Principle Wealth Partners LLC Raises Stock Holdings in CocaCola Company (The) $KO

Principle Wealth Partners LLC raised its holdings in CocaCola Company (The) (NYSE:KO) by 27.0% during the 4th quarter, Holdings Channel reports. The firm owned 107,769 shares of the company’s stock after buying an additional 22,944 shares during the quarter. Principle Wealth Partners LLC’s holdings in CocaCola were worth $7,534,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of KO. Anfield Capital Management LLC grew its holdings in CocaCola by 438.8% in the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after purchasing an additional 294 shares during the period. Headlands Technologies LLC acquired a new stake in CocaCola in the second quarter valued at approximately $26,000. Cloud Capital Management LLC acquired a new stake in CocaCola in the third quarter valued at approximately $27,000. Daytona Street Capital LLC acquired a new stake in CocaCola in the fourth quarter valued at approximately $29,000. Finally, Redmont Wealth Advisors LLC acquired a new stake in CocaCola in the third quarter valued at approximately $30,000. 70.26% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other CocaCola news, Chairman James Quincey sold 200,000 shares of CocaCola stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $78.90, for a total value of $15,780,000.00. Following the sale, the chairman owned 78,155 shares in the company, valued at $6,166,429.50. The trade was a 71.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction on 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 completion of the sale, the executive vice president owned 223,330 shares in the company, valued at $18,074,096.90. This represents a 12.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 786,726 shares of company stock valued at $62,547,977. 0.90% of the stock is currently owned by company insiders.

CocaCola Stock Performance

Shares of CocaCola stock opened at $81.56 on Friday. CocaCola Company has a one year low of $65.35 and a one year high of $82.66. The company has a market cap of $350.90 billion, a price-to-earnings ratio of 25.65, a PEG ratio of 3.24 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 business’s 50 day moving average price is $77.41 and its 200 day moving average price is $74.65.

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 return on equity of 40.55% and a net margin of 27.80%.The company had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter in the previous year, the business earned $0.73 earnings per share. The company’s revenue for the quarter was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, research analysts predict that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The firm 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 is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. CocaCola’s payout ratio is currently 66.67%.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Bank of America Securities initiated or reiterated a Buy on Coca-Cola, reinforcing confidence in the company’s earnings durability and long-term outlook. Coca-Cola (KO) Gets a Buy from Bank of America Securities
• Positive Sentiment: Articles emphasizing Coca-Cola as a dividend-growth blue chip and one of Warren Buffett’s favored holdings support the stock’s appeal as a stable, income-oriented investment. Warren Buffett earns a 20% dividend yield-on-cost with Coca-Cola stock
• Neutral Sentiment: Industry coverage notes that soft-drink companies are still navigating margin and tariff pressures, which could affect the sector but does not point to a Coca-Cola-specific problem. 5 Soft Drinks Stocks to Track Amid Margin & Tariff Pressures
• Neutral Sentiment: Several comparison and “best stock” articles kept Coca-Cola in the spotlight, including bullish long-term income lists and a KO vs. Celsius debate, but these were mostly opinion-driven rather than new fundamentals. Coca-Cola vs. Celsius: Which Consumer Goods Stock Is a Better Buy in 2026?
• Negative Sentiment: One recent article framed Coca-Cola as a potential short candidate because the shares have rallied sharply and now trade near highs, raising valuation concerns despite solid fundamentals. Coca-Cola or Philip Morris: Which Is the Better Short Bet Right Now?

Wall Street Analyst Weigh In

KO has been the topic of several research analyst reports. Weiss Ratings raised CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. JPMorgan Chase & Co. raised their price objective on CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. Jefferies Financial Group raised their price objective on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a report on Monday, March 16th. Deutsche Bank Aktiengesellschaft raised their target price on CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research report on Monday, March 30th. Finally, Citigroup raised their target price on CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a research report on Monday, May 18th. Fifteen investment analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $86.80.

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.