Lion Street Advisors LLC Increases Stock Holdings in CocaCola Company (The) $KO

Lion Street Advisors LLC lifted its stake in shares of CocaCola Company (The) (NYSE:KO) by 116.3% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 28,617 shares of the company’s stock after acquiring an additional 15,388 shares during the quarter. CocaCola makes up about 0.6% of Lion Street Advisors LLC’s investment portfolio, making the stock its 27th biggest position. Lion Street Advisors LLC’s holdings in CocaCola were worth $1,898,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Paulson Wealth Management Inc. lifted its position in CocaCola by 2.2% in the second quarter. Paulson Wealth Management Inc. now owns 6,773 shares of the company’s stock valued at $479,000 after acquiring an additional 149 shares during the last quarter. Summitry LLC increased its position in shares of CocaCola by 1.9% during the second quarter. Summitry LLC now owns 7,865 shares of the company’s stock worth $556,000 after purchasing an additional 149 shares in the last quarter. Ashton Thomas Securities LLC lifted its holdings in shares of CocaCola by 1.2% in the 3rd quarter. Ashton Thomas Securities LLC now owns 12,656 shares of the company’s stock valued at $835,000 after purchasing an additional 149 shares during the last quarter. Cetera Trust Company N.A boosted its position in shares of CocaCola by 0.5% in the 2nd quarter. Cetera Trust Company N.A now owns 30,371 shares of the company’s stock valued at $2,149,000 after purchasing an additional 150 shares during the period. Finally, Diversified Enterprises LLC grew its stake in CocaCola by 1.0% during the 3rd quarter. Diversified Enterprises LLC now owns 14,656 shares of the company’s stock worth $972,000 after buying an additional 150 shares during the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola Trading Up 1.1%

NYSE KO opened at $79.79 on Friday. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23. The stock has a market capitalization of $343.24 billion, a P/E ratio of 26.25, a P/E/G ratio of 3.31 and a beta of 0.36. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $80.41. The firm has a 50-day moving average price of $73.00 and a 200 day moving average price of $70.45.

CocaCola (NYSE:KO) last announced its quarterly earnings data 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. The company had revenue of $11.82 billion for the quarter, compared to analyst estimates of $12.04 billion. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The firm’s revenue for the quarter was up 2.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.55 EPS. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Equities research analysts expect that CocaCola Company will post 2.96 EPS for the current year.

CocaCola Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th will be given a $0.53 dividend. The ex-dividend date is Friday, March 13th. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 annualized dividend and a yield of 2.7%. CocaCola’s dividend payout ratio (DPR) is currently 67.11%.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca‑Cola raised its quarterly dividend (now $0.53/share) and confirmed the payout schedule — a ~3.9% bump and the 64th consecutive annual increase, reinforcing its Dividend King status and attracting income investors. Coca‑Cola Raises Dividend
• Positive Sentiment: Management is executing a CEO succession that pairs a digital‑first push with the dividend growth story — investors view this as continuity with a growth tilt, supporting multiple expansion. CEO Shift and Strategy
• Positive Sentiment: Industry coverage highlights that health‑focused product innovation and digital/channel growth could offset input‑cost pressure for soft drink makers, favoring leaders like KO. Soft Drinks Industry Outlook
• Positive Sentiment: Some bullish commentary and price targets (e.g., articles arguing KO can reach triple‑digits) add optimism to momentum traders. Bullish Price Target
• Neutral Sentiment: Zacks and other outlets note increased investor attention and search interest in KO — higher visibility can amplify moves in either direction but is not direct fundamental news. Investor Attention Note
• Neutral Sentiment: Coca‑Cola disclosed executive pay details ahead of the CEO transition — useful for governance-focused investors but unlikely to move fundamentals materially in the short term. Exec Pay Disclosure
• Neutral Sentiment: Recent quarterly results showed an EPS beat ($0.58 vs. $0.56) but a slight revenue miss; management set FY‑2026 EPS guidance of ~3.21–3.24 — mixed operational data that supports the dividend case but tempers growth expectations.
• Negative Sentiment: Benzinga warns KO’s value score has weakened after a ~15% YTD rally and highlights a tepid 2026 outlook, raising concerns that upside may be limited absent stronger top‑line momentum. Valuation/Outlook Warning

Insider Buying and Selling

In other CocaCola news, CEO James Quincey sold 337,824 shares of the business’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the sale, the chief executive officer directly owned 342,546 shares in the company, valued at approximately $26,410,296.60. The trade was a 49.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.97% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on KO shares. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $83.00 price objective on shares of CocaCola in a report on Thursday, January 29th. Evercore restated an “outperform” rating and issued a $85.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. Wells Fargo & Company increased their target price on shares of CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a research note on Monday, February 9th. Morgan Stanley reissued an “overweight” rating and set a $87.00 price target on shares of CocaCola in a report on Wednesday, February 11th. Finally, TD Cowen reaffirmed a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $84.33.

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.