Axxcess Wealth Management LLC Trims Stock Holdings in CocaCola Company (The) $KO

Axxcess Wealth Management LLC decreased its holdings in shares of CocaCola Company (The) (NYSE:KO) by 4.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 134,324 shares of the company’s stock after selling 6,667 shares during the quarter. Axxcess Wealth Management LLC’s holdings in CocaCola were worth $8,908,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently made changes to their positions in KO. Caitong International Asset Management Co. Ltd grew its holdings in CocaCola by 5,142.9% during the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 367 shares of the company’s stock valued at $26,000 after buying an additional 360 shares in the last quarter. Headlands Technologies LLC purchased a new stake in shares of CocaCola in the second quarter worth about $26,000. Marquette Asset Management LLC bought a new position in shares of CocaCola in the third quarter valued at approximately $27,000. Cloud Capital Management LLC purchased a new position in CocaCola during the third quarter valued at approximately $27,000. Finally, MMA Asset Management LLC bought a new stake in CocaCola during the 2nd quarter worth approximately $34,000. 70.26% of the stock is owned by institutional investors.

Insider Activity at CocaCola

In other CocaCola news, 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 value of $26,046,230.40. Following the completion of the sale, the chief executive officer directly owned 342,546 shares of the company’s stock, valued at $26,410,296.60. The trade was a 49.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Corporate insiders own 0.90% of the company’s stock.

CocaCola Stock Performance

Shares of NYSE KO opened at $79.50 on Wednesday. The stock’s 50-day moving average is $72.43 and its 200 day moving average is $70.25. The stock has a market cap of $341.98 billion, a price-to-earnings ratio of 26.15, a P/E/G ratio of 3.30 and a beta of 0.36. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $80.41. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, beating analysts’ consensus estimates of $0.56 by $0.02. The business had revenue of $11.80 billion for the quarter, compared to analysts’ expectations of $12.04 billion. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The business’s quarterly revenue was up 2.2% on a year-over-year basis. During the same period last year, the business earned $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, sell-side analysts anticipate that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Management change and bullish retail take — Motley Fool highlights Henrique Braun’s promotion to CEO (effective March 31), arguing new leadership could reinvigorate growth and listing long‑term dividend support as a reason to buy. 6 Reasons to Buy Coca‑Cola Stock
• Positive Sentiment: Dividend narrative draws investor interest — coverage noting Warren Buffett/Berkshire’s large Coca‑Cola stake and the sizable dividend payment (and long dividend growth streak) supports income investors’ confidence. This favorable narrative likely helped sentiment today. Warren Buffett Collected $816 Million in Dividends
• Neutral Sentiment: CAGNY presentation materials released — Seeking Alpha posted the prepared remarks and slideshow from Coca‑Cola’s Consumer Analyst Group of New York presentation. Investors will parse these for updated strategy, margin and growth details; materials themselves are informational until new guidance or targets are announced. CAGNY Prepared Remarks CAGNY Slideshow
• Neutral Sentiment: Brand/program partnership (minor): CineVantage joins Coca‑Cola Refreshing Films as a technical partner on sound/music mentorship. Small PR item unlikely to move the stock materially but positive for brand/marketing initiatives. CineVantage Partnership
• Negative Sentiment: Q4 metrics remain mixed — analysts note an EPS beat but slower revenue growth and uneven regional volume trends across beverage categories, which could weigh on near‑term momentum and investor expectations for top‑line acceleration. Q4 Metrics: Growth or Slowing Momentum?

Analyst Upgrades and Downgrades

Several research analysts have commented on KO shares. JPMorgan Chase & Co. raised their price target on shares of CocaCola from $79.00 to $83.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Royal Bank Of Canada set a $87.00 price objective on CocaCola in a research note on Wednesday, February 11th. Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. Morgan Stanley reiterated an “overweight” rating and set a $87.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. Finally, Citigroup upped their price objective on shares of CocaCola from $85.00 to $87.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company. According to MarketBeat.com, CocaCola currently has an average rating of “Buy” and an average price target of $84.33.

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.