CocaCola Company (The) $KO Shares Sold by Cape Investment Advisory Inc.

Cape Investment Advisory Inc. cut its position in CocaCola Company (The) (NYSE:KO) by 43.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,621 shares of the company’s stock after selling 13,474 shares during the quarter. CocaCola accounts for 1.2% of Cape Investment Advisory Inc.’s holdings, making the stock its 17th largest holding. Cape Investment Advisory Inc.’s holdings in CocaCola were worth $1,169,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC grew its position in CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after acquiring an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in CocaCola by 3.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after purchasing an additional 293 shares during the period. Dynamic Technology Lab Private Ltd acquired a new stake in shares of CocaCola during the first quarter worth about $210,000. LSV Asset Management purchased a new position in shares of CocaCola in the second quarter valued at approximately $304,000. Finally, United Advisor Group LLC boosted its stake in shares of CocaCola by 5.3% in the second quarter. United Advisor Group LLC now owns 11,355 shares of the company’s stock valued at $805,000 after purchasing an additional 576 shares during the period. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Jefferies published a bullish forecast calling for strong price appreciation for KO, a direct buy‑side vote of confidence that can support the stock or limit downside after recent weakness. Jefferies Forecasts Strong Price Appreciation for CocaCola
• Positive Sentiment: Coca‑Cola secured a prominent marketing win by bringing Sprite back to the NBA via a sponsorship deal — a revenue/brand exposure positive that may help beverage sales and youth engagement over time. Coca-Cola brings Sprite back to the NBA
• Positive Sentiment: Coverage pieces and lists continue to include KO among attractive high‑yielding stocks, keeping it on investor radars for dividend income strategies. This supports demand from income‑oriented buyers. 3 No-Brainer High-Yielding Stocks to Buy
• Neutral Sentiment: Market writeups note KO trading steady within the S&P 500; this suggests moves are more about sector/market flows than company‑specific shocks. The Coca-Cola Company Steady in S&P 500 Trade Activity
• Neutral Sentiment: Comparisons and feature articles (e.g., Coca‑Cola vs. PepsiCo, and pieces highlighting other dividend stocks) provide context but are unlikely to trigger large moves unless they lead to fund flows. Coca‑Cola vs. PepsiCo
• Neutral Sentiment: Corporate community/CSR items (e.g., Coca‑Cola Scholars honored by the American Indian College Fund) are reputation positives but have limited near‑term stock impact. American Indian College Fund Honors Coca‑Cola Scholars
• Negative Sentiment: A market note highlighted that KO declined more than the broader market in the latest session — investors may be trimming positions after a recent run or reacting to mixed fundamentals (Coke recently beat EPS but missed revenue estimates), contributing to today’s weakness. Coca‑Cola (KO) Declines More Than Market
• Neutral Sentiment: Industry commentary highlighting other long‑running dividend payers can shift investor attention away from blue‑chips like KO but isn’t an immediate threat to Coca‑Cola’s business. Meet Wall Street’s Greatest Dividend Stock

Insider Activity

In other CocaCola news, CFO John Murphy sold 72,449 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $80.52, for a total transaction of $5,833,593.48. Following the sale, the chief financial officer owned 279,917 shares of the company’s stock, valued at approximately $22,538,916.84. This trade represents a 20.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Bruno Pietracci sold 28,765 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total transaction of $2,284,228.65. The SEC filing for this sale provides additional information. Insiders have sold 892,925 shares of company stock valued at $70,254,796 over the last 90 days. Insiders own 0.97% of the company’s stock.

CocaCola Price Performance

CocaCola stock opened at $75.98 on Thursday. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23. The company has a fifty day simple moving average of $76.20 and a 200-day simple moving average of $71.57. The stock has a market cap of $326.76 billion, a P/E ratio of 24.99, a price-to-earnings-growth ratio of 3.25 and a beta of 0.35. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $82.00.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, beating the consensus estimate of $0.56 by $0.02. The firm 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%.CocaCola’s revenue for the quarter was up 2.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Equities analysts expect that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be given a dividend of $0.53 per share. This is a boost from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.12 annualized dividend and a dividend yield of 2.8%. CocaCola’s dividend payout ratio is 69.74%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. Jefferies Financial Group upped their target price on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research note on Monday. Barclays raised their price target on shares of CocaCola from $77.00 to $83.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. JPMorgan Chase & Co. upped their price objective on CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Truist Financial set a $85.00 price objective on CocaCola in a research note on Wednesday, February 11th. Finally, Wells Fargo & Company lifted their target price on CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a report on Monday, February 9th. One research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $84.60.

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.