Cresset Asset Management LLC Lowers Holdings in CocaCola Company (The) $KO

Cresset Asset Management LLC cut its holdings in CocaCola Company (The) (NYSE:KO) by 3.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 309,028 shares of the company’s stock after selling 10,885 shares during the quarter. Cresset Asset Management LLC’s holdings in CocaCola were worth $20,652,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in KO. Paulson Wealth Management Inc. grew its position in shares of CocaCola by 2.2% in the 2nd quarter. Paulson Wealth Management Inc. now owns 6,773 shares of the company’s stock worth $479,000 after buying an additional 149 shares during the last quarter. Summitry LLC increased its holdings in shares of CocaCola by 1.9% in the second quarter. Summitry LLC now owns 7,865 shares of the company’s stock valued at $556,000 after purchasing an additional 149 shares during the period. Ashton Thomas Securities LLC raised its position in CocaCola by 1.2% during the 3rd quarter. Ashton Thomas Securities LLC now owns 12,656 shares of the company’s stock worth $835,000 after buying an additional 149 shares during the last quarter. Cetera Trust Company N.A lifted its position in CocaCola by 0.5% during the second quarter. Cetera Trust Company N.A now owns 30,371 shares of the company’s stock valued at $2,149,000 after purchasing an additional 150 shares during the period. Finally, Diversified Enterprises LLC lifted its holdings in shares of CocaCola by 1.0% in the 3rd quarter. Diversified Enterprises LLC now owns 14,656 shares of the company’s stock valued at $972,000 after buying an additional 150 shares during the period. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CFO John Murphy sold 72,449 shares of CocaCola stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $80.52, for a total value of $5,833,593.48. Following the transaction, the chief financial officer directly owned 279,917 shares in the company, valued at $22,538,916.84. This trade represents a 20.56% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Beatriz R. Perez sold 21,326 shares of the firm’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $80.75, for a total transaction of $1,722,074.50. Following the completion of the sale, the executive vice president owned 173,728 shares of the company’s stock, valued at $14,028,536. This trade represents a 10.93% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 566,036 shares of company stock worth $44,410,822 over the last three months. 0.97% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on KO. Wells Fargo & Company increased their target price on shares of CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a research note on Monday, February 9th. TD Cowen reissued a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $83.00 price target on shares of CocaCola in a report on Thursday, January 29th. Truist Financial set a $85.00 price objective on shares of CocaCola in a report on Wednesday, February 11th. Finally, Citigroup boosted their target price on CocaCola from $85.00 to $87.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $84.33.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Major brokerages maintain a favorable stance on KO, with a consensus “Buy” helping underpin investor confidence and limiting downside. Read More.
• Positive Sentiment: KO continues to be featured in dividend‑focused lists and “Dividend Kings” roundups, reinforcing demand from income and retirement investors. Read More.
• Neutral Sentiment: Coca‑Cola FEMSA proposed a quarterly dividend schedule for 2026 — positive for the system’s franchise stability but only indirectly relevant to KO PLC’s share price. Read More.
• Neutral Sentiment: Coverage notes KO’s long dividend streak and a new IR chief, fueling a valuation debate that keeps the stock on income investors’ watchlists but doesn’t act as an immediate catalyst. Read More.
• Negative Sentiment: Insider selling: CFO John Murphy sold 72,449 shares (~$5.8M at ~$80.52), trimming his holding ~20% — a tangible negative that often pressures sentiment and likely contributed to intraday weakness. Read More.
• Negative Sentiment: Reports show multiple senior executives unloading stock, amplifying investor concern about insider conviction and near‑term selling pressure. Read More.
• Negative Sentiment: Analyst/commentary pieces flag weaknesses in earnings quality and question the company’s decentralization plan and its implications for dividend/risk profile — these raise longer‑term execution concerns. Read More. Read More.

CocaCola Stock Performance

NYSE KO opened at $78.07 on Thursday. The company has a fifty day moving average of $74.58 and a two-hundred day moving average of $71.01. The company has a market capitalization of $335.76 billion, a PE ratio of 25.68, a P/E/G ratio of 3.32 and a beta of 0.35. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.00.

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

CocaCola Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Friday, March 13th will be given a $0.53 dividend. This is a boost from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date is Friday, March 13th. This represents a $2.12 annualized dividend and a yield of 2.7%. CocaCola’s payout ratio is presently 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.