CocaCola Company (The) $KO Shares Purchased by Union Bancaire Privee UBP SA

Union Bancaire Privee UBP SA grew its holdings in shares of CocaCola Company (The) (NYSE:KO) by 2.0% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 515,428 shares of the company’s stock after purchasing an additional 9,899 shares during the period. CocaCola makes up about 0.7% of Union Bancaire Privee UBP SA’s holdings, making the stock its 28th biggest position. Union Bancaire Privee UBP SA’s holdings in CocaCola were worth $39,198,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of KO. Brighton Jones LLC boosted its stake in shares of CocaCola by 13.3% in the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after buying an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in CocaCola by 3.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after acquiring an additional 293 shares during the period. Dynamic Technology Lab Private Ltd purchased a new stake in shares of CocaCola during the 1st quarter worth $210,000. Jump Financial LLC grew its stake in shares of CocaCola by 450.5% during the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock worth $2,800,000 after purchasing an additional 32,392 shares during the period. Finally, Osterweis Capital Management Inc. increased its holdings in shares of CocaCola by 548.2% in the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock valued at $75,000 after purchasing an additional 899 shares in the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, EVP Jennifer K. Mann sold 23,984 shares of CocaCola 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 sale, the executive vice president directly owned 157,400 shares in the company, valued at $13,128,734. The trade was a 13.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Nancy Quan sold 31,625 shares of the business’s 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 approximately $18,074,096.90. This represents a 12.40% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is owned by corporate insiders.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: 24/7 Wall St. issued a bullish view on KO, calling it a quality compounder with a price target of $90.07, implying about 12% upside and recommending the stock as a buy. Coca Cola Price Prediction: The Case for 12% Upside
• Positive Sentiment: Zacks highlighted Coca-Cola as one of four defensive stocks to own as inflation rises, reinforcing KO’s appeal as a stable consumer staples name in a more uncertain macro environment. Buy 4 Defensive Stocks as Inflation Hits Highest Level in 3 Years
• Positive Sentiment: Growth rankings also looked supportive, with an article noting Monster Beverage and Coca-Cola leading S&P 500 consumer staples stocks by growth grades, which may help sentiment around KO’s fundamental profile. Monster Beverage, Coca-Cola lead S&P 500 consumer staples stocks by growth grades
• Neutral Sentiment: The company announced a leadership transition in its North America operating unit, with Jennifer Mann stepping down and CFO John Murphy taking over temporarily. This is operationally important, but the market impact is likely limited unless it signals broader strategic changes. The Coca-Cola Company Announces Leadership Transition for North America Operating Unit
• Neutral Sentiment: Investors are also watching the company’s long-running $20 billion IRS tax dispute, which has reached a promising stage in court but still represents a potential overhang on long-term cash flow and taxes. Coca-Cola’s longstanding $20B tax case is off to a promising start in the courtroom
• Negative Sentiment: Recent analysis questioning whether the current share price is justified after a roughly 19% one-year decline could temper enthusiasm, even though the stock remains viewed by some as attractively valued. Coca-Cola (KO) Stock After 19% Year Loss Is The Current Price Justified?

CocaCola Trading Up 2.7%

Shares of CocaCola stock opened at $82.63 on Friday. 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 Company has a 1 year low of $65.35 and a 1 year high of $84.04. The company has a market capitalization of $355.51 billion, a P/E ratio of 25.98, a P/E/G ratio of 3.21 and a beta of 0.35. The business has a 50 day moving average price of $79.44 and a 200 day moving average price of $76.28.

CocaCola (NYSE:KO) last announced 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. The firm had revenue of $12.47 billion for 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%.CocaCola’s quarterly revenue was up 11.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Sell-side analysts anticipate that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Dividend Announcement

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%.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on KO. Wells Fargo & Company boosted 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. Weiss Ratings upgraded shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, May 4th. Piper Sandler reissued an “overweight” rating on shares of CocaCola in a research note on Friday. Citigroup upped their price target on CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a report on Monday, May 18th. Finally, Barclays lifted their price objective on CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a report on Thursday, May 21st. Fifteen investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $86.88.

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.