Mackenzie Financial Corp Grows Position in CocaCola Company (The) $KO

Mackenzie Financial Corp lifted its position in shares of CocaCola Company (The) (NYSE:KO) by 5.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,239,371 shares of the company’s stock after buying an additional 176,192 shares during the quarter. Mackenzie Financial Corp owned approximately 0.08% of CocaCola worth $214,835,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Headlands Technologies LLC acquired a new stake in CocaCola in the second quarter worth about $26,000. Marquette Asset Management LLC acquired a new position in CocaCola during the third quarter valued at $27,000. Cloud Capital Management LLC purchased a new stake in CocaCola in the third quarter valued at $27,000. Redmont Wealth Advisors LLC purchased a new position in shares of CocaCola during the 3rd quarter valued at about $30,000. Finally, Winnow Wealth LLC purchased a new stake in shares of CocaCola in the second quarter worth about $43,000. 70.26% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on KO shares. Jefferies Financial Group decreased their price target on CocaCola from $88.00 to $87.00 and set a “buy” rating for the company in a report on Wednesday, February 11th. Weiss Ratings reissued a “buy (b-)” rating on shares of CocaCola in a report on Thursday, January 22nd. Royal Bank Of Canada set a $87.00 target price on CocaCola in a research report on Wednesday, February 11th. Wells Fargo & Company increased their target price on CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a report on Monday, February 9th. Finally, Truist Financial set a $85.00 price objective on CocaCola in a report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the stock. According to data from MarketBeat.com, CocaCola presently has a consensus rating of “Buy” and a consensus price target of $84.33.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts and commentators point to Coca‑Cola’s defensive characteristics and superior YTD performance versus the S&P, citing strong brands, pricing power and steady demand as reasons behind the rally. Why is Coca‑Cola stock rallying this year while S&P slumps? Here’s what investors need to know about KO stock
• Positive Sentiment: Zacks notes KO has climbed ~12.5% in a month, driven by pricing power, global brands and resilient demand — supportive factors for continued cash flow and dividends. Coca‑Cola Stock Rises 12.5% in a Month: Buy the Rally or Wait?
• Positive Sentiment: Motley Fool highlights continued organic revenue gains and a robust dividend that make KO attractive to income and defensive investors. Coca‑Cola Stock Is Crushing the Market This Year. Is It Time to Buy?
• Positive Sentiment: Coverage of Coca‑Cola’s FY‑2025 results and its 64th consecutive dividend increase underlines durable cash generation and management’s focus on shareholder returns. How Coca‑Cola’s 64th Dividend Hike and New CEO Will Impact Coca‑Cola (KO) Investors
• Positive Sentiment: Analyses emphasize emerging markets (India, China, ASEAN) as a key long‑term revenue driver for KO, supporting growth expectations beyond developed markets. Are Emerging Markets Key to Coca‑Cola’s Long‑Term Revenue Growth?
• Neutral Sentiment: Dividend‑safety comparisons vs. Pepsi highlight KO’s consistency but note differences in business mix; useful for income‑oriented allocation decisions rather than immediate price triggers. Coke vs Pepsi: Which Dividend Is Actually Safer?
• Neutral Sentiment: Citi conference presentation transcript provides management messaging and finer operational detail but contained no major surprises likely to move the stock sharply. The Coca‑Cola Company (KO) Presents at Citi’s 2026 Global Consumer & Retail Conference
• Negative Sentiment: An EVP, Monica Howard Douglas, disclosed a sizable sale (23,880 shares), reducing her stake ~57% — an insider sale that some investors may view as a negative signal. SEC Form 4 — Insider Sale Disclosure
• Negative Sentiment: Some analysts caution KO’s recent rally has pushed valuation to a premium (P/E and PEG metrics), which could limit near‑term upside and increase sensitivity to any earnings miss. Coca‑Cola Stock Rises 12.5% in a Month: Buy the Rally or Wait?

Insiders Place Their Bets

In other CocaCola news, CEO James Quincey sold 250,688 shares of CocaCola stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.14, for a total value of $19,839,448.32. Following the transaction, the chief executive officer directly owned 278,155 shares of the company’s stock, valued at $22,013,186.70. The trade was a 47.40% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Nancy Quan sold 23,556 shares of the business’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the completion of the sale, the executive vice president owned 223,330 shares in the company, valued at $17,754,735. This represents a 9.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 892,925 shares of company stock worth $70,254,796 in the last quarter. Corporate insiders own 0.90% of the company’s stock.

CocaCola Stock Performance

NYSE:KO opened at $77.80 on Wednesday. The company has a market capitalization of $334.59 billion, a P/E ratio of 25.59, a price-to-earnings-growth ratio of 3.26 and a beta of 0.35. 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 Company has a twelve month low of $65.35 and a twelve month high of $82.00. The firm has a 50-day moving average price of $75.17 and a two-hundred day moving average price of $71.23.

CocaCola (NYSE:KO) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, topping the consensus estimate of $0.56 by $0.02. The company had revenue of $11.82 billion during the quarter, compared to analyst estimates of $12.04 billion. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The firm’s revenue was up 2.2% on a year-over-year basis. During the same period in the prior year, the firm posted $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, research analysts expect that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be issued a dividend of $0.53 per share. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 annualized dividend and a dividend yield of 2.7%. The ex-dividend date of this dividend is Friday, March 13th. CocaCola’s dividend payout ratio (DPR) is currently 67.11%.

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.