Pursuit Wealth Management LLC Makes New $665,000 Investment in CocaCola Company (The) $KO

Pursuit Wealth Management LLC bought a new stake in shares of CocaCola Company (The) (NYSE:KO) during the fourth quarter, HoldingsChannel reports. The firm bought 9,508 shares of the company’s stock, valued at approximately $665,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of KO. Apexium Financial LP boosted its stake in CocaCola by 1.2% during the third quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock worth $810,000 after acquiring an additional 142 shares in the last quarter. Prosperity Financial Group Inc. increased its stake in shares of CocaCola by 3.9% during the third quarter. Prosperity Financial Group Inc. now owns 3,957 shares of the company’s stock valued at $262,000 after purchasing an additional 148 shares in the last quarter. Ashton Thomas Securities LLC increased its stake in shares of CocaCola by 1.2% during the third 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. Diversified Enterprises LLC lifted its holdings in shares of CocaCola by 1.0% during the third quarter. Diversified Enterprises LLC now owns 14,656 shares of the company’s stock valued at $972,000 after purchasing an additional 150 shares during the last quarter. Finally, Capital Management Associates Inc boosted its position in shares of CocaCola by 4.0% in the 3rd quarter. Capital Management Associates Inc now owns 3,915 shares of the company’s stock worth $260,000 after purchasing an additional 150 shares in the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at CocaCola

In other CocaCola 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 owned 17,725 shares of the company’s stock, valued at approximately $1,371,383.25. The trade was a 57.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Bruno Pietracci sold 28,765 shares of the business’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total transaction of $2,284,228.65. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 892,925 shares of company stock valued at $70,254,796. Company insiders own 0.90% of the company’s stock.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: UBS raised its price target on KO to $90 (from $87) and kept a Buy rating, citing improving trends across consumer staples—this provides analyst support for upside. UBS Turns Slightly More Positive on Coca-Cola (KO), Notes Improving Trends
• Positive Sentiment: Coca‑Cola is highlighted as a high‑yield/dividend pick in several income-focused roundups, reinforcing demand from dividend investors seeking steady cash flow. 3 High Yield Dividend Paying Stocks Perfect For Passive Income
• Positive Sentiment: Articles noting Coca‑Cola’s status as a long‑term Berkshire holding and its multi‑decade dividend growth support the stock’s defensive, recession‑resistant narrative. Tariffs, Oil Shocks, Recessions — These 2 Warren Buffett Stocks Don’t Care
• Positive Sentiment: Dividend‑king coverage lists KO as a top buy for income investors, supporting demand from conservative portfolios and long‑term holders. These 2 Dividend Kings Are My Top Buys for April 2026
• Neutral Sentiment: Coca‑Cola appointed Tapaswee Chandele as global chief people officer effective May 1; leadership continuity and HR focus are unlikely to move the stock materially in the short term. The Coca-Cola Company Selects New Global Chief People Officer
• Neutral Sentiment: Coverage explaining the personnel change and what it means for investors reiterates stable long‑term metrics (dividend history, multi‑year returns) but doesn’t change near‑term fundamentals. Coca-Cola’s New People Chief And What It Means For KO Investors
• Negative Sentiment: Seeking Alpha published a piece framing KO as a downgrade scenario (“Buy for the dividend, hold for upside (Downgrade)”), which can prompt short‑term selling from momentum/quant funds sensitive to rating language. Coca-Cola: Buy For The Dividend, Hold For The Upside (Downgrade)
• Negative Sentiment: Zacks notes weakening North America demand and asks whether global growth can offset regional softness—this operational headwind is the primary near‑term risk pressuring the stock. North America Demand Weakens: Can KO Offset it With Global Growth?

CocaCola Price Performance

Shares of NYSE KO opened at $75.30 on Thursday. The firm has a market cap of $324.09 billion, a P/E ratio of 24.77, a PEG ratio of 3.21 and a beta of 0.36. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $82.00. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23. The company has a 50 day moving average of $77.63 and a 200 day moving average of $72.80.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, topping analysts’ consensus estimates of $0.56 by $0.02. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The business had revenue of $11.82 billion during the quarter, compared to analyst estimates of $12.04 billion. During the same quarter last year, the company earned $0.55 EPS. The company’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. As a group, research analysts expect that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th were issued a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date of this dividend was Friday, March 13th. This is a boost from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s payout ratio is 69.74%.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on KO shares. TD Cowen restated a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. Evercore reissued an “outperform” rating and issued a $85.00 target price on shares of CocaCola in a report on Wednesday, February 11th. Wells Fargo & Company increased their target price on CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a research note on Monday, February 9th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. Finally, Deutsche Bank Aktiengesellschaft upped their price target on shares of CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research note on Monday, March 30th. Fifteen research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $85.00.

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.