Trilogy Capital Inc. Grows Stock Position in CocaCola Company (The) $KO

Trilogy Capital Inc. lifted its stake in CocaCola Company (The) (NYSE:KO) by 357.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 56,189 shares of the company’s stock after purchasing an additional 43,902 shares during the period. Trilogy Capital Inc.’s holdings in CocaCola were worth $3,928,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Headlands Technologies LLC purchased a new position in CocaCola in the second quarter valued at $26,000. Marquette Asset Management LLC purchased a new position in CocaCola in the third quarter valued at $27,000. Cloud Capital Management LLC purchased a new position in CocaCola in the third quarter valued at $27,000. Daytona Street Capital LLC purchased a new position in CocaCola in the fourth quarter valued at $29,000. Finally, Redmont Wealth Advisors LLC purchased a new position in CocaCola in the third quarter valued at $30,000. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: UBS analyst note says KO’s stock is expected to rise, providing bullish institutional support for the rally and likely encouraging buyers. CocaCola (NYSE:KO) Stock Price Expected to Rise, UBS Group Analyst Says
• Positive Sentiment: Coca‑Cola’s marketing push — the FIFA World Cup 2026™ Trophy Tour — is a positive brand catalyst that can boost engagement and seasonal sales leading into a major global sporting event. The FIFA World Cup 2026™ Trophy Tour by Coca‑Cola
• Positive Sentiment: Retail coverage (Motley Fool) is urging investors to consider buying Coca‑Cola ahead of April 28, which can drive retail interest and volume. Should You Buy Beloved Warren Buffett Stock Coca‑Cola Before April 28?
• Positive Sentiment: Underlying fundamentals remain supportive — Coca‑Cola recently beat EPS estimates and set FY2026 guidance above consensus, which underpins investor confidence in cash flow and the dividend (see company filings/earnings). KO stock profile and recent results
• Neutral Sentiment: MarketWatch notes the stock rose but still underperformed broader market moves — implying sector/market factors are also at play rather than stock‑specific news alone. Coca‑Cola Co. stock rises Wednesday, still underperforms market
• Negative Sentiment: Erste Group trimmed its FY2026 and FY2027 EPS forecasts by small amounts, a reminder analysts are watching cost/mix and macro pressure; downward estimate revisions can cap upside. Erste Group analyst estimate cuts for KO
• Negative Sentiment: Technical risk: KO slipped below its 50‑day moving average in recent sessions (while still above the 200‑day), which can trigger short‑term selling or caution among momentum traders. Coca‑Cola Slips Below 50‑Day SMA
• Negative Sentiment: Earlier intraday weakness and a day‑to‑day pullback were reported (volatile short‑term moves); this highlights that today’s uptick may be part of a choppy recovery rather than a clear breakout. Coca‑Cola (KO) Stock Drops Despite Market Gains

CocaCola Stock Up 1.2%

Shares of NYSE KO opened at $78.20 on Friday. The company has a market capitalization of $336.59 billion, a price-to-earnings ratio of 25.72, a price-to-earnings-growth ratio of 3.27 and a beta of 0.36. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25. The business has a 50-day moving average of $77.62 and a two-hundred day moving average of $72.48. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.00.

CocaCola (NYSE:KO) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.56 by $0.02. The company had revenue of $11.82 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period in the previous year, the business earned $0.55 EPS. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, analysts forecast that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th were given a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. This is an increase from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date was Friday, March 13th. CocaCola’s payout ratio is presently 69.74%.

Insider Buying and Selling at CocaCola

In other news, CEO James Quincey sold 250,688 shares of CocaCola stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.14, for a total transaction of $19,839,448.32. Following the sale, the chief executive officer owned 278,155 shares in the company, valued at approximately $22,013,186.70. The trade was a 47.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Bruno Pietracci sold 28,765 shares of CocaCola stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total value of $2,284,228.65. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 892,925 shares of company stock valued at $70,254,796. 0.90% of the stock is owned by insiders.

Analysts Set New Price Targets

KO has been the subject of a number of recent research reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of CocaCola in a report on Thursday, January 22nd. Evercore reaffirmed an “outperform” rating and set a $85.00 price target on shares of CocaCola in a report on Wednesday, February 11th. JPMorgan Chase & Co. lifted their price target on CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. Morgan Stanley set a $88.00 price target on CocaCola in a report on Wednesday, March 11th. Finally, Deutsche Bank Aktiengesellschaft lifted their price target on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a report on Monday, March 30th. One analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $85.00.

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.