SeaCrest Wealth Management LLC raised its stake in CocaCola Company (The) (NYSE:KO – Free Report) by 38.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 33,505 shares of the company’s stock after acquiring an additional 9,359 shares during the quarter. SeaCrest Wealth Management LLC’s holdings in CocaCola were worth $2,263,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors also recently modified their holdings of the stock. Norges Bank bought a new stake in shares of CocaCola during the second quarter valued at approximately $3,846,270,000. Franklin Resources Inc. increased its holdings in shares of CocaCola by 15.1% in the third quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company’s stock valued at $2,592,732,000 after purchasing an additional 5,135,198 shares in the last quarter. Assenagon Asset Management S.A. raised its position in CocaCola by 343.3% in the 3rd quarter. Assenagon Asset Management S.A. now owns 4,486,096 shares of the company’s stock worth $297,518,000 after purchasing an additional 3,474,015 shares during the last quarter. Danske Bank A S acquired a new position in CocaCola during the 3rd quarter worth $226,443,000. Finally, Schroder Investment Management Group lifted its holdings in CocaCola by 28.7% during the 2nd quarter. Schroder Investment Management Group now owns 11,713,984 shares of the company’s stock worth $828,764,000 after buying an additional 2,613,316 shares in the last quarter. 70.26% of the stock is owned by institutional investors.
Key Headlines Impacting CocaCola
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Coca‑Cola is expanding its Fairlife milk production and bottler investments, broadening higher‑margin, value‑added dairy and new beverage categories that can diversify revenue and support margins. Coca-Cola Expands Fairlife And Bottler Investments To Broaden Earnings Mix
- Positive Sentiment: Warren Buffett (via Berkshire) still hasn’t sold a single KO share in 30+ years; the story highlights long‑term shareholder confidence and sizable dividend income Berkshire receives — a vote of confidence for income investors. Why Warren Buffett’s Coca-Cola (KO) Investment Remains Untouched After Three Decades
- Positive Sentiment: Analyst/market pieces highlight KO’s dividend strength — 64 consecutive years of increases — reinforcing demand from income‑focused investors and supporting valuation stability. Why Coca-Cola (KO) Is Warren Buffett’s Best Dividend Stock
- Neutral Sentiment: Comparisons with Keurig (KDP) note KO’s global scale and pricing power versus KDP’s innovation; useful context for relative valuation and sector allocation decisions but not an immediate catalyst. Coca-Cola vs. Keurig: Which Beverage Stock Looks Poised for Growth?
- Neutral Sentiment: Another analyst write‑up reiterates KO vs KDP tradeoffs (scale vs. innovation), helpful for longer‑term positioning rather than day‑to‑day moves. Coca-Cola vs. Keurig: Which Beverage Stock Looks Poised for Growth?
- Neutral Sentiment: Local marketing/PR: Coca‑Cola Southwest revealed winners of a mural competition — brand/PR positive but unlikely to move fundamentals. Coca-Cola Southwest Beverages and Texas Monthly Studio Reveal Winners of Star-Spangled Texas Mural Competition
- Negative Sentiment: Short interest rose ~23.7% to ~53.7M shares as of March 13, raising the short‑interest ratio to ~3.1 days (about 1.3% of shares shorted) — increased bearish bets can add downward pressure or volatility if sentiment reverses.
- Negative Sentiment: Analysts warn of 2026 margin pressure as pricing normalizes, costs remain volatile, and volume recovery in India, China and Mexico will be critical — a risk to near‑term earnings and multiples. Coca‑Cola Faces Margin Pressure: Can Pricing Power Hold?
Wall Street Analyst Weigh In
Read Our Latest Stock Report on CocaCola
Insider Activity
In other news, CFO John Murphy sold 99,437 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $80.42, for a total transaction of $7,996,723.54. Following the completion of the transaction, the chief financial officer directly owned 410,550 shares in the company, valued at approximately $33,016,431. The trade was a 19.50% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Nancy Quan sold 23,556 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.50, for a total value of $1,872,702.00. Following the completion of the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $17,754,735. This trade represents a 9.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 892,925 shares of company stock valued at $70,254,796. Insiders own 0.90% of the company’s stock.
CocaCola Price Performance
KO opened at $75.23 on Thursday. The company has a fifty day moving average price of $76.65 and a two-hundred day moving average price of $71.79. The firm has a market capitalization of $323.78 billion, a PE ratio of 24.75, a P/E/G ratio of 3.12 and a beta of 0.35. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.00. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46.
CocaCola (NYSE:KO – Get Free Report) last posted its quarterly earnings results 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. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The company had revenue of $11.82 billion for the quarter, compared to the consensus estimate of $12.04 billion. During the same quarter in the prior year, the business posted $0.55 EPS. The firm’s quarterly revenue was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current year.
CocaCola Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th will be paid a $0.53 dividend. The ex-dividend date of this dividend is Friday, March 13th. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 annualized dividend and a yield of 2.8%. CocaCola’s payout ratio is currently 69.74%.
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.
See Also
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