Wealthquest Corp Invests $517,000 in CocaCola Company (The) $KO

Wealthquest Corp acquired a new position in shares of CocaCola Company (The) (NYSE:KO) during the fourth quarter, Holdings Channel reports. The fund acquired 7,392 shares of the company’s stock, valued at approximately $517,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Anfield Capital Management LLC boosted 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 worth $25,000 after purchasing an additional 294 shares in the last quarter. Headlands Technologies LLC bought a new position in shares of CocaCola during the 2nd quarter worth about $26,000. Cloud Capital Management LLC bought a new position in shares of CocaCola during the 3rd quarter worth about $27,000. Daytona Street Capital LLC bought a new position in shares of CocaCola during the 4th quarter worth about $29,000. Finally, Redmont Wealth Advisors LLC bought a new position in shares of CocaCola during the 3rd quarter worth about $30,000. Institutional investors own 70.26% of the company’s stock.

CocaCola Trading Up 0.1%

KO opened at $81.56 on Monday. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $82.66. The firm has a market capitalization of $350.90 billion, a PE ratio of 25.65, a P/E/G ratio of 3.26 and a beta of 0.35. The company’s 50-day moving average is $77.41 and its 200 day moving average is $74.70.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, topping analysts’ consensus estimates 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 in the prior year, the business posted $0.73 EPS. The firm’s 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. As a group, research analysts predict that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Announces Dividend

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 $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date is Monday, June 15th. CocaCola’s dividend payout ratio is currently 66.67%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on KO shares. Evercore reissued an “outperform” rating and set a $85.00 price objective on shares of CocaCola in a research report on Wednesday, February 11th. Citigroup increased their price objective on shares of CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a research report on Monday, May 18th. UBS Group increased their price objective on shares of CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Royal Bank Of Canada set a $87.00 price objective on shares of CocaCola in a research report on Wednesday, February 11th. Finally, Deutsche Bank Aktiengesellschaft upped their target price on shares of CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a report on Monday, March 30th. Fifteen investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, CocaCola presently has an average rating of “Buy” and a consensus target price of $86.80.

Insider Transactions at CocaCola

In other CocaCola news, Chairman James Quincey sold 200,000 shares of the stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $78.90, for a total value of $15,780,000.00. Following the completion of the sale, the chairman owned 78,155 shares in the company, valued at approximately $6,166,429.50. This trade represents a 71.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO John Murphy sold 72,449 shares of the stock in a transaction dated Monday, March 2nd. The shares were 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 owned 279,917 shares of the company’s stock, valued at approximately $22,538,916.84. This trade represents a 20.56% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 786,726 shares of company stock worth $62,547,977. Company insiders own 0.90% of the company’s stock.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Bank of America Securities initiated or reiterated a Buy on Coca-Cola, reinforcing confidence in the company’s earnings durability and long-term outlook. Coca-Cola (KO) Gets a Buy from Bank of America Securities
• Positive Sentiment: Articles emphasizing Coca-Cola as a dividend-growth blue chip and one of Warren Buffett’s favored holdings support the stock’s appeal as a stable, income-oriented investment. Warren Buffett earns a 20% dividend yield-on-cost with Coca-Cola stock
• Neutral Sentiment: Industry coverage notes that soft-drink companies are still navigating margin and tariff pressures, which could affect the sector but does not point to a Coca-Cola-specific problem. 5 Soft Drinks Stocks to Track Amid Margin & Tariff Pressures
• Neutral Sentiment: Several comparison and “best stock” articles kept Coca-Cola in the spotlight, including bullish long-term income lists and a KO vs. Celsius debate, but these were mostly opinion-driven rather than new fundamentals. Coca-Cola vs. Celsius: Which Consumer Goods Stock Is a Better Buy in 2026?
• Negative Sentiment: One recent article framed Coca-Cola as a potential short candidate because the shares have rallied sharply and now trade near highs, raising valuation concerns despite solid fundamentals. Coca-Cola or Philip Morris: Which Is the Better Short Bet Right Now?

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.