CocaCola Company (The) $KO Shares Sold by Global Wealth Management Investment Advisory Inc.

Global Wealth Management Investment Advisory Inc. reduced its stake in CocaCola Company (The) (NYSE:KO) by 25.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 47,806 shares of the company’s stock after selling 16,641 shares during the period. Global Wealth Management Investment Advisory Inc.’s holdings in CocaCola were worth $3,171,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Requisite Capital Management LLC boosted its position in CocaCola by 2.8% during the 2nd quarter. Requisite Capital Management LLC now owns 5,285 shares of the company’s stock valued at $377,000 after purchasing an additional 142 shares during the period. Paulson Wealth Management Inc. lifted its stake in CocaCola by 2.2% in the second quarter. Paulson Wealth Management Inc. now owns 6,773 shares of the company’s stock valued at $479,000 after buying an additional 149 shares during the last quarter. Summitry LLC boosted its holdings in shares of CocaCola by 1.9% during the second quarter. Summitry LLC now owns 7,865 shares of the company’s stock valued at $556,000 after acquiring an additional 149 shares during the period. Pacifica Partners Inc. grew its position in shares of CocaCola by 6.3% during the second quarter. Pacifica Partners Inc. now owns 2,518 shares of the company’s stock worth $177,000 after acquiring an additional 150 shares during the last quarter. Finally, Cetera Trust Company N.A increased its holdings in shares of CocaCola by 0.5% in the 2nd quarter. Cetera Trust Company N.A now owns 30,371 shares of the company’s stock worth $2,149,000 after acquiring an additional 150 shares during the period. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

KO has been the subject of a number of analyst reports. TD Cowen boosted their target price on shares of CocaCola from $75.00 to $80.00 and gave the company a “buy” rating in a research note on Wednesday, October 22nd. Bank of America lifted their price target on CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a report on Friday, November 7th. Piper Sandler increased their price objective on CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a report on Wednesday, October 22nd. Barclays restated an “overweight” rating on shares of CocaCola in a research report on Thursday, October 23rd. Finally, UBS Group reiterated a “buy” rating on shares of CocaCola in a research report on Friday, December 5th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $79.08.

CocaCola Price Performance

NYSE KO opened at $71.17 on Wednesday. CocaCola Company has a 12 month low of $61.30 and a 12 month high of $74.38. The firm has a market capitalization of $306.16 billion, a PE ratio of 23.57, a P/E/G ratio of 3.63 and a beta of 0.39. The company’s 50 day simple moving average is $70.52 and its 200 day simple moving average is $69.33. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.21 and a quick ratio of 1.00.

CocaCola (NYSE:KO) last released its earnings results on Tuesday, October 21st. The company reported $0.82 earnings per share for the quarter, topping analysts’ consensus estimates of $0.78 by $0.04. CocaCola had a return on equity of 43.62% and a net margin of 27.34%.The firm had revenue of $12.46 billion during the quarter, compared to the consensus estimate of $12.46 billion. During the same period in the prior year, the firm posted $0.77 earnings per share. The firm’s revenue for the quarter was up 5.4% compared to the same quarter last year. CocaCola has set its FY 2025 guidance at 2.966-2.966 EPS. As a group, equities research analysts forecast that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 1st were issued a dividend of $0.51 per share. This represents a $2.04 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend was Monday, December 1st. CocaCola’s payout ratio is presently 67.55%.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts give KO an average “Buy” rating, supporting demand for the stock as investors favor steady dividend growers. CocaCola Company (The) (NYSE:KO) Given Average Rating of “Buy” by Analysts
• Positive Sentiment: Zacks highlights Coca‑Cola’s innovation pipeline (zero‑sugar variants, hydration, RTD coffee, digital and sustainability initiatives) as a potential catalyst to arrest softening volumes over time. Coca-Cola’s Innovation Pipeline: Catalyst for Volume Acceleration?
• Positive Sentiment: KO appears in dividend-focused coverage (Dogs of the Dow lists), underscoring yield attraction for income investors given Coca‑Cola’s steady payout profile. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Positive Sentiment: Market commentary notes KO outperformed as broader markets dipped, reflecting defensive demand for consumer staples and dividend names. Coca‑Cola (KO) gains as market dips: What you should know
• Neutral Sentiment: Pre‑earnings coverage previews Q4 2025 results and expectations; these previews are informational but will only move the stock materially if results or guidance surprise. Coca-Cola’s Q4 2025 earnings: What to expect
• Neutral Sentiment: Coverage noting conflicting analyst views on consumer names (including KO) signals mixed near‑term sentiment; watch analyst revisions for clearer direction. Analysts Have Conflicting Sentiments on These Consumer Goods Companies: Constellation Brands (STZ) and Coca‑Cola (KO)
• Negative Sentiment: Coca‑Cola has abandoned plans to sell Costa Coffee after private equity bids reportedly missed the company’s price expectations — a negative for investors who favored asset monetization or expected proceeds to be returned via buybacks/dividends. Coca‑Cola scraps Costa Coffee sale, FT reports

Insider Activity

In other CocaCola news, Director Max R. Levchin purchased 7,206 shares of the company’s stock in a transaction on Friday, October 24th. The shares were purchased at an average cost of $69.87 per share, for a total transaction of $503,483.22. Following the completion of the transaction, the director owned 14,267 shares in the company, valued at $996,835.29. The trade was a 102.05% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $71.17, for a total transaction of $2,250,751.25. Following the transaction, the executive vice president owned 223,330 shares of the company’s stock, valued at approximately $15,894,396.10. This trade represents a 12.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 225,252 shares of company stock valued at $15,953,007 over the last quarter. Insiders own 0.90% of the company’s stock.

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.