Aspen Investment Management Inc Has $1.47 Million Stake in CocaCola Company (The) $KO

Aspen Investment Management Inc raised its holdings in CocaCola Company (The) (NYSE:KO) by 116.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 21,040 shares of the company’s stock after acquiring an additional 11,313 shares during the period. Aspen Investment Management Inc’s holdings in CocaCola were worth $1,471,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Burling Wealth Partners LLC grew its stake in CocaCola by 34.2% in the fourth quarter. Burling Wealth Partners LLC now owns 8,923 shares of the company’s stock valued at $624,000 after acquiring an additional 2,273 shares during the period. MJP Associates Inc. ADV grew its stake in CocaCola by 6.5% in the fourth quarter. MJP Associates Inc. ADV now owns 15,334 shares of the company’s stock valued at $1,072,000 after acquiring an additional 933 shares during the period. ABN Amro Investment Solutions grew its stake in CocaCola by 90.7% in the fourth quarter. ABN Amro Investment Solutions now owns 296,969 shares of the company’s stock valued at $20,761,000 after acquiring an additional 141,210 shares during the period. Rathbones Group PLC grew its stake in CocaCola by 3.0% in the fourth quarter. Rathbones Group PLC now owns 5,925,755 shares of the company’s stock valued at $414,270,000 after acquiring an additional 173,436 shares during the period. Finally, Kennedy Investment Group grew its stake in CocaCola by 0.8% in the fourth quarter. Kennedy Investment Group now owns 21,142 shares of the company’s stock valued at $1,478,000 after acquiring an additional 167 shares during the period. 70.26% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at CocaCola

In related news, EVP Nancy Quan sold 31,625 shares of the company’s stock in a transaction dated 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 sale, the executive vice president owned 223,330 shares in the company, valued at approximately $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Bruno Pietracci sold 28,765 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total value of $2,284,228.65. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 786,726 shares of company stock valued at $62,547,977 in the last ninety days. Insiders own 0.90% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have issued reports on KO. UBS Group boosted their target price on CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Citigroup boosted their target price on CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a research note on Monday. Morgan Stanley set a $88.00 target price on CocaCola in a research note on Wednesday, March 11th. Royal Bank Of Canada set a $87.00 target price on CocaCola in a research note on Wednesday, February 11th. Finally, Barclays boosted their target price on CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. Fifteen investment analysts have rated the stock with a Buy rating, According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $86.53.

CocaCola Stock Performance

Shares of CocaCola stock opened at $81.62 on Thursday. The firm has a market cap of $351.17 billion, a price-to-earnings ratio of 25.67, a price-to-earnings-growth ratio of 3.27 and a beta of 0.35. The stock’s 50-day moving average is $77.26 and its 200-day moving average is $74.52. CocaCola Company has a one year low of $65.35 and a one year high of $82.66. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15.

CocaCola (NYSE:KO) last issued its quarterly 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. The company had revenue of $12.47 billion for 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 quarterly revenue was up 11.4% compared to the same quarter last year. During the same period 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 predict 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 issued a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.6%. The ex-dividend date is Monday, June 15th. CocaCola’s dividend payout ratio is presently 66.67%.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Citigroup and Wells Fargo both reiterated bullish views on Coca-Cola and lifted price targets, reinforcing confidence in KO’s earnings stability, pricing power, and defensive profile. CocaCola (NYSE:KO) Price Target Raised to $90.00 at Wells Fargo & Company
• Positive Sentiment: Analysts continue to point to Coca-Cola’s strong Q1 results, including earnings and revenue beats, which support the case for steady growth and premium valuation. Coca-Cola: Quality Still Deserves A Premium Valuation
• Positive Sentiment: Commentary around the company’s recent stock trend and dividend appeal highlights KO as a favored defensive income name, helping keep investor interest elevated. Coca-Cola (KO) and Realty Income Lead 2026 Dividend Stock Watch List
• Neutral Sentiment: Coca-Cola launched Fresca Hard, expanding into flavored alcoholic beverages; this could broaden the portfolio, but the near-term financial impact is still uncertain. How Coca-Cola’s New Fresca Hard Alcohol Line Will Impact Coca-Cola (KO) Investors
• Neutral Sentiment: EVP Nancy Quan sold shares, but the filing says the sale was for tax withholding tied to equity award vesting, which is usually less concerning than a discretionary insider sale. SEC Form 4 filing
• Negative Sentiment: Some market commentary warns that Coca-Cola’s international growth can bring foreign exchange, conflict, and commodity cost risks that could pressure margins if conditions worsen. Coca-Cola’s International Growth: Key Driver or Volatility Risk?

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.