hemming& Wealth Management Inc. Invests $717,000 in CocaCola Company (The) $KO

hemming& Wealth Management Inc. purchased a new position in shares of CocaCola Company (The) (NYSE:KO) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 10,255 shares of the company’s stock, valued at approximately $717,000. CocaCola accounts for approximately 0.5% of hemming& Wealth Management Inc.’s investment portfolio, making the stock its 12th biggest holding.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Eurizon SLJ Capital Ltd acquired a new position in CocaCola in the fourth quarter worth approximately $552,000. Farther Finance Advisors LLC raised its position in CocaCola by 38.1% during the fourth 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 in the last quarter. Dynamic Technology Lab Private Ltd lifted its stake in CocaCola by 82.3% in the third 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 last quarter. Capitolis Liquid Global Markets LLC lifted its stake in CocaCola by 16.4% in the third 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 last quarter. Finally, King Luther Capital Management Corp grew its position in CocaCola by 0.8% in the fourth quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock worth $269,330,000 after acquiring an additional 31,694 shares in the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola Trading Up 0.1%

Shares of KO stock opened at $79.43 on Friday. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $84.04. The company has a market cap of $341.75 billion, a PE ratio of 24.98, a price-to-earnings-growth ratio of 3.17 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. The business’s 50 day moving average is $79.03 and its two-hundred day moving average is $75.93.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, topping analysts’ consensus estimates of $0.81 by $0.05. The business had revenue of $12.47 billion during 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 period in the previous year, the company earned $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities analysts predict that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be issued a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 2.7%. The ex-dividend date is Monday, June 15th. CocaCola’s dividend payout ratio (DPR) is 66.67%.

Key CocaCola News

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 Ratings Changes

Several research analysts have recently commented on the stock. Citigroup increased their price target on shares of CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a research note on Monday, May 18th. Jefferies Financial Group upped their price objective on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a report on Monday, March 16th. Wells Fargo & Company increased their target price on shares of CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a research report on Monday, May 18th. Sanford C. Bernstein initiated coverage on CocaCola in a report on Thursday, June 11th. They set a “market perform” rating and a $84.00 target price on the stock. Finally, TD Cowen boosted their price target on CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Fifteen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $86.69.

Insiders Place Their Bets

In other news, Chairman James Quincey sold 436,296 shares of CocaCola stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $80.13, for a total value of $34,960,398.48. Following the transaction, the chairman directly owned 122,833 shares in the company, valued at approximately $9,842,608.29. The trade was a 78.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through 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 Jennifer K. Mann sold 100,000 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president directly owned 181,384 shares of the company’s stock, valued at $14,412,772.64. This represents a 35.54% decrease in their position. 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. Insiders sold a total of 899,905 shares of company stock valued at $71,832,315 in the last quarter. Insiders own 0.90% of the company’s stock.

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.