B.O.S.S. Retirement Advisors LLC Makes New Investment in CocaCola Company (The) $KO

B.O.S.S. Retirement Advisors LLC acquired a new stake in shares of CocaCola Company (The) (NYSE:KO) in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 14,302 shares of the company’s stock, valued at approximately $949,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in KO. Correct Capital Wealth Management increased its position in CocaCola by 1.2% during the 3rd quarter. Correct Capital Wealth Management now owns 29,390 shares of the company’s stock valued at $1,949,000 after buying an additional 350 shares in the last quarter. Smartleaf Asset Management LLC grew its stake in shares of CocaCola by 35.0% during the third quarter. Smartleaf Asset Management LLC now owns 54,307 shares of the company’s stock worth $3,586,000 after acquiring an additional 14,076 shares during the last quarter. First National Bank of Hutchinson acquired a new position in shares of CocaCola during the third quarter valued at about $391,000. Alps Advisors Inc. increased its holdings in shares of CocaCola by 32.7% during the third quarter. Alps Advisors Inc. now owns 151,732 shares of the company’s stock valued at $10,063,000 after acquiring an additional 37,356 shares in the last quarter. Finally, a16z Perennial Management L.P. purchased a new position in shares of CocaCola in the 3rd quarter valued at approximately $425,000. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the stock. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $83.00 target price on shares of CocaCola in a research report on Thursday, January 29th. UBS Group reissued a “buy” rating and set a $82.00 price objective on shares of CocaCola in a report on Tuesday. TD Cowen reissued a “buy” rating on shares of CocaCola in a research report on Wednesday, October 22nd. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $78.00 price target on shares of CocaCola in a research report on Friday. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of CocaCola in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company. According to MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $80.57.

CocaCola Price Performance

NYSE:KO opened at $79.12 on Friday. The firm’s fifty day moving average is $71.32 and its two-hundred day moving average is $69.76. The firm has a market cap of $340.34 billion, a price-to-earnings ratio of 26.20, a PEG ratio of 4.06 and a beta of 0.36. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.00 and a current ratio of 1.21. CocaCola Company has a one year low of $63.27 and a one year high of $79.20.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Multiple brokerages and the analyst consensus are bullish (average “Buy” rating and recent price‑target raises), giving the stock near‑term support ahead of Q4 results. Read More.
• Positive Sentiment: Deutsche Bank and other firms have nudged targets higher and reaffirmed Buy ratings, signaling Wall Street expects upside if the quarter shows continued pricing/margin strength. Read More.
• Positive Sentiment: Investment writeups highlight KO’s defensive cash flows, high margins and premium brand — one bullish preview even pins a $90 target assuming steady growth and execution. Read More.
• Positive Sentiment: Consumer‑staples sector strength and ETF flows are favoring names like Coca‑Cola (XLP breakout, institutional inflows), boosting demand for KO as a defensive/dividend holding. Read More.
• Neutral Sentiment: Street models expect Q4 to be driven by pricing, mix and channel dynamics; investors are focused on EPS beats and, importantly, the company’s FY guidance during a leadership transition. Read More.
• Neutral Sentiment: Ownership and positioning stories (institutional flows, who owns KO) are in focus — heavy institutional ownership can amplify moves around earnings news but also stabilizes the name. Read More.
• Negative Sentiment: CEO James Quincey sold 337,824 shares (~$26M), a sizeable insider sale that can spook short‑term traders despite common non‑operational reasons for sales. Read More.
• Negative Sentiment: Coca‑Cola will discontinue frozen Minute Maid products in the U.S. and Canada — a small revenue contraction and a sign of portfolio pruning that may weigh modestly on specialty-category sales. Read More.
• Negative Sentiment: Several previews note KO’s elevated forward P/E and high valuation vs. growth, which could limit upside if Q4 or guidance disappoints. Read More.

Insider Buying and Selling

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the company’s stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $71.17, for a total value of $2,250,751.25. Following the sale, the executive vice president owned 223,330 shares in the company, valued at approximately $15,894,396.10. This represents a 12.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO James Quincey sold 337,824 shares of the firm’s stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the sale, the chief executive officer directly owned 342,546 shares in the company, valued at $26,410,296.60. The trade was a 49.65% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 549,528 shares of company stock worth $41,051,826 over the last ninety days. 0.97% of the stock is owned by corporate insiders.

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.