GW Henssler & Associates Ltd. Reduces Holdings in CocaCola Company (The) $KO

GW Henssler & Associates Ltd. trimmed its stake in CocaCola Company (The) (NYSE:KO) by 3.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 325,225 shares of the company’s stock after selling 12,612 shares during the period. GW Henssler & Associates Ltd.’s holdings in CocaCola were worth $22,736,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of KO. Anfield Capital Management LLC lifted its position in shares of CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after purchasing an additional 294 shares during the period. Headlands Technologies LLC purchased a new stake in shares of CocaCola in the 2nd quarter worth about $26,000. Daytona Street Capital LLC purchased a new position in CocaCola during the 4th quarter valued at about $29,000. Redmont Wealth Advisors LLC purchased a new position in CocaCola during the 3rd quarter valued at about $30,000. Finally, Elevated Capital Advisors LLC purchased a new position in CocaCola during the 4th quarter valued at about $30,000. 70.26% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: 247wallst highlighted Coca-Cola as a momentum stock, noting it is only a few percent below its 52-week high after strong Q1 results with 10% organic revenue growth and margins at a new peak. Coca Cola Stock Will Hit a New All-Time High On This Date
• Positive Sentiment: Zacks said Wall Street analysts remain optimistic on Coca-Cola, suggesting the stock continues to benefit from favorable sentiment and expectations for steady performance. Is Coca-Cola (KO) a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Zacks also framed Coca-Cola as a reliable dividend and income stock, pointing to the company’s solid quarterly performance despite inflation, geopolitics, and shifting consumer spending. Coca-Cola’s Dividend Strength: Still a Reliable Income Play?
• Positive Sentiment: Yahoo Finance/Barchart coverage continued to describe KO as a strong mix of growth and income, reinforcing its appeal to defensive and dividend-focused investors. Coca-Cola (KO) Combines Growth and Income in a Challenging Consumer Environment
• Neutral Sentiment: Several articles were more commentary-oriented, including a piece on why Warren Buffett has held Coca-Cola for decades, which supports the long-term bull case but is not a near-term catalyst. Why Warren Buffett Hasn’t Sold Coca-Cola Stock for Over 30 Years
• Negative Sentiment: One recent market update noted Coca-Cola stock had declined 1.8% in a separate session, showing there is still some volatility and profit-taking even with the broader positive tone. CocaCola (NYSE:KO) Stock Price Down 1.8% – Here’s What Happened

Insider Transactions at CocaCola

In other news, EVP Monica Howard Douglas sold 23,880 shares of CocaCola 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 sale, the executive vice president directly owned 17,725 shares in the company, valued at $1,371,383.25. The trade was a 57.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the completion of the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 255,505 shares of company stock worth $20,187,007 over the last three months. 0.90% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on KO. Morgan Stanley set a $88.00 price target on shares of CocaCola in a research report on Wednesday, March 11th. JPMorgan Chase & Co. lifted their price target on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Citigroup lifted their price target on shares of CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a research report on Monday, May 18th. Jefferies Financial Group lifted their price target on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research report on Monday, March 16th. Finally, Royal Bank Of Canada set a $87.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. Fifteen equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $86.80.

CocaCola Stock Down 0.4%

Shares of CocaCola stock opened at $78.68 on Tuesday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. The stock has a market capitalization of $338.52 billion, a PE ratio of 24.74, a price-to-earnings-growth ratio of 3.16 and a beta of 0.35. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.66. The company has a 50-day simple moving average of $77.81 and a two-hundred day simple moving average of $75.14.

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

CocaCola Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be paid a $0.53 dividend. The ex-dividend date is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. CocaCola’s payout ratio is currently 66.67%.

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.