KG&L Capital Management LLC Sells 44,898 Shares of CocaCola Company (The) $KO

KG&L Capital Management LLC trimmed its position in CocaCola Company (The) (NYSE:KO) by 82.2% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 9,734 shares of the company’s stock after selling 44,898 shares during the period. KG&L Capital Management LLC’s holdings in CocaCola were worth $680,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Kellett Wealth Advisors LLC grew its position in shares of CocaCola by 22.6% during the 4th quarter. Kellett Wealth Advisors LLC now owns 4,958 shares of the company’s stock valued at $347,000 after acquiring an additional 913 shares during the period. Mainsail Financial Group LLC grew its position in shares of CocaCola by 1.5% during the 4th quarter. Mainsail Financial Group LLC now owns 15,807 shares of the company’s stock valued at $1,105,000 after acquiring an additional 231 shares during the period. Elevate Capital Advisors LLC grew its position in shares of CocaCola by 22.7% during the 4th quarter. Elevate Capital Advisors LLC now owns 38,626 shares of the company’s stock valued at $2,700,000 after acquiring an additional 7,151 shares during the period. Mid American Wealth Advisory Group Inc. grew its position in shares of CocaCola by 0.9% during the 4th quarter. Mid American Wealth Advisory Group Inc. now owns 23,348 shares of the company’s stock valued at $1,632,000 after acquiring an additional 215 shares during the period. Finally, Windle Wealth LLC grew its position in shares of CocaCola by 2.1% during the 4th quarter. Windle Wealth LLC now owns 122,504 shares of the company’s stock valued at $8,564,000 after acquiring an additional 2,516 shares during the period. 70.26% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other CocaCola news, EVP Monica Howard Douglas sold 23,880 shares of the stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $77.37, for a total value of $1,847,595.60. Following the sale, the executive vice president directly owned 17,725 shares in the company, valued at $1,371,383.25. This represents a 57.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO James Quincey sold 250,688 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.14, for a total transaction of $19,839,448.32. Following the completion of the sale, the chief executive officer owned 278,155 shares in the company, valued at $22,013,186.70. This represents a 47.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 892,925 shares of company stock worth $70,254,796. Company insiders own 0.90% of the company’s stock.

CocaCola Stock Performance

Shares of KO stock opened at $77.48 on Friday. The stock has a market capitalization of $333.50 billion, a P/E ratio of 25.49, a PEG ratio of 3.27 and a beta of 0.36. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23. The firm’s 50 day moving average is $77.67 and its 200 day moving average is $72.60. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.00.

CocaCola (NYSE:KO) last announced 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 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 prior year, the company posted $0.55 EPS. 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 earnings per share for the current year.

CocaCola Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th were paid a $0.53 dividend. The ex-dividend date was Friday, March 13th. This represents a $2.12 annualized dividend and a yield of 2.7%. This is a boost from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio is currently 69.74%.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on KO shares. Weiss Ratings reissued a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. Wells Fargo & Company increased their target price on shares of CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Royal Bank Of Canada set a $87.00 target price on shares of CocaCola in a research report on Wednesday, February 11th. Barclays increased their target price on shares of CocaCola from $77.00 to $83.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Finally, Citigroup upped their price target on shares of CocaCola from $85.00 to $87.00 and gave the company a “buy” rating in a research note 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. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $85.00.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Sharp drop in short interest — Short interest fell ~14% to ~46.2M shares as of March 31, reducing the % of shares short to ~1.1% and lowering the days‑to‑cover to ~2.8; this reduces downside squeeze risk and can be supportive for the stock.
• Positive Sentiment: Analyst upgrades and bullish notes — Recent analyst activity includes at least one upgrade that pushed the stock up in recent sessions and UBS saying KO is likely to rise, which can lift investor sentiment. Analyst Upgrade
• Positive Sentiment: Brand and marketing push — Coca‑Cola launched the yearlong America250 campaign (state‑themed packaging, events, community programs) that aims to reinforce brand relevance and drive consumer engagement in the U.S. over 2026. America250 Campaign
• Neutral Sentiment: Short‑term market moves and coverage pieces — Several market writeups note recent intraday gains and KO’s relative performance vs. peers; useful for context but not necessarily directional catalysts. Market Coverage
• Neutral Sentiment: Analyst chatter on timing — Retail pieces discussing whether to buy ahead of upcoming dates create trading interest but are not company fundamentals. Investor Advice
• Negative Sentiment: BofA sees regional divergence; UCV below consensus — Bank of America expects Q1 underlying consumption volumes roughly flat to slightly down (-0.2% year‑over‑year), with strength in NA/EMEA offset by Asia weakness; this forecast is below Visible Alpha consensus and could pressure near‑term expectations. BofA Demand Note
• Negative Sentiment: Small earnings revision downward — Erste Group trimmed FY‑2026 EPS modestly (from $3.23 to $3.22), a minor downgrade but indicative of cautious analyst sentiment; could temper investor expectations. Erste Group Estimate Cut

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.