HB Wealth Management LLC Increases Position in CocaCola Company (The) $KO

HB Wealth Management LLC lifted its stake in CocaCola Company (The) (NYSE:KO) by 4.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 629,106 shares of the company’s stock after acquiring an additional 29,336 shares during the period. HB Wealth Management LLC’s holdings in CocaCola were worth $47,844,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in KO. Brighton Jones LLC raised its stake in shares of CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after acquiring an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake 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 in the last quarter. Dynamic Technology Lab Private Ltd acquired a new stake in CocaCola in the first quarter valued at approximately $210,000. Jump Financial LLC grew its holdings in CocaCola by 450.5% in the second 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 last quarter. Finally, Osterweis Capital Management Inc. grew its holdings in CocaCola by 548.2% in the second quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock worth $75,000 after purchasing an additional 899 shares during the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: 24/7 Wall St. says Coca-Cola’s fourth straight earnings beat, strong momentum, and defensive positioning could support a move toward a new high, with an implied upside target of $91.13. Price Prediction: Coca-Cola’s Fourth Consecutive Earnings Beat Sets Up a Run Toward a New High
• Positive Sentiment: Zacks noted KO hit a 52-week high as resilient demand, market share gains, and strong execution continue to fuel momentum. Coca-Cola Stock Hits 52-Week High: Time to Buy or Wait for Now?
• Positive Sentiment: Several outlets pointed to Coca-Cola as a favored blue-chip and dividend stock, reinforcing investor interest in its earnings strength and income profile. Dow Records Best 1H Performance Since 2021: 5 Top Picks for 2H 2026
• Neutral Sentiment: Some coverage focused on whether analysts’ bullish ratings and dividend appeal make KO a good long-term holding, but these pieces did not add fresh company-specific catalysts. Coca-Cola (KO) Is Considered a Good Investment by Brokers: Is That True?
• Neutral Sentiment: Articles about dividend investing and whether to buy before earnings mainly reiterated Coca-Cola’s steady growth and income characteristics rather than introducing new news. Should Dividend Stock Investors Buy Coca-Cola Stock Before Earnings?

Wall Street Analyst Weigh In

KO has been the topic of a number of recent analyst reports. Barclays upped their price target on CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a research report on Thursday, May 21st. Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. TD Cowen upped their target price on CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Sanford C. Bernstein assumed coverage on CocaCola in a research note on Thursday, June 11th. They issued a “market perform” rating and a $84.00 price target for the company. Finally, UBS Group raised their price target on CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Fifteen investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, CocaCola currently has an average rating of “Moderate Buy” and an average price target of $86.88.

CocaCola Trading Down 0.2%

Shares of CocaCola stock opened at $83.93 on Friday. The firm’s 50 day simple moving average is $80.18 and its two-hundred day simple moving average is $76.72. The firm has a market capitalization of $361.11 billion, a price-to-earnings ratio of 26.39, a PEG ratio of 3.36 and a beta of 0.34. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $84.14. 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 the consensus estimate of $0.81 by $0.05. The business 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 business’s revenue for the quarter was up 11.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Analysts predict that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th were given a dividend of $0.53 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.5%. CocaCola’s payout ratio is currently 66.67%.

Insiders Place Their Bets

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the business’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the sale, the executive vice president owned 223,330 shares in the company, valued at approximately $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 can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 23,984 shares of the stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $83.41, for a total value of $2,000,505.44. Following the completion of the transaction, the executive vice president directly owned 157,400 shares in the company, valued at $13,128,734. This represents a 13.22% 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. In the last 90 days, insiders sold 899,905 shares of company stock valued at $71,832,315. 0.90% of the stock is owned by company insiders.

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.