O Shaughnessy Asset Management LLC Acquires 67,550 Shares of CocaCola Company (The) $KO

O Shaughnessy Asset Management LLC boosted its holdings in shares of CocaCola Company (The) (NYSE:KO) by 9.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 760,031 shares of the company’s stock after acquiring an additional 67,550 shares during the period. O Shaughnessy Asset Management LLC’s holdings in CocaCola were worth $53,134,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Anfield Capital Management LLC grew its holdings in CocaCola by 438.8% during the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after acquiring an additional 294 shares in the last quarter. Headlands Technologies LLC bought a new position in CocaCola during the 2nd quarter worth about $26,000. Evolution Wealth Management Inc. grew its holdings in CocaCola by 1,081.8% during the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after acquiring an additional 357 shares in the last quarter. Daytona Street Capital LLC bought a new position in CocaCola during the 4th quarter worth about $29,000. Finally, Redmont Wealth Advisors LLC bought a new position in CocaCola during the 3rd quarter worth about $30,000. 70.26% of the stock is currently owned by institutional investors.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Investors are rotating into defensive, dividend-paying stocks like Coca-Cola as market volatility increases, which is supporting demand for KO shares. Article Title
• Positive Sentiment: Coca-Cola’s updated 2026 framework calls for 8%–9% comparable EPS growth and about $12.2 billion in free cash flow, reinforcing confidence in earnings and cash generation. Article Title
• Positive Sentiment: Recent analyst upgrades and higher price targets from firms including Barclays, JPMorgan, Wells Fargo, and Citi are helping support the shares. Article Title

Analysts Set New Price Targets

A number of analysts have recently weighed in on KO shares. TD Cowen raised their price target on shares of CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. JPMorgan Chase & Co. raised their price target on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft raised their price target on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a report on Monday, March 30th. Citigroup raised their price target on shares of CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a report on Monday, May 18th. Finally, Truist Financial set a $85.00 price target on shares of CocaCola in a report on Wednesday, February 11th. Fifteen analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, CocaCola currently has an average rating of “Buy” and an average target price of $86.80.

CocaCola Stock Up 0.2%

NYSE:KO opened at $79.63 on Monday. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $82.66. The stock has a market capitalization of $342.59 billion, a P/E ratio of 25.04, a P/E/G ratio of 3.18 and a beta of 0.35. 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’s 50-day simple moving average is $78.09 and its 200-day simple moving average is $75.35.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, beating analysts’ consensus estimates of $0.81 by $0.05. The business had revenue of $12.47 billion for 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%. The company’s revenue was up 11.4% compared to the same quarter last year. During the same period last year, the business earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, equities analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The business also recently announced 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. The ex-dividend date is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. CocaCola’s dividend payout ratio (DPR) is 66.67%.

Insider Buying and Selling

In related news, Chairman James Quincey sold 200,000 shares of CocaCola stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $78.90, for a total value of $15,780,000.00. Following the completion of the sale, the chairman directly owned 78,155 shares in the company, valued at $6,166,429.50. This trade represents a 71.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction that occurred on Friday, May 15th. The stock was 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 of the company’s stock, valued at $18,074,096.90. This trade represents a 12.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 0.90% of the stock is owned by company insiders.

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.