GW Henssler & Associates Ltd. Reduces Stake in CocaCola Company (The) $KO

GW Henssler & Associates Ltd. trimmed its stake in CocaCola Company (The) (NYSE:KO) by 3.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 325,225 shares of the company’s stock after selling 12,612 shares during the quarter. GW Henssler & Associates Ltd.’s holdings in CocaCola were worth $22,736,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of KO. Eurizon SLJ Capital Ltd purchased a new stake in CocaCola in the 4th quarter worth approximately $552,000. Farther Finance Advisors LLC grew its holdings in shares of CocaCola by 38.1% during the fourth quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock worth $7,802,000 after purchasing an additional 30,786 shares in the last quarter. Dynamic Technology Lab Private Ltd grew its holdings in shares of CocaCola by 82.3% during the third quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company’s stock worth $3,296,000 after purchasing an additional 22,444 shares in the last quarter. Atlantic Union Bankshares Corp grew its holdings in shares of CocaCola by 19.9% during the third quarter. Atlantic Union Bankshares Corp now owns 120,866 shares of the company’s stock worth $8,016,000 after purchasing an additional 20,032 shares in the last quarter. Finally, Capitolis Liquid Global Markets LLC grew its holdings in shares of CocaCola by 16.4% during the third quarter. Capitolis Liquid Global Markets LLC now owns 710,000 shares of the company’s stock worth $47,087,000 after purchasing an additional 100,000 shares in the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: 247wallst highlighted Coca-Cola as a momentum stock, noting it is only a few percent below its 52-week high after strong Q1 results with 10% organic revenue growth and margins at a new peak. Coca Cola Stock Will Hit a New All-Time High On This Date
• Positive Sentiment: Zacks said Wall Street analysts remain optimistic on Coca-Cola, suggesting the stock continues to benefit from favorable sentiment and expectations for steady performance. Is Coca-Cola (KO) a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Zacks also framed Coca-Cola as a reliable dividend and income stock, pointing to the company’s solid quarterly performance despite inflation, geopolitics, and shifting consumer spending. Coca-Cola’s Dividend Strength: Still a Reliable Income Play?
• Positive Sentiment: Yahoo Finance/Barchart coverage continued to describe KO as a strong mix of growth and income, reinforcing its appeal to defensive and dividend-focused investors. Coca-Cola (KO) Combines Growth and Income in a Challenging Consumer Environment
• Neutral Sentiment: Several articles were more commentary-oriented, including a piece on why Warren Buffett has held Coca-Cola for decades, which supports the long-term bull case but is not a near-term catalyst. Why Warren Buffett Hasn’t Sold Coca-Cola Stock for Over 30 Years
• Negative Sentiment: One recent market update noted Coca-Cola stock had declined 1.8% in a separate session, showing there is still some volatility and profit-taking even with the broader positive tone. CocaCola (NYSE:KO) Stock Price Down 1.8% – Here’s What Happened

Insiders Place Their Bets

In other CocaCola news, Chairman James Quincey sold 200,000 shares of the firm’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $78.90, for a total value of $15,780,000.00. Following the sale, the chairman owned 78,155 shares of the company’s stock, valued at $6,166,429.50. This trade represents a 71.90% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the completion of the sale, the executive vice president directly owned 223,330 shares in the company, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 255,505 shares of company stock valued at $20,187,007 in the last quarter. Insiders own 0.90% of the company’s stock.

CocaCola Price Performance

KO stock opened at $78.68 on Tuesday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.66. The firm’s fifty day moving average is $77.81 and its 200 day moving average is $75.14. The firm has a market cap of $338.52 billion, a P/E ratio of 24.74, a P/E/G ratio of 3.16 and a beta of 0.35.

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

CocaCola Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be issued a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s dividend payout ratio (DPR) is 66.67%.

Analyst Ratings Changes

Several analysts have recently weighed in on KO shares. Barclays raised their price objective on shares of CocaCola from $85.00 to $89.00 and gave the company an “overweight” rating in a research report on Thursday, May 21st. UBS Group raised their price objective on shares of CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft raised their price objective on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research report on Monday, March 30th. Royal Bank Of Canada set a $87.00 price objective on shares of CocaCola in a research report on Wednesday, February 11th. Finally, Truist Financial set a $85.00 price objective on shares of CocaCola in a research report on Wednesday, February 11th. Fifteen analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $86.80.

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.