Cetera Investment Advisers Has $134.77 Million Holdings in CocaCola Company (The) $KO

Cetera Investment Advisers raised its position in shares of CocaCola Company (The) (NYSE:KO) by 3.2% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,772,104 shares of the company’s stock after buying an additional 54,782 shares during the quarter. Cetera Investment Advisers’ holdings in CocaCola were worth $134,769,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in KO. GSG Advisors LLC lifted its holdings in shares of CocaCola by 4.4% in the first quarter. GSG Advisors LLC now owns 4,546 shares of the company’s stock valued at $346,000 after purchasing an additional 190 shares in the last quarter. Dynamic Wealth Strategies LLC grew its holdings in shares of CocaCola by 40.6% during the first quarter. Dynamic Wealth Strategies LLC now owns 2,304 shares of the company’s stock valued at $175,000 after buying an additional 665 shares in the last quarter. AR Asset Management Inc. grew its holdings in shares of CocaCola by 3.7% during the first quarter. AR Asset Management Inc. now owns 176,595 shares of the company’s stock valued at $13,430,000 after buying an additional 6,364 shares in the last quarter. Signature Equity Partners LLC grew its holdings in shares of CocaCola by 17.2% during the first quarter. Signature Equity Partners LLC now owns 4,129 shares of the company’s stock valued at $314,000 after buying an additional 605 shares in the last quarter. Finally, NewEdge Wealth LLC raised its position in CocaCola by 6.1% during the first quarter. NewEdge Wealth LLC now owns 476,885 shares of the company’s stock valued at $36,267,000 after buying an additional 27,266 shares during the period. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other CocaCola news, Chairman James Quincey sold 436,296 shares of the business’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at $9,842,608.29. The trade was a 78.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 23,984 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total transaction of $2,000,505.44. Following the transaction, the executive vice president owned 157,400 shares in the company, valued at approximately $13,128,734. This trade represents a 13.22% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 899,905 shares of company stock valued at $71,832,315 over the last ninety days. Corporate insiders own 0.90% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola is getting attention for an AI-powered brand overhaul that aims to strengthen global recognition, support premium pricing, and improve marketing efficiency across more than 200 markets. Investors may view this as a sign the company is using technology to defend and expand its brand moat. Coca-Cola (KO) AI Brand Overhaul Puts Valuation Back In Focus
• Positive Sentiment: Separate coverage highlighted that Coca-Cola has used AI to improve its own branding and marketing, which may help drive better execution and sales efficiency. Another article pointed to a 15% vending-related surge tied to new AI marketing efforts, reinforcing the idea that digital tools could be boosting demand. Coca-Cola Used AI to Make Itself More Coca-Cola
• Neutral Sentiment: Market commentary noted that KO has already had a strong run this year, with shares up sharply over the past six months and valuation now a bigger focus. That can support confidence in the stock, but it also suggests less room for error at current levels. 2 Reasons to Watch KO and 1 to Stay Cautious
• Negative Sentiment: A hacking group claimed responsibility for a cyberattack on Coca-Cola’s Fairlife unit, with reports saying the gang threatened to publish stolen data unless it received a ransom. Production at Fairlife was reportedly disrupted, raising concerns about near-term sales and operational continuity for one of Coca-Cola’s fastest-growing businesses. Gang claims responsibility for hack at Coca-Cola’s fairlife unit
• Negative Sentiment: Additional coverage said Fairlife production was halted after the ransomware attack, which could temporarily affect store shelves and investor sentiment even if Coca-Cola’s core beverage business remains intact. A Ransomware Attack Just Halted Coca-Cola’s Fairlife Production and Knocked the Stock Down 4%. Should Dividend Investors Care?

Analyst Ratings Changes

KO has been the subject of a number of research reports. Morgan Stanley set a $89.00 price objective on CocaCola in a research report on Wednesday, June 10th. 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. UBS Group increased their price target on shares of CocaCola from $92.00 to $98.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Weiss Ratings upgraded shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Finally, Barclays boosted their price objective on shares of CocaCola from $89.00 to $91.00 and gave the company an “overweight” rating in a research report on Tuesday. Fourteen research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $89.33.

CocaCola Stock Performance

Shares of NYSE KO opened at $82.32 on Thursday. 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 Company has a one year low of $65.35 and a one year high of $85.68. The business’s 50-day moving average price is $81.39 and its two-hundred day moving average price is $77.94. The company has a market capitalization of $354.19 billion, a P/E ratio of 25.89, a price-to-earnings-growth ratio of 3.32 and a beta of 0.34.

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

CocaCola Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be paid a $0.53 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. CocaCola’s payout ratio is 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.