CDM Financial Counseling Services Inc. Buys Shares of 7,763 CocaCola Company (The) $KO

CDM Financial Counseling Services Inc. bought a new stake in CocaCola Company (The) (NYSE:KO) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 7,763 shares of the company’s stock, valued at approximately $543,000.

Other hedge funds also recently added to or reduced their stakes in the company. Anfield Capital Management LLC increased 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 buying an additional 294 shares in the last quarter. Headlands Technologies LLC purchased a new position in CocaCola in the second quarter valued at about $26,000. Cloud Capital Management LLC purchased a new position in CocaCola in the third quarter valued at about $27,000. Daytona Street Capital LLC purchased a new position in CocaCola in the fourth quarter valued at about $29,000. Finally, Redmont Wealth Advisors LLC purchased a new position in shares of CocaCola in the third quarter valued at $30,000. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola Trading Up 0.1%

CocaCola stock opened at $80.86 on Monday. The stock has a market cap of $347.92 billion, a PE ratio of 25.43, a P/E/G ratio of 3.23 and a beta of 0.35. The stock has a 50-day moving average price of $77.00 and a 200 day moving average price of $74.26. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.00. 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 Dividend Announcement

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

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Citigroup raised their price target on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. 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. Truist Financial set a $85.00 price target on CocaCola in a research report on Wednesday, February 11th. Evercore reissued an “outperform” rating and set a $85.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. Finally, Deutsche Bank Aktiengesellschaft raised their price objective on shares of CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research note on Monday, March 30th. Fifteen equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, CocaCola currently has an average rating of “Buy” and an average price target of $86.27.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts remain constructive on KO, with Barclays, JPMorgan, and Evercore all reiterating bullish ratings and several price targets in the mid-to-high $80s, above the recent trading range. Coca-Cola (KO) Valuation Check After Recent Share Price Momentum And Mixed Fair Value Estimates
• Positive Sentiment: The company’s recent Q1 2026 results showed revenue of about $12.5 billion, up 12.07% from a year ago, reinforcing confidence in KO’s ability to grow even in a slow-growth consumer staples sector. Coca-Cola Stock (KO) Opinions on Recent Performance and Industry Trends
• Positive Sentiment: Investors are also focused on growth in newer beverage categories such as functional drinks and tea, with Fuze Tea highlighted as a meaningful expansion driver beyond traditional soda. Coca-Cola Taps Into A Rapidly Expanding Market With Its Fuze Tea Offering
• Positive Sentiment: Recent commentary suggests KO has maintained momentum over the past month and year-to-date, supporting the view that investors continue to favor its defensive profile and steady dividend growth. Top stock reports for Costco, Coca-Cola & AstraZeneca
• Neutral Sentiment: Social-media discussion has highlighted Coca-Cola’s long-term track record and dividend appeal, which may support valuation but is not a near-term catalyst.
• Neutral Sentiment: Insider trading data shows several executives have sold shares over the past six months, which some investors may view as a cautionary signal, though the sales do not necessarily indicate a change in business fundamentals.

Insider Transactions at CocaCola

In other CocaCola news, insider Bruno Pietracci sold 28,765 shares of CocaCola stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total value of $2,284,228.65. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO John Murphy sold 72,449 shares of CocaCola stock in a transaction that occurred on 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 directly owned 279,917 shares of the company’s stock, valued at $22,538,916.84. The trade was a 20.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 755,101 shares of company stock worth $59,988,566 in the last three months. 0.90% of the stock is currently owned by company 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.