CocaCola Company (The) $KO Holdings Raised by RIA Advisory Group LLC

RIA Advisory Group LLC increased its stake in CocaCola Company (The) (NYSE:KOFree Report) by 10.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 89,959 shares of the company’s stock after purchasing an additional 8,667 shares during the quarter. CocaCola comprises about 1.5% of RIA Advisory Group LLC’s portfolio, making the stock its 16th biggest holding. RIA Advisory Group LLC’s holdings in CocaCola were worth $5,966,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Headlands Technologies LLC bought a new stake in shares of CocaCola during the 2nd quarter worth about $26,000. Marquette Asset Management LLC bought a new position in shares of CocaCola in the third quarter valued at approximately $27,000. Cloud Capital Management LLC bought a new position in shares of CocaCola in the third quarter valued at approximately $27,000. Redmont Wealth Advisors LLC acquired a new position in shares of CocaCola during the third quarter valued at approximately $30,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new position in shares of CocaCola during the third quarter valued at approximately $31,000. Institutional investors own 70.26% of the company’s stock.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

  • Positive Sentiment: Jefferies published a bullish forecast calling for strong price appreciation for KO, a direct buy‑side vote of confidence that can support the stock or limit downside after recent weakness. Jefferies Forecasts Strong Price Appreciation for CocaCola
  • Positive Sentiment: Coca‑Cola secured a prominent marketing win by bringing Sprite back to the NBA via a sponsorship deal — a revenue/brand exposure positive that may help beverage sales and youth engagement over time. Coca-Cola brings Sprite back to the NBA
  • Positive Sentiment: Coverage pieces and lists continue to include KO among attractive high‑yielding stocks, keeping it on investor radars for dividend income strategies. This supports demand from income‑oriented buyers. 3 No-Brainer High-Yielding Stocks to Buy
  • Neutral Sentiment: Market writeups note KO trading steady within the S&P 500; this suggests moves are more about sector/market flows than company‑specific shocks. The Coca-Cola Company Steady in S&P 500 Trade Activity
  • Neutral Sentiment: Comparisons and feature articles (e.g., Coca‑Cola vs. PepsiCo, and pieces highlighting other dividend stocks) provide context but are unlikely to trigger large moves unless they lead to fund flows. Coca‑Cola vs. PepsiCo
  • Neutral Sentiment: Corporate community/CSR items (e.g., Coca‑Cola Scholars honored by the American Indian College Fund) are reputation positives but have limited near‑term stock impact. American Indian College Fund Honors Coca‑Cola Scholars
  • Negative Sentiment: A market note highlighted that KO declined more than the broader market in the latest session — investors may be trimming positions after a recent run or reacting to mixed fundamentals (Coke recently beat EPS but missed revenue estimates), contributing to today’s weakness. Coca‑Cola (KO) Declines More Than Market
  • Neutral Sentiment: Industry commentary highlighting other long‑running dividend payers can shift investor attention away from blue‑chips like KO but isn’t an immediate threat to Coca‑Cola’s business. Meet Wall Street’s Greatest Dividend Stock

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the company. Barclays upped their target price on CocaCola from $77.00 to $83.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Evercore reiterated an “outperform” rating and set a $85.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. Morgan Stanley set a $88.00 price objective on CocaCola in a research note on Wednesday, March 11th. Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a report on Thursday, January 22nd. Finally, UBS Group raised their target price on CocaCola from $82.00 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 issued a Buy rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $84.60.

Read Our Latest Report on CocaCola

CocaCola Stock Down 2.1%

KO stock opened at $75.98 on Thursday. The firm has a market cap of $326.76 billion, a PE ratio of 24.99, a P/E/G ratio of 3.25 and a beta of 0.35. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.00. 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 firm has a 50 day simple moving average of $76.20 and a 200 day simple moving average of $71.57.

CocaCola (NYSE:KOGet Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.56 by $0.02. The firm had revenue of $11.82 billion for the quarter, compared to analyst estimates of $12.04 billion. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The firm’s quarterly revenue was up 2.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Equities research analysts forecast that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be given 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 boost from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend is Friday, March 13th. CocaCola’s payout ratio is presently 69.74%.

Insider Activity at CocaCola

In other news, CEO James Quincey sold 250,688 shares of the company’s stock in a transaction 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 directly owned 278,155 shares of the company’s stock, valued at $22,013,186.70. This represents a 47.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Bruno Pietracci sold 28,765 shares of the stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total value of $2,284,228.65. The SEC filing for this sale provides additional information. Insiders sold 892,925 shares of company stock valued at $70,254,796 over the last ninety days. Company insiders own 0.97% of the company’s stock.

CocaCola Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for CocaCola (NYSE:KO)

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