Mosley Wealth Management Makes New $546,000 Investment in CocaCola Company (The) $KO

Mosley Wealth Management acquired a new position in CocaCola Company (The) (NYSE:KOFree Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 8,253 shares of the company’s stock, valued at approximately $546,000.

Other large investors have also added to or reduced their stakes in the company. Anfield Capital Management LLC increased its position in shares of CocaCola by 438.8% during the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after purchasing an additional 294 shares during the last quarter. Headlands Technologies LLC bought a new position in shares of CocaCola during the 2nd quarter valued at approximately $26,000. Evolution Wealth Management Inc. increased its position in shares of CocaCola by 1,081.8% during the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after purchasing an additional 357 shares during the last quarter. Daytona Street Capital LLC bought a new position in CocaCola in the 4th quarter valued at $29,000. Finally, Redmont Wealth Advisors LLC bought a new position in CocaCola in the 3rd quarter valued at $30,000. Institutional investors own 70.26% of the company’s stock.

CocaCola Trading Down 1.1%

Shares of NYSE:KO opened at $82.65 on Friday. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $84.04. The stock has a market cap of $355.58 billion, a price-to-earnings ratio of 25.99, a PEG ratio of 3.34 and a beta of 0.35. 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 business has a 50-day moving average price of $78.58 and a 200-day moving average price of $75.63.

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

CocaCola Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be paid 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 payout ratio is 66.67%.

Analyst Ratings Changes

A number of research firms have recently issued reports on KO. UBS Group increased their price target on CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Barclays raised their price objective on CocaCola from $85.00 to $89.00 and gave the company an “overweight” rating in a research report on Thursday, May 21st. Citigroup raised their price objective on CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a research report on Monday, May 18th. Morgan Stanley set a $89.00 price objective on CocaCola in a research report on Wednesday. Finally, JPMorgan Chase & Co. raised their price target on CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a report on Wednesday, April 29th. Fifteen analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $86.69.

Get Our Latest Stock Report on KO

Insiders Place Their Bets

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the business’s stock in a transaction on 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 transaction, the executive vice president owned 223,330 shares of the company’s stock, valued at approximately $18,074,096.90. The trade was a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible 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 100,000 shares of the business’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $79.46, for a total value of $7,946,000.00. Following the transaction, the executive vice president directly owned 207,400 shares in the company, valued at $16,480,004. This trade represents a 32.53% decrease in their position. 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. Over the last 90 days, insiders have sold 875,921 shares of company stock valued at $69,831,810. Insiders own 0.90% of the company’s stock.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

About CocaCola

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for CocaCola (NYSE:KO)

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