MSH Capital Advisors LLC raised its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 20.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 72,629 shares of the company’s stock after acquiring an additional 12,195 shares during the period. CocaCola makes up about 1.1% of MSH Capital Advisors LLC’s investment portfolio, making the stock its 17th largest position. MSH Capital Advisors LLC’s holdings in CocaCola were worth $5,077,000 at the end of the most recent reporting period.
A number of other hedge funds have also bought and sold shares of KO. Anfield Capital Management LLC increased its position in CocaCola by 438.8% during the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after acquiring an additional 294 shares during the last quarter. Headlands Technologies LLC bought a new position in CocaCola during the second quarter valued at $26,000. Cloud Capital Management LLC bought a new position in CocaCola during the third quarter valued at $27,000. Daytona Street Capital LLC bought a new position in CocaCola during the fourth quarter valued at $29,000. Finally, Redmont Wealth Advisors LLC bought a new position in CocaCola during the third quarter valued at $30,000. Institutional investors own 70.26% of the company’s stock.
Insider Activity
In related news, EVP Nancy Quan sold 31,625 shares of the company’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $80.93, for a total value of $2,559,411.25. Following the completion of the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Bruno Pietracci sold 28,765 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total transaction of $2,284,228.65. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 786,726 shares of company stock valued at $62,547,977. Insiders own 0.90% of the company’s stock.
Analyst Ratings Changes
Read Our Latest Analysis on KO
CocaCola Stock Up 0.1%
Shares of KO opened at $81.56 on Tuesday. The firm has a market capitalization of $350.90 billion, a P/E ratio of 25.65, a P/E/G ratio of 3.26 and a beta of 0.35. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $82.66. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09. The firm has a fifty day moving average price of $77.49 and a 200-day moving average price of $74.79.
CocaCola (NYSE:KO – Get Free Report) last issued its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.81 by $0.05. The firm had revenue of $12.47 billion during the quarter, compared to analyst estimates of $12.24 billion. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The business’s revenue was up 11.4% on a year-over-year basis. During the same period in the previous year, the firm earned $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities research analysts expect that CocaCola Company will post 3.26 earnings per share for the current year.
CocaCola Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th 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 2.6%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s payout ratio is currently 66.67%.
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.
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