Stenger Family Office LLC Grows Stake in CocaCola Company (The) $KO

Stenger Family Office LLC grew its stake in shares of CocaCola Company (The) (NYSE:KO) by 162.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 37,427 shares of the company’s stock after acquiring an additional 23,181 shares during the quarter. Stenger Family Office LLC’s holdings in CocaCola were worth $2,617,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of KO. Vestia Personal Wealth Advisors increased its stake in CocaCola by 3.8% during the 4th quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock valued at $275,000 after purchasing an additional 140 shares in the last quarter. Alteri Wealth LLC lifted its stake in shares of CocaCola by 1.9% in the fourth quarter. Alteri Wealth LLC now owns 7,738 shares of the company’s stock worth $541,000 after buying an additional 141 shares in the last quarter. Apexium Financial LP grew its holdings in shares of CocaCola by 1.2% during the third quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock valued at $810,000 after buying an additional 142 shares during the last quarter. Lbmc Investment Advisors LLC grew its holdings in shares of CocaCola by 0.4% during the fourth quarter. Lbmc Investment Advisors LLC now owns 38,886 shares of the company’s stock valued at $2,718,000 after buying an additional 143 shares during the last quarter. Finally, Stockman Wealth Management Inc. increased its position in shares of CocaCola by 1.7% during the fourth quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company’s stock valued at $622,000 after acquiring an additional 147 shares in the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Key Headlines Impacting CocaCola

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.

Analyst Upgrades and Downgrades

KO has been the subject of a number of recent analyst reports. UBS Group boosted their price objective on shares of CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Morgan Stanley set a $89.00 target price on CocaCola in a research note on Wednesday, June 10th. Sanford C. Bernstein started coverage on CocaCola in a report on Thursday, June 11th. They issued a “market perform” rating and a $84.00 target price for the company. Citigroup boosted their price target on CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a research note on Monday, May 18th. Finally, Jefferies Financial Group upped their price target on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a 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 data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $86.69.

Insider Activity

In related news, EVP Jennifer K. Mann sold 100,000 shares of CocaCola stock in a transaction on Monday, June 8th. The stock was sold at an average price of $79.46, for a total value of $7,946,000.00. Following the completion of the sale, the executive vice president owned 181,384 shares of the company’s stock, valued at $14,412,772.64. The trade was a 35.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 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. Also, EVP Nancy Quan sold 31,625 shares of the company’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $80.93, for a total value of $2,559,411.25. Following the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 899,905 shares of company stock valued at $71,832,315 in the last ninety days. 0.90% of the stock is currently owned by company insiders.

CocaCola Stock Performance

Shares of KO stock 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 company has a 50 day moving average price of $79.03 and a 200-day moving average price of $75.93. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $84.04. The firm has a market capitalization of $341.75 billion, a PE ratio of 24.98, a P/E/G ratio of 3.17 and a beta of 0.35.

CocaCola (NYSE:KO) last issued 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. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The company had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter in the prior year, the firm earned $0.73 earnings per share. The firm’s revenue for the quarter was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, equities research analysts expect that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be paid a dividend of $0.53 per share. The ex-dividend date 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 currently 66.67%.

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.