Wealthquest Corp Invests $517,000 in CocaCola Company (The) $KO

Posted by Stuart Ham on May 25th, 2026

Wealthquest Corp purchased a new position in shares of CocaCola Company (The) (NYSE:KO – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 7,392 shares of the company’s stock, valued at approximately $517,000.

Several other institutional investors also recently modified their holdings of the stock. Vestia Personal Wealth Advisors increased its holdings in shares of CocaCola by 3.8% during the fourth quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock worth $275,000 after buying an additional 140 shares in the last quarter. Apexium Financial LP increased 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 worth $810,000 after buying an additional 142 shares in the last quarter. Stockman Wealth Management Inc. increased its holdings 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 worth $622,000 after buying an additional 147 shares in the last quarter. 1ST Source Bank increased its holdings in shares of CocaCola by 0.7% during the fourth quarter. 1ST Source Bank now owns 19,766 shares of the company’s stock worth $1,382,000 after buying an additional 147 shares in the last quarter. Finally, Prosperity Financial Group Inc. increased its holdings in shares of CocaCola by 3.9% during the third quarter. Prosperity Financial Group Inc. now owns 3,957 shares of the company’s stock worth $262,000 after buying an additional 148 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola Stock Performance

Shares of CocaCola stock opened at $81.56 on Monday. 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 Company has a twelve month low of $65.35 and a twelve month high of $82.66. The stock has a market cap of $350.90 billion, a price-to-earnings ratio of 25.65, a P/E/G ratio of 3.26 and a beta of 0.35. The company’s fifty day moving average is $77.41 and its 200 day moving average is $74.70.

CocaCola (NYSE:KO – Get Free Report) last issued its quarterly earnings data 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 for the quarter, compared to analysts’ expectations of $12.24 billion. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. CocaCola’s revenue for the quarter was up 11.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Sell-side analysts forecast that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The company 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 dividend on an annualized basis and a yield of 2.6%. CocaCola’s dividend payout ratio is 66.67%.

Analysts Set New Price Targets

KO has been the topic of several analyst reports. TD Cowen boosted their price objective on shares of CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Royal Bank Of Canada set a $87.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. Truist Financial set a $85.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. 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 research note on Wednesday, April 29th. Finally, Weiss Ratings raised shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Fifteen equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, CocaCola presently has an average rating of “Buy” and an average target price of $86.80.

Read Our Latest Stock Report on KO

Key Stories Impacting 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?

Insider Buying and Selling at CocaCola

In other CocaCola news, insider Bruno Pietracci sold 28,765 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total transaction of $2,284,228.65. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CFO John Murphy sold 72,449 shares of the company’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $80.52, for a total transaction of $5,833,593.48. Following the sale, the chief financial officer directly owned 279,917 shares in the company, valued at $22,538,916.84. This trade represents a 20.56% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 786,726 shares of company stock valued at $62,547,977. 0.90% of the stock is owned by corporate insiders.

About CocaCola

(Free Report)

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.