47,468 Shares in CocaCola Company (The) $KO Purchased by Shrier Wealth Management LLC

Shrier Wealth Management LLC acquired a new stake in CocaCola Company (The) (NYSE:KO) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 47,468 shares of the company’s stock, valued at approximately $3,318,000. CocaCola accounts for about 1.3% of Shrier Wealth Management LLC’s holdings, making the stock its 22nd largest position.

A number of other large investors also recently bought and sold shares of the stock. Headlands Technologies LLC acquired a new stake in shares of CocaCola during the second quarter valued at about $26,000. Marquette Asset Management LLC acquired a new position in shares of CocaCola in the 3rd quarter worth approximately $27,000. Cloud Capital Management LLC acquired a new position in shares of CocaCola in the 3rd quarter worth approximately $27,000. Redmont Wealth Advisors LLC purchased a new position in shares of CocaCola during the 3rd quarter worth approximately $30,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new position in shares of CocaCola during the 3rd quarter worth approximately $31,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Deutsche Bank raised its price target on KO to $86 and put a Buy rating on the stock — a clear analyst endorsement that boosts upside expectations and can support the share price. Deutsche Bank raises KO price target to $86
• Positive Sentiment: Coca?Cola is expanding Fairlife production capacity to meet strong demand, which supports revenue and margin outlooks in its premium dairy business. Coca?Cola expands Fairlife production capacity
• Positive Sentiment: Institutional coverage is highlighting KO as a defensive pick (low beta, steady dividends), which can attract inflows during market volatility and support relative outperformance. Barclays names top 4 defensive stocks
• Neutral Sentiment: Analysts and outlets are noting KO’s ramp of AI and cloud across the value chain — improvements to execution, insights and innovation but not a wholesale tech pivot; this supports efficiency and growth potential but is execution?dependent. Does Coca?Cola’s AI and Cloud Push Signal a New Tech?Led Growth Phase?
• Neutral Sentiment: Technical/price commentary says KO is building momentum after a pullback and holding key support levels — helpful for traders but not a fundamental catalyst. KO price forecast: momentum builds after pullback
• Neutral Sentiment: Dividend?stock comparisons (PepsiCo vs Coca?Cola) and model analyses keep KO on income investors’ radars — supports steady demand but not an immediate price driver. PepsiCo vs Coca?Cola: The better dividend stock
• Negative Sentiment: Coca?Cola announced a CEO transition tied to the next phase of AI/digital growth and is creating a chief digital officer role — leadership change raises near?term uncertainty around execution and valuation while signaling a strategic shift that will take time to prove out. Coca?Cola CEO shift puts AI and valuation in fresh focus
• Negative Sentiment: Some headlines urge caution despite KO’s outperformance (reasons to watch and one to be cautious), highlighting valuation and macro risks that could pressure shares amid broader market weakness. 2 reasons to watch KO and 1 to stay cautious

Analyst Ratings Changes

A number of brokerages have issued reports on KO. Barclays boosted their target price on CocaCola from $77.00 to $83.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. UBS Group raised their price target on CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Evercore reiterated an “outperform” rating and issued a $85.00 price objective on shares of CocaCola in a report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft increased their target price on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research note on Monday. Finally, Royal Bank Of Canada set a $87.00 target price on CocaCola in a report on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company’s stock. According to data from MarketBeat, CocaCola currently has an average rating of “Buy” and an average price target of $84.80.

Insider Transactions at CocaCola

In related news, EVP Monica Howard Douglas sold 23,880 shares of the business’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $77.37, for a total transaction of $1,847,595.60. Following the completion of the transaction, the executive vice president directly owned 17,725 shares of the company’s stock, valued at $1,371,383.25. The trade was a 57.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Nancy Quan sold 23,556 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total value of $1,872,702.00. Following the sale, the executive vice president owned 223,330 shares in the company, valued at approximately $17,754,735. This trade represents a 9.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 892,925 shares of company stock valued at $70,254,796 in the last 90 days. Insiders own 0.90% of the company’s stock.

CocaCola Trading Down 0.3%

Shares of KO stock opened at $76.05 on Wednesday. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $82.00. The company has a 50 day moving average price of $77.04 and a 200 day moving average price of $72.05. The stock has a market capitalization of $327.31 billion, a P/E ratio of 25.01, a price-to-earnings-growth ratio of 3.19 and a beta of 0.35. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46.

CocaCola (NYSE:KO) last released its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.56 by $0.02. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The company had revenue of $11.82 billion for the quarter, compared to analyst estimates of $12.04 billion. During the same period in the prior year, the business earned $0.55 EPS. The firm’s quarterly revenue was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Equities research analysts predict that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be paid a $0.53 dividend. The ex-dividend date is Friday, March 13th. This is an increase from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 annualized dividend and a dividend yield of 2.8%. CocaCola’s payout ratio is 69.74%.

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.