Focus Partners Advisor Solutions LLC Has $3.51 Million Stake in CocaCola Company (The) $KO

Focus Partners Advisor Solutions LLC reduced its stake in CocaCola Company (The) (NYSE:KO) by 18.8% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 52,513 shares of the company’s stock after selling 12,140 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in CocaCola were worth $3,507,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in CocaCola by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock worth $25,996,519,000 after buying an additional 6,241,163 shares during the period. Mirae Asset Global Investments Co. Ltd. boosted its holdings in shares of CocaCola by 2.9% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company’s stock valued at $136,086,000 after buying an additional 57,407 shares during the period. Nicola Wealth Management LTD. increased its position in shares of CocaCola by 42.3% during the third quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company’s stock worth $12,269,000 after acquiring an additional 55,000 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. increased its position in shares of CocaCola by 1.9% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 10,408,798 shares of the company’s stock worth $690,311,000 after acquiring an additional 198,886 shares in the last quarter. Finally, Yeomans Consulting Group Inc. raised its holdings in shares of CocaCola by 88.9% during the third quarter. Yeomans Consulting Group Inc. now owns 69,020 shares of the company’s stock worth $4,609,000 after acquiring an additional 32,478 shares during the period. Institutional investors own 70.26% of the company’s stock.

CocaCola Price Performance

NYSE:KO opened at $79.32 on Wednesday. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.00. The company has a market cap of $341.13 billion, a P/E ratio of 26.09, a P/E/G ratio of 3.36 and a beta of 0.35. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46. The stock’s 50-day simple moving average is $74.41 and its 200 day simple moving average is $70.96.

CocaCola (NYSE:KO) last posted 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 return on equity of 41.31% and a net margin of 27.34%.The firm had revenue of $11.82 billion during the quarter, compared to the consensus estimate of $12.04 billion. During the same period last year, the company earned $0.55 earnings per share. The business’s revenue was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, sell-side analysts forecast that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th will be given a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.7%. This is an increase from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend is Friday, March 13th. CocaCola’s payout ratio is currently 67.11%.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on KO shares. Jefferies Financial Group reduced their target price on shares of CocaCola from $88.00 to $87.00 and set a “buy” rating for the company in a research note on Wednesday, February 11th. Evercore restated an “outperform” rating and issued a $85.00 price target on shares of CocaCola in a report on Wednesday, February 11th. Bank of America increased their price objective on CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, November 7th. TD Cowen reissued a “buy” rating on shares of CocaCola in a research report on Wednesday, February 11th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $84.33.

Insider Activity

In related news, EVP Beatriz R. Perez sold 21,326 shares of the firm’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $80.75, for a total value of $1,722,074.50. Following the completion of the sale, the executive vice president directly owned 173,728 shares in the company, valued at approximately $14,028,536. This trade represents a 10.93% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO James Quincey sold 337,824 shares of the business’s stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 342,546 shares in the company, valued at approximately $26,410,296.60. This trade represents a 49.65% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 566,036 shares of company stock valued at $44,410,822. 0.90% of the stock is owned by insiders.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Major brokerages maintain a favorable view—KO was given a consensus “Buy” rating by brokerages, which supports investor confidence and may limit downside pressure. Brokerage Consensus
• Positive Sentiment: KO continues to appear in dividend-focused lists (e.g., retirement/dividend growth roundups), reinforcing its reputation as a dependable income stock for yield-oriented investors and likely supporting long-term demand. Fool: Dividend Stocks
• Neutral Sentiment: Coverage pieces and sector screens highlight consumer staples (including KO) as potential earnings-beaters, offering a watchlist signal but not a direct catalyst. These articles may attract attention from dividend and defensive‑fund flows rather than trigger immediate price moves. Zacks: Consumer Staples
• Neutral Sentiment: Articles revisiting Berkshire Hathaway’s portfolio moves mention KO in the context of Buffett-era shifts; this is informational and can influence sentiment among value investors but is not a company-specific catalyst. MarketBeat: Berkshire Review
• Neutral Sentiment: Coca‑Cola FEMSA (KOF) proposed a 2026 ordinary dividend payable quarterly—positive for the Coca‑Cola system’s franchise/partner stability, but the direct impact on KO PLC’s stock is limited. TipRanks: KOF Dividend
• Neutral Sentiment: Coverage on KO’s long dividend streak and a new investor‑relations chief frames a valuation debate—this keeps the stock in focus for income investors but may prolong volatility as market participants reassess fair value. Yahoo Finance: Dividend Streak & IR
• Negative Sentiment: Insider selling: CFO John Murphy sold 72,449 shares (~$5.8M at ~\$80.52), reducing his holding by ~20.6%. Large insider sales can weigh on sentiment and are likely a key driver behind intraday weakness. SEC Form 4

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.