Darwin Wealth Management LLC Has $3.68 Million Stock Holdings in CocaCola Company (The) $KO

Darwin Wealth Management LLC lifted its stake in CocaCola Company (The) (NYSE:KO) by 19.6% during the first quarter, Holdings Channel.com reports. The fund owned 48,373 shares of the company’s stock after buying an additional 7,923 shares during the period. CocaCola accounts for approximately 1.1% of Darwin Wealth Management LLC’s holdings, making the stock its 24th largest holding. Darwin Wealth Management LLC’s holdings in CocaCola were worth $3,679,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Eurizon SLJ Capital Ltd acquired a new position in shares of CocaCola during the 4th quarter worth approximately $552,000. Farther Finance Advisors LLC raised its holdings in CocaCola by 38.1% in the 4th quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock valued at $7,802,000 after acquiring an additional 30,786 shares in the last quarter. Capitolis Liquid Global Markets LLC lifted its position in shares of CocaCola by 16.4% during the 3rd quarter. Capitolis Liquid Global Markets LLC now owns 710,000 shares of the company’s stock valued at $47,087,000 after acquiring an additional 100,000 shares during the period. King Luther Capital Management Corp increased its position in shares of CocaCola by 0.8% in the fourth quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock worth $269,330,000 after purchasing an additional 31,694 shares during the period. Finally, Greenberg Financial Group acquired a new position in CocaCola in the fourth quarter valued at about $507,000. 70.26% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at CocaCola

In other news, EVP Jennifer K. Mann sold 23,984 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $83.41, for a total transaction of $2,000,505.44. Following the completion of the transaction, the executive vice president directly owned 157,400 shares of the company’s stock, valued at approximately $13,128,734. This represents a 13.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman James Quincey sold 436,296 shares of the stock in a transaction that occurred on 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 owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. This trade represents 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. Over the last 90 days, insiders sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is currently owned by insiders.

CocaCola News Summary

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

Analyst Ratings Changes

KO has been the subject of a number of research analyst reports. Piper Sandler reiterated an “overweight” rating on shares of CocaCola in a research report on Friday, June 26th. Morgan Stanley set a $89.00 price objective on CocaCola in a report on Wednesday, June 10th. Wells Fargo & Company lifted their price objective on shares of CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a report on Monday, May 18th. Deutsche Bank Aktiengesellschaft boosted their price target on shares of CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a report on Monday, March 30th. Finally, Truist Financial set a $88.00 price target on CocaCola in a report on Friday, June 26th. Fifteen analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $88.06.

CocaCola Price Performance

Shares of NYSE:KO opened at $83.49 on Friday. The firm has a market capitalization of $359.23 billion, a PE ratio of 26.26, a P/E/G ratio of 3.30 and a beta of 0.34. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09. The company has a 50-day moving average price of $80.79 and a two-hundred day moving average price of $77.17. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $85.68.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) 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 was up 11.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities analysts forecast that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

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

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.