Pathfinder Wealth Consulting Inc. Invests $441,000 in CocaCola Company (The) $KO

Pathfinder Wealth Consulting Inc. purchased a new position in shares of CocaCola Company (The) (NYSE:KO) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased 6,314 shares of the company’s stock, valued at approximately $441,000.

Several other institutional investors also recently modified their holdings of KO. Brighton Jones LLC grew its position in shares of CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after buying an additional 4,591 shares during the period. Revolve Wealth Partners LLC raised its position in shares of CocaCola by 3.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after acquiring an additional 293 shares during the period. Dynamic Technology Lab Private Ltd acquired a new stake in shares of CocaCola in the 1st quarter valued at approximately $210,000. Jump Financial LLC raised its position in shares of CocaCola by 450.5% in the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock valued at $2,800,000 after acquiring an additional 32,392 shares during the period. Finally, Osterweis Capital Management Inc. raised its position in shares of CocaCola by 548.2% in the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock valued at $75,000 after acquiring an additional 899 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. Barclays increased their price target on shares of CocaCola from $85.00 to $89.00 and gave the company an “overweight” rating in a research report on Thursday. Weiss Ratings upgraded shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, May 4th. Jefferies Financial Group increased 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. Deutsche Bank Aktiengesellschaft increased their price target on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research report on Monday, March 30th. Finally, Royal Bank Of Canada set a $87.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. Fifteen equities research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $86.80.

Insider Buying and Selling at CocaCola

In related news, CFO John Murphy sold 72,449 shares of the stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $80.52, for a total transaction of $5,833,593.48. Following the completion of the sale, the chief financial officer directly owned 279,917 shares of the company’s stock, valued at approximately $22,538,916.84. This represents a 20.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Monica Howard Douglas sold 23,880 shares of the stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $77.37, for a total value of $1,847,595.60. Following the sale, the executive vice president directly owned 17,725 shares of the company’s stock, valued at approximately $1,371,383.25. The trade was a 57.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 786,726 shares of company stock worth $62,547,977 in the last quarter. Company insiders own 0.90% of the company’s stock.

CocaCola News Summary

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 Price Performance

NYSE KO opened at $81.56 on Friday. The business has a 50 day simple moving average of $77.41 and a 200 day simple moving average of $74.65. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.66. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. The stock has a market cap of $350.90 billion, a price-to-earnings ratio of 25.65, a PEG ratio of 3.26 and a beta of 0.35.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (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 business had revenue of $12.47 billion during the quarter, compared to analysts’ expectations of $12.24 billion. During the same period in the prior year, the business earned $0.73 EPS. CocaCola’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. Analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be paid a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s dividend 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.