CocaCola Company (The) $KO Shares Sold by Siemens Fonds Invest GmbH

Siemens Fonds Invest GmbH lessened its holdings in shares of CocaCola Company (The) (NYSE:KO) by 9.1% during the 4th quarter, HoldingsChannel reports. The firm owned 118,410 shares of the company’s stock after selling 11,878 shares during the period. Siemens Fonds Invest GmbH’s holdings in CocaCola were worth $8,297,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Vestia Personal Wealth Advisors boosted its stake in CocaCola by 3.8% during the 4th quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock worth $275,000 after purchasing an additional 140 shares during the last quarter. Alteri Wealth LLC boosted its stake in CocaCola by 1.9% during the 4th quarter. Alteri Wealth LLC now owns 7,738 shares of the company’s stock worth $541,000 after purchasing an additional 141 shares during the last quarter. Apexium Financial LP boosted its stake in CocaCola by 1.2% during the 3rd quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock worth $810,000 after purchasing an additional 142 shares during the last quarter. Lbmc Investment Advisors LLC boosted its stake in CocaCola by 0.4% during the 4th quarter. Lbmc Investment Advisors LLC now owns 38,886 shares of the company’s stock worth $2,718,000 after purchasing an additional 143 shares during the last quarter. Finally, Stockman Wealth Management Inc. boosted its position in shares of CocaCola by 1.7% during the 4th quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company’s stock valued at $622,000 after acquiring an additional 147 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola Trading Down 0.8%

Shares of KO opened at $80.29 on Wednesday. The firm has a 50-day moving average price of $78.86 and a 200 day moving average price of $75.81. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $84.04. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09. The firm has a market capitalization of $345.44 billion, a P/E ratio of 25.25, a P/E/G ratio of 3.23 and a beta of 0.35.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, beating analysts’ consensus estimates of $0.81 by $0.05. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The company had revenue of $12.47 billion for the quarter, compared to analysts’ expectations of $12.24 billion. During the same quarter in the prior year, the company posted $0.73 earnings per share. 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 year.

CocaCola Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be given a $0.53 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. CocaCola’s dividend payout ratio is presently 66.67%.

Analyst Ratings Changes

A number of brokerages recently issued reports on KO. Weiss Ratings raised shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. TD Cowen upped their price objective on shares of CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Sanford C. Bernstein began coverage on shares of CocaCola in a report on Thursday, June 11th. They issued a “market perform” rating and a $84.00 price objective for the company. UBS Group upped their price objective on shares of CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Finally, Deutsche Bank Aktiengesellschaft upped their price objective on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a report on Monday, March 30th. Fifteen investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $86.69.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola is being highlighted by analysts and market writers as a defensive staple and a low-beta stock that can help investors navigate inflation and rate volatility, which supports its appeal in uncertain markets. Inflationary Woes Continue Despite End of Iran War: 5 Defensive Picks
• Positive Sentiment: KO is also being featured in dividend-focused articles as a “Dividend King” and a stock near record highs, reinforcing the market’s confidence in its long-term cash generation and income stability. 3 Dividend Kings With Income, Stability, and a Possible Catalyst
• Positive Sentiment: Several pieces frame Coca-Cola as a strong consumer-staples holding versus peers like Keurig Dr Pepper, suggesting investors still view KO as a premium brand with scale and pricing power. Coca-Cola vs. Keurig: Which Beverage Stock Should Investors Choose?
• Positive Sentiment: Recent commentary also points to cost-saving initiatives and operating efficiencies helping offset commodity inflation and support margins, which is constructive for earnings durability. Are Coca-Cola’s Cost-Saving Initiatives Boosting Profitability?
• Neutral Sentiment: Coca-Cola’s Smartwater expansion through PVOLVE studios is a brand-building move that could help visibility, but it looks more like a marketing partnership than a near-term financial catalyst. Coca-Cola Expands Smartwater Reach Through PVOLVE Studios
• Negative Sentiment: Despite the supportive commentary, KO has recently pulled back from its highs, and one market report noted the stock fell as broader market sentiment improved, suggesting investors may be rotating out of defensives. Coca-Cola (KO) Stock Falls Amid Market Uptick: What Investors Need to Know

Insider Buying and Selling at CocaCola

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the company’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $80.93, for a total value of $2,559,411.25. Following the transaction, the executive vice president owned 223,330 shares of the company’s stock, valued at $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. 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 company’s stock in a transaction dated 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 $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. Insiders have sold 899,905 shares of company stock valued at $71,832,315 over the last 90 days. 0.90% of the stock is owned by insiders.

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.