Griffith & Werner Inc. Makes New Investment in CocaCola Company (The) $KO

Griffith & Werner Inc. bought a new stake in shares of CocaCola Company (The) (NYSE:KO) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund bought 96,726 shares of the company’s stock, valued at approximately $6,821,000. CocaCola comprises approximately 3.6% of Griffith & Werner Inc.’s portfolio, making the stock its 6th largest holding.

A number of other large investors also recently made changes to their positions in KO. Brighton Jones LLC boosted its holdings in CocaCola by 13.3% during the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after buying an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in shares of CocaCola by 3.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after acquiring an additional 293 shares during the last quarter. Dynamic Technology Lab Private Ltd acquired a new stake in shares of CocaCola in the 1st quarter valued at approximately $210,000. United Bank boosted its stake in CocaCola by 9.5% during the 2nd quarter. United Bank now owns 91,201 shares of the company’s stock worth $6,452,000 after acquiring an additional 7,903 shares during the last quarter. Finally, Westside Investment Management Inc. grew its holdings in CocaCola by 14.6% during the second quarter. Westside Investment Management Inc. now owns 5,877 shares of the company’s stock valued at $418,000 after purchasing an additional 747 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola Stock Performance

KO opened at $79.32 on Wednesday. The company has a market capitalization of $341.13 billion, a price-to-earnings ratio of 26.09, a P/E/G ratio of 3.36 and a beta of 0.35. The business’s 50-day moving average price is $74.41 and its two-hundred day moving average price is $70.96. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.00. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25.

CocaCola (NYSE:KO) last posted its quarterly earnings data 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 return on equity of 41.31% and a net margin of 27.34%.The business had revenue of $11.82 billion during the quarter, compared to the consensus estimate of $12.04 billion. During the same period last year, the company earned $0.55 earnings per share. CocaCola’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 analysts expect that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be paid a dividend of $0.53 per share. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.12 annualized dividend and a dividend yield of 2.7%. This is an increase from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio (DPR) is 67.11%.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Major brokerages maintain a favorable view—KO was given a consensus “Buy” rating by brokerages, which supports investor confidence and may limit downside pressure. Brokerage Consensus
• Positive Sentiment: KO continues to appear in dividend-focused lists (e.g., retirement/dividend growth roundups), reinforcing its reputation as a dependable income stock for yield-oriented investors and likely supporting long-term demand. Fool: Dividend Stocks
• Neutral Sentiment: Coverage pieces and sector screens highlight consumer staples (including KO) as potential earnings-beaters, offering a watchlist signal but not a direct catalyst. These articles may attract attention from dividend and defensive‑fund flows rather than trigger immediate price moves. Zacks: Consumer Staples
• Neutral Sentiment: Articles revisiting Berkshire Hathaway’s portfolio moves mention KO in the context of Buffett-era shifts; this is informational and can influence sentiment among value investors but is not a company-specific catalyst. MarketBeat: Berkshire Review
• Neutral Sentiment: Coca‑Cola FEMSA (KOF) proposed a 2026 ordinary dividend payable quarterly—positive for the Coca‑Cola system’s franchise/partner stability, but the direct impact on KO PLC’s stock is limited. TipRanks: KOF Dividend
• Neutral Sentiment: Coverage on KO’s long dividend streak and a new investor‑relations chief frames a valuation debate—this keeps the stock in focus for income investors but may prolong volatility as market participants reassess fair value. Yahoo Finance: Dividend Streak & IR
• Negative Sentiment: Insider selling: CFO John Murphy sold 72,449 shares (~$5.8M at ~\$80.52), reducing his holding by ~20.6%. Large insider sales can weigh on sentiment and are likely a key driver behind intraday weakness. SEC Form 4

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the stock. Evercore reiterated an “outperform” rating and issued a $85.00 target price on shares of CocaCola in a report on Wednesday, February 11th. JPMorgan Chase & Co. raised their price objective on CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. Weiss Ratings reissued a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. UBS Group increased their price target on CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $83.00 price objective on shares of CocaCola in a report on Thursday, January 29th. 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 MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $84.33.

Insider Buying and Selling at CocaCola

In other CocaCola news, EVP Beatriz R. Perez sold 21,326 shares of CocaCola stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $80.75, for a total value of $1,722,074.50. Following the sale, the executive vice president directly owned 173,728 shares in the company, valued at approximately $14,028,536. The trade was a 10.93% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO James Quincey sold 337,824 shares of the stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the transaction, the chief executive officer owned 342,546 shares of the company’s stock, valued at approximately $26,410,296.60. This represents a 49.65% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 566,036 shares of company stock valued at $44,410,822 over the last ninety days. 0.90% of the stock is currently owned by company insiders.

About CocaCola

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.