Prime Capital Investment Advisors LLC lessened its stake in CocaCola Company (The) (NYSE:KO – Free Report) by 4.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 146,564 shares of the company’s stock after selling 6,352 shares during the quarter. Prime Capital Investment Advisors LLC’s holdings in CocaCola were worth $9,720,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. Paulson Wealth Management Inc. boosted its stake in CocaCola by 2.2% in the second quarter. Paulson Wealth Management Inc. now owns 6,773 shares of the company’s stock valued at $479,000 after acquiring an additional 149 shares during the last quarter. Summitry LLC raised its stake in CocaCola by 1.9% during the 2nd quarter. Summitry LLC now owns 7,865 shares of the company’s stock worth $556,000 after buying an additional 149 shares during the period. Ashton Thomas Securities LLC lifted its holdings in shares of CocaCola by 1.2% during the 3rd quarter. Ashton Thomas Securities LLC now owns 12,656 shares of the company’s stock valued at $835,000 after purchasing an additional 149 shares in the last quarter. Cetera Trust Company N.A lifted its stake in CocaCola by 0.5% in the second quarter. Cetera Trust Company N.A now owns 30,371 shares of the company’s stock valued at $2,149,000 after buying an additional 150 shares in the last quarter. Finally, Diversified Enterprises LLC lifted its position in CocaCola by 1.0% in the 3rd quarter. Diversified Enterprises LLC now owns 14,656 shares of the company’s stock valued at $972,000 after acquiring an additional 150 shares in the last quarter. 70.26% of the stock is owned by institutional investors and hedge funds.
CocaCola Stock Performance
Shares of KO stock opened at $79.12 on Friday. The business’s 50-day moving average price is $71.32 and its 200-day moving average price is $69.76. The company has a current ratio of 1.21, a quick ratio of 1.00 and a debt-to-equity ratio of 1.30. CocaCola Company has a 12 month low of $63.27 and a 12 month high of $79.20. The firm has a market capitalization of $340.34 billion, a price-to-earnings ratio of 26.20, a PEG ratio of 4.03 and a beta of 0.36.
CocaCola News Summary
- Positive Sentiment: Multiple brokerages and the analyst consensus are bullish (average “Buy” rating and recent price‑target raises), giving the stock near‑term support ahead of Q4 results. Read More.
- Positive Sentiment: Deutsche Bank and other firms have nudged targets higher and reaffirmed Buy ratings, signaling Wall Street expects upside if the quarter shows continued pricing/margin strength. Read More.
- Positive Sentiment: Investment writeups highlight KO’s defensive cash flows, high margins and premium brand — one bullish preview even pins a $90 target assuming steady growth and execution. Read More.
- Positive Sentiment: Consumer‑staples sector strength and ETF flows are favoring names like Coca‑Cola (XLP breakout, institutional inflows), boosting demand for KO as a defensive/dividend holding. Read More.
- Neutral Sentiment: Street models expect Q4 to be driven by pricing, mix and channel dynamics; investors are focused on EPS beats and, importantly, the company’s FY guidance during a leadership transition. Read More.
- Neutral Sentiment: Ownership and positioning stories (institutional flows, who owns KO) are in focus — heavy institutional ownership can amplify moves around earnings news but also stabilizes the name. Read More.
- Negative Sentiment: CEO James Quincey sold 337,824 shares (~$26M), a sizeable insider sale that can spook short‑term traders despite common non‑operational reasons for sales. Read More.
- Negative Sentiment: Coca‑Cola will discontinue frozen Minute Maid products in the U.S. and Canada — a small revenue contraction and a sign of portfolio pruning that may weigh modestly on specialty-category sales. Read More.
- Negative Sentiment: Several previews note KO’s elevated forward P/E and high valuation vs. growth, which could limit upside if Q4 or guidance disappoints. Read More.
Wall Street Analysts Forecast Growth
Several equities research analysts have commented on the company. UBS Group restated a “buy” rating and issued a $82.00 target price on shares of CocaCola in a research note on Tuesday. Weiss Ratings reiterated a “buy (b-)” rating on shares of CocaCola in a report on Thursday, January 22nd. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $78.00 price objective on shares of CocaCola in a research report on Friday. Evercore restated an “outperform” rating on shares of CocaCola in a report on Tuesday, October 21st. Finally, Bank of America boosted their target price on shares of CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $80.57.
Read Our Latest Stock Analysis on KO
Insider Activity
In other news, EVP Manuel Arroyo sold 139,689 shares of the business’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $70.80, for a total value of $9,889,981.20. Following the transaction, the executive vice president owned 58,067 shares in the company, valued at approximately $4,111,143.60. The trade was a 70.64% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO James Quincey sold 337,824 shares of the business’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the completion of the transaction, the chief executive officer owned 342,546 shares in the company, valued at approximately $26,410,296.60. The trade was a 49.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 549,528 shares of company stock worth $41,051,826 in the last 90 days. 0.97% of the stock is owned by company insiders.
CocaCola 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.
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