7,038 Shares in CocaCola Company (The) $KO Purchased by Navigate Wealth Management LLC

Navigate Wealth Management LLC acquired a new position in shares of CocaCola Company (The) (NYSE:KO) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 7,038 shares of the company’s stock, valued at approximately $526,000.

A number of other large investors also recently added to or reduced their stakes in the business. Beacon Financial Advisory LLC grew its position in shares of CocaCola by 0.5% during the 1st quarter. Beacon Financial Advisory LLC now owns 26,844 shares of the company’s stock worth $2,041,000 after buying an additional 136 shares during the period. Vestia Personal Wealth Advisors lifted its holdings in CocaCola by 3.8% in the fourth quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock valued at $275,000 after buying an additional 140 shares during the period. Alteri Wealth LLC lifted its holdings in CocaCola by 1.9% in the fourth quarter. Alteri Wealth LLC now owns 7,738 shares of the company’s stock valued at $541,000 after buying an additional 141 shares during the period. Apexium Financial LP boosted its stake in CocaCola by 1.2% in the third quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock valued at $810,000 after acquiring an additional 142 shares during the last quarter. Finally, Lbmc Investment Advisors LLC boosted its stake in CocaCola by 0.4% in the fourth quarter. Lbmc Investment Advisors LLC now owns 38,886 shares of the company’s stock valued at $2,718,000 after acquiring an additional 143 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other CocaCola news, EVP Jennifer K. Mann sold 100,000 shares of the firm’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the sale, the executive vice president directly owned 181,384 shares in the company, valued at approximately $14,412,772.64. This trade represents a 35.54% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. 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, Chairman James Quincey sold 436,296 shares of CocaCola stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the completion of 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 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 have sold 899,905 shares of company stock worth $71,832,315 in the last 90 days. Corporate insiders own 0.90% of the company’s stock.

CocaCola Price Performance

Shares of KO stock opened at $83.49 on Monday. 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 Company has a 12-month low of $65.35 and a 12-month high of $85.68. The firm has a fifty day moving average of $80.79 and a 200-day moving average of $77.22. The firm has a market capitalization of $359.23 billion, a price-to-earnings ratio of 26.26, a price-to-earnings-growth ratio of 3.34 and a beta of 0.34.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping the consensus estimate of $0.81 by $0.05. The business had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The firm’s revenue was up 11.4% compared to the same quarter last year. During the same quarter last year, the business posted $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, equities research analysts forecast that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th were issued a $0.53 dividend. This represents a $2.12 annualized dividend and a dividend yield of 2.5%. The ex-dividend date was Monday, June 15th. CocaCola’s dividend payout ratio is 66.67%.

Trending Headlines about 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

Wall Street Analysts Forecast Growth

Several brokerages have commented on KO. Piper Sandler reiterated an “overweight” rating on shares of CocaCola in a research report on Friday, June 26th. Bank of America raised their price target on CocaCola from $90.00 to $95.00 and gave the stock a “buy” rating in a research report on Friday. Sanford C. Bernstein set a $83.00 price objective on CocaCola in a research note on Thursday. Morgan Stanley set a $89.00 price objective on CocaCola in a research note on Wednesday, June 10th. Finally, Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Fifteen equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, CocaCola presently has a consensus rating of “Moderate Buy” and an average price target of $88.06.

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.