CocaCola Company (The) $KO Shares Purchased by Bogart Wealth LLC

Bogart Wealth LLC lifted its stake in CocaCola Company (The) (NYSE:KO) by 23.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 80,923 shares of the company’s stock after purchasing an additional 15,337 shares during the period. Bogart Wealth LLC’s holdings in CocaCola were worth $5,657,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in KO. Vanguard Group Inc. lifted its stake in shares of CocaCola by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock valued at $26,200,276,000 after purchasing an additional 5,886,352 shares during the period. Franklin Resources Inc. raised its position in CocaCola by 15.1% during the third quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company’s stock worth $2,592,732,000 after acquiring an additional 5,135,198 shares during the last quarter. Danske Bank A S acquired a new position in CocaCola during the third quarter worth about $226,443,000. Danica Pension Livsforsikringsaktieselskab acquired a new position in CocaCola during the third quarter worth about $161,130,000. Finally, SG Americas Securities LLC raised its position in CocaCola by 288.1% during the fourth quarter. SG Americas Securities LLC now owns 3,025,595 shares of the company’s stock worth $211,519,000 after acquiring an additional 2,245,959 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Insider Buying and Selling at CocaCola

In other news, EVP Monica Howard Douglas sold 23,880 shares of CocaCola stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $77.37, for a total transaction 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 filing with the SEC, which is available through the SEC website. Also, CEO James Quincey sold 250,688 shares of CocaCola stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.14, for a total transaction of $19,839,448.32. Following the sale, the chief executive officer owned 278,155 shares of the company’s stock, valued at approximately $22,013,186.70. This trade represents a 47.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 892,925 shares of company stock valued at $70,254,796. Corporate insiders own 0.90% of the company’s stock.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Q1 results beat and guidance lift — KO reported $0.86 EPS vs. $0.81 expected and revenue of ~$12.47B, and it raised FY 2026 adjusted EPS guidance to $3.240–3.270, signaling confidence in demand and margin leverage. Business Wire
• Positive Sentiment: Product mix and concentrate sales supporting profit — Strong volumes for Zero Sugar and growth in concentrate sales helped revenue and margins, a key driver cited by coverage lifting the stock. Blockonomi
• Positive Sentiment: Analyst and market reaction — Several outlets note upgrades/positive takes (e.g., Bank of America reaffirming KO as a top pick) and heavy call‑option buying, amplifying upside into midday trading. Benzinga
• Neutral Sentiment: Earnings call context — Management noted the quarter included ~6 extra days and timing differences in concentrate shipments; excluding those effects, organic growth is said to be “on track” with guidance. That nuance tempers how much of the beat reflects sustainable momentum. Earnings Call Transcript
• Neutral Sentiment: Strategy/consumer focus — New CEO Henrique Braun is adjusting pack sizing and affordability initiatives (skinny sodas, mini cans) to respond to consumer trends; positive long‑term but execution and timing matter. WSJ
• Negative Sentiment: Calendar effect and regional margin pressure — Analysis flags a ~6.5% extra‑day tailwind boosting reported growth and highlights Asia Pacific margin softness; some analysts warn valuation (roughly ~23x forward) may not justify the upside if organic momentum cools. Seeking Alpha
• Negative Sentiment: Execution risks: price fatigue and volumes — Prior concerns persist that consumer fatigue from price increases and potential soft volumes in some markets could limit sustainable top‑line growth once lapping effects and shipment timing normalize. Barron’s

Wall Street Analysts Forecast Growth

KO has been the subject of a number of research reports. Royal Bank Of Canada set a $87.00 target price on shares of CocaCola in a research report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft lifted their target price on shares of CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research report on Monday, March 30th. Evercore restated an “outperform” rating and set a $85.00 target price on shares of CocaCola in a research report on Wednesday, February 11th. Truist Financial set a $85.00 target price on shares of CocaCola in a research report on Wednesday, February 11th. Finally, Citigroup lifted their target price on shares of CocaCola from $85.00 to $87.00 and gave the stock a “buy” rating 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, CocaCola currently has an average rating of “Buy” and an average target price of $85.00.

CocaCola Stock Performance

Shares of NYSE KO opened at $78.26 on Wednesday. The company has a market cap of $336.83 billion, a PE ratio of 25.74, a price-to-earnings-growth ratio of 3.19 and a beta of 0.36. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.00. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25. The company has a 50-day simple moving average of $77.14 and a 200-day simple moving average of $73.44.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping analysts’ consensus estimates of $0.81 by $0.05. The business had revenue of $12.47 billion during the quarter, compared to the consensus estimate of $12.28 billion. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The company’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, equities analysts anticipate that CocaCola Company will post 3.23 earnings per share for the current year.

CocaCola Increases Dividend

The company 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 2.7%. This is a boost from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date was Friday, March 13th. CocaCola’s payout ratio is presently 69.74%.

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.