Ferguson Wellman Capital Management Inc. Has $2.17 Million Stock Position in CocaCola Company (The) $KO

Ferguson Wellman Capital Management Inc. lessened its position in shares of CocaCola Company (The) (NYSE:KO) by 21.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 31,080 shares of the company’s stock after selling 8,284 shares during the quarter. Ferguson Wellman Capital Management Inc.’s holdings in CocaCola were worth $2,173,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Apexium Financial LP lifted its position in CocaCola by 1.2% in the third quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock worth $810,000 after purchasing an additional 142 shares during the period. Prosperity Financial Group Inc. increased its holdings in CocaCola by 3.9% in the 3rd quarter. Prosperity Financial Group Inc. now owns 3,957 shares of the company’s stock valued at $262,000 after buying an additional 148 shares during the period. Ashton Thomas Securities LLC raised its stake in shares of CocaCola by 1.2% in the 3rd quarter. Ashton Thomas Securities LLC now owns 12,656 shares of the company’s stock valued at $835,000 after buying an additional 149 shares in the last quarter. Diversified Enterprises LLC raised its stake in shares of CocaCola by 1.0% in the 3rd quarter. Diversified Enterprises LLC now owns 14,656 shares of the company’s stock valued at $972,000 after buying an additional 150 shares in the last quarter. Finally, Capital Management Associates Inc lifted its holdings in shares of CocaCola by 4.0% during the 3rd quarter. Capital Management Associates Inc now owns 3,915 shares of the company’s stock worth $260,000 after acquiring an additional 150 shares during the period. 70.26% of the stock is currently owned by institutional investors.

CocaCola Trading Up 0.7%

Shares of CocaCola stock opened at $75.23 on Thursday. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $82.00. The stock has a market capitalization of $323.78 billion, a P/E ratio of 24.75, a price-to-earnings-growth ratio of 3.12 and a beta of 0.35. The company has a 50-day simple moving average of $76.65 and a 200 day simple moving average of $71.79. 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 (NYSE:KO) last released its quarterly 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 firm 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 company’s revenue for the quarter was up 2.2% compared to the same quarter last year. During the same period in the previous year, the business earned $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Research analysts expect that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Friday, March 13th will be given a dividend of $0.53 per share. This is a boost from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date is Friday, March 13th. This represents a $2.12 dividend on an annualized basis and a yield of 2.8%. CocaCola’s dividend payout ratio is currently 69.74%.

Analysts Set New Price Targets

KO has been the topic of several recent research reports. Wells Fargo & Company lifted their target price on shares of CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $83.00 price target on shares of CocaCola in a research note on Thursday, January 29th. Evercore reaffirmed an “outperform” rating and set a $85.00 price objective on shares of CocaCola in a report on Wednesday, February 11th. Truist Financial set a $85.00 price objective on CocaCola in a research note on Wednesday, February 11th. Finally, Morgan Stanley set a $88.00 target price on CocaCola in a report on Wednesday, March 11th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company. According to MarketBeat, CocaCola has a consensus rating of “Buy” and a consensus price target of $84.60.

Insider Activity

In other news, EVP Monica Howard Douglas sold 23,880 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $77.37, for a total transaction of $1,847,595.60. Following the sale, the executive vice president owned 17,725 shares in the company, valued at approximately $1,371,383.25. This represents a 57.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Bruno Pietracci sold 28,765 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total value of $2,284,228.65. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 892,925 shares of company stock worth $70,254,796. 0.90% of the stock is currently owned by insiders.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca‑Cola is expanding its Fairlife milk production and bottler investments, broadening higher‑margin, value‑added dairy and new beverage categories that can diversify revenue and support margins. Coca-Cola Expands Fairlife And Bottler Investments To Broaden Earnings Mix
• Positive Sentiment: Warren Buffett (via Berkshire) still hasn’t sold a single KO share in 30+ years; the story highlights long‑term shareholder confidence and sizable dividend income Berkshire receives — a vote of confidence for income investors. Why Warren Buffett’s Coca-Cola (KO) Investment Remains Untouched After Three Decades
• Positive Sentiment: Analyst/market pieces highlight KO’s dividend strength — 64 consecutive years of increases — reinforcing demand from income‑focused investors and supporting valuation stability. Why Coca-Cola (KO) Is Warren Buffett’s Best Dividend Stock
• Neutral Sentiment: Comparisons with Keurig (KDP) note KO’s global scale and pricing power versus KDP’s innovation; useful context for relative valuation and sector allocation decisions but not an immediate catalyst. Coca-Cola vs. Keurig: Which Beverage Stock Looks Poised for Growth?
• Neutral Sentiment: Another analyst write‑up reiterates KO vs KDP tradeoffs (scale vs. innovation), helpful for longer‑term positioning rather than day‑to‑day moves. Coca-Cola vs. Keurig: Which Beverage Stock Looks Poised for Growth?
• Neutral Sentiment: Local marketing/PR: Coca‑Cola Southwest revealed winners of a mural competition — brand/PR positive but unlikely to move fundamentals. Coca-Cola Southwest Beverages and Texas Monthly Studio Reveal Winners of Star-Spangled Texas Mural Competition
• Negative Sentiment: Short interest rose ~23.7% to ~53.7M shares as of March 13, raising the short‑interest ratio to ~3.1 days (about 1.3% of shares shorted) — increased bearish bets can add downward pressure or volatility if sentiment reverses.
• Negative Sentiment: Analysts warn of 2026 margin pressure as pricing normalizes, costs remain volatile, and volume recovery in India, China and Mexico will be critical — a risk to near‑term earnings and multiples. Coca‑Cola Faces Margin Pressure: Can Pricing Power Hold?

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.