CocaCola Company (The) $KO Shares Acquired by Capital Advisors Inc. OK

Capital Advisors Inc. OK lifted its position in CocaCola Company (The) (NYSE:KO) by 19.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 884,134 shares of the company’s stock after buying an additional 146,843 shares during the quarter. Capital Advisors Inc. OK’s holdings in CocaCola were worth $61,810,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Headlands Technologies LLC acquired a new position in CocaCola in the 2nd quarter valued at about $26,000. Marquette Asset Management LLC acquired a new stake in shares of CocaCola during the third quarter worth about $27,000. Cloud Capital Management LLC acquired a new stake in shares of CocaCola during the third quarter worth about $27,000. Redmont Wealth Advisors LLC purchased a new position in shares of CocaCola in the third quarter valued at approximately $30,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new position in shares of CocaCola in the third quarter valued at approximately $31,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Deutsche Bank raised its price target on KO to $86 and put a Buy rating on the stock — a clear analyst endorsement that boosts upside expectations and can support the share price. Deutsche Bank raises KO price target to $86
• Positive Sentiment: Coca‑Cola is expanding Fairlife production capacity to meet strong demand, which supports revenue and margin outlooks in its premium dairy business. Coca‑Cola expands Fairlife production capacity
• Positive Sentiment: Institutional coverage is highlighting KO as a defensive pick (low beta, steady dividends), which can attract inflows during market volatility and support relative outperformance. Barclays names top 4 defensive stocks
• Neutral Sentiment: Analysts and outlets are noting KO’s ramp of AI and cloud across the value chain — improvements to execution, insights and innovation but not a wholesale tech pivot; this supports efficiency and growth potential but is execution‑dependent. Does Coca‑Cola’s AI and Cloud Push Signal a New Tech‑Led Growth Phase?
• Neutral Sentiment: Technical/price commentary says KO is building momentum after a pullback and holding key support levels — helpful for traders but not a fundamental catalyst. KO price forecast: momentum builds after pullback
• Neutral Sentiment: Dividend‑stock comparisons (PepsiCo vs Coca‑Cola) and model analyses keep KO on income investors’ radars — supports steady demand but not an immediate price driver. PepsiCo vs Coca‑Cola: The better dividend stock
• Negative Sentiment: Coca‑Cola announced a CEO transition tied to the next phase of AI/digital growth and is creating a chief digital officer role — leadership change raises near‑term uncertainty around execution and valuation while signaling a strategic shift that will take time to prove out. Coca‑Cola CEO shift puts AI and valuation in fresh focus
• Negative Sentiment: Some headlines urge caution despite KO’s outperformance (reasons to watch and one to be cautious), highlighting valuation and macro risks that could pressure shares amid broader market weakness. 2 reasons to watch KO and 1 to stay cautious

Insider Buying and Selling at CocaCola

In other CocaCola news, CFO John Murphy sold 72,449 shares of the stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $80.52, for a total value of $5,833,593.48. Following the transaction, the chief financial officer directly owned 279,917 shares in the company, valued at $22,538,916.84. This represents a 20.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Nancy Quan sold 23,556 shares of the firm’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 sale, the executive vice president directly owned 223,330 shares in the company, valued at approximately $17,754,735. The trade was a 9.54% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 892,925 shares of company stock worth $70,254,796. 0.90% of the stock is currently owned by corporate insiders.

CocaCola Price Performance

CocaCola stock opened at $76.05 on Wednesday. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23. The company has a fifty day simple moving average of $77.04 and a 200-day simple moving average of $72.05. The stock has a market cap of $327.31 billion, a P/E ratio of 25.01, a price-to-earnings-growth ratio of 3.19 and a beta of 0.35. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $82.00.

CocaCola (NYSE:KO) last posted 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 return on equity of 41.31% and a net margin of 27.34%.The firm had revenue of $11.82 billion for the quarter, compared to analyst estimates of $12.04 billion. During the same quarter in the prior year, the company posted $0.55 earnings per share. CocaCola’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. Equities analysts expect that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

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

Analysts Set New Price Targets

Several brokerages recently weighed in on KO. Deutsche Bank Aktiengesellschaft upped their target price on shares of CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research note on Monday. JPMorgan Chase & Co. upped their price objective on CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. UBS Group increased their price objective on CocaCola from $82.00 to $87.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Truist Financial set a $85.00 target price on CocaCola in a research note on Wednesday, February 11th. Finally, Jefferies Financial Group increased their price target on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research report on Monday, March 16th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $84.80.

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.