Mainstay Capital Management LLC ADV Lowers Stock Position in CocaCola Company (The) $KO

Mainstay Capital Management LLC ADV cut its stake in shares of CocaCola Company (The) (NYSE:KO) by 50.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 16,566 shares of the company’s stock after selling 16,696 shares during the period. Mainstay Capital Management LLC ADV’s holdings in CocaCola were worth $1,099,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Headlands Technologies LLC acquired a new stake in CocaCola in the 2nd quarter valued at approximately $26,000. Marquette Asset Management LLC purchased a new stake in CocaCola in the third quarter valued at approximately $27,000. Cloud Capital Management LLC acquired a new position in CocaCola during the third quarter worth $27,000. Redmont Wealth Advisors LLC acquired a new position in CocaCola during the third quarter worth $30,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new position in shares of CocaCola during the third quarter worth $31,000. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola Stock Down 2.1%

CocaCola stock opened at $75.98 on Thursday. The firm has a market capitalization of $326.76 billion, a P/E ratio of 24.99, a P/E/G ratio of 3.25 and a beta of 0.35. 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 twelve month low of $65.35 and a twelve month high of $82.00. The stock’s fifty day simple moving average is $76.20 and its 200-day simple moving average is $71.57.

CocaCola (NYSE:KO) last released its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) 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 analyst estimates of $12.04 billion. During the same period last year, the business posted $0.55 earnings per share. CocaCola’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, equities analysts expect that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

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

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

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on KO. Citigroup lifted their price objective on CocaCola from $85.00 to $87.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Evercore restated an “outperform” rating and set a $85.00 target price on shares of CocaCola in a report on Wednesday, February 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. Barclays boosted their price target on shares of CocaCola from $77.00 to $83.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Finally, Morgan Stanley set a $88.00 price target on shares of CocaCola in a research report on Wednesday, March 11th. One analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company. According to MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $84.60.

Insider Buying and Selling at CocaCola

In related news, CEO James Quincey sold 337,824 shares of CocaCola stock in a transaction that occurred on Tuesday, February 3rd. The shares were 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 in the company, valued at $26,410,296.60. The trade was a 49.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Nancy Quan sold 23,556 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the transaction, the executive vice president owned 223,330 shares of the company’s stock, valued at $17,754,735. This trade represents a 9.54% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 892,925 shares of company stock valued at $70,254,796. 0.97% of the stock is currently owned by company insiders.

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.