CocaCola Company (The) $KO Shares Acquired by O Shaughnessy Asset Management LLC

O Shaughnessy Asset Management LLC raised its holdings in shares of CocaCola Company (The) (NYSE:KO) by 9.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 760,031 shares of the company’s stock after buying an additional 67,550 shares during the quarter. O Shaughnessy Asset Management LLC’s holdings in CocaCola were worth $53,134,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Anfield Capital Management LLC lifted its stake in CocaCola by 438.8% during the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after acquiring an additional 294 shares during the period. Headlands Technologies LLC acquired a new stake in CocaCola during the 2nd quarter valued at approximately $26,000. Evolution Wealth Management Inc. lifted its stake in CocaCola by 1,081.8% during the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after acquiring an additional 357 shares during the period. Daytona Street Capital LLC acquired a new stake in CocaCola during the 4th quarter valued at approximately $29,000. Finally, Redmont Wealth Advisors LLC acquired a new stake in CocaCola during the 3rd quarter valued at approximately $30,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts have commented on the stock. JPMorgan Chase & Co. lifted their price objective on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. Truist Financial set a $85.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. Morgan Stanley set a $88.00 price objective on shares of CocaCola in a research note on Wednesday, March 11th. Wells Fargo & Company lifted their price objective on shares of CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. Finally, Royal Bank Of Canada set a $87.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. Fifteen investment analysts have rated the stock with a Buy rating, According to data from MarketBeat, CocaCola currently has an average rating of “Buy” and an average price target of $86.80.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Investors are rotating into defensive, dividend-paying stocks like Coca-Cola as market volatility increases, which is supporting demand for KO shares. Article Title
• Positive Sentiment: Coca-Cola’s updated 2026 framework calls for 8%–9% comparable EPS growth and about $12.2 billion in free cash flow, reinforcing confidence in earnings and cash generation. Article Title
• Positive Sentiment: Recent analyst upgrades and higher price targets from firms including Barclays, JPMorgan, Wells Fargo, and Citi are helping support the shares. Article Title

CocaCola Price Performance

NYSE:KO opened at $79.63 on Monday. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. The firm has a market cap of $342.59 billion, a price-to-earnings ratio of 25.04, a price-to-earnings-growth ratio of 3.18 and a beta of 0.35. The company has a 50 day moving average price of $78.09 and a 200-day moving average price of $75.35. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $82.66.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, beating 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 net margin of 27.80% and a return on equity of 40.55%. The business’s quarterly revenue was up 11.4% on a year-over-year basis. During the same period in the previous year, the firm earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities research analysts forecast that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders 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 dividend yield of 2.7%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s payout ratio is 66.67%.

Insider Activity at CocaCola

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

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.