Diversified Management Inc. Takes Position in CocaCola Company (The) $KO

Diversified Management Inc. acquired a new position in CocaCola Company (The) (NYSE:KO) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 8,765 shares of the company’s stock, valued at approximately $613,000.

Several other institutional investors have also recently made changes to their positions in KO. Headlands Technologies LLC purchased a new position in CocaCola in the 2nd quarter worth approximately $26,000. Marquette Asset Management LLC purchased a new stake in CocaCola during the 3rd quarter valued at approximately $27,000. Cloud Capital Management LLC bought a new stake in shares of CocaCola during the third quarter valued at approximately $27,000. Daytona Street Capital LLC purchased a new position in shares of CocaCola in the fourth quarter worth $29,000. Finally, Redmont Wealth Advisors LLC purchased a new position in shares of CocaCola in the third quarter worth $30,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Insider Buying and Selling at CocaCola

In other news, EVP Nancy Quan sold 23,556 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the transaction, the executive vice president owned 223,330 shares of the company’s stock, valued at approximately $17,754,735. The trade was a 9.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Monica Howard Douglas sold 23,880 shares of the stock in a transaction on Monday, March 9th. The shares were sold at an average price of $77.37, for a total value of $1,847,595.60. Following the sale, the executive vice president owned 17,725 shares in the company, valued at $1,371,383.25. The trade was a 57.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 892,925 shares of company stock valued at $70,254,796. Corporate insiders own 0.90% of the company’s stock.

Analyst Ratings Changes

KO has been the subject of several research analyst reports. Wells Fargo & Company raised their target price on shares of CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a research note on Monday, February 9th. Evercore reiterated an “outperform” rating and issued a $85.00 price target on shares of CocaCola in a research note on Wednesday, February 11th. UBS Group raised their price objective on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research report on Tuesday, April 7th. Truist Financial set a $85.00 target price on CocaCola in a report on Wednesday, February 11th. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research report on Monday, March 30th. Fifteen investment analysts have rated the stock with a Buy rating, According to MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $85.00.

CocaCola Price Performance

CocaCola stock opened at $75.30 on Thursday. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.00. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23. The firm’s fifty day moving average is $77.63 and its 200 day moving average is $72.80. The company has a market cap of $324.09 billion, a price-to-earnings ratio of 24.77, a PEG ratio of 3.21 and a beta of 0.36.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 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 business had revenue of $11.82 billion during the quarter, compared to analysts’ expectations of $12.04 billion. During the same period last year, the company posted $0.55 EPS. The business’s revenue was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Sell-side analysts forecast 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 was paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th were paid a dividend of $0.53 per share. The ex-dividend date of this dividend was 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 yield of 2.8%. CocaCola’s payout ratio is presently 69.74%.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: UBS raised its price target on KO to $90 (from $87) and kept a Buy rating, citing improving trends across consumer staples—this provides analyst support for upside. UBS Turns Slightly More Positive on Coca-Cola (KO), Notes Improving Trends
• Positive Sentiment: Coca?Cola is highlighted as a high?yield/dividend pick in several income-focused roundups, reinforcing demand from dividend investors seeking steady cash flow. 3 High Yield Dividend Paying Stocks Perfect For Passive Income
• Positive Sentiment: Articles noting Coca?Cola’s status as a long?term Berkshire holding and its multi?decade dividend growth support the stock’s defensive, recession?resistant narrative. Tariffs, Oil Shocks, Recessions — These 2 Warren Buffett Stocks Don’t Care
• Positive Sentiment: Dividend?king coverage lists KO as a top buy for income investors, supporting demand from conservative portfolios and long?term holders. These 2 Dividend Kings Are My Top Buys for April 2026
• Neutral Sentiment: Coca?Cola appointed Tapaswee Chandele as global chief people officer effective May 1; leadership continuity and HR focus are unlikely to move the stock materially in the short term. The Coca-Cola Company Selects New Global Chief People Officer
• Neutral Sentiment: Coverage explaining the personnel change and what it means for investors reiterates stable long?term metrics (dividend history, multi?year returns) but doesn’t change near?term fundamentals. Coca-Cola’s New People Chief And What It Means For KO Investors
• Negative Sentiment: Seeking Alpha published a piece framing KO as a downgrade scenario (“Buy for the dividend, hold for upside (Downgrade)”), which can prompt short?term selling from momentum/quant funds sensitive to rating language. Coca-Cola: Buy For The Dividend, Hold For The Upside (Downgrade)
• Negative Sentiment: Zacks notes weakening North America demand and asks whether global growth can offset regional softness—this operational headwind is the primary near?term risk pressuring the stock. North America Demand Weakens: Can KO Offset it With Global Growth?

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.