Royal Fund Management LLC Raises Holdings in CocaCola Company (The) $KO

Royal Fund Management LLC lifted its position in shares of CocaCola Company (The) (NYSE:KO) by 187.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 33,655 shares of the company’s stock after purchasing an additional 21,934 shares during the period. Royal Fund Management LLC’s holdings in CocaCola were worth $2,353,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Headlands Technologies LLC purchased a new position in CocaCola during the 2nd quarter worth approximately $26,000. Marquette Asset Management LLC purchased a new stake in CocaCola in the third quarter valued at approximately $27,000. Cloud Capital Management LLC acquired a new stake in shares of CocaCola in the third quarter valued at approximately $27,000. Redmont Wealth Advisors LLC acquired a new stake in shares of CocaCola in the third quarter valued at approximately $30,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new position in shares of CocaCola during the third quarter worth approximately $31,000. 70.26% of the stock is owned by hedge funds and other institutional investors.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Deutsche Bank raised its price target on KO to $86 and kept a Buy rating, implying notable upside from current levels — this upgrade supports further upside and buy‑side interest. Deutsche Bank raises KO target
• Positive Sentiment: Jefferies reiterated a bullish stance, highlighting strength in Coca‑Cola’s protein business and broad analyst confidence (about 80% bullish coverage), which underpins multiple firms raising targets and positive sentiment. Jefferies bullish on KO
• Positive Sentiment: Operational signal — Coca‑Cola is expanding Fairlife production capacity amid strong demand, a concrete indicator of volume growth and margin support in its higher‑margin protein/dairy portfolio. Coca‑Cola expands Fairlife capacity
• Positive Sentiment: Market positioning: KO continues to be cited as a defensive pick amid rising recession worries and geopolitics, attracting flows into staples and dividend stocks that dampen volatility and support the share price. Zacks lists KO as defensive
• Neutral Sentiment: Technicals: Analysts note KO has held key support after a controlled pullback and is showing momentum that could confirm a breakout if volume sustains — positive for short‑term continuation but dependent on follow‑through. FXEmpire technical note on KO
• Neutral Sentiment: Mixed view: A recent article frames two reasons to watch KO and one caution — acknowledging strong outperformance YTD vs. the market but reminding investors of valuation/competitive dynamics to monitor. 2 Reasons to Watch KO
• Neutral Sentiment: Investor comparison: Coverage comparing PepsiCo and Coca‑Cola highlights KO’s asset‑light beverage model and stronger margins — useful context for dividend/income investors but not an immediate catalyst. PepsiCo vs Coca‑Cola dividend comparison

Insider Buying and Selling at CocaCola

In related news, CEO James Quincey sold 337,824 shares of the stock in a transaction dated 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 directly owned 342,546 shares of the company’s stock, valued at $26,410,296.60. This represents 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 this link. Also, CFO John Murphy sold 99,437 shares of CocaCola stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $80.42, for a total value of $7,996,723.54. Following the completion of the sale, the chief financial officer directly owned 410,550 shares in the company, valued at $33,016,431. This represents a 19.50% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 892,925 shares of company stock valued at $70,254,796. Insiders own 0.90% of the company’s stock.

Wall Street Analysts Forecast Growth

KO has been the topic of a number of recent research reports. UBS Group lifted their target price on shares of CocaCola from $82.00 to $87.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Royal Bank Of Canada set a $87.00 price objective on shares of CocaCola in a research report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research note on Monday. JPMorgan Chase & Co. upped their target price on shares of CocaCola from $79.00 to $83.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Finally, Jefferies Financial Group increased their target price on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research note on Monday, March 16th. One research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the stock. According to MarketBeat, CocaCola presently has an average rating of “Buy” and an average price target of $84.80.

CocaCola Price Performance

Shares of NYSE KO opened at $76.30 on Tuesday. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25. The stock has a fifty day moving average price of $76.96 and a 200 day moving average price of $71.99. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $82.00. The company has a market cap of $328.39 billion, a PE ratio of 25.10, a P/E/G ratio of 3.16 and a beta of 0.35.

CocaCola (NYSE:KO) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.56 by $0.02. The company had revenue of $11.82 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%. CocaCola’s revenue was up 2.2% compared to the same quarter last year. During the same period in the previous year, the company posted $0.55 EPS. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Sell-side analysts forecast that CocaCola Company will post 2.96 EPS for the current year.

CocaCola Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be paid a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.8%. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date is Friday, March 13th. CocaCola’s dividend payout ratio (DPR) is presently 69.74%.

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.