the stock its 14th biggest position. Montag A & Associates Inc.’s holdings in CocaCola were worth $26,102,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Farther Finance Advisors LLC raised its stake in shares of CocaCola by 38.1% during the 4th quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock worth $7,802,000 after buying an additional 30,786 shares in the last quarter. Dynamic Technology Lab Private Ltd raised its stake in shares of CocaCola by 82.3% during the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company’s stock worth $3,296,000 after buying an additional 22,444 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. raised its stake in shares of CocaCola by 2.9% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company’s stock worth $136,086,000 after buying an additional 57,407 shares in the last quarter. Nicola Wealth Management LTD. raised its stake in shares of CocaCola by 42.3% during the 3rd quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company’s stock worth $12,269,000 after buying an additional 55,000 shares in the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. raised its stake in shares of CocaCola by 1.9% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 10,408,798 shares of the company’s stock worth $690,311,000 after buying an additional 198,886 shares in the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on KO. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. Morgan Stanley set a $88.00 price objective on CocaCola in a research note on Wednesday, March 11th. Evercore reaffirmed an “outperform” rating and issued a $85.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. TD Cowen raised their price objective on CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research note on Wednesday. Finally, Truist Financial set a $85.00 price objective on CocaCola in a research note on Wednesday, February 11th. Fifteen analysts have rated the stock with a Buy rating, Based on data from MarketBeat, CocaCola presently has an average rating of “Buy” and an average target price of $86.27.

CocaCola Stock Performance

CocaCola stock opened at $78.62 on Friday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.25 and a current ratio of 1.36. The stock has a fifty day moving average of $77.12 and a two-hundred day moving average of $73.57. The company has a market capitalization of $338.40 billion, a price-to-earnings ratio of 24.72, a PEG ratio of 3.19 and a beta of 0.35. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $82.00.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, topping the consensus estimate of $0.81 by $0.05. The company had revenue of $12.47 billion during the quarter, compared to the consensus estimate 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 quarter last year, the business posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, analysts anticipate that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Dividend Announcement

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

Insider Activity at CocaCola

In other CocaCola news, CFO John Murphy sold 99,437 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $80.42, for a total transaction 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 approximately $33,016,431. This trade represents a 19.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Bruno Pietracci sold 28,765 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total value of $2,284,228.65. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 892,925 shares of company stock valued at $70,254,796 in the last ninety days. 0.90% of the stock is owned by insiders.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Q1 results beat expectations: Coca?Cola reported stronger-than-expected Q1 revenue and EPS (double?digit top?line growth) that drove positive sentiment around durable growth and near-term guidance. Is Coca?Cola a Buy, Hold, or Sell After Its Q1 2026 Earnings Report?
• Positive Sentiment: Dividend increase/quarterly dividend declared: KO declared a quarterly dividend (record June 15; payable July 1), reinforcing its dividend?king status and supporting income investor demand.
• Positive Sentiment: Analysts are raising targets and ratings after earnings: Several firms have lifted price targets and reiterated/raised ratings following the Q1 beat, signaling analyst confidence in growth momentum. Example coverage of these upgrades is here. Morgan Stanley raises Coca?Cola stock price target after earnings
• Positive Sentiment: Additional shop?window coverage and buy recommendations: TD Cowen, JPMorgan and Barclays commentary mentioned in recent coverage has been constructive (higher targets / buy or overweight stances), which can help sustain buying interest. Is The Coca?Cola Company (KO) One of the Best Large Cap Dividend Growth Stocks to Invest in?
• Neutral Sentiment: Shareowners re?elected the board and rejected several ESG proposals at the annual meeting — the outcome supports current management strategy but leaves ESG activists disappointed; it’s governance news that may matter to some institutional holders. Coca?Cola Shareowners Back Board, Reject ESG Proposals
• Negative Sentiment: Some analysts are cautious: Goldman Sachs has a Hold on KO, which could cap near?term upside and weigh on momentum despite the broader wave of upgrades. Coca?Cola (KO) Gets a Hold from Goldman Sachs

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.