CocaCola Company (The) $KO Shares Purchased by Independent Advisor Alliance

Independent Advisor Alliance increased its position in shares of CocaCola Company (The) (NYSE:KO) by 3.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 327,209 shares of the company’s stock after acquiring an additional 10,758 shares during the quarter. CocaCola makes up about 0.6% of Independent Advisor Alliance’s portfolio, making the stock its 23rd biggest holding. Independent Advisor Alliance’s holdings in CocaCola were worth $22,875,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Anfield Capital Management LLC lifted its position in CocaCola by 438.8% in the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after buying an additional 294 shares during the last quarter. Headlands Technologies LLC acquired a new position in CocaCola in the second quarter valued at about $26,000. Daytona Street Capital LLC acquired a new position in CocaCola in the fourth quarter valued at about $29,000. Cloud Capital Management LLC acquired a new position in CocaCola in the third quarter valued at about $27,000. Finally, Elevated Capital Advisors LLC acquired a new position in CocaCola in the fourth quarter valued at about $30,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

Insider Transactions at CocaCola

In other news, EVP Nancy Quan sold 23,556 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total value of $1,872,702.00. Following the completion of the transaction, the executive vice president owned 223,330 shares in the company, valued at $17,754,735. This trade represents a 9.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Monica Howard Douglas sold 23,880 shares of the firm’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $77.37, for a total value of $1,847,595.60. Following the completion of the transaction, the executive vice president owned 17,725 shares of the company’s stock, valued at approximately $1,371,383.25. This represents a 57.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 755,101 shares of company stock valued at $59,988,566 in the last three months. Insiders own 0.90% of the company’s stock.

Analyst Ratings Changes

KO has been the topic of a number of recent analyst reports. Wells Fargo & Company upped their target price on shares of CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Weiss Ratings raised shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, May 4th. Evercore reaffirmed an “outperform” rating and issued a $85.00 target price on shares of CocaCola in a research report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft upped their target price on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research report on Monday, March 30th. Finally, Barclays upped their target price on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Fifteen analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, CocaCola presently has an average rating of “Buy” and a consensus price target of $86.27.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola is being viewed as a potential beneficiary of growing demand in energy and functional beverages, with investors focusing on its innovation efforts and Monster partnership as possible growth catalysts. Coca-Cola’s Energy Drink Expansion: Growth Catalyst Ahead?
• Positive Sentiment: The company’s recent earnings beat, solid revenue growth, and steady dividend outlook continue to support the stock’s defensive appeal, especially as investors favor consumer staples in uncertain markets.
• Neutral Sentiment: Analysts remain broadly constructive, with several recent price-target increases and a consensus Buy rating, which helps reinforce confidence in Coca-Cola’s longer-term outlook.
• Negative Sentiment: Concerns emerged over a Diet Coke shortage in parts of India, where aluminum can supply disruptions are limiting availability and highlighting geopolitical and supply-chain risk for Coca-Cola’s global operations. There’s a Diet Coke shortage in India. What’s going on?
• Negative Sentiment: Chairman James Quincey sold 200,000 shares in a recent insider transaction, which can weigh on sentiment even though insider sales do not necessarily signal a change in business fundamentals. CocaCola (NYSE:KO) Chairman Sells $15,780,000.00 in Stock

CocaCola Trading Up 1.8%

NYSE:KO opened at $80.07 on Wednesday. The stock has a fifty day moving average price of $76.92 and a two-hundred day moving average price of $74.03. The stock has a market capitalization of $344.50 billion, a price-to-earnings ratio of 25.18, a PEG ratio of 3.14 and a beta of 0.35. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.00.

CocaCola (NYSE:KO) last released its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.81 by $0.05. The firm had revenue of $12.47 billion during the quarter, compared to analysts’ expectations of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.CocaCola’s revenue was up 11.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, sell-side analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be given a $0.53 dividend. The ex-dividend date is Monday, June 15th. This represents a $2.12 annualized dividend and a yield of 2.6%. CocaCola’s dividend payout ratio is presently 66.67%.

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.