Advisors Management Group Inc. ADV Has $1.79 Million Stake in CocaCola Company (The) $KO

Advisors Management Group Inc. ADV trimmed its holdings in shares of CocaCola Company (The) (NYSE:KO) by 24.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 25,644 shares of the company’s stock after selling 8,492 shares during the quarter. Advisors Management Group Inc. ADV’s holdings in CocaCola were worth $1,793,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of KO. Headlands Technologies LLC acquired a new position in CocaCola during the second quarter worth $26,000. Marquette Asset Management LLC acquired a new stake in CocaCola in the 3rd quarter valued at $27,000. Cloud Capital Management LLC acquired a new stake in CocaCola in the 3rd quarter valued at $27,000. Redmont Wealth Advisors LLC bought a new stake in CocaCola during the 3rd quarter worth about $30,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new position in shares of CocaCola during the 3rd quarter worth about $31,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola Stock Up 1.3%

Shares of KO opened at $75.70 on Friday. The firm has a market cap of $325.81 billion, a P/E ratio of 24.90, a price-to-earnings-growth ratio of 3.16 and a beta of 0.35. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.00. The firm’s 50-day simple moving average is $76.84 and its 200 day simple moving average is $71.90.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.56 by $0.02. The company had revenue of $11.82 billion during the quarter, compared to analysts’ expectations of $12.04 billion. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The business’s revenue was up 2.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, analysts forecast that CocaCola Company will post 2.96 earnings per share for the current 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 paid a $0.53 dividend. This represents a $2.12 annualized dividend and a dividend 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 is currently 69.74%.

Insider Buying and Selling at CocaCola

In other CocaCola news, CEO James Quincey sold 337,824 shares of CocaCola stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total value of $26,046,230.40. Following the completion of the sale, the chief executive officer owned 342,546 shares in the company, valued at $26,410,296.60. The trade was a 49.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Bruno Pietracci sold 28,765 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total transaction of $2,284,228.65. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 892,925 shares of company stock valued at $70,254,796 in the last quarter. Company insiders own 0.90% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the company. Morgan Stanley set a $88.00 price objective on CocaCola in a report on Wednesday, March 11th. UBS Group increased their price objective on CocaCola from $82.00 to $87.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $83.00 target price on shares of CocaCola in a research note on Thursday, January 29th. Wells Fargo & Company boosted their target price on shares of CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a report on Monday, February 9th. Finally, Evercore reaffirmed an “outperform” rating and set a $85.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $84.60.

CocaCola News Summary

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

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.