Tred Avon Family Wealth LLC Takes $1.06 Million Position in CocaCola Company (The) $KO

Tred Avon Family Wealth LLC acquired a new position in CocaCola Company (The) (NYSE:KO) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 16,036 shares of the company’s stock, valued at approximately $1,064,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Requisite Capital Management LLC raised its position in CocaCola by 2.8% in the second quarter. Requisite Capital Management LLC now owns 5,285 shares of the company’s stock worth $377,000 after acquiring an additional 142 shares during the period. Paulson Wealth Management Inc. increased its holdings in CocaCola by 2.2% during the 2nd quarter. Paulson Wealth Management Inc. now owns 6,773 shares of the company’s stock worth $479,000 after acquiring an additional 149 shares during the period. Summitry LLC boosted its holdings in CocaCola by 1.9% in the 2nd 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 grew its position in shares of CocaCola by 1.2% during the 3rd quarter. Ashton Thomas Securities LLC now owns 12,656 shares of the company’s stock valued at $835,000 after purchasing an additional 149 shares in the last quarter. Finally, Pacifica Partners Inc. grew its position in CocaCola by 6.3% during the second quarter. Pacifica Partners Inc. now owns 2,518 shares of the company’s stock worth $177,000 after buying an additional 150 shares in the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Management shakeup and new chief digital officer announced, aimed at stepping up digital marketing, consumer data capabilities and e‑commerce — could help accelerate top‑line growth and margin expansion over time. 1 Prediction for KO in 2026
• Positive Sentiment: Dividend durability and Buffett association continue to support investor demand: KO remains a Dividend King with 63+ years of increases, attracting income‑oriented and long‑term holders. This background reduces downside in uncertain markets. 1 Prediction for KO in 2026
• Positive Sentiment: Short‑term attention from a viral Lionel Messi video has driven incremental retail interest and helped lift sentiment and trading volume recently. Such publicity can create near‑term positive momentum. 1 Prediction for KO in 2026
• Neutral Sentiment: Planned IPO of Hindustan Coca‑Cola Beverages (HCCB) in India (targeting roughly $1B) could unlock value and raise capital for brand initiatives, but the benefit depends on deal structure and use of proceeds. Execution timeline and proceeds are uncertain. Coca-Cola plans to pop the cap on $1 billion HCCB IPO this year
• Neutral Sentiment: Valuation is middling for a defensive consumer name (P/E in the mid‑20s in recent coverage). That tradeoff — steady cash flow and dividends vs. limited high‑growth upside — makes KO more attractive to income investors than growth seekers. 2 Buffett Stocks to Load Up On—And 1 to Ditch
• Negative Sentiment: Potential risks: the HCCB IPO and continued strategy of asset‑light brand focus could reduce consolidated revenue growth and introduce short‑term execution/market‑reaction risk; if growth remains reliant on pricing rather than volume, margin and volume sensitivity could cap upside. Coca‑Cola is on track for a $1B summer IPO of its India bottler

CocaCola Price Performance

Shares of KO opened at $70.44 on Friday. The company has a current ratio of 1.21, a quick ratio of 1.00 and a debt-to-equity ratio of 1.30. The firm has a market cap of $303.01 billion, a PE ratio of 23.32, a P/E/G ratio of 3.62 and a beta of 0.39. The firm has a fifty day simple moving average of $70.60 and a two-hundred day simple moving average of $69.33. CocaCola Company has a 1-year low of $61.37 and a 1-year high of $74.38.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, October 21st. The company reported $0.82 EPS for the quarter, topping analysts’ consensus estimates of $0.78 by $0.04. CocaCola had a return on equity of 43.62% and a net margin of 27.34%.The business had revenue of $12.46 billion during the quarter, compared to analysts’ expectations of $12.46 billion. During the same quarter in the prior year, the business posted $0.77 earnings per share. The business’s quarterly revenue was up 5.4% on a year-over-year basis. CocaCola has set its FY 2025 guidance at 2.966-2.966 EPS. On average, equities analysts anticipate that CocaCola Company will post 2.96 EPS for the current year.

Wall Street Analysts Forecast Growth

KO has been the topic of a number of recent research reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research note on Wednesday, October 8th. Piper Sandler increased their price objective on CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a report on Wednesday, October 22nd. Barclays restated an “overweight” rating on shares of CocaCola in a report on Thursday, October 23rd. UBS Group reaffirmed a “buy” rating on shares of CocaCola in a research report on Friday, December 5th. Finally, Cowen reissued a “buy” rating on shares of CocaCola in a research report on Wednesday, October 22nd. One investment analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. Based on data from MarketBeat, CocaCola has an average rating of “Buy” and a consensus target price of $79.08.

Insider Activity

In related news, Director Max R. Levchin acquired 7,206 shares of the stock in a transaction dated Friday, October 24th. The stock was acquired at an average cost of $69.87 per share, with a total value of $503,483.22. Following the purchase, the director directly owned 14,267 shares of the company’s stock, valued at approximately $996,835.29. This trade represents a 102.05% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, COO Henrique Braun sold 40,390 shares of the firm’s stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $70.93, for a total transaction of $2,864,862.70. Following the completion of the sale, the chief operating officer owned 62,621 shares of the company’s stock, valued at $4,441,707.53. This trade represents a 39.21% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 225,252 shares of company stock worth $15,953,007. 0.97% of the stock is owned by insiders.

About CocaCola

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.