Kingswood Wealth Advisors LLC Boosts Stock Position in CocaCola Company (The) $KO

Kingswood Wealth Advisors LLC grew its stake in shares of CocaCola Company (The) (NYSE:KO) by 43.7% during the 4th quarter, HoldingsChannel reports. The fund owned 78,393 shares of the company’s stock after buying an additional 23,829 shares during the period. Kingswood Wealth Advisors LLC’s holdings in CocaCola were worth $5,480,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in KO. Headlands Technologies LLC purchased a new stake in shares of CocaCola during the second quarter worth $26,000. Marquette Asset Management LLC purchased a new stake in shares of CocaCola during the third quarter worth $27,000. Cloud Capital Management LLC purchased a new stake in shares of CocaCola during the third quarter worth $27,000. Daytona Street Capital LLC purchased a new stake in shares of CocaCola during the fourth quarter worth $29,000. Finally, Redmont Wealth Advisors LLC purchased a new stake in shares of CocaCola during the third quarter worth $30,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts give KO an average “Buy” recommendation, which supports demand for the stock ahead of earnings and can buoy sentiment. CocaCola Company (The) (NYSE:KO) Receives Average Recommendation of “Buy” from Analysts
• Positive Sentiment: Coverage highlighting how much dividend income a long‑term KO holder would have collected reinforces the stock’s appeal to income investors and may attract buy‑and‑hold flows. Here’s How Much Dividend Income You’d Have Collected If You’d Bought 100 Shares of Coca-Cola 10 Years Ago
• Positive Sentiment: Analyst previews (UBS/Zacks/Proactive) expect resiliency for Q1 (consensus EPS around $0.81), which raises the chance of an earnings beat or a steady print that could stabilize the stock. Coca-Cola Q1 earnings set to show resilience amid uncertain backdrop
• Positive Sentiment: Analyses pointing to sustainable pricing strategy (managed price/volume mix and ~4% pricing) suggest management can protect margins in a softer consumer environment. Coca‑Cola’s Pricing Strategy: Sustainable in a Softening Market?
• Neutral Sentiment: Pre‑earnings commentary and valuation pieces ask whether KO is sensibly priced at ~US$75, offering balanced views for investors deciding to buy before the report. Is Coca-Cola (KO) Still Sensibly Priced After Its Recent Share Price Steadiness?
• Neutral Sentiment: Coverage noting a quiet shift in growth strategy (beyond the dividend narrative) highlights strategic initiatives that are longer‑term in nature and less likely to move the stock sharply in the day. Forget the Dividend Narrative. Coca‑Cola Has Quietly Pivoted Its Growth Strategy.
• Neutral Sentiment: Reports that a major investor (Point72) is actively reallocating raise interest in names they hold, but it’s unclear how material any current position in KO is to share‑price direction. Steve Cohen’s Point72 Is Aggressively Buying These 3 Stocks. Here’s Why They’re Worth a Closer Look
• Neutral Sentiment: Regional/portfolio news (Coca‑Cola Europacific update) is drawing attention but is more likely to affect local operations or peers than KO’s global headline trading. Coca‑Cola Europacific Update Sparks Fresh Market Attention
• Negative Sentiment: Near‑term weakness: coverage reports KO trading down and “falling more steeply than the broader market” today, which reflects short‑term selling pressure ahead of the earnings release. Coca‑Cola (KO) Falls More Steeply Than Broader Market: What Investors Need to Know Coca‑Cola (KO) Falls More Steeply Than Broader Market: What Investors Need to Know (Zacks)

Insiders Place Their Bets

In other news, CFO John Murphy sold 99,437 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $80.42, for a total transaction of $7,996,723.54. Following the transaction, the chief financial officer directly owned 410,550 shares of the company’s stock, valued at approximately $33,016,431. This trade represents a 19.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO James Quincey sold 337,824 shares of the firm’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 342,546 shares in the company, valued at $26,410,296.60. This trade represents a 49.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 892,925 shares of company stock valued at $70,254,796 over the last quarter. Insiders own 0.90% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the company. Truist Financial set a $85.00 target price on CocaCola in a research report on Wednesday, February 11th. Jefferies Financial Group increased their target price on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research report on Monday, March 16th. Royal Bank Of Canada set a $87.00 target price on CocaCola in a research report on Wednesday, February 11th. Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. Finally, Morgan Stanley set a $88.00 price objective on CocaCola in a research report on Wednesday, March 11th. Fifteen analysts have rated the stock with a Buy rating, According to MarketBeat.com, CocaCola presently has an average rating of “Buy” and a consensus target price of $85.00.

CocaCola Stock Down 0.9%

KO opened at $74.79 on Wednesday. The stock has a market cap of $321.92 billion, a PE ratio of 24.60, a P/E/G ratio of 3.19 and a beta of 0.36. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.00. The business’s fifty day simple moving average is $77.40 and its 200 day simple moving average is $73.10.

CocaCola (NYSE:KO) last released its earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, beating analysts’ consensus estimates of $0.56 by $0.02. The business had revenue of $11.82 billion for the quarter, compared to analysts’ expectations of $12.04 billion. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The firm’s revenue was up 2.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, research analysts expect that CocaCola Company will post 3.23 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. Investors of record on Friday, March 13th were paid a $0.53 dividend. This is a boost from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date of this dividend was Friday, March 13th. CocaCola’s payout ratio is currently 69.74%.

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.