Naviter Wealth LLC Has $2.77 Million Stock Holdings in CocaCola Company (The) $KO

Naviter Wealth LLC trimmed its stake in shares of CocaCola Company (The) (NYSE:KO) by 20.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 39,616 shares of the company’s stock after selling 10,369 shares during the quarter. Naviter Wealth LLC’s holdings in CocaCola were worth $2,770,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the stock. CCG Wealth Management LLC increased its position in CocaCola by 4.7% during the 4th quarter. CCG Wealth Management LLC now owns 4,587 shares of the company’s stock worth $321,000 after purchasing an additional 207 shares in the last quarter. Cane Capital Partners LLC bought a new stake in CocaCola during the 4th quarter worth approximately $455,000. Hunter Associates Investment Management LLC grew its holdings in CocaCola by 4.4% during the 4th quarter. Hunter Associates Investment Management LLC now owns 11,699 shares of the company’s stock worth $817,000 after acquiring an additional 489 shares during the last quarter. MBL Wealth LLC grew its holdings in CocaCola by 57.1% during the 4th quarter. MBL Wealth LLC now owns 13,989 shares of the company’s stock worth $978,000 after acquiring an additional 5,082 shares during the last quarter. Finally, Winthrop Advisory Group LLC grew its holdings in CocaCola by 16.5% during the 4th quarter. Winthrop Advisory Group LLC now owns 5,433 shares of the company’s stock worth $380,000 after acquiring an additional 770 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola Trading Down 1.7%

NYSE:KO opened at $75.90 on Wednesday. The firm’s fifty day moving average is $77.44 and its 200-day moving average is $72.40. 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 firm has a market cap of $326.68 billion, a P/E ratio of 24.97, a P/E/G ratio of 3.24 and a beta of 0.36.

CocaCola (NYSE:KO) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 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 for the quarter, compared to analyst estimates of $12.04 billion. During the same period in the prior year, the firm posted $0.55 EPS. The company’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. Equities analysts expect that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Increases Dividend

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

Insider Buying and Selling

In other news, insider Bruno Pietracci sold 28,765 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total value of $2,284,228.65. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, CEO James Quincey sold 250,688 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were 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 directly owned 278,155 shares in the company, valued at approximately $22,013,186.70. This represents a 47.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 892,925 shares of company stock worth $70,254,796. Corporate insiders own 0.90% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: UBS raised its price target on KO to $90 and maintained a Buy rating, implying meaningful upside from current levels and signaling continued analyst confidence in Coca‑Cola’s fundamentals and cash returns to shareholders. Benzinga: UBS PT raise to $90
• Positive Sentiment: Deutsche Bank lifted its target to $86 (from $83) and reiterated a Buy, highlighting KO as a consistent dividend name even as it warned of broader CPG pressures — the upgrade supports the stock’s longer‑term yield and stability narrative. Deutsche Bank raises Coca‑Cola target
• Neutral Sentiment: Market commentary is debating valuation — some pieces ask whether KO around the mid‑$70s is already priced for its recent share gains, suggesting a mixed view on upside from here and the possibility of consolidation. Is It Time To Reassess Coca‑Cola at ~$77?
• Neutral Sentiment: Coverage reiterates KO’s appeal as a reliable dividend holding and a Buffett‑owned type of defensive stock — helpful for income investors but not an immediate catalyst for re‑rating. Fool: Warren Buffett stocks worth considering
• Negative Sentiment: Zacks highlights the share drop amid a broader market gain, pointing to investor concern that near‑term demand and affordability pressures could blunt volume recovery even as pricing levers get tested. Coca‑Cola stock drops despite market gains
• Negative Sentiment: Analysis flags a strategic shift from pricing‑led growth toward volume recovery as consumers face affordability headwinds; that dynamic raises short‑term revenue and margin uncertainty and helps explain selling pressure despite analyst target increases. Can Coca‑Cola balance pricing and affordability?

Analyst Ratings Changes

A number of equities research analysts have weighed in on the stock. Barclays boosted their target price on shares of CocaCola from $77.00 to $83.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. JPMorgan Chase & Co. boosted their target price on shares of CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. UBS Group boosted their target price on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a report on Tuesday. Citigroup boosted 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. Finally, Royal Bank Of Canada set a $87.00 target price on shares of CocaCola in a report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company’s stock. According to MarketBeat, the company has a consensus 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.