WCG Wealth Advisors LLC increased its holdings in CocaCola Company (The) (NYSE:KO – Free Report) by 126.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 48,215 shares of the company’s stock after purchasing an additional 26,936 shares during the quarter. WCG Wealth Advisors LLC’s holdings in CocaCola were worth $3,371,000 at the end of the most recent reporting period.
Several other large investors have also modified their holdings of the business. Brighton Jones LLC grew its stake in CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after acquiring an additional 4,591 shares during the period. Revolve Wealth Partners LLC grew its position in shares of CocaCola by 3.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after purchasing an additional 293 shares during the period. Dynamic Technology Lab Private Ltd acquired a new position in CocaCola in the first quarter valued at $210,000. Jump Financial LLC lifted its position in CocaCola by 450.5% during the second quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock worth $2,800,000 after buying an additional 32,392 shares during the period. Finally, Osterweis Capital Management Inc. boosted its stake in CocaCola by 548.2% in the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock worth $75,000 after buying an additional 899 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.
Insider Transactions at CocaCola
In other news, Chairman James Quincey sold 200,000 shares of the firm’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $78.90, for a total transaction of $15,780,000.00. Following the transaction, the chairman directly owned 78,155 shares of the company’s stock, valued at approximately $6,166,429.50. This trade represents a 71.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Monica Howard Douglas sold 23,880 shares of CocaCola stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $77.37, for a total transaction of $1,847,595.60. Following the sale, the executive vice president owned 17,725 shares in the company, valued at approximately $1,371,383.25. This represents a 57.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 255,505 shares of company stock valued at $20,187,007. 0.90% of the stock is currently owned by corporate insiders.
Analyst Upgrades and Downgrades
Key Headlines Impacting CocaCola
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Investors are still being reminded that Coca-Cola has steady demand, disciplined pricing, and product innovation supporting its long-term outlook. Coca-Cola Stock Rises 12.1% YTD: Buy Now or Wait for a Pullback?
- Positive Sentiment: The company’s India bottling-unit spin-off idea could unlock hidden value and improve long-term margins if executed well. Coke’s $10B India IPO Plan Pops the Top on Hidden Value
- Neutral Sentiment: Coca-Cola is attracting investor attention, but the article does not point to a new catalyst; it mainly reflects heightened market interest in the stock. CocaCola Company (The) (KO) is Attracting Investor Attention: Here is What You Should Know
- Neutral Sentiment: Analysts are comparing KO’s performance with other consumer staples names, which underscores its relative strength but does not change the near-term story by itself. Is Coca-Cola (KO) Outperforming Other Consumer Staples Stocks This Year?
- Negative Sentiment: CFO John Murphy said Coca-Cola is adjusting pricing and packaging because consumer spending is becoming more uneven, signaling pressure on demand from lower- and middle-income shoppers. Coca-Cola Adapts Pricing Strategy as Consumer Spending Patterns Diverge (KO)
- Negative Sentiment: New warnings about consumer weakness and “Middle East risks” may add uncertainty around near-term sales and margin stability. Coca-Cola (KO) Sounds the Alarm on Consumers and Warns of ‘Middle East Risks’
CocaCola Stock Down 2.4%
Shares of CocaCola stock opened at $76.91 on Friday. The stock has a market capitalization of $330.89 billion, a price-to-earnings ratio of 24.18, a PEG ratio of 3.15 and a beta of 0.35. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $82.66. 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 business’s 50 day simple moving average is $78.00 and its 200-day simple moving average is $75.29.
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. The firm had revenue of $12.47 billion during the quarter, compared to the consensus estimate of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The firm’s revenue was up 11.4% on a year-over-year basis. During the same period in the prior year, the business earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities research analysts forecast that CocaCola Company will post 3.26 earnings per share for the current year.
CocaCola Announces Dividend
The firm also recently announced 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 annualized dividend and a yield of 2.8%. CocaCola’s payout ratio is presently 66.67%.
CocaCola Company 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.
Featured Articles
- Five stocks we like better than CocaCola
- The Great AI Server Rotation Puts Hewlett Packard Enterprise and Super Micro Computer in Focus
- Generac’s AI Power Pivot Raises a Bigger Question About Data Center Demand
- Medtronic Bottoms, Healthy Rebound Ahead
- GitLab’s Price Recovery Gains Traction—Time to Get On Board?
Want to see what other hedge funds are holding KO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CocaCola Company (The) (NYSE:KO – Free Report).
Receive News & Ratings for CocaCola Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for CocaCola and related companies with MarketBeat.com's FREE daily email newsletter.
