Cerity Partners LLC Increases Stake in CocaCola Company (The) $KO

Cerity Partners LLC grew its position in shares of CocaCola Company (The) (NYSE:KO) by 8.6% in the fourth quarter, Holdings Channel reports. The institutional investor owned 1,122,341 shares of the company’s stock after buying an additional 88,823 shares during the period. Cerity Partners LLC’s holdings in CocaCola were worth $78,468,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in KO. Brighton Jones LLC grew its stake 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 purchasing an additional 4,591 shares during the period. Revolve Wealth Partners LLC grew its stake in shares of CocaCola by 3.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after purchasing an additional 293 shares during the period. Dynamic Technology Lab Private Ltd acquired a new position in shares of CocaCola during the 1st quarter worth $210,000. Jump Financial LLC grew its stake in shares of CocaCola by 450.5% during the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock worth $2,800,000 after purchasing an additional 32,392 shares during the period. Finally, Osterweis Capital Management Inc. grew its stake in shares of CocaCola by 548.2% during the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock worth $75,000 after purchasing an additional 899 shares during the period. 70.26% of the stock is owned by institutional investors and hedge funds.

Insider Activity at CocaCola

In related news, Chairman James Quincey sold 436,296 shares of the stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. This represents a 78.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 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 firm’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the sale, the executive vice president directly owned 223,330 shares in the company, valued at $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. 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. In the last three months, insiders have sold 775,921 shares of company stock valued at $61,885,810. Insiders own 0.90% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on KO. Weiss Ratings raised shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. UBS Group upped their price target 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. Jefferies Financial Group upped their price target on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research note on Monday, March 16th. Morgan Stanley set a $88.00 price target on shares of CocaCola in a research note on Wednesday, March 11th. Finally, JPMorgan Chase & Co. upped their price target on shares of CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Fifteen analysts have rated the stock with a Buy rating, According to data from MarketBeat, CocaCola currently has an average rating of “Buy” and an average target price of $86.80.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Bank of America highlighted Coca-Cola as a key stock to watch as the 2026 World Cup begins, saying beverage volumes could surge during the tournament and benefit KO. The World Cup Is Here: Analyst Names One Beverage Stock To Watch
• Positive Sentiment: Recent coverage also pointed to Coca-Cola’s strong pricing power and volume growth, with Q1 results showing 10% organic revenue growth and 3% volume gains, reinforcing the company’s ability to offset inflation. Coca-Cola’s Inflation Balancing Act: Price Increases vs. Volume
• Positive Sentiment: Multiple articles emphasized KO’s dividend appeal, calling it a Dividend King with decades of consecutive dividend increases, which can attract income-focused investors. 1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years
• Positive Sentiment: News that Coca-Cola is launching BodyArmor Fit supports its expansion into the “better-for-you” beverage category, broadening growth opportunities beyond traditional soda. Coca-Cola launches BodyArmor Fit as it branches out in the ‘better-for-you’ category
• Neutral Sentiment: Chairman James Quincey and EVP Jennifer K. Mann disclosed stock sales, but both were pre-planned 10b5-1 transactions tied to tax withholding on equity awards, making them less concerning than open-market insider selling.

CocaCola Price Performance

Shares of NYSE KO opened at $81.30 on Wednesday. The stock has a market cap of $349.78 billion, a price-to-earnings ratio of 25.57, a PEG ratio of 3.18 and a beta of 0.35. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.66. The company’s 50-day moving average price is $78.30 and its 200 day moving average price is $75.48. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, beating analysts’ consensus estimates of $0.81 by $0.05. The firm 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%. The firm’s revenue was up 11.4% on a year-over-year basis. During the same period in the prior year, the company earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, research analysts forecast that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be paid a $0.53 dividend. 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%.

About CocaCola

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.