CocaCola Company (The) $KO Stock Holdings Cut by Infusive Asset Management Inc.

Infusive Asset Management Inc. reduced its stake in CocaCola Company (The) (NYSE:KO) by 13.5% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 132,835 shares of the company’s stock after selling 20,750 shares during the quarter. CocaCola accounts for approximately 4.0% of Infusive Asset Management Inc.’s portfolio, making the stock its 8th largest holding. Infusive Asset Management Inc.’s holdings in CocaCola were worth $9,286,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Eurizon SLJ Capital Ltd bought a new stake in CocaCola in the 4th quarter valued at about $552,000. Farther Finance Advisors LLC raised its stake in CocaCola by 38.1% in the 4th quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock valued at $7,802,000 after acquiring an additional 30,786 shares during the period. Dynamic Technology Lab Private Ltd raised its stake in CocaCola by 82.3% in the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company’s stock valued at $3,296,000 after acquiring an additional 22,444 shares during the period. Capitolis Liquid Global Markets LLC raised its stake in CocaCola by 16.4% in the 3rd quarter. Capitolis Liquid Global Markets LLC now owns 710,000 shares of the company’s stock valued at $47,087,000 after acquiring an additional 100,000 shares during the period. Finally, King Luther Capital Management Corp raised its stake in CocaCola by 0.8% in the 4th quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock valued at $269,330,000 after acquiring an additional 31,694 shares during the period. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola Trading Up 0.1%

Shares of KO opened at $82.63 on Friday. The business’s 50-day moving average price is $78.70 and its 200-day moving average price is $75.68. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $84.04. The stock has a market cap of $355.51 billion, a PE ratio of 25.98, a P/E/G ratio of 3.30 and a beta of 0.35. 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 (NYSE:KO) last announced its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, beating the consensus estimate of $0.81 by $0.05. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The firm had revenue of $12.47 billion for the quarter, compared to analysts’ expectations of $12.24 billion. During the same period in the prior year, the business posted $0.73 earnings per share. The company’s revenue was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, equities analysts forecast that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be given a $0.53 dividend. This represents a $2.12 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Monday, June 15th. CocaCola’s dividend payout ratio is 66.67%.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: RBC Capital reiterated its buy view on Coca-Cola, reinforcing Wall Street’s generally favorable stance on KO and supporting the stock’s recent strength.
• Positive Sentiment: Several reports highlighted Coca-Cola as a potential beneficiary of the 2026 FIFA World Cup, with expectations that beverage volume and consumer spending could rise during the tournament.
• Positive Sentiment: Market commentary also pointed to strong Q1 results, including an earnings and revenue beat, solid organic growth, and volume gains, which continue to underpin the bullish investment case. Coca-Cola’s Q1 Results Prove It’s a Good Buy to Hold and Hold
• Positive Sentiment: Investor interest remains supported by Coca-Cola’s reliable dividend and defensive profile, which continue to attract income-focused buyers.
• Neutral Sentiment: EVP Jennifer K. Mann disclosed a stock sale, but it was conducted under a pre-arranged 10b5-1 plan and tied to equity-award tax withholding, making it less of a concern than discretionary insider selling.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on KO shares. Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Wells Fargo & Company boosted their price objective on CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. TD Cowen upped their price target on CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Citigroup upped their price target on CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a research report on Monday, May 18th. Finally, JPMorgan Chase & Co. upped their price target on CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Fifteen investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $86.69.

Insider Buying and Selling

In related news, EVP Nancy Quan sold 31,625 shares of the company’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 223,330 shares in the company, valued at approximately $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 100,000 shares of the company’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the completion of the transaction, the executive vice president owned 207,400 shares in the company, valued at approximately $16,480,004. This trade represents a 32.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. Over the last three months, insiders have sold 899,905 shares of company stock worth $71,832,315. Insiders own 0.90% of the company’s stock.

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.