Diversified Trust Co Trims Position in CocaCola Company (The) $KO

Diversified Trust Co decreased its holdings in shares of CocaCola Company (The) (NYSE:KO) by 6.8% during the 1st quarter, Holdings Channel.com reports. The firm owned 581,413 shares of the company’s stock after selling 42,141 shares during the period. CocaCola accounts for about 0.8% of Diversified Trust Co’s investment portfolio, making the stock its 19th largest holding. Diversified Trust Co’s holdings in CocaCola were worth $44,216,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in KO. Eurizon SLJ Capital Ltd purchased a new position in shares of CocaCola during the 4th quarter worth about $552,000. Farther Finance Advisors LLC grew its holdings in CocaCola by 38.1% in the fourth quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock valued at $7,802,000 after purchasing an additional 30,786 shares during the period. Dynamic Technology Lab Private Ltd grew its holdings 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 purchasing an additional 22,444 shares during the period. Capitolis Liquid Global Markets LLC increased its position in CocaCola by 16.4% during the third quarter. Capitolis Liquid Global Markets LLC now owns 710,000 shares of the company’s stock worth $47,087,000 after purchasing an additional 100,000 shares during the last quarter. Finally, King Luther Capital Management Corp raised its stake in CocaCola by 0.8% during the fourth quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock worth $269,330,000 after purchasing an additional 31,694 shares during the period. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Analyst Upgrades and Downgrades

KO has been the topic of a number of research analyst reports. Barclays lifted their price target on shares of CocaCola from $85.00 to $89.00 and gave the company an “overweight” rating in a report on Thursday, May 21st. JPMorgan Chase & Co. upped their price objective on CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a report on Wednesday, April 29th. TD Cowen increased their target price on CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Finally, UBS Group boosted their price target on CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Fifteen investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, CocaCola presently has a consensus rating of “Moderate Buy” and a consensus target price of $86.69.

Insider Buying and Selling

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the completion of the transaction, the executive vice president directly owned 223,330 shares of the company’s stock, valued at $18,074,096.90. This trade represents a 12.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 436,296 shares of the business’s stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the completion of the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at $9,842,608.29. The trade was a 78.03% decrease in their position. The SEC filing for this sale provides additional information. 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 quarter, insiders sold 899,905 shares of company stock worth $71,832,315. Insiders own 0.90% of the company’s stock.

Key Headlines Impacting CocaCola

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.

CocaCola Trading Up 0.1%

Shares of KO opened at $79.43 on Friday. CocaCola Company has a one year low of $65.35 and a one year high of $84.04. The stock has a 50-day moving average price of $79.03 and a 200 day moving average price of $75.93. 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 company has a market capitalization of $341.75 billion, a P/E ratio of 24.98, a P/E/G ratio of 3.17 and a beta of 0.35.

CocaCola (NYSE:KO) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping 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 company had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. During the same period in the previous 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. Sell-side analysts forecast that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Announces Dividend

The business also recently declared 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 dividend yield of 2.7%. The ex-dividend date is Monday, June 15th. CocaCola’s payout ratio is 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.