Independent Advisor Alliance Has $20.99 Million Holdings in CocaCola Company (The) $KO

Independent Advisor Alliance lowered its position in CocaCola Company (The) (NYSE:KO) by 10.0% during the third quarter, Holdings Channel reports. The firm owned 316,451 shares of the company’s stock after selling 35,110 shares during the period. CocaCola comprises 0.5% of Independent Advisor Alliance’s portfolio, making the stock its 25th largest holding. Independent Advisor Alliance’s holdings in CocaCola were worth $20,987,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of KO. Fourth Dimension Wealth LLC increased its position in shares of CocaCola by 8.1% during the third quarter. Fourth Dimension Wealth LLC now owns 2,668 shares of the company’s stock worth $177,000 after buying an additional 200 shares during the period. Trinity Legacy Partners LLC grew its holdings in CocaCola by 2.8% during the 3rd quarter. Trinity Legacy Partners LLC now owns 75,268 shares of the company’s stock worth $5,186,000 after acquiring an additional 2,041 shares during the period. Werba Rubin Papier Wealth Management raised its position in shares of CocaCola by 45.2% in the 3rd quarter. Werba Rubin Papier Wealth Management now owns 7,137 shares of the company’s stock worth $473,000 after acquiring an additional 2,222 shares in the last quarter. Howard Capital Management Inc. lifted its stake in shares of CocaCola by 3.3% in the 3rd quarter. Howard Capital Management Inc. now owns 30,576 shares of the company’s stock valued at $2,028,000 after purchasing an additional 966 shares during the period. Finally, Berman McAleer LLC bought a new stake in shares of CocaCola during the 3rd quarter valued at about $1,547,000. 70.26% of the stock is owned by institutional investors.

Insider Activity at CocaCola

In other news, COO Henrique Braun sold 40,390 shares of the firm’s stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $70.93, for a total value of $2,864,862.70. Following the transaction, the chief operating officer owned 62,621 shares in the company, valued at $4,441,707.53. This trade represents a 39.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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 transaction, the executive vice president directly owned 58,067 shares in the company, valued at approximately $4,111,143.60. The trade was a 70.64% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 211,704 shares of company stock valued at $15,005,595. 0.97% of the stock is owned by corporate insiders.

CocaCola Stock Up 1.9%

CocaCola stock opened at $74.83 on Friday. The firm has a market capitalization of $321.87 billion, a price-to-earnings ratio of 24.78, a price-to-earnings-growth ratio of 3.77 and a beta of 0.39. The firm’s fifty day moving average price is $70.87 and its two-hundred day moving average price is $69.50. CocaCola Company has a 1-year low of $62.35 and a 1-year high of $74.89. The company has a current ratio of 1.21, a quick ratio of 1.00 and a debt-to-equity ratio of 1.30.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on KO. Evercore ISI reiterated an “outperform” rating on shares of CocaCola in a report on Tuesday, October 21st. Bank of America lifted their price objective on shares of CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a report on Thursday, January 22nd. Barclays reiterated an “overweight” rating on shares of CocaCola in a report on Thursday, October 23rd. Finally, Piper Sandler boosted their target price on CocaCola from $80.00 to $81.00 and gave the company an “overweight” rating in a research report on Wednesday, October 22nd. One research analyst has rated the stock with a Strong Buy rating and fourteen have issued a Buy rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $79.69.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca‑Cola reached a new intraday record, signaling strong market demand and momentum around the name. Coca-Cola stock hits all-time high at 74.38 USD
• Positive Sentiment: Investor bullishness reinforced by long-form bullish coverage highlighting Coca‑Cola’s consistent track record, brand strength and endorsement as a core, dividend-paying holding (including references to Warren Buffett’s long-term ownership). 2 Reasons to Buy Coca-Cola Stock Like There’s No Tomorrow
• Positive Sentiment: Analysis points to pricing power offsetting weaker volume growth, which supports margin resilience and revenue per unit sold — a key reason investors are comfortable with near-term tradeoffs for stronger profitability. Coca-Cola: Pricing Power Replaces Volume Growth
• Positive Sentiment: Longer-term price forecasts and commentary highlight solid multi-year returns, continued global expansion and dividend reliability — supporting buy-and-hold narratives that can lift demand for the shares. Coca-Cola (NYSE: KO) Price Prediction and Forecast 2026–2030 (February 2026)
• Neutral Sentiment: Recent analyst estimate and rating summaries are being published; these help set expectations but show mixed details across earnings, price targets and consensus — watch any updates to guidance or target revisions for potential directional impact. Coca-Cola Stock: Analyst Estimates & Ratings

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.