Chancellor Financial Group WB LP Cuts Position in CocaCola Company (The) $KO

Chancellor Financial Group WB LP reduced its stake in shares of CocaCola Company (The) (NYSE:KO) by 66.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,177 shares of the company’s stock after selling 10,045 shares during the quarter. Chancellor Financial Group WB LP’s holdings in CocaCola were worth $343,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Headlands Technologies LLC purchased a new stake in shares of CocaCola during the second quarter valued at about $26,000. Marquette Asset Management LLC bought a new position in shares of CocaCola during the 3rd quarter worth approximately $27,000. Cloud Capital Management LLC bought a new position in shares of CocaCola during the 3rd quarter worth approximately $27,000. Redmont Wealth Advisors LLC purchased a new stake in CocaCola during the third quarter valued at approximately $30,000. Finally, Winnow Wealth LLC acquired a new stake in CocaCola in the second quarter valued at approximately $43,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Major brokerages maintain a favorable view—KO was given a consensus “Buy” rating by brokerages, which supports investor confidence and may limit downside pressure. Brokerage Consensus
• Positive Sentiment: KO continues to appear in dividend-focused lists (e.g., retirement/dividend growth roundups), reinforcing its reputation as a dependable income stock for yield-oriented investors and likely supporting long-term demand. Fool: Dividend Stocks
• Neutral Sentiment: Coverage pieces and sector screens highlight consumer staples (including KO) as potential earnings-beaters, offering a watchlist signal but not a direct catalyst. These articles may attract attention from dividend and defensive‑fund flows rather than trigger immediate price moves. Zacks: Consumer Staples
• Neutral Sentiment: Articles revisiting Berkshire Hathaway’s portfolio moves mention KO in the context of Buffett-era shifts; this is informational and can influence sentiment among value investors but is not a company-specific catalyst. MarketBeat: Berkshire Review
• Neutral Sentiment: Coca‑Cola FEMSA (KOF) proposed a 2026 ordinary dividend payable quarterly—positive for the Coca‑Cola system’s franchise/partner stability, but the direct impact on KO PLC’s stock is limited. TipRanks: KOF Dividend
• Neutral Sentiment: Coverage on KO’s long dividend streak and a new investor‑relations chief frames a valuation debate—this keeps the stock in focus for income investors but may prolong volatility as market participants reassess fair value. Yahoo Finance: Dividend Streak & IR
• Negative Sentiment: Insider selling: CFO John Murphy sold 72,449 shares (~$5.8M at ~\$80.52), reducing his holding by ~20.6%. Large insider sales can weigh on sentiment and are likely a key driver behind intraday weakness. SEC Form 4

Analyst Ratings Changes

KO has been the subject of several analyst reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of CocaCola in a report on Thursday, January 22nd. Evercore reiterated an “outperform” rating and issued a $85.00 price target on shares of CocaCola in a research note on Wednesday, February 11th. Royal Bank Of Canada set a $87.00 price target on CocaCola in a report on Wednesday, February 11th. JPMorgan Chase & Co. upped their price objective on shares of CocaCola from $79.00 to $83.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Finally, UBS Group increased their price objective on shares of CocaCola from $82.00 to $87.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. According to data from MarketBeat.com, CocaCola has an average rating of “Buy” and a consensus target price of $84.33.

Insider Buying and Selling

In other news, CFO John Murphy sold 72,449 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $80.52, for a total transaction of $5,833,593.48. Following the sale, the chief financial officer owned 279,917 shares of the company’s stock, valued at $22,538,916.84. This trade represents a 20.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO James Quincey sold 337,824 shares of the business’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the completion of the transaction, the chief executive officer owned 342,546 shares of the company’s stock, valued at approximately $26,410,296.60. This represents a 49.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 566,036 shares of company stock valued at $44,410,822 in the last three months. 0.90% of the stock is currently owned by insiders.

CocaCola Stock Down 1.1%

KO stock opened at $79.32 on Wednesday. The company has a market capitalization of $341.13 billion, a P/E ratio of 26.09, a price-to-earnings-growth ratio of 3.36 and a beta of 0.35. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.00. The firm’s fifty day simple moving average is $74.41 and its 200-day simple moving average is $70.96. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $12.04 billion. During the same period in the previous year, the firm posted $0.55 earnings per share. 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, equities research analysts forecast 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. Stockholders of record on Friday, March 13th will be paid a $0.53 dividend. The ex-dividend date is Friday, March 13th. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. CocaCola’s dividend payout ratio (DPR) is currently 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.