SG Trading Solutions LLC Takes Position in CocaCola Company (The) $KO

SG Trading Solutions LLC bought a new position in CocaCola Company (The) (NYSE:KO) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 22,742 shares of the company’s stock, valued at approximately $1,590,000.

Other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in shares of CocaCola by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock valued at $26,200,276,000 after purchasing an additional 5,886,352 shares during the period. State Street Corp increased its stake in shares of CocaCola by 1.2% in the fourth quarter. State Street Corp now owns 167,850,330 shares of the company’s stock worth $11,734,417,000 after acquiring an additional 1,992,327 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of CocaCola by 0.5% in the fourth quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock worth $6,273,037,000 after acquiring an additional 433,547 shares during the last quarter. Norges Bank purchased a new stake in shares of CocaCola during the fourth quarter worth $3,865,807,000. Finally, Franklin Resources Inc. raised its holdings in shares of CocaCola by 3.1% during the fourth quarter. Franklin Resources Inc. now owns 40,289,857 shares of the company’s stock worth $2,816,697,000 after acquiring an additional 1,195,581 shares in the last quarter. 70.26% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, Chairman James Quincey sold 436,296 shares of the firm’s stock in a transaction on Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the transaction, the chairman directly owned 122,833 shares in the company, valued at approximately $9,842,608.29. This trade represents a 78.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available 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, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction 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 transaction, the executive vice president owned 223,330 shares in the company, valued at $18,074,096.90. This trade represents a 12.40% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders sold 899,905 shares of company stock valued at $71,832,315. Company insiders own 0.90% of the company’s stock.

CocaCola Stock Performance

Shares of NYSE KO opened at $79.43 on Friday. The business’s 50-day simple moving average is $78.98 and its 200-day simple moving average is $75.91. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $84.04. The firm has a market cap of $341.75 billion, a price-to-earnings ratio of 24.98, a P/E/G ratio of 3.19 and a beta of 0.35.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, topping the consensus estimate of $0.81 by $0.05. The firm had revenue of $12.47 billion during the quarter, compared to analyst estimates of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The company’s revenue for the quarter was up 11.4% on a year-over-year basis. During the same period in the previous year, the company earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, equities research analysts expect that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders 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 presently 66.67%.

Wall Street Analyst Weigh In

KO has been the topic of several research reports. JPMorgan Chase & Co. upped their target price on CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 29th. Citigroup increased their price objective on CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a report on Monday, May 18th. Deutsche Bank Aktiengesellschaft increased their price target on shares of CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research note on Monday, March 30th. Sanford C. Bernstein assumed coverage on shares of CocaCola in a report on Thursday, June 11th. They set a “market perform” rating and a $84.00 price target on the stock. Finally, Jefferies Financial Group lifted their price objective on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research note on Monday, March 16th. Fifteen investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, CocaCola currently has a consensus rating of “Moderate Buy” and a consensus price target of $86.69.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola remains a favorite among dividend and blue-chip investors, with multiple recent articles highlighting its durable business model, strong free-cash-flow generation, and long track record of dividend growth. Several analysts and commentary pieces also describe KO as a solid long-term holding despite market volatility.
• Positive Sentiment: One Seeking Alpha piece argued that Coca-Cola still has upside, pointing to Q1 2026 double-digit revenue growth, margin expansion, pricing power, and valuation targets above current levels. Another noted the company’s strong Q1 results, including 10% organic revenue growth and 18% EPS growth, along with continued market share gains.
• Positive Sentiment: KO is also getting attention from stock screeners and analyst-focused articles that list it among attractive blue-chip or “must-own” dividend names, which can support sentiment for a defensive consumer-staples stock.
• Neutral Sentiment: News that Coca-Cola is exploring a potential IPO for its India bottling arm is being watched as a strategic refranchising move. Investors may see this as a way to streamline operations and unlock value, but details are still limited and the impact is uncertain.
• Negative Sentiment: Some recent commentary is more cautious on valuation, arguing that KO’s share price already reflects much of its quality and that the dividend yield has become less compelling at current levels. Technical caution was also mentioned in one article, suggesting limited near-term upside after the stock’s strong run.

CocaCola 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.