Xponance LLC Has $60.93 Million Stock Position in CocaCola Company (The) $KO

Xponance LLC raised its stake in CocaCola Company (The) (NYSE:KO) by 8.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 871,535 shares of the company’s stock after buying an additional 68,144 shares during the period. CocaCola accounts for 0.5% of Xponance LLC’s holdings, making the stock its 27th largest holding. Xponance LLC’s holdings in CocaCola were worth $60,929,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Vestia Personal Wealth Advisors grew its holdings in CocaCola by 3.8% in the fourth quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock worth $275,000 after purchasing an additional 140 shares during the period. Alteri Wealth LLC grew its holdings in CocaCola by 1.9% in the fourth quarter. Alteri Wealth LLC now owns 7,738 shares of the company’s stock worth $541,000 after purchasing an additional 141 shares during the period. Apexium Financial LP grew its holdings in CocaCola by 1.2% in the third quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock worth $810,000 after purchasing an additional 142 shares during the period. Stockman Wealth Management Inc. grew its holdings in CocaCola by 1.7% in the fourth quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company’s stock worth $622,000 after purchasing an additional 147 shares during the period. Finally, 1ST Source Bank grew its holdings in CocaCola by 0.7% in the fourth quarter. 1ST Source Bank now owns 19,766 shares of the company’s stock worth $1,382,000 after purchasing an additional 147 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

Insider Buying and Selling

In related news, Chairman James Quincey sold 436,296 shares of the business’s stock in a transaction dated 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 transaction, the chairman directly owned 122,833 shares in the company, valued at approximately $9,842,608.29. The trade was a 78.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 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 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 transaction, the executive vice president owned 223,330 shares in the company, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders have sold 875,921 shares of company stock worth $69,831,810. 0.90% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on KO shares. Weiss Ratings upgraded shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a report on Monday, March 30th. UBS Group lifted their price objective on shares of CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Jefferies Financial Group lifted their price objective on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a report on Monday, March 16th. Finally, TD Cowen lifted their price objective on shares of CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Fifteen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $86.69.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Investors are betting that the 2026 FIFA World Cup could boost beverage demand, with Coca-Cola viewed as a direct beneficiary from higher consumer spending, event-related marketing, and increased volumes. Marriott, Flutter, Coca-Cola among stocks poised to gain from FIFA World Cup 2026
• Positive Sentiment: Stock-specific coverage says Morgan Stanley now views Coca-Cola as its top beverage pick ahead of the World Cup, citing supportive business trends and long-term growth potential. KO Stock Extends Rally: Coca-Cola Is Morgan Stanley’s Top Beverage Bet Ahead Of FIFA World Cup
• Positive Sentiment: Analysts continue to lean constructive on KO, including a modest increase to FY2026 earnings estimates and a broader consensus Buy rating, which supports the stock’s valuation. CocaCola Company (The) (NYSE:KO) Receives Consensus Rating of “Buy” from Analysts
• Positive Sentiment: Unusually heavy call-option buying suggests traders are positioning for more upside, reinforcing the market’s optimistic tone around the shares.
• Neutral Sentiment: Executive vice president Jennifer Mann sold 100,000 shares, but the trade was made under a pre-arranged 10b5-1 plan and was tied to tax withholding on equity awards, making it less concerning for investors.

CocaCola Stock Down 1.1%

Shares of NYSE KO opened at $82.65 on Friday. The stock has a market capitalization of $355.58 billion, a P/E ratio of 25.99, a P/E/G ratio of 3.34 and a beta of 0.35. The company has a 50-day moving average price of $78.58 and a 200-day moving average price of $75.63. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $84.04. 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 (NYSE:KO) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, topping 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 business had revenue of $12.47 billion for the quarter, compared to analysts’ expectations of $12.24 billion. During the same period in the previous year, the company earned $0.73 earnings per share. The firm’s revenue for the quarter was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, equities research analysts forecast that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Dividend Announcement

The company also recently declared 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 is Monday, June 15th. This represents a $2.12 annualized dividend and a yield of 2.6%. CocaCola’s payout ratio is 66.67%.

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.