Lion Street Advisors LLC Raises Stock Holdings in CocaCola Company (The) $KO

Lion Street Advisors LLC raised its stake in CocaCola Company (The) (NYSE:KO) by 116.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 28,617 shares of the company’s stock after buying an additional 15,388 shares during the quarter. CocaCola comprises about 0.6% of Lion Street Advisors LLC’s portfolio, making the stock its 27th biggest holding. Lion Street Advisors LLC’s holdings in CocaCola were worth $1,898,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also made changes to their positions in the company. Norges Bank acquired a new position in shares of CocaCola in the 2nd quarter worth approximately $3,846,270,000. Vanguard Group Inc. raised its position in CocaCola by 1.7% in the second quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock valued at $25,996,519,000 after purchasing an additional 6,241,163 shares during the period. Laurel Wealth Advisors LLC raised its position in CocaCola by 7,239.2% in the second quarter. Laurel Wealth Advisors LLC now owns 6,149,632 shares of the company’s stock valued at $435,086,000 after purchasing an additional 6,065,840 shares during the period. Assenagon Asset Management S.A. lifted its stake in CocaCola by 343.3% during the third quarter. Assenagon Asset Management S.A. now owns 4,486,096 shares of the company’s stock worth $297,518,000 after purchasing an additional 3,474,015 shares in the last quarter. Finally, Schroder Investment Management Group boosted its position in shares of CocaCola by 28.7% during the second quarter. Schroder Investment Management Group now owns 11,713,984 shares of the company’s stock worth $828,764,000 after buying an additional 2,613,316 shares during the period. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola Stock Performance

Shares of CocaCola stock opened at $79.79 on Friday. The business has a 50-day simple moving average of $73.00 and a 200-day simple moving average of $70.45. The company has a market cap of $343.24 billion, a PE ratio of 26.25, a P/E/G ratio of 3.31 and a beta of 0.36. CocaCola Company has a one year low of $65.35 and a one year high of $80.41. 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 issued its quarterly 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 during the quarter, compared to the consensus estimate of $12.04 billion. During the same quarter in the previous year, the firm earned $0.55 earnings per share. 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. On average, equities research analysts forecast that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Friday, March 13th will be paid a dividend of $0.53 per share. 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 dividend on an annualized basis and a dividend yield of 2.7%. CocaCola’s payout ratio is presently 67.11%.

Insider Buying and Selling

In other CocaCola news, CEO James Quincey sold 337,824 shares of the firm’s 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 sale, the chief executive officer directly owned 342,546 shares in the company, valued at $26,410,296.60. This trade represents a 49.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.97% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

KO has been the topic of several research reports. Royal Bank Of Canada set a $87.00 target price on CocaCola in a research note on Wednesday, February 11th. Evercore reiterated an “outperform” rating and set a $85.00 price target on shares of CocaCola in a research note on Wednesday, February 11th. UBS Group increased their price target on shares of CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Barclays lifted their price objective on shares of CocaCola from $77.00 to $83.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Finally, Citigroup increased their target price on shares of CocaCola from $85.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $84.33.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca‑Cola raised its quarterly dividend (now $0.53/share) and confirmed the payout schedule — a ~3.9% bump and the 64th consecutive annual increase, reinforcing its Dividend King status and attracting income investors. Coca‑Cola Raises Dividend
• Positive Sentiment: Management is executing a CEO succession that pairs a digital‑first push with the dividend growth story — investors view this as continuity with a growth tilt, supporting multiple expansion. CEO Shift and Strategy
• Positive Sentiment: Industry coverage highlights that health‑focused product innovation and digital/channel growth could offset input‑cost pressure for soft drink makers, favoring leaders like KO. Soft Drinks Industry Outlook
• Positive Sentiment: Some bullish commentary and price targets (e.g., articles arguing KO can reach triple‑digits) add optimism to momentum traders. Bullish Price Target
• Neutral Sentiment: Zacks and other outlets note increased investor attention and search interest in KO — higher visibility can amplify moves in either direction but is not direct fundamental news. Investor Attention Note
• Neutral Sentiment: Coca‑Cola disclosed executive pay details ahead of the CEO transition — useful for governance-focused investors but unlikely to move fundamentals materially in the short term. Exec Pay Disclosure
• Neutral Sentiment: Recent quarterly results showed an EPS beat ($0.58 vs. $0.56) but a slight revenue miss; management set FY‑2026 EPS guidance of ~3.21–3.24 — mixed operational data that supports the dividend case but tempers growth expectations.
• Negative Sentiment: Benzinga warns KO’s value score has weakened after a ~15% YTD rally and highlights a tepid 2026 outlook, raising concerns that upside may be limited absent stronger top‑line momentum. Valuation/Outlook Warning

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.