World Investment Advisors lifted its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 9.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 188,641 shares of the company’s stock after purchasing an additional 16,885 shares during the period. World Investment Advisors’ holdings in CocaCola were worth $12,229,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Anfield Capital Management LLC increased its holdings in shares of CocaCola by 438.8% during the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after acquiring an additional 294 shares during the last quarter. Headlands Technologies LLC acquired a new position in CocaCola in the 2nd quarter valued at $26,000. Daytona Street Capital LLC bought a new stake in shares of CocaCola during the 4th quarter valued at $29,000. Cloud Capital Management LLC bought a new stake in shares of CocaCola during the 3rd quarter valued at $27,000. Finally, Elevated Capital Advisors LLC bought a new stake in shares of CocaCola during the 4th quarter valued at $30,000. Institutional investors own 70.26% of the company’s stock.
Insider Buying and Selling at CocaCola
In other CocaCola news, 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 completion of the sale, the chief executive officer owned 278,155 shares of the company’s stock, valued at $22,013,186.70. The trade was a 47.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Bruno Pietracci sold 28,765 shares of CocaCola stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total value of $2,284,228.65. The disclosure for this sale is available in the SEC filing. Insiders sold 755,101 shares of company stock valued at $59,988,566 over the last 90 days. Insiders own 0.90% of the company’s stock.
Wall Street Analysts Forecast Growth
Read Our Latest Stock Analysis on CocaCola
Key CocaCola News
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Analysts and commentary remain upbeat on Coca-Cola (KO) as the company pushes deeper into energy and functional beverages, including new products, lower-sugar options, and its partnership with Monster Beverage, which could help drive longer-term growth. Coca-Cola’s Energy Drink Push Tests Growth Story And Earnings Quality
- Positive Sentiment: The company’s recent earnings beat and raised outlook continue to reinforce the investment case, with Coca-Cola posting better-than-expected revenue and EPS and maintaining strong margins, which supports the view that KO remains a defensive growth stock. CocaCola Price Performance
- Neutral Sentiment: Market commentary on Coca-Cola as a “best stock under $100” reflects continued interest in the shares, but the article appears largely opinion-based and does not add a clear new catalyst. Is The Coca-Cola Company (KO) the Best Stock Under $100 to Invest In Now?
- Neutral Sentiment: Reports of a Diet Coke shortage in India due to aluminum can constraints highlight a temporary operational disruption, but the direct financial impact appears limited unless supply problems spread or persist. There’s a Diet Coke shortage in India. What’s going on?
- Negative Sentiment: Chairman James Quincey sold 200,000 shares of Coca-Cola (KO), a move that can pressure sentiment because insider sales are often viewed as a sign management may see less near-term upside. CocaCola (NYSE:KO) Chairman Sells $15,780,000.00 in Stock
- Negative Sentiment: Another report on the India Diet Coke shortage emphasizes broader geopolitical and supply-chain risk, which could raise concerns about Coca-Cola’s operating resilience in key international markets. India Diet Coke Shortage Puts Global Risks And KO Valuation In Focus
CocaCola Stock Performance
Shares of CocaCola stock opened at $80.07 on Wednesday. The business’s fifty day simple moving average is $76.92 and its 200 day simple moving average is $74.03. The firm has a market capitalization of $344.50 billion, a P/E ratio of 25.18, a price-to-earnings-growth ratio of 3.14 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 company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09.
CocaCola (NYSE:KO – Get Free Report) last released its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (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 $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The business’s revenue for the quarter was up 11.4% on a year-over-year basis. During the same period last year, the business posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, analysts anticipate that CocaCola Company will post 3.26 EPS for the current year.
CocaCola Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be given a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.6%. The ex-dividend date is Monday, June 15th. CocaCola’s payout ratio is presently 66.67%.
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.
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