Proactive Wealth Strategies LLC Has $3.40 Million Position in CocaCola Company (The) $KO

Proactive Wealth Strategies LLC increased its position in CocaCola Company (The) (NYSE:KO) by 17.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 48,583 shares of the company’s stock after buying an additional 7,191 shares during the quarter. CocaCola accounts for approximately 1.3% of Proactive Wealth Strategies LLC’s investment portfolio, making the stock its 25th largest position. Proactive Wealth Strategies LLC’s holdings in CocaCola were worth $3,396,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in KO. Vanguard Group Inc. increased its stake in shares of CocaCola by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock valued at $26,200,276,000 after buying an additional 5,886,352 shares during the period. Franklin Resources Inc. increased its stake in shares of CocaCola by 15.1% in the third quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company’s stock valued at $2,592,732,000 after buying an additional 5,135,198 shares during the period. Danske Bank A S acquired a new position in shares of CocaCola in the third quarter valued at approximately $226,443,000. PFA Pension Forsikringsaktieselskab acquired a new position in shares of CocaCola in the fourth quarter valued at approximately $179,167,000. Finally, Danica Pension Livsforsikringsaktieselskab acquired a new position in shares of CocaCola in the third quarter valued at approximately $161,130,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

Analyst Upgrades and Downgrades

KO has been the subject of several recent research reports. UBS Group upped their price objective on CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Citigroup upped their target price on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Jefferies Financial Group upped their target price on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a report on Monday, March 16th. Barclays upped their target price on CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Finally, TD Cowen upped their target price on CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Fifteen equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat, CocaCola currently has a consensus rating of “Buy” and an average target price of $86.27.

Insider Activity

In other CocaCola news, CEO James Quincey sold 250,688 shares of the stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 278,155 shares in the company, valued at approximately $22,013,186.70. This represents a 47.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Nancy Quan sold 23,556 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total value of $1,872,702.00. Following the transaction, the executive vice president owned 223,330 shares in the company, valued at $17,754,735. The trade was a 9.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 755,101 shares of company stock worth $59,988,566. Company insiders own 0.90% of the company’s stock.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola’s push into energy drinks and functional beverages is being viewed as a potential growth catalyst, with new flavors, lower-sugar options, and its Monster partnership helping the company target faster-growing categories beyond traditional soft drinks.
• Positive Sentiment: The company recently beat quarterly expectations, reporting stronger-than-expected EPS and revenue along with 11.4% year-over-year revenue growth, which supports the case for solid underlying business momentum.
• Positive Sentiment: Analyst sentiment remains constructive, with several firms raising price targets and the consensus rating still at Buy, suggesting Wall Street sees room for further upside.
• Neutral Sentiment: Coca-Cola also announced a quarterly dividend of $0.53 per share, reinforcing its appeal as a defensive income stock for long-term investors.
• Negative Sentiment: Recent insider selling by Chairman James Quincey, including a 200,000-share sale, may create some investor caution, even though insider sales do not necessarily signal weakening fundamentals.
• Negative Sentiment: A Diet Coke shortage in parts of India, linked to aluminum can supply constraints and broader geopolitical disruptions, highlights operational and supply-chain risks that could pressure near-term sales in certain markets.

CocaCola Stock Performance

Shares of KO stock opened at $80.28 on Thursday. The business’s 50 day simple moving average is $76.93 and its 200 day simple moving average is $74.10. CocaCola Company has a one year low of $65.35 and a one year high of $82.00. The stock has a market capitalization of $345.39 billion, a PE ratio of 25.24, a PEG ratio of 3.20 and a beta of 0.35. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15.

CocaCola (NYSE:KO) last announced 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. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The business had revenue of $12.47 billion for the quarter, compared to analysts’ expectations of $12.24 billion. During the same period in the prior year, the business posted $0.73 earnings per share. The firm’s revenue was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, research analysts forecast that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Announces Dividend

The firm 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 dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date is Monday, June 15th. CocaCola’s dividend payout ratio is presently 66.67%.

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.