Westbourne Investments Inc. Buys 7,000 Shares of CocaCola Company (The) $KO

Westbourne Investments Inc. lifted its position in CocaCola Company (The) (NYSE:KO) by 172.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,060 shares of the company’s stock after acquiring an additional 7,000 shares during the quarter. Westbourne Investments Inc.’s holdings in CocaCola were worth $762,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Signet Investment Advisory Group Inc. boosted its holdings in CocaCola by 14.2% during the third quarter. Signet Investment Advisory Group Inc. now owns 49,158 shares of the company’s stock worth $3,260,000 after purchasing an additional 6,107 shares during the last quarter. Center for Financial Planning Inc. lifted its position in shares of CocaCola by 0.9% during the 3rd quarter. Center for Financial Planning Inc. now owns 22,989 shares of the company’s stock worth $1,525,000 after buying an additional 202 shares in the last quarter. Stratos Wealth Partners LTD. boosted its stake in shares of CocaCola by 9.9% in the 3rd quarter. Stratos Wealth Partners LTD. now owns 129,712 shares of the company’s stock worth $8,603,000 after buying an additional 11,734 shares during the last quarter. Stratos Wealth Advisors LLC grew its holdings in shares of CocaCola by 7.1% in the third quarter. Stratos Wealth Advisors LLC now owns 25,110 shares of the company’s stock valued at $1,665,000 after acquiring an additional 1,674 shares in the last quarter. Finally, Liberty Capital Management Inc. grew its holdings in shares of CocaCola by 10.1% in the third quarter. Liberty Capital Management Inc. now owns 4,361 shares of the company’s stock valued at $289,000 after acquiring an additional 400 shares in the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analyst backing: TD Cowen reaffirmed a Buy and set an $85 price target, while other firms (including Wells Fargo) have raised targets into the mid‑$80s, supporting the stock’s longer‑term case. Coca‑Cola: Resilient Global Growth…
• Positive Sentiment: Earnings strength and execution: Management highlighted resilient organic growth, pricing power and volume gains in several markets on the Q4 call, and emphasized free‑cash‑flow recovery (after a one‑off hit). These operational positives underpin dividend and buyback capacity. Earnings Call Highlights
• Positive Sentiment: Management/strategy tailwinds: Incoming CEO is prioritizing faster innovation and low‑sugar offerings (aligns with consumer trends), which could help regain share over time. Incoming CEO seeks faster innovation
• Neutral Sentiment: Guidance largely in‑line: FY‑2026 EPS guidance (3.210–3.240) sits near consensus, making the outlook mixed rather than surprising; investors are parsing whether organic revenue guidance (4%–5%) is conservative or realistic. MarketBeat KO overview
• Negative Sentiment: Revenue miss and weaker soda demand: Q4 revenue fell short of Street estimates as demand softened in North America and Europe, which has pressured the stock. Coca‑Cola misses Q4 revenue
• Negative Sentiment: One‑off impairment and margin noise: A roughly $960M non‑cash BODYARMOR impairment and a trademark write‑off dented operating income and created headline margin weakness, prompting short‑term selling. Hidden number in earnings
• Negative Sentiment: Valuation concerns: Some investors/analysts warn KO is trading at a premium to peers (“priced to perfection”), which increases downside if growth disappoints. Priced to perfection

CocaCola Stock Performance

KO stock opened at $76.88 on Wednesday. The stock’s 50 day simple moving average is $71.57 and its 200 day simple moving average is $69.88. 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 $65.35 and a 12-month high of $79.20. The stock has a market capitalization of $330.71 billion, a PE ratio of 25.46, a price-to-earnings-growth ratio of 4.00 and a beta of 0.36.

CocaCola (NYSE:KO) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share for the quarter, topping the consensus estimate of $0.56 by $0.02. The firm had revenue of $11.80 billion during the quarter, compared to analysts’ expectations of $12.04 billion. CocaCola had a return on equity of 43.62% and a net margin of 27.34%.The company’s revenue was up 2.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, research analysts forecast that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages recently commented on KO. UBS Group lifted their price target on CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday. TD Cowen reaffirmed a “buy” rating on shares of CocaCola in a research report on Wednesday, October 22nd. Citigroup reissued a “buy” rating on shares of CocaCola in a report on Wednesday. Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $78.00 price objective on shares of CocaCola in a report on Friday. One analyst has rated the stock with a Strong Buy rating and sixteen have given a Buy rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $81.43.

Insiders Place Their Bets

In other news, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $71.17, for a total value of $2,250,751.25. Following the completion of the sale, the executive vice president directly owned 223,330 shares in the company, valued at $15,894,396.10. The trade was a 12.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO James Quincey sold 337,824 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer owned 342,546 shares in the company, valued at approximately $26,410,296.60. This trade represents a 49.65% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 509,138 shares of company stock valued at $38,186,963. 0.90% of the stock is owned by 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.