Powell Investment Advisors LLC Acquires Shares of 10,073 CocaCola Company (The) $KO

Powell Investment Advisors LLC acquired a new stake in shares of CocaCola Company (The) (NYSE:KO) during the fourth quarter, Holdings Channel reports. The firm acquired 10,073 shares of the company’s stock, valued at approximately $704,000.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Vestia Personal Wealth Advisors boosted its holdings in CocaCola by 3.8% during the fourth quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock valued at $275,000 after purchasing an additional 140 shares in the last quarter. Apexium Financial LP boosted its holdings in CocaCola by 1.2% during the third quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock valued at $810,000 after purchasing an additional 142 shares in the last quarter. Stockman Wealth Management Inc. boosted its holdings in CocaCola by 1.7% during the fourth quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company’s stock valued at $622,000 after purchasing an additional 147 shares in the last quarter. 1ST Source Bank boosted its holdings in CocaCola by 0.7% during the fourth quarter. 1ST Source Bank now owns 19,766 shares of the company’s stock valued at $1,382,000 after purchasing an additional 147 shares in the last quarter. Finally, Prosperity Financial Group Inc. boosted its holdings in CocaCola by 3.9% during the third quarter. Prosperity Financial Group Inc. now owns 3,957 shares of the company’s stock valued at $262,000 after purchasing an additional 148 shares in the last quarter. 70.26% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Bank of America Securities initiated or reiterated a Buy on Coca-Cola, reinforcing confidence in the company’s earnings durability and long-term outlook. Coca-Cola (KO) Gets a Buy from Bank of America Securities
• Positive Sentiment: Articles emphasizing Coca-Cola as a dividend-growth blue chip and one of Warren Buffett’s favored holdings support the stock’s appeal as a stable, income-oriented investment. Warren Buffett earns a 20% dividend yield-on-cost with Coca-Cola stock
• Neutral Sentiment: Industry coverage notes that soft-drink companies are still navigating margin and tariff pressures, which could affect the sector but does not point to a Coca-Cola-specific problem. 5 Soft Drinks Stocks to Track Amid Margin & Tariff Pressures
• Neutral Sentiment: Several comparison and “best stock” articles kept Coca-Cola in the spotlight, including bullish long-term income lists and a KO vs. Celsius debate, but these were mostly opinion-driven rather than new fundamentals. Coca-Cola vs. Celsius: Which Consumer Goods Stock Is a Better Buy in 2026?
• Negative Sentiment: One recent article framed Coca-Cola as a potential short candidate because the shares have rallied sharply and now trade near highs, raising valuation concerns despite solid fundamentals. Coca-Cola or Philip Morris: Which Is the Better Short Bet Right Now?

Analyst Upgrades and Downgrades

KO has been the topic of a number of recent research reports. Barclays lifted their price objective on CocaCola from $85.00 to $89.00 and gave the company an “overweight” rating in a report on Thursday. Jefferies Financial Group lifted their price objective on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a report on Monday, March 16th. TD Cowen lifted their price objective on CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Wells Fargo & Company lifted their price objective on CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a report on Monday, May 18th. Finally, Evercore reiterated an “outperform” rating and issued a $85.00 target price on shares of CocaCola in a research note on Wednesday, February 11th. Fifteen investment analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $86.80.

Insider Transactions at CocaCola

In related news, insider Bruno Pietracci sold 28,765 shares of the business’s stock in a transaction that occurred 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Monica Howard Douglas sold 23,880 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $77.37, for a total transaction of $1,847,595.60. Following the completion of the transaction, the executive vice president owned 17,725 shares of the company’s stock, valued at $1,371,383.25. This trade represents a 57.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 786,726 shares of company stock worth $62,547,977 over the last ninety days. 0.90% of the stock is currently owned by insiders.

CocaCola Stock Performance

KO stock opened at $81.56 on Friday. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. The company has a 50 day moving average price of $77.41 and a 200 day moving average price of $74.65. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $82.66. The stock has a market capitalization of $350.90 billion, a PE ratio of 25.65, a price-to-earnings-growth ratio of 3.26 and a beta of 0.35.

CocaCola (NYSE:KO) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, topping the consensus estimate of $0.81 by $0.05. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The firm had revenue of $12.47 billion during the quarter, compared to analysts’ expectations of $12.24 billion. During the same quarter in the previous year, the company posted $0.73 EPS. CocaCola’s revenue was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Analysts forecast that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be given a $0.53 dividend. 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 66.67%.

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.