B.O.S.S. Retirement Advisors LLC Makes New $949,000 Investment in CocaCola Company (The) $KO

B.O.S.S. Retirement Advisors LLC bought a new position in CocaCola Company (The) (NYSE:KO) during the third quarter, according to its most recent 13F filing with the SEC. The fund bought 14,302 shares of the company’s stock, valued at approximately $949,000.

A number of other institutional investors have also recently made changes to their positions in the business. Vanguard Group Inc. lifted its stake in CocaCola by 1.7% in the second quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock worth $25,996,519,000 after purchasing an additional 6,241,163 shares during the last quarter. Aberdeen Group plc raised its holdings in shares of CocaCola by 5.0% in the second quarter. Aberdeen Group plc now owns 4,557,668 shares of the company’s stock worth $322,455,000 after buying an additional 216,752 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in shares of CocaCola during the 2nd quarter worth approximately $22,443,000. Mirae Asset Global Investments Co. Ltd. lifted its stake in shares of CocaCola by 2.9% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company’s stock worth $136,086,000 after acquiring an additional 57,407 shares during the last quarter. Finally, Nicola Wealth Management LTD. boosted its holdings in CocaCola by 42.3% during the 3rd quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company’s stock valued at $12,269,000 after acquiring an additional 55,000 shares during the period. Institutional investors own 70.26% of the company’s stock.

Insider Buying and Selling

In other news, CEO James Quincey sold 337,824 shares of the business’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total value of $26,046,230.40. Following the completion of the transaction, the chief executive officer directly owned 342,546 shares of the company’s stock, valued at approximately $26,410,296.60. The trade was a 49.65% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Nancy Quan sold 31,625 shares of the company’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $71.17, for a total value of $2,250,751.25. Following the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at $15,894,396.10. This trade represents a 12.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 549,528 shares of company stock valued at $41,051,826. 0.97% of the stock is owned by insiders.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Multiple brokerages and the analyst consensus are bullish (average “Buy” rating and recent price‑target raises), giving the stock near‑term support ahead of Q4 results. Read More.
• Positive Sentiment: Deutsche Bank and other firms have nudged targets higher and reaffirmed Buy ratings, signaling Wall Street expects upside if the quarter shows continued pricing/margin strength. Read More.
• Positive Sentiment: Investment writeups highlight KO’s defensive cash flows, high margins and premium brand — one bullish preview even pins a $90 target assuming steady growth and execution. Read More.
• Positive Sentiment: Consumer‑staples sector strength and ETF flows are favoring names like Coca‑Cola (XLP breakout, institutional inflows), boosting demand for KO as a defensive/dividend holding. Read More.
• Neutral Sentiment: Street models expect Q4 to be driven by pricing, mix and channel dynamics; investors are focused on EPS beats and, importantly, the company’s FY guidance during a leadership transition. Read More.
• Neutral Sentiment: Ownership and positioning stories (institutional flows, who owns KO) are in focus — heavy institutional ownership can amplify moves around earnings news but also stabilizes the name. Read More.
• Negative Sentiment: CEO James Quincey sold 337,824 shares (~$26M), a sizeable insider sale that can spook short‑term traders despite common non‑operational reasons for sales. Read More.
• Negative Sentiment: Coca‑Cola will discontinue frozen Minute Maid products in the U.S. and Canada — a small revenue contraction and a sign of portfolio pruning that may weigh modestly on specialty-category sales. Read More.
• Negative Sentiment: Several previews note KO’s elevated forward P/E and high valuation vs. growth, which could limit upside if Q4 or guidance disappoints. Read More.

CocaCola Stock Performance

Shares of KO stock opened at $79.12 on Friday. The firm has a market cap of $340.34 billion, a price-to-earnings ratio of 26.20, a PEG ratio of 4.06 and a beta of 0.36. CocaCola Company has a 52-week low of $63.27 and a 52-week high of $79.20. The company has a quick ratio of 1.00, a current ratio of 1.21 and a debt-to-equity ratio of 1.30. The company’s 50 day moving average is $71.32 and its 200 day moving average is $69.76.

Wall Street Analyst Weigh In

KO has been the topic of a number of recent analyst reports. Barclays reiterated an “overweight” rating on shares of CocaCola in a research note on Thursday, October 23rd. Jefferies Financial Group lifted their price objective on shares of CocaCola from $84.00 to $88.00 and gave the company a “buy” rating in a report on Wednesday. Royal Bank Of Canada reissued an “outperform” rating and issued a $78.00 price objective on shares of CocaCola in a research report on Friday. TD Cowen reaffirmed a “buy” rating on shares of CocaCola in a research report on Wednesday, October 22nd. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $83.00 price target on shares of CocaCola in a report on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company. According to MarketBeat.com, CocaCola presently has an average rating of “Buy” and a consensus price target of $80.57.

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.