Infusive Asset Management Inc. Has $9.29 Million Stock Holdings in CocaCola Company (The) $KO

by · The Cerbat Gem

Infusive Asset Management Inc. lowered its stake in CocaCola Company (The) (NYSE:KO – Free Report) by 13.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 132,835 shares of the company’s stock after selling 20,750 shares during the quarter. CocaCola accounts for approximately 4.0% of Infusive Asset Management Inc.’s portfolio, making the stock its 8th largest position. Infusive Asset Management Inc.’s holdings in CocaCola were worth $9,286,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Anfield Capital Management LLC increased its stake in shares of CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after acquiring an additional 294 shares in the last quarter. Headlands Technologies LLC bought a new stake in shares of CocaCola in the 2nd quarter valued at $26,000. Evolution Wealth Management Inc. increased its stake in shares of CocaCola by 1,081.8% in the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after acquiring an additional 357 shares in the last quarter. Daytona Street Capital LLC bought a new stake in shares of CocaCola in the 4th quarter valued at $29,000. Finally, Ankerstar Wealth LLC bought a new stake in shares of CocaCola in the 4th quarter valued at $30,000. Institutional investors own 70.26% of the company’s stock.

CocaCola Stock Performance

NYSE KO opened at $82.63 on Friday. The company has a fifty day simple moving average of $78.70 and a 200 day simple moving average of $75.68. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $84.04. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09. The company has a market cap of $355.51 billion, a P/E ratio of 25.98, a PEG ratio of 3.30 and a beta of 0.35.

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

CocaCola Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be issued a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s payout ratio is currently 66.67%.

Wall Street Analyst Weigh In

Several research firms recently issued reports on KO. Weiss Ratings raised shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, May 4th. TD Cowen lifted their price target on shares of CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Sanford C. Bernstein began coverage on shares of CocaCola in a research report on Thursday. They issued a “market perform” rating and a $84.00 price target for the company. Deutsche Bank Aktiengesellschaft lifted their price target on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research report on Monday, March 30th. Finally, Wells Fargo & Company lifted their price target on shares of CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research report on Monday, May 18th. Fifteen equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $86.69.

Read Our Latest Stock Analysis on CocaCola

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

  • Positive Sentiment: RBC Capital reiterated its buy view on Coca-Cola, reinforcing Wall Street’s generally favorable stance on KO and supporting the stock’s recent strength.
  • Positive Sentiment: Several reports highlighted Coca-Cola as a potential beneficiary of the 2026 FIFA World Cup, with expectations that beverage volume and consumer spending could rise during the tournament.
  • Positive Sentiment: Market commentary also pointed to strong Q1 results, including an earnings and revenue beat, solid organic growth, and volume gains, which continue to underpin the bullish investment case. Coca-Cola’s Q1 Results Prove It’s a Good Buy to Hold and Hold
  • Positive Sentiment: Investor interest remains supported by Coca-Cola’s reliable dividend and defensive profile, which continue to attract income-focused buyers.
  • Neutral Sentiment: EVP Jennifer K. Mann disclosed a stock sale, but it was conducted under a pre-arranged 10b5-1 plan and tied to equity-award tax withholding, making it less of a concern than discretionary insider selling.

Insiders Place Their Bets

In other CocaCola news, EVP Jennifer K. Mann sold 100,000 shares of CocaCola stock in a transaction on Monday, June 8th. The shares were sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the transaction, the executive vice president directly owned 207,400 shares of the company’s stock, valued at $16,480,004. The trade was a 32.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available 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 CocaCola 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 directly owned 223,330 shares in the company, valued at $18,074,096.90. This 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. Insiders have sold 899,905 shares of company stock valued at $71,832,315 in the last three months. 0.90% of the stock is currently owned by insiders.

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.

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