Maridea Wealth Management LLC Takes $540,000 Position in CocaCola Company (The) $KO

Maridea Wealth Management LLC bought a new position in shares of CocaCola Company (The) (NYSE:KO) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 7,893 shares of the company’s stock, valued at approximately $540,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in KO. Paulson Wealth Management Inc. boosted its holdings in shares of CocaCola by 2.2% in the 2nd quarter. Paulson Wealth Management Inc. now owns 6,773 shares of the company’s stock valued at $479,000 after purchasing an additional 149 shares during the last quarter. Summitry LLC raised its position in shares of CocaCola by 1.9% in the 2nd quarter. Summitry LLC now owns 7,865 shares of the company’s stock worth $556,000 after buying an additional 149 shares during the period. Ashton Thomas Securities LLC boosted its holdings in CocaCola by 1.2% in the third quarter. Ashton Thomas Securities LLC now owns 12,656 shares of the company’s stock valued at $835,000 after acquiring an additional 149 shares during the last quarter. Cetera Trust Company N.A grew its position in CocaCola by 0.5% during the second quarter. Cetera Trust Company N.A now owns 30,371 shares of the company’s stock valued at $2,149,000 after acquiring an additional 150 shares during the period. Finally, Diversified Enterprises LLC increased its stake in CocaCola by 1.0% during the third quarter. Diversified Enterprises LLC now owns 14,656 shares of the company’s stock worth $972,000 after acquiring an additional 150 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Piper Sandler lifted their price objective on CocaCola from $80.00 to $81.00 and gave the company an “overweight” rating in a research note on Wednesday, October 22nd. Bank of America lifted their price target on shares of CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, November 7th. UBS Group boosted their price objective on shares of CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. JPMorgan Chase & Co. lifted their target price on shares of CocaCola from $79.00 to $83.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Finally, Citigroup upped their price target 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. One research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $84.33.

CocaCola Trading Down 0.1%

NYSE KO opened at $79.50 on Thursday. The stock has a market cap of $341.97 billion, a P/E ratio of 26.15, a PEG ratio of 3.34 and a beta of 0.36. The company’s fifty day simple moving average is $72.62 and its 200-day simple moving average is $70.31. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $80.41.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share 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 business had revenue of $11.80 billion during the quarter, compared to analyst estimates of $12.04 billion. During the same period last year, the business earned $0.55 EPS. The business’s 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 research analysts predict that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Reminder of Coca‑Cola’s long dividend record and big shareholder support — Berkshire’s recent dividend haul underscores the company’s durable cash flow and dividend growth, which is a tailwind for income investors. Warren Buffett Collected $816 Million in Dividends From This Single Stock
• Positive Sentiment: Profile piece explaining why Buffett favors KO — reinforces investor confidence in Coca‑Cola’s brand moat and capital allocation (dividends/share repurchases). Why Warren Buffett Loves Coca‑Cola Stock so Much
• Positive Sentiment: Company presentation at CAGNY — management’s prepared remarks highlight strategy, innovation and guidance that support the medium‑term growth narrative (helpful for sentiment and analyst modeling). Prepared Remarks Transcript
• Positive Sentiment: Featured as a durable cash‑flow/dividend stock in a value/growth roundup — signals continued investor interest for dividend and defensive allocations. Find Your Balance: 3 Stocks With Incredibly Durable Cash Flow, Dividends, Value and Growth
• Neutral Sentiment: Quant ratings on Berkshire’s top holdings (including KO) — may influence algorithmic flows and ETF/quant demand but the signal is mixed and depends on the screening model. Quant ratings on Berkshire Hathaway’s top holdings
• Neutral Sentiment: Company slideshow from CAGNY — useful for modeling and detail checks but less likely to move the tape absent new guidance or surprise metrics. CAGNY Slideshow
• Negative Sentiment: Valuation check after recent momentum — some analysis suggests shares may be priced for steady execution; valuation concerns could limit upside and make KO sensitive to any revenue softness or macro pressure. Coca‑Cola (KO) Valuation Check After Recent Share Price Momentum

Insider Activity

In related news, CEO James Quincey sold 337,824 shares of the stock in a transaction dated 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 owned 342,546 shares of the company’s stock, valued at approximately $26,410,296.60. This represents a 49.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Insiders own 0.97% of the company’s stock.

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.