CocaCola Company (The) $KO Stock Holdings Boosted by HB Wealth Management LLC

HB Wealth Management LLC raised its position in shares of CocaCola Company (The) (NYSE:KO) by 2.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 599,770 shares of the company’s stock after purchasing an additional 15,986 shares during the quarter. HB Wealth Management LLC’s holdings in CocaCola were worth $41,930,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Franklin Resources Inc. raised its position in CocaCola by 15.1% in the third quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company’s stock worth $2,592,732,000 after acquiring an additional 5,135,198 shares in the last quarter. Danske Bank A S bought a new stake in CocaCola during the third quarter worth approximately $226,443,000. Danica Pension Livsforsikringsaktieselskab bought a new stake in CocaCola during the third quarter worth approximately $161,130,000. SG Americas Securities LLC boosted its holdings in CocaCola by 288.1% during the fourth quarter. SG Americas Securities LLC now owns 3,025,595 shares of the company’s stock worth $211,519,000 after buying an additional 2,245,959 shares in the last quarter. Finally, Ameriprise Financial Inc. boosted its holdings in CocaCola by 9.9% during the third quarter. Ameriprise Financial Inc. now owns 18,902,256 shares of the company’s stock worth $1,253,992,000 after buying an additional 1,709,860 shares in the last quarter. 70.26% of the stock is owned by institutional investors.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts give KO an average “Buy” — Street consensus is supportive ahead of earnings, which can help stabilize the share price if results meet expectations. CocaCola Company (The) (NYSE:KO) Receives Average Recommendation of “Buy” from Analysts
• Positive Sentiment: Q1 earnings expectations look steady — Analysts (including UBS coverage cited by Proactive and Yahoo/Zacks pieces) expect resilient Q1 results (about $0.81 EPS), setting up a possible beat given Coca?Cola’s pricing and margin resilience. Coca-Cola Q1 earnings set to show resilience amid uncertain backdrop
• Positive Sentiment: Dividend and long?term income story remains strong — Pieces highlighting decade+ dividend income and Coca?Cola’s status as a Buffett classic reinforce interest from income-oriented investors. That steady yield profile can attract buyers during market volatility. Here’s How Much Dividend Income You’d Have Collected If You’d Bought 100 Shares of Coca-Cola 10 Years Ago
• Positive Sentiment: Long?term performance narrative (Buffett era) reinforces buy?and?hold appeal — Retrospectives on Berkshire’s long holding record bolster confidence among long?term investors. If You Bought Coca-Cola When Buffett Did, Here’s What You Have Today
• Positive Sentiment: Company appears pivoting beyond pure dividend narrative into growth initiatives — Coverage noting a quiet growth pivot suggests management is pursuing incremental top?line expansion, which could support mid?term multiples. Forget the Dividend Narrative. Coca-Cola Has Quietly Pivoted Its Growth Strategy.
• Neutral Sentiment: Coca?Cola vs. Monster — Comparison pieces highlight KO’s diversified global portfolio vs. Monster’s energy?drink focus; choice depends on investor preference for steady dividends and global scale (KO) vs. category growth (MNST). This frames investor allocation decisions but doesn’t force a near?term price move. Coca-Cola vs. Monster Beverage: Which Stock Is the Better Investment?
• Neutral Sentiment: Valuation check: debate over whether KO is sensibly priced — Coverage points to mature consumer?staple valuation tradeoffs; important for longer?term positioning but not an immediate catalyst. Is Coca-Cola (KO) Still Sensibly Priced After Its Recent Share Price Steadiness?
• Negative Sentiment: Shares have shown recent weakness and a steeper daily drop than the market — recent articles note a >1% decline in the latest session and lighter volume versus average, which can amplify short?term downside until earnings clarity arrives. Coca-Cola (KO) Falls More Steeply Than Broader Market: What Investors Need to Know

CocaCola Price Performance

Shares of NYSE:KO opened at $74.63 on Thursday. The company’s fifty day moving average is $77.32 and its two-hundred day moving average is $73.11. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $82.00. The company has a market cap of $321.21 billion, a P/E ratio of 24.55, a price-to-earnings-growth ratio of 3.16 and a beta of 0.36.

CocaCola (NYSE:KO) last announced its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, beating the consensus estimate 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 the consensus estimate of $12.04 billion. During the same period in the previous year, the business earned $0.55 EPS. The company’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. Equities analysts expect that CocaCola Company will post 3.23 earnings per share for the current fiscal year.

CocaCola Increases Dividend

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

Analyst Ratings Changes

KO has been the subject of a number of research reports. Deutsche Bank Aktiengesellschaft raised their target price on shares of CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a report on Monday, March 30th. Morgan Stanley set a $88.00 target price on CocaCola in a research report on Wednesday, March 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. UBS 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 Tuesday, April 7th. Finally, Royal Bank Of Canada set a $87.00 target price on CocaCola in a research report on Wednesday, February 11th. Fifteen research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $85.00.

Insider Transactions at CocaCola

In related news, EVP Nancy Quan sold 23,556 shares of CocaCola stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.50, for a total value of $1,872,702.00. Following the completion of the sale, 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 Securities & Exchange Commission, which is accessible through this link. Also, insider Bruno Pietracci sold 28,765 shares of CocaCola stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total transaction of $2,284,228.65. The SEC filing for this sale provides additional information. Insiders have sold a total of 892,925 shares of company stock valued at $70,254,796 in the last ninety days. 0.90% of the stock is currently owned by insiders.

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.