WealthShield Partners LLC Has $835,000 Holdings in CocaCola Company (The) $KO

WealthShield Partners LLC cut its stake in CocaCola Company (The) (NYSE:KO) by 45.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,976 shares of the company’s stock after selling 9,078 shares during the period. WealthShield Partners LLC’s holdings in CocaCola were worth $835,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. Anfield Capital Management LLC increased its holdings in shares of CocaCola by 438.8% in the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after purchasing an additional 294 shares in the last quarter. Louisbourg Investments Inc. acquired a new position in CocaCola during the 1st quarter worth $25,000. Headlands Technologies LLC bought a new position in CocaCola in the 2nd quarter valued at $26,000. Evolution Wealth Management Inc. boosted its position in CocaCola by 1,081.8% in the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after buying an additional 357 shares during the last quarter. Finally, Daytona Street Capital LLC acquired a new stake in shares of CocaCola in the 4th quarter valued at $29,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on KO. Jefferies Financial Group boosted their target price on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research report on Monday, March 16th. Truist Financial set a $88.00 price objective on CocaCola in a research report on Friday, June 26th. TD Cowen boosted their price objective on CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Barclays boosted their price objective on CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a report on Thursday, May 21st. Finally, Sanford C. Bernstein set a $83.00 target price on shares of CocaCola in a research report on Thursday. Fifteen research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $88.06.

Insider Transactions at CocaCola

In other news, Chairman James Quincey sold 436,296 shares of the company’s 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 completion of the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at $9,842,608.29. This represents a 78.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available 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 Nancy Quan sold 31,625 shares of the stock in a transaction that occurred 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 sale, the executive vice president 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. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is currently owned by company insiders.

CocaCola Trading Up 1.0%

Shares of KO stock traded up $0.86 during trading hours on Friday, reaching $83.49. The company had a trading volume of 10,692,829 shares, compared to its average volume of 18,981,964. The company has a 50 day moving average of $80.79 and a 200 day moving average of $77.17. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. The firm has a market cap of $359.23 billion, a price-to-earnings ratio of 26.26, a P/E/G ratio of 3.34 and a beta of 0.34. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $85.68.

CocaCola (NYSE:KO) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 EPS 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 return on equity of 40.55% and a net margin of 27.80%.The firm’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, equities research analysts anticipate that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th were given a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.5%. The ex-dividend date was Monday, June 15th. CocaCola’s payout ratio is presently 66.67%.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts at Jefferies and Bank of America expect solid second-quarter results, citing resilient demand, steady volume trends, and stronger organic sales growth; Jefferies also sees a modest earnings beat. Coca-Cola expected to post solid second-quarter results as analysts highlight resilient demand
• Positive Sentiment: Bank of America raised its price target on KO to $95 and reiterated a buy rating, while JPMorgan lifted its target to $90 and maintained an overweight view, signaling confidence in further upside. Benzinga report on Bank of America target raise Tickerreport report on JPMorgan target raise
• Positive Sentiment: Marriott announced a global beverage partnership making Coca-Cola its primary beverage provider across guestrooms, restaurants, lounges, and events, which could expand KO’s distribution in hospitality and boost long-term brand reach. Marriott International (MAR), Coca-Cola Company (KO) Announce Global Beverage Partnership
• Neutral Sentiment: Recent articles also highlighted Coca-Cola’s stock having already run up near the top of its 52-week range and discussed whether the shares are becoming expensive after the rally, which may temper enthusiasm but does not change the core business outlook. Coca-Cola (KO) Stock Drops Despite Market Gains: Important Facts to Note Is Coca-Cola (NYSE:KO) Too Rich After Its Run?
• Negative Sentiment: One recent trading update noted KO fell in the prior session despite broader market strength, suggesting some short-term profit-taking after its strong move. Coca-Cola (KO) Stock Drops Despite Market Gains: Important Facts to Note

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.