Beacon Harbor Wealth Advisors Inc. Takes $6.98 Million Position in CocaCola Company (The) $KO

Beacon Harbor Wealth Advisors Inc. bought a new position in shares of CocaCola Company (The) (NYSE:KO) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 105,305 shares of the company’s stock, valued at approximately $6,984,000. CocaCola comprises 1.6% of Beacon Harbor Wealth Advisors Inc.’s investment portfolio, making the stock its 21st biggest holding.

Several other hedge funds also recently added to or reduced their stakes in KO. Caitong International Asset Management Co. Ltd boosted its stake in CocaCola by 5,142.9% in the second quarter. Caitong International Asset Management Co. Ltd now owns 367 shares of the company’s stock valued at $26,000 after acquiring an additional 360 shares in the last quarter. Headlands Technologies LLC purchased a new stake in shares of CocaCola in the 2nd quarter valued at about $26,000. Marquette Asset Management LLC purchased a new stake in shares of CocaCola in the 3rd quarter valued at about $27,000. Cloud Capital Management LLC acquired a new stake in shares of CocaCola in the 3rd quarter valued at about $27,000. Finally, GFG Capital LLC purchased a new position in CocaCola during the 2nd quarter worth approximately $34,000. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

CocaCola Stock Up 0.5%

KO stock opened at $77.31 on Thursday. The stock has a market capitalization of $332.56 billion, a PE ratio of 25.60, a price-to-earnings-growth ratio of 3.95 and a beta of 0.36. The company has a fifty day moving average of $71.10 and a 200-day moving average of $69.64. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.00 and a current ratio of 1.21. CocaCola Company has a one year low of $62.58 and a one year high of $78.11.

Insider Activity at CocaCola

In other news, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $71.17, for a total value of $2,250,751.25. Following the completion of the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at $15,894,396.10. This trade represents a 12.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Manuel Arroyo sold 139,689 shares of CocaCola stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $70.80, for a total value of $9,889,981.20. Following the completion of the sale, the executive vice president owned 58,067 shares in the company, valued at approximately $4,111,143.60. This trade represents a 70.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 211,704 shares of company stock worth $15,005,595 over the last 90 days. Company insiders own 0.97% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on KO. Weiss Ratings reiterated a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. Wells Fargo & Company upped their price target on shares of CocaCola from $75.00 to $79.00 and gave the company an “overweight” rating in a research report on Wednesday, October 22nd. Piper Sandler raised their price objective on shares of CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 22nd. UBS Group restated a “buy” rating and issued a $82.00 price objective on shares of CocaCola in a research note on Tuesday. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $83.00 target price on shares of CocaCola in a research note on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company. According to data from MarketBeat, the company has a consensus rating of “Buy” and an average price target of $80.43.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Jefferies raised its price target on KO to $88 and kept a Buy rating, signaling analyst conviction and providing near‑term upside support for the shares. Benzinga
• Positive Sentiment: Zacks highlights Coca‑Cola’s strong history of earnings surprises and says KO currently has the setup (metrics and momentum) that makes another quarterly beat likely — a catalyst that can lift the stock into earnings. Will Coca‑Cola (KO) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Unusually large options activity flagged bullish positioning: traders bought roughly 68,341 call contracts (about +35% vs. the call average), which can amplify upside if short‑term momentum continues.
• Positive Sentiment: Analyst/strategy coverage (Zacks) points to KO’s “all‑weather” playbook — marketing, innovation and portfolio strength — supporting steady growth through cycles, reinforcing its defensive, dividend‑oriented appeal. Coca‑Cola’s All‑Weather Strategy
• Positive Sentiment: Investor commentary (Motley Fool) reiterates KO’s low‑risk, dividend‑king status and portfolio reshaping to match consumer trends — a narrative that attracts long‑term income investors. Could Buying Coca‑Cola Today Set You Up for Life?
• Neutral Sentiment: Barron’s warns the consumer‑staples group (including KO) has become frothy after a strong run; that raises valuation risk if broader sentiment rotates back into cyclicals or risk assets. Staples Stocks Are Known for Safety. Now They Look Way Too Frothy.
• Neutral Sentiment: Multiple previews note KO is headed into a scheduled quarterly report and a CEO transition period; coverage pieces focus on valuation and timing rather than new business risks — important background but not immediate upside/downside. Assessing Coca‑Cola (KO) Valuation
• Negative Sentiment: Prediction‑market activity has put Coca‑Cola’s Super Bowl plans under regulatory scrutiny, introducing a potential reputational/regulatory overhang that could create short‑term volatility if investigations follow. Prediction Markets Put Coca‑Cola Super Bowl Plans Under Regulatory Spotlight

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.