CoreCap Advisors LLC Sells 54,759 Shares of CocaCola Company (The) $KO

CoreCap Advisors LLC lessened its stake in CocaCola Company (The) (NYSE:KO) by 55.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 43,473 shares of the company’s stock after selling 54,759 shares during the period. CoreCap Advisors LLC’s holdings in CocaCola were worth $3,039,000 at the end of the most recent reporting period.

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

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Energy‑drink positioning seen as growth catalyst — media picks KO (alongside KDP) as a defensive energy‑drink play that could stabilize returns in 2026 thanks to product innovation and portfolio momentum. Buy 2 Energy Drink Stocks to Stabilize Your Portfolio Returns in 2026
• Positive Sentiment: Long‑term income case highlighted — investment commentary emphasizes KO’s wide moat, steady earnings growth and reliable dividend, supporting buy‑and‑hold appeal for income investors. Could Buying Coca‑Cola Today Set You Up for Life?
• Positive Sentiment: Dividend narrative remains a tailwind — personal‑finance pieces continue to model KO as a straightforward way to generate passive income, keeping investor demand among yield‑seeking holders. How much to invest in Coca‑Cola for $1,000 annual dividends in 2026
• Neutral Sentiment: Mixed capital allocation and ESG focus — Coca‑Cola committed up to $650M to expand Fairlife production (growth/capex) while facing a wave of shareholder proposals on sustainability, plastics, DEI and ingredient risk ahead of the annual meeting. This is a mixed catalyst: growth investment but increased governance/sustainability scrutiny. Should Coca‑Cola’s Fairlife Expansion And ESG Scrutiny Require Action From Coca‑Cola (KO) Investors?
• Neutral Sentiment: Wall Street sentiment generally constructive — analyst commentary referenced by outlets shows bullish leanings, which can support sentiment but may already be priced in. Wall Street Bulls Look Optimistic About Coca‑Cola (KO): Should You Buy?
• Negative Sentiment: CEO succession risk — CEO James Quincey says AI acceleration was a factor in his decision to step down, signaling a need for new leadership with AI expertise; leadership transitions can increase near‑term uncertainty about strategy and execution. Major outgoing CEOs are citing AI as a factor in their decisions to step down

CocaCola Stock Performance

CocaCola stock opened at $75.70 on Friday. The firm has a market capitalization of $325.81 billion, a P/E ratio of 24.90, a P/E/G ratio of 3.12 and a beta of 0.35. The stock has a fifty day moving average price of $76.84 and a two-hundred day moving average price of $71.87. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.00. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25.

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

CocaCola Increases Dividend

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

Insider Activity

In other CocaCola news, CFO John Murphy sold 72,449 shares of CocaCola stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $80.52, for a total value of $5,833,593.48. Following the completion of the transaction, the chief financial officer owned 279,917 shares in the company, valued at approximately $22,538,916.84. The trade was a 20.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Nancy Quan sold 23,556 shares of the company’s stock in a transaction that occurred on 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 transaction, 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. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 892,925 shares of company stock valued at $70,254,796. Corporate insiders own 0.90% of the company’s stock.

Analyst Upgrades and Downgrades

KO has been the subject of several research reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. Jefferies Financial Group increased their price objective on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research note on Monday, March 16th. Barclays raised their price objective on shares of CocaCola from $77.00 to $83.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Evercore reiterated an “outperform” rating and set a $85.00 target price on shares of CocaCola in a research report on Wednesday, February 11th. Finally, Wells Fargo & Company upped their target price on shares of CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a research note on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $84.60.

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.