47,468 Shares in CocaCola Company (The) $KO Acquired by Shrier Wealth Management LLC

Shrier Wealth Management LLC purchased a new position in shares of CocaCola Company (The) (NYSE:KO) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 47,468 shares of the company’s stock, valued at approximately $3,318,000. CocaCola makes up 1.3% of Shrier Wealth Management LLC’s portfolio, making the stock its 22nd largest position.

A number of other large investors also recently modified their holdings of KO. Headlands Technologies LLC purchased a new stake in shares of CocaCola during the 2nd quarter worth $26,000. Marquette Asset Management LLC purchased a new position in CocaCola in the third quarter valued at $27,000. Cloud Capital Management LLC purchased a new position in CocaCola in the third quarter valued at $27,000. KERR FINANCIAL PLANNING Corp acquired a new stake in CocaCola in the third quarter valued at $31,000. Finally, Redmont Wealth Advisors LLC acquired a new stake in CocaCola in the third quarter valued at $30,000. 70.26% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CFO John Murphy sold 72,449 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $80.52, for a total transaction of $5,833,593.48. Following the transaction, the chief financial officer directly owned 279,917 shares in the company, valued at approximately $22,538,916.84. This trade represents a 20.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, 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 transaction of $1,872,702.00. Following the completion of the transaction, the executive vice president directly owned 223,330 shares in the company, valued at $17,754,735. The trade was a 9.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 892,925 shares of company stock valued at $70,254,796 in the last 90 days. Company insiders own 0.90% of the company’s stock.

CocaCola Stock Performance

NYSE KO opened at $76.05 on Wednesday. The company has a fifty day moving average of $77.04 and a two-hundred day moving average of $72.05. The company has a market capitalization of $327.31 billion, a PE ratio of 25.01, a P/E/G ratio of 3.19 and a beta of 0.35. 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 earnings results 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 return on equity of 41.31% and a net margin of 27.34%.The business had revenue of $11.82 billion for the quarter, compared to analysts’ expectations of $12.04 billion. During the same quarter in the previous year, the firm earned $0.55 earnings per share. The business’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. As a group, analysts expect that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th will be given a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.8%. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend is Friday, March 13th. CocaCola’s dividend payout ratio is presently 69.74%.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. Deutsche Bank Aktiengesellschaft upped their price objective on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research report on Monday. TD Cowen reissued a “buy” rating on shares of CocaCola in a research report on Wednesday, February 11th. Barclays boosted 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. JPMorgan Chase & Co. increased their price target on shares of CocaCola from $79.00 to $83.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. Finally, Morgan Stanley set a $88.00 price objective on shares of CocaCola in a report on Wednesday, March 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $84.80.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Deutsche Bank raised its price target on KO to $86 and put a Buy rating on the stock — a clear analyst endorsement that boosts upside expectations and can support the share price. Deutsche Bank raises KO price target to $86
• Positive Sentiment: Coca‑Cola is expanding Fairlife production capacity to meet strong demand, which supports revenue and margin outlooks in its premium dairy business. Coca‑Cola expands Fairlife production capacity
• Positive Sentiment: Institutional coverage is highlighting KO as a defensive pick (low beta, steady dividends), which can attract inflows during market volatility and support relative outperformance. Barclays names top 4 defensive stocks
• Neutral Sentiment: Analysts and outlets are noting KO’s ramp of AI and cloud across the value chain — improvements to execution, insights and innovation but not a wholesale tech pivot; this supports efficiency and growth potential but is execution‑dependent. Does Coca‑Cola’s AI and Cloud Push Signal a New Tech‑Led Growth Phase?
• Neutral Sentiment: Technical/price commentary says KO is building momentum after a pullback and holding key support levels — helpful for traders but not a fundamental catalyst. KO price forecast: momentum builds after pullback
• Neutral Sentiment: Dividend‑stock comparisons (PepsiCo vs Coca‑Cola) and model analyses keep KO on income investors’ radars — supports steady demand but not an immediate price driver. PepsiCo vs Coca‑Cola: The better dividend stock
• Negative Sentiment: Coca‑Cola announced a CEO transition tied to the next phase of AI/digital growth and is creating a chief digital officer role — leadership change raises near‑term uncertainty around execution and valuation while signaling a strategic shift that will take time to prove out. Coca‑Cola CEO shift puts AI and valuation in fresh focus
• Negative Sentiment: Some headlines urge caution despite KO’s outperformance (reasons to watch and one to be cautious), highlighting valuation and macro risks that could pressure shares amid broader market weakness. 2 reasons to watch KO and 1 to stay cautious

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.