CocaCola Company (The) $KO Shares Acquired by Advisors Capital Management LLC

Advisors Capital Management LLC increased its position in shares of CocaCola Company (The) (NYSE:KO) by 5.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 757,638 shares of the company’s stock after buying an additional 37,541 shares during the quarter. Advisors Capital Management LLC’s holdings in CocaCola were worth $50,247,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the business. Brighton Jones LLC lifted its stake in shares of CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after purchasing an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in 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 buying an additional 293 shares during the last quarter. Dynamic Technology Lab Private Ltd acquired a new position in CocaCola in the first quarter valued at about $210,000. United Bank boosted its stake in CocaCola by 9.5% during the second quarter. United Bank now owns 91,201 shares of the company’s stock worth $6,452,000 after buying an additional 7,903 shares during the period. Finally, Balboa Wealth Partners increased its position in shares of CocaCola by 19.2% during the second quarter. Balboa Wealth Partners now owns 8,374 shares of the company’s stock valued at $592,000 after acquiring an additional 1,350 shares during the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Management change and bullish retail take — Motley Fool highlights Henrique Braun’s promotion to CEO (effective March 31), arguing new leadership could reinvigorate growth and listing long‑term dividend support as a reason to buy. 6 Reasons to Buy Coca‑Cola Stock
• Positive Sentiment: Dividend narrative draws investor interest — coverage noting Warren Buffett/Berkshire’s large Coca‑Cola stake and the sizable dividend payment (and long dividend growth streak) supports income investors’ confidence. This favorable narrative likely helped sentiment today. Warren Buffett Collected $816 Million in Dividends
• Neutral Sentiment: CAGNY presentation materials released — Seeking Alpha posted the prepared remarks and slideshow from Coca‑Cola’s Consumer Analyst Group of New York presentation. Investors will parse these for updated strategy, margin and growth details; materials themselves are informational until new guidance or targets are announced. CAGNY Prepared Remarks CAGNY Slideshow
• Neutral Sentiment: Brand/program partnership (minor): CineVantage joins Coca‑Cola Refreshing Films as a technical partner on sound/music mentorship. Small PR item unlikely to move the stock materially but positive for brand/marketing initiatives. CineVantage Partnership
• Negative Sentiment: Q4 metrics remain mixed — analysts note an EPS beat but slower revenue growth and uneven regional volume trends across beverage categories, which could weigh on near‑term momentum and investor expectations for top‑line acceleration. Q4 Metrics: Growth or Slowing Momentum?

Wall Street Analyst Weigh In

Several brokerages have recently commented on KO. Citigroup upped their price objective on shares of CocaCola from $85.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $83.00 price target on shares of CocaCola in a research note on Thursday, January 29th. TD Cowen reaffirmed a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. Barclays increased their target price on CocaCola from $77.00 to $83.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Finally, Wells Fargo & Company lifted their target price on CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $84.33.

Insider Activity

In related news, CEO James Quincey sold 337,824 shares of the stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total value of $26,046,230.40. Following the transaction, the chief executive officer owned 342,546 shares of the company’s stock, valued at $26,410,296.60. This represents a 49.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Company insiders own 0.90% of the company’s stock.

CocaCola Stock Performance

Shares of KO opened at $79.50 on Wednesday. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $80.41. The stock has a market capitalization of $341.98 billion, a PE ratio of 26.15, a PEG ratio of 3.30 and a beta of 0.36. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46. The stock has a 50-day simple moving average of $72.43 and a 200-day simple moving average of $70.25.

CocaCola (NYSE:KO) last issued its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share 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 firm had revenue of $11.80 billion for the quarter, compared to analysts’ expectations of $12.04 billion. During the same quarter last year, the company earned $0.55 earnings per share. The firm’s revenue was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, analysts predict that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

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.