Harvest Portfolios Group Inc. Has $19.49 Million Stock Holdings in CocaCola Company (The) $KO

Harvest Portfolios Group Inc. increased its position in CocaCola Company (The) (NYSE:KO) by 16.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 293,848 shares of the company’s stock after purchasing an additional 41,994 shares during the quarter. Harvest Portfolios Group Inc.’s holdings in CocaCola were worth $19,488,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Paulson Wealth Management Inc. grew its position in shares of 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 buying an additional 149 shares during the period. Summitry LLC boosted its stake in CocaCola by 1.9% in the second quarter. Summitry LLC now owns 7,865 shares of the company’s stock valued at $556,000 after acquiring an additional 149 shares during the last quarter. Ashton Thomas Securities LLC grew its holdings in CocaCola by 1.2% during the 3rd quarter. Ashton Thomas Securities LLC now owns 12,656 shares of the company’s stock worth $835,000 after acquiring an additional 149 shares during the period. Cetera Trust Company N.A raised its position in shares of CocaCola by 0.5% during the 2nd quarter. Cetera Trust Company N.A now owns 30,371 shares of the company’s stock valued at $2,149,000 after acquiring an additional 150 shares during the last quarter. Finally, Diversified Enterprises LLC raised its position in shares of CocaCola by 1.0% during the 3rd quarter. Diversified Enterprises LLC now owns 14,656 shares of the company’s stock valued at $972,000 after acquiring an additional 150 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages recently commented on KO. UBS Group lifted their price objective on CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. JPMorgan Chase & Co. upped their price target on CocaCola from $79.00 to $83.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. Royal Bank Of Canada set a $87.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $83.00 price objective on shares of CocaCola in a report on Thursday, January 29th. Finally, Citigroup increased their target price on shares of CocaCola from $85.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $84.33.

Insider Transactions at CocaCola

In related news, CFO John Murphy sold 99,437 shares of CocaCola stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $80.42, for a total value of $7,996,723.54. Following the sale, the chief financial officer owned 410,550 shares of the company’s stock, valued at approximately $33,016,431. This trade represents a 19.50% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO James Quincey sold 337,824 shares of the business’s stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total value of $26,046,230.40. Following the completion of the sale, the chief executive officer owned 342,546 shares in the company, valued at $26,410,296.60. The trade was a 49.65% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 493,587 shares of company stock valued at $38,577,228. 0.97% of the stock is currently owned by company insiders.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Unusual call buying — Investors purchased ~61,806 call options on KO Friday (about 17% above a typical day), signaling short‑term bullish positioning that can amplify upside into upcoming catalysts.
• Positive Sentiment: Zacks raised near‑term and multi‑year EPS forecasts — Analysts lifted Q1/Q2 and FY2026–FY2028 estimates, nudging forward EPS momentum and supporting a higher valuation multiple for KO.
• Neutral Sentiment: Defensive rotation / momentum into blue‑chips — MarketBeat highlighted KO as part of a broader move into defensive, dividend‑paying names as tech cools; that thematic flow helps demand for KO but is macro‑driven. MarketBeat Week in Review
• Neutral Sentiment: Swire Pacific restructuring of its Vietnam Coca‑Cola stake — Corporate-level changes in regional ownership could alter local distribution/partner dynamics; impact on KO is indirect and longer term. Swire Pacific update
• Neutral Sentiment: Positive press on KO as a long‑running dividend name — Inclusion in lists of century‑plus dividend payers/reliable blue‑chips supports buy‑and‑hold interest but is a slow, steady demand factor. 247WallSt dividend article
• Negative Sentiment: Significant insider selling — Several executives disclosed recent share sales (CFO John Murphy sold ~99,437 shares; EVP Monica Howard Douglas sold 20,000; EVP Beatriz R. Perez sold multiple blocks). Large insider dispositions can weigh on sentiment even when company fundamentals remain intact. SEC filings: CFO Form 4 EVP Monica Form 4 EVP Beatriz Form 4

CocaCola Price Performance

NYSE KO opened at $81.46 on Friday. 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 Company has a 52-week low of $65.35 and a 52-week high of $82.00. The business has a 50 day simple moving average of $74.02 and a 200 day simple moving average of $70.82. The stock has a market cap of $350.32 billion, a price-to-earnings ratio of 26.79, a PEG ratio of 3.37 and a beta of 0.36.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share for the quarter, beating the consensus estimate of $0.56 by $0.02. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The company had revenue of $11.82 billion during the quarter, compared to analysts’ expectations of $12.04 billion. During the same quarter in the prior year, the company earned $0.55 earnings per share. The business’s quarterly revenue was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

The company also recently declared 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 represents a $2.12 annualized dividend and a dividend yield of 2.6%. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio (DPR) is 67.11%.

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.