CocaCola Company (The) $KO Shares Purchased by Choate Investment Advisors

Choate Investment Advisors lifted its stake in CocaCola Company (The) (NYSE:KO) by 48.3% in the 4th quarter, Holdings Channel reports. The firm owned 172,934 shares of the company’s stock after purchasing an additional 56,345 shares during the quarter. Choate Investment Advisors’ holdings in CocaCola were worth $12,090,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Anfield Capital Management LLC increased its position in shares of 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 buying an additional 294 shares in the last quarter. Headlands Technologies LLC purchased a new position in shares of CocaCola in the second quarter valued at $26,000. Daytona Street Capital LLC purchased a new position in shares of CocaCola in the fourth quarter valued at $29,000. Cloud Capital Management LLC purchased a new position in shares of CocaCola in the third quarter valued at $27,000. Finally, Elevated Capital Advisors LLC purchased a new position in shares of CocaCola in the fourth quarter valued at $30,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola Trading Up 0.1%

CocaCola stock opened at $81.56 on Monday. The stock has a market cap of $350.90 billion, a PE ratio of 25.65, a P/E/G ratio of 3.26 and a beta of 0.35. The stock has a 50-day moving average price of $77.41 and a 200 day moving average price of $74.70. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.66. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09.

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

CocaCola Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be given a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date is Monday, June 15th. CocaCola’s dividend payout ratio (DPR) is currently 66.67%.

Analyst Upgrades and Downgrades

KO has been the subject of a number of research analyst reports. Royal Bank Of Canada set a $87.00 price target on CocaCola in a research report on Wednesday, February 11th. UBS Group raised their price target on CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Barclays raised their price target on CocaCola from $85.00 to $89.00 and gave the company an “overweight” rating in a research report on Thursday. Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, May 4th. Finally, Jefferies Financial Group lifted their price objective on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research report on Monday, March 16th. Fifteen research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $86.80.

More 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?

Insider Activity

In related news, CFO John Murphy sold 72,449 shares of CocaCola stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $80.52, for a total transaction of $5,833,593.48. Following the completion of the sale, the chief financial officer owned 279,917 shares in the company, valued at approximately $22,538,916.84. This trade represents a 20.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Monica Howard Douglas sold 23,880 shares of CocaCola stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $77.37, for a total value of $1,847,595.60. Following the completion of the sale, the executive vice president owned 17,725 shares of the company’s stock, valued at $1,371,383.25. This trade represents a 57.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 786,726 shares of company stock worth $62,547,977 in the last quarter. Corporate insiders own 0.90% of the company’s stock.

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.