X Square Capital LLC Reduces Stake in CocaCola Company (The) $KO

X Square Capital LLC reduced its holdings in shares of CocaCola Company (The) (NYSE:KO) by 56.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,997 shares of the company’s stock after selling 17,926 shares during the quarter. X Square Capital LLC’s holdings in CocaCola were worth $978,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Vanguard Group Inc. increased its holdings in CocaCola by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock worth $26,200,276,000 after acquiring an additional 5,886,352 shares during the period. State Street Corp increased its holdings in CocaCola by 0.6% during the 3rd quarter. State Street Corp now owns 165,858,003 shares of the company’s stock worth $11,083,296,000 after acquiring an additional 923,278 shares during the period. Geode Capital Management LLC increased its holdings in CocaCola by 0.5% during the 4th quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock worth $6,273,037,000 after acquiring an additional 433,547 shares during the period. Norges Bank bought a new stake in CocaCola during the 4th quarter worth approximately $3,865,807,000. Finally, Franklin Resources Inc. increased its holdings in CocaCola by 3.1% during the 4th quarter. Franklin Resources Inc. now owns 40,289,857 shares of the company’s stock worth $2,816,697,000 after acquiring an additional 1,195,581 shares during the period. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the stock. Truist Financial set a $85.00 price target on shares of CocaCola in a report on Wednesday, February 11th. Morgan Stanley set a $88.00 price target on shares of CocaCola in a report on Wednesday, March 11th. Citigroup increased their price target on shares of CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a report on Monday, May 18th. Weiss Ratings raised shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Finally, Jefferies Financial Group increased their price target on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a report on Monday, March 16th. Fifteen equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, CocaCola has a consensus rating of “Buy” and a consensus price target of $86.80.

CocaCola Price Performance

KO stock opened at $79.53 on Tuesday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.66. The firm’s fifty day moving average is $78.19 and its 200 day moving average is $75.41. The firm has a market cap of $342.18 billion, a P/E ratio of 25.01, a P/E/G ratio of 3.18 and a beta of 0.35.

CocaCola (NYSE:KO) last released its earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, beating the consensus estimate of $0.81 by $0.05. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The company had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. During the same quarter last year, the firm earned $0.73 EPS. The firm’s quarterly revenue was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Research analysts predict that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be issued a dividend of $0.53 per share. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.7%. CocaCola’s dividend payout ratio (DPR) is currently 66.67%.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Multiple articles highlighted Coca-Cola’s status as a Dividend King, noting its 64 consecutive years of dividend increases and its reputation as a reliable long-term income stock. Here’s How Many Shares of Coca-Cola You’d Need for $10,000 in Yearly Dividends
• Positive Sentiment: Coca-Cola’s inflation strategy was described favorably, with selective price increases and smaller affordable packs helping drive 10% organic revenue growth and 3% volume growth in Q1 2026. Coca-Cola’s Inflation Balancing Act: Price Increases vs. Volume
• Positive Sentiment: News that Coca-Cola is launching BodyArmor Fit supports its push into the “better-for-you” category, which could broaden growth beyond its core soda business. Coca-Cola launches BodyArmor Fit as it branches out in the ‘better-for-you’ category
• Positive Sentiment: Coverage also pointed to Coca-Cola’s India bottler IPO plans and refranchising strategy as a potential way to unlock value and improve capital allocation in a key emerging market. How Coca-Cola’s India Bottler IPO Plans and World Cup Push Could Impact Coca-Cola (KO) Investors
• Neutral Sentiment: Chairman James Quincey disclosed stock sales, but the transactions were made under a pre-arranged 10b5-1 plan and were tied to tax withholding on equity awards, which makes the news less concerning than a discretionary insider exit.

Insider Buying and Selling at CocaCola

In other CocaCola news, Chairman James Quincey sold 436,296 shares of the stock in a transaction on Friday, June 5th. The shares were sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the completion of the sale, the chairman owned 122,833 shares of the company’s stock, valued at $9,842,608.29. This represents a 78.03% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 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. Also, EVP Nancy Quan sold 31,625 shares of the stock in a transaction 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 sale, 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. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders have sold 675,921 shares of company stock worth $53,939,810. 0.90% of the stock is owned by insiders.

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.