Smith Salley Wealth Management Has $5.19 Million Stake in CocaCola Company (The) $KO

Smith Salley Wealth Management raised its holdings in shares of CocaCola Company (The) (NYSE:KO) by 19.4% in the 3rd quarter, Holdings Channel.com reports. The fund owned 78,247 shares of the company’s stock after buying an additional 12,723 shares during the period. Smith Salley Wealth Management’s holdings in CocaCola were worth $5,189,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in KO. Requisite Capital Management LLC increased its position in shares of CocaCola by 2.8% in the second quarter. Requisite Capital Management LLC now owns 5,285 shares of the company’s stock valued at $377,000 after acquiring an additional 142 shares during the last quarter. Paulson Wealth Management Inc. boosted its position in CocaCola by 2.2% during the second quarter. Paulson Wealth Management Inc. now owns 6,773 shares of the company’s stock valued at $479,000 after purchasing an additional 149 shares during the last quarter. Summitry LLC grew its stake in CocaCola by 1.9% in the second quarter. Summitry LLC now owns 7,865 shares of the company’s stock valued at $556,000 after purchasing an additional 149 shares in the last quarter. Pacifica Partners Inc. grew its stake in CocaCola by 6.3% in the second quarter. Pacifica Partners Inc. now owns 2,518 shares of the company’s stock valued at $177,000 after purchasing an additional 150 shares in the last quarter. Finally, Cetera Trust Company N.A increased its position in shares of CocaCola by 0.5% during the 2nd quarter. Cetera Trust Company N.A now owns 30,371 shares of the company’s stock worth $2,149,000 after purchasing an additional 150 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: BofA raised its price target on KO to $85 (from $80) and kept a Buy rating, citing longer‑term upside even as 2026 consumption trends remain uncertain — a direct catalyst that can support the stock if investors follow the analyst call. BofA Raises Coca-Cola (KO) Target as 2026 Consumption Growth Remains Unclear
• Positive Sentiment: Zacks argues KO can sustain organic growth at the high end of its model — gaining value share through pricing, volume and productivity — which supports revenue and margin stability in a tougher macro environment. Coca-Cola’s Story: Can Organic Growth Stay Resilient in 2026?
• Positive Sentiment: Popular investor pieces continue to highlight KO as a high‑quality dividend payer and defensive holding, which can attract income‑focused flows in uncertain markets. Could These 3 “Recession-Proof” Dividend Stocks Surge 100% by 2031?
• Neutral Sentiment: Price forecasts and long‑range models (24/7 Wall St.) show mixed near‑term moves but reiterate KO’s steady long‑term profile — useful context but not an immediate catalyst. Coca-Cola (NYSE: KO) Price Prediction and Forecast 2026-2030 (January 2026)
• Neutral Sentiment: Comparative pieces (e.g., KO vs. Primo Brands) may drive placement in screeners or investor attention but are unlikely to move the stock materially on their own. Comparing CocaCola (NYSE:KO) and Primo Brands (NYSE:PRMB)
• Negative Sentiment: Seeking Alpha argues KO’s dividend and cash flow don’t offset sluggish growth and a mid‑20s P/E, suggesting limited total‑return upside versus higher‑growth alternatives — a narrative that can pressure valuation-sensitive investors. Coca-Cola: Not Even The Storied Dividend Can Create A Compelling Investment Case
• Negative Sentiment: Forbes revisits risks, including historical sharp drawdowns and the company’s sensitivity to consumption trends, reminding investors of downside scenarios that could amplify selling in weak macro periods. What Is Weighing On Coca-Cola Stock?

Insider Activity

In related news, COO Henrique Braun sold 40,390 shares of CocaCola stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $70.93, for a total value of $2,864,862.70. Following the completion of the transaction, the chief operating officer directly owned 62,621 shares in the company, valued at approximately $4,441,707.53. The trade was a 39.21% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Manuel Arroyo sold 139,689 shares of the stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $70.80, for a total value of $9,889,981.20. Following the sale, the executive vice president directly owned 58,067 shares in the company, valued at $4,111,143.60. This trade represents a 70.64% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 225,252 shares of company stock valued at $15,953,007. 0.90% of the stock is currently owned by corporate insiders.

CocaCola Trading Down 0.1%

NYSE:KO opened at $70.08 on Wednesday. CocaCola Company has a 52 week low of $60.62 and a 52 week high of $74.38. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.00 and a current ratio of 1.21. The firm’s fifty day moving average is $70.52 and its 200-day moving average is $69.35. The firm has a market cap of $301.47 billion, a P/E ratio of 23.21, a P/E/G ratio of 3.90 and a beta of 0.39.

CocaCola (NYSE:KO) last issued its earnings results on Thursday, March 27th. The company reported $0.55 EPS for the quarter. The business had revenue of $11.40 billion during the quarter. CocaCola had a return on equity of 43.62% and a net margin of 27.34%. Equities analysts expect that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 1st were issued a dividend of $0.51 per share. The ex-dividend date of this dividend was Monday, December 1st. This represents a $2.04 annualized dividend and a yield of 2.9%. CocaCola’s dividend payout ratio is 67.55%.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Piper Sandler boosted their price objective on shares of CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 22nd. Wells Fargo & Company boosted their price target on CocaCola from $75.00 to $79.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 22nd. Evercore ISI reaffirmed an “outperform” rating on shares of CocaCola in a research report on Tuesday, October 21st. TD Cowen lifted their target price on CocaCola from $75.00 to $80.00 and gave the stock a “buy” rating in a research note on Wednesday, October 22nd. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of CocaCola in a report on Wednesday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $79.08.

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.