VCI Wealth Management LLC Grows Stock Position in CocaCola Company (The) $KO

VCI Wealth Management LLC raised its position in CocaCola Company (The) (NYSE:KO) by 30.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,246 shares of the company’s stock after buying an additional 6,559 shares during the quarter. VCI Wealth Management LLC’s holdings in CocaCola were worth $2,148,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Eurizon SLJ Capital Ltd bought a new position in CocaCola in the 4th quarter valued at $552,000. Farther Finance Advisors LLC raised its position in shares of CocaCola by 38.1% in the fourth quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock worth $7,802,000 after buying an additional 30,786 shares in the last quarter. Dynamic Technology Lab Private Ltd boosted its stake in CocaCola by 82.3% during the third quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company’s stock valued at $3,296,000 after buying an additional 22,444 shares during the period. Capitolis Liquid Global Markets LLC boosted its position in shares of CocaCola by 16.4% during the 3rd quarter. Capitolis Liquid Global Markets LLC now owns 710,000 shares of the company’s stock valued at $47,087,000 after acquiring an additional 100,000 shares during the last quarter. Finally, King Luther Capital Management Corp lifted its position in CocaCola by 0.8% during the fourth quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock valued at $269,330,000 after purchasing an additional 31,694 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola Price Performance

Shares of CocaCola stock opened at $82.63 on Friday. The firm has a market cap of $355.51 billion, a PE ratio of 25.98, a price-to-earnings-growth ratio of 3.21 and a beta of 0.35. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $84.04. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09. The company’s fifty day simple moving average is $79.44 and its two-hundred day simple moving average is $76.28.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 EPS 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 the consensus estimate of $12.24 billion. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The company’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, equities analysts expect that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Dividend Announcement

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

Insiders Place Their Bets

In other news, EVP Jennifer K. Mann sold 23,984 shares of CocaCola stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total value of $2,000,505.44. Following the sale, the executive vice president directly owned 157,400 shares in the company, valued at approximately $13,128,734. This trade represents a 13.22% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman James Quincey sold 436,296 shares of the business’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the transaction, the chairman directly owned 122,833 shares in the company, valued at $9,842,608.29. This trade represents a 78.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of research firms have recently issued reports on KO. Deutsche Bank Aktiengesellschaft upped their price objective on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a report on Monday, March 30th. Jefferies Financial Group increased their target price on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a report on Monday, March 16th. Piper Sandler reiterated an “overweight” rating on shares of CocaCola in a research report on Friday. JPMorgan Chase & Co. boosted their price target on shares of CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Finally, Barclays raised their price objective on CocaCola from $85.00 to $89.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. Fifteen research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $86.88.

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?

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.