Cyndeo Wealth Partners LLC Has $8.50 Million Position in CocaCola Company (The) $KO

Cyndeo Wealth Partners LLC trimmed its position in CocaCola Company (The) (NYSE:KO) by 29.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 121,516 shares of the company’s stock after selling 51,338 shares during the period. Cyndeo Wealth Partners LLC’s holdings in CocaCola were worth $8,495,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently added to or reduced their stakes in the company. Headlands Technologies LLC bought a new stake 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. Redmont Wealth Advisors LLC acquired a new stake in CocaCola in the 3rd quarter worth about $30,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new stake in CocaCola in the 3rd quarter worth about $31,000. Institutional investors own 70.26% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Jefferies Financial Group increased their target price on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research report on Monday, March 16th. Evercore reiterated an “outperform” rating and issued a $85.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. Truist Financial set a $85.00 price target on CocaCola in a research note on Wednesday, February 11th. Morgan Stanley set a $88.00 price objective on CocaCola in a research note on Wednesday, March 11th. Finally, Royal Bank Of Canada set a $87.00 price objective on CocaCola in a report on Wednesday, February 11th. One 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, the stock currently has an average rating of “Buy” and a consensus price target of $84.60.

CocaCola Price Performance

KO stock opened at $74.76 on Friday. The company’s 50-day moving average price is $76.41 and its two-hundred day moving average price is $71.65. The firm has a market cap of $321.80 billion, a P/E ratio of 24.59, a P/E/G ratio of 3.13 and a beta of 0.35. 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.

CocaCola (NYSE:KO) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.56 by $0.02. The business had revenue of $11.82 billion for the quarter, compared to analyst estimates of $12.04 billion. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The firm’s revenue for the quarter was up 2.2% on a year-over-year basis. During the same quarter last year, the business posted $0.55 EPS. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th will be issued a $0.53 dividend. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.8%. This is a boost from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio (DPR) is 69.74%.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Jefferies raised its price target on KO to $90 (from $87) and reiterated a Buy rating, citing shifting consumer trends that could help growth — a near‑term bullish signal from the Street. Jefferies Raises Coca‑Cola (KO) Target
• Positive Sentiment: Warren Buffett’s Berkshire Hathaway continues to hold Coca‑Cola and commentary highlights how time and dividends have produced strong long‑term returns — a reaffirmation of institutional confidence. Warren Buffett’s Berkshire Hathaway Is Doubling Its Money in Coca‑Cola…
• Positive Sentiment: Coca‑Cola was highlighted as a top dividend‑growth name in investor roundups, reinforcing its appeal to income and defensive investors. 3 Best Dividend Growth Stocks to Buy in March
• Neutral Sentiment: Zacks flagged rising investor attention in KO searches and summarized key data points investors should know — useful context but not a direct catalyst. CocaCola Company (The) (KO) is Attracting Investor Attention
• Neutral Sentiment: Analyst commentary pieces offer mixed takeaways on consumer staples peers and Coca‑Cola’s positioning; useful for longer‑term thesis but not an immediate market mover. Analysts Offer Insights on Consumer Goods Companies: Coca‑Cola (KO)…
• Negative Sentiment: Market coverage noted KO’s recent intraday/near‑term decline and that the stock has underperformed the broader market in recent trading sessions, contributing to downward pressure. Coca‑Cola (KO) Declines More Than Market
• Negative Sentiment: Valuation checks and coverage noting a cooled share price amid a CEO handover, Sprite’s NBA return and product launches add near‑term uncertainty that can pressure sentiment until execution is clearer. Coca‑Cola (KO) Valuation Check As Sprite Returns To NBA…

Insider Transactions at CocaCola

In other news, insider Bruno Pietracci sold 28,765 shares of CocaCola stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total value of $2,284,228.65. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Monica Howard Douglas sold 23,880 shares of the company’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $77.37, for a total value of $1,847,595.60. Following the sale, the executive vice president owned 17,725 shares of the company’s stock, valued at approximately $1,371,383.25. This represents a 57.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 892,925 shares of company stock worth $70,254,796. 0.97% of the stock is owned by insiders.

CocaCola Company 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.