New Age Alpha Advisors LLC Trims Stock Holdings in CocaCola Company (The) $KO

New Age Alpha Advisors LLC decreased its position in CocaCola Company (The) (NYSE:KO) by 9.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 178,749 shares of the company’s stock after selling 18,218 shares during the period. New Age Alpha Advisors LLC’s holdings in CocaCola were worth $12,496,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. Anfield Capital Management LLC raised its stake in shares of CocaCola by 438.8% during the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after buying an additional 294 shares during the last quarter. Headlands Technologies LLC purchased a new position in shares of CocaCola during the 2nd quarter valued at about $26,000. Daytona Street Capital LLC purchased a new position in shares of CocaCola during the 4th quarter valued at about $29,000. Cloud Capital Management LLC purchased a new position in shares of CocaCola during the 3rd quarter valued at about $27,000. Finally, Elevated Capital Advisors LLC purchased a new position in shares of CocaCola during the 4th quarter valued at about $30,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on KO shares. Royal Bank Of Canada set a $87.00 price objective on CocaCola in a research note on Wednesday, February 11th. UBS Group lifted their price objective on CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Morgan Stanley set a $88.00 price objective on CocaCola in a research note on Wednesday, March 11th. Finally, Wells Fargo & Company lifted their price objective on CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. Fifteen research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, CocaCola currently has an average rating of “Buy” and a consensus price target of $86.80.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Bank of America Securities initiated or reiterated a Buy on Coca-Cola, reinforcing confidence in the company’s earnings durability and long-term outlook. Coca-Cola (KO) Gets a Buy from Bank of America Securities
• Positive Sentiment: Articles emphasizing Coca-Cola as a dividend-growth blue chip and one of Warren Buffett’s favored holdings support the stock’s appeal as a stable, income-oriented investment. Warren Buffett earns a 20% dividend yield-on-cost with Coca-Cola stock
• Neutral Sentiment: Industry coverage notes that soft-drink companies are still navigating margin and tariff pressures, which could affect the sector but does not point to a Coca-Cola-specific problem. 5 Soft Drinks Stocks to Track Amid Margin & Tariff Pressures
• Neutral Sentiment: Several comparison and “best stock” articles kept Coca-Cola in the spotlight, including bullish long-term income lists and a KO vs. Celsius debate, but these were mostly opinion-driven rather than new fundamentals. Coca-Cola vs. Celsius: Which Consumer Goods Stock Is a Better Buy in 2026?
• Negative Sentiment: One recent article framed Coca-Cola as a potential short candidate because the shares have rallied sharply and now trade near highs, raising valuation concerns despite solid fundamentals. Coca-Cola or Philip Morris: Which Is the Better Short Bet Right Now?

Insiders Place Their Bets

In other news, insider Bruno Pietracci sold 28,765 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total value of $2,284,228.65. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Monica Howard Douglas sold 23,880 shares of the firm’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $77.37, for a total value of $1,847,595.60. Following the completion of the transaction, the executive vice president owned 17,725 shares in the company, valued at approximately $1,371,383.25. This trade represents a 57.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 786,726 shares of company stock valued at $62,547,977. 0.90% of the stock is owned by corporate insiders.

CocaCola Price Performance

Shares of CocaCola stock opened at $81.56 on Monday. The stock has a market capitalization of $350.90 billion, a P/E ratio of 25.65, a PEG ratio of 3.26 and a beta of 0.35. The business has a 50 day simple moving average of $77.41 and a two-hundred day simple moving average of $74.70. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.66. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15.

CocaCola (NYSE:KO) last released its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, beating the consensus estimate of $0.81 by $0.05. The business had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The business’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same quarter last year, the business posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, analysts predict that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be given a $0.53 dividend. This represents a $2.12 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Monday, June 15th. CocaCola’s dividend payout ratio (DPR) is 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.