Greenberg Financial Group acquired a new stake in CocaCola Company (The) (NYSE:KO – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,247 shares of the company’s stock, valued at approximately $507,000.
Other large investors also recently modified their holdings of the company. Headlands Technologies LLC bought a new position in shares of CocaCola in the second quarter valued at about $26,000. Marquette Asset Management LLC bought a new position in CocaCola during the third quarter worth about $27,000. Cloud Capital Management LLC bought a new position in CocaCola during the third quarter worth about $27,000. Daytona Street Capital LLC bought a new position in CocaCola during the fourth quarter worth about $29,000. Finally, Redmont Wealth Advisors LLC bought a new position in CocaCola during the third quarter worth about $30,000. 70.26% of the stock is owned by institutional investors.
More CocaCola News
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Major broker upgrades/target hikes — UBS raised its target to $90 and Deutsche Bank bumped its target to $86 and kept a Buy rating, signaling analyst confidence and providing visible upside for investors. UBS/Benzinga Coverage
- Positive Sentiment: Global marketing lift — Coca‑Cola is hosting The FIFA World Cup 2026™ Trophy Tour stop in St. Louis, a large consumer engagement event that supports brand visibility and promotional momentum ahead of a major global sporting cycle. The FIFA World Cup 2026™ Trophy Tour by Coca‑Cola
- Neutral Sentiment: Valuation/portfolio framing pieces — several outlets question whether recent price strength (~YTD gains) already reflects fundamentals; useful for investors considering entry points but not an immediate catalyst. Is It Time To Reassess Coca‑Cola (KO) At US$77…
- Neutral Sentiment: Regional affiliate note — analysis on Coca‑Cola FEMSA (KOF) highlights distribution strength in Latin America; indirectly relevant to KO via franchise exposure but more pertinent to KOF investors. Coca‑Cola FEMSA: An Irreplicable Logistics Machine…
- Negative Sentiment: Technical weakness — KO slipped below its 50‑day moving average, a short‑term bearish signal cited by multiple pieces; although it remains above the 200‑day average, momentum traders may view this as a sell trigger. Coca‑Cola Slips Below 50‑Day SMA…
- Negative Sentiment: Estimate cuts and modest analyst downtick — Erste trimmed FY2027 EPS slightly, and coverage notes estimate pressure from macro/CPG softness; small downward revisions can sap near‑term sentiment. Erste Group Estimate Revision (MarketBeat)
- Negative Sentiment: Recent intraday dips noted — headlines flagged yesterday’s decline despite broader market gains, reflecting mixed short‑term flows and profit‑taking. Coca‑Cola (KO) Stock Drops Despite Market Gains
Insider Activity
In other CocaCola news, CEO James Quincey sold 250,688 shares of the stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.14, for a total transaction of $19,839,448.32. Following the sale, the chief executive officer directly owned 278,155 shares in the company, valued at $22,013,186.70. This represents a 47.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Nancy Quan sold 23,556 shares of the stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 892,925 shares of company stock valued at $70,254,796. Company insiders own 0.90% of the company’s stock.
CocaCola Trading Up 1.8%
Shares of CocaCola stock opened at $77.24 on Thursday. The company has a market capitalization of $332.47 billion, a price-to-earnings ratio of 25.41, a PEG ratio of 3.24 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 12-month low of $65.35 and a 12-month high of $82.00. The firm’s 50-day moving average price is $77.52 and its two-hundred day moving average price is $72.44.
CocaCola (NYSE:KO – Get Free Report) last announced its quarterly earnings data 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 firm had revenue of $11.82 billion for the quarter, compared to the consensus estimate of $12.04 billion. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The business’s revenue for the quarter was up 2.2% on a year-over-year basis. During the same period in the prior year, the company posted $0.55 earnings per share. 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 disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th were paid a dividend of $0.53 per share. The ex-dividend date was Friday, March 13th. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. CocaCola’s dividend payout ratio is currently 69.74%.
Analyst Upgrades and Downgrades
A number of equities analysts recently commented on KO shares. JPMorgan Chase & Co. raised their price target on shares of CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. TD Cowen reaffirmed a “buy” rating on shares of CocaCola in a research report on Wednesday, February 11th. Truist Financial set a $85.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. Morgan Stanley set a $88.00 price target on shares of CocaCola in a research report on Wednesday, March 11th. Finally, UBS Group raised their price target on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research report on Tuesday. One analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $85.00.
View Our Latest Analysis on CocaCola
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.
Recommended Stories
Want to see what other hedge funds are holding KO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CocaCola Company (The) (NYSE:KO – Free Report).
Receive News & Ratings for CocaCola Daily – Enter your email address below to receive a concise daily summary of the latest news and analysts’ ratings for CocaCola and related companies with MarketBeat.com’s FREE daily email newsletter.
