Ritholtz Wealth Management Acquires 9,130 Shares of CocaCola Company (The) $KO

25 Jun 2026, 11:22 by Kim Johansen · The Markets Daily

Ritholtz Wealth Management increased its holdings in CocaCola Company (The) (NYSE:KO – Free Report) by 8.9% during the first quarter, Holdings Channel reports. The firm owned 111,622 shares of the company’s stock after acquiring an additional 9,130 shares during the quarter. Ritholtz Wealth Management’s holdings in CocaCola were worth $8,489,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of CocaCola during the fourth quarter valued at approximately $3,865,807,000. Cardano Risk Management B.V. lifted its holdings in shares of CocaCola by 867.2% in the fourth quarter. Cardano Risk Management B.V. now owns 14,432,190 shares of the company’s stock worth $1,008,954,000 after buying an additional 12,939,959 shares in the last quarter. Marshall Wace LLP boosted its position in shares of CocaCola by 1,206.9% during the fourth quarter. Marshall Wace LLP now owns 10,641,007 shares of the company’s stock worth $743,913,000 after acquiring an additional 9,826,768 shares during the last quarter. Bank of America Corp DE boosted its position in shares of CocaCola by 29.2% during the fourth quarter. Bank of America Corp DE now owns 40,182,323 shares of the company’s stock worth $2,809,146,000 after acquiring an additional 9,078,447 shares during the last quarter. Finally, Capital World Investors grew its stake in CocaCola by 98.7% during the fourth quarter. Capital World Investors now owns 12,573,527 shares of the company’s stock valued at $879,015,000 after acquiring an additional 6,246,627 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors.

CocaCola Price Performance

KO stock opened at $80.62 on Thursday. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $84.04. 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 company has a fifty day simple moving average of $79.20 and a two-hundred day simple moving average of $76.16. The firm has a market capitalization of $346.87 billion, a P/E ratio of 25.35, a price-to-earnings-growth ratio of 3.21 and a beta of 0.35.

CocaCola (NYSE:KO – Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 EPS 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 business had revenue of $12.47 billion during the quarter, compared to analysts’ expectations of $12.24 billion. During the same period last year, the company posted $0.73 EPS. The business’s revenue was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be given a $0.53 dividend. The ex-dividend date is Monday, June 15th. This represents a $2.12 annualized dividend and a yield of 2.6%. CocaCola’s dividend payout ratio (DPR) is currently 66.67%.

Analyst Upgrades and Downgrades

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

Check Out Our Latest Stock Report on CocaCola

Insiders Place Their Bets

In other news, Chairman James Quincey sold 436,296 shares of CocaCola stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the transaction, the chairman owned 122,833 shares in the company, valued at approximately $9,842,608.29. The trade was a 78.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through 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 business’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $80.93, for a total value of $2,559,411.25. Following the transaction, the executive vice president directly owned 223,330 shares in the company, valued at approximately $18,074,096.90. This represents 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. Insiders have sold 899,905 shares of company stock valued at $71,832,315 over the last ninety days. 0.90% of the stock is owned by insiders.

CocaCola Profile

(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.