Bedell Frazier Investment Counselling LLC Sells 12,271 Shares of CocaCola Company (The) $KO

Bedell Frazier Investment Counselling LLC reduced its stake in CocaCola Company (The) (NYSE:KO) by 7.7% during the 3rd quarter, Holdings Channel reports. The fund owned 146,621 shares of the company’s stock after selling 12,271 shares during the period. CocaCola makes up about 2.0% of Bedell Frazier Investment Counselling LLC’s investment portfolio, making the stock its 11th largest position. Bedell Frazier Investment Counselling LLC’s holdings in CocaCola were worth $9,724,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in shares of CocaCola by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock valued at $25,996,519,000 after acquiring an additional 6,241,163 shares during the period. Mirae Asset Global Investments Co. Ltd. raised its stake in CocaCola by 2.9% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company’s stock valued at $136,086,000 after purchasing an additional 57,407 shares in the last quarter. Nicola Wealth Management LTD. lifted its position in CocaCola by 42.3% during the third quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company’s stock worth $12,269,000 after purchasing an additional 55,000 shares during the period. Sumitomo Mitsui Trust Group Inc. grew its stake in CocaCola by 1.9% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 10,408,798 shares of the company’s stock worth $690,311,000 after buying an additional 198,886 shares in the last quarter. Finally, Yeomans Consulting Group Inc. lifted its position in shares of CocaCola by 88.9% during the 3rd quarter. Yeomans Consulting Group Inc. now owns 69,020 shares of the company’s stock worth $4,609,000 after buying an additional 32,478 shares during the last quarter. Institutional investors own 70.26% of the company’s stock.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Unusual call buying — Investors purchased ~61,806 call options on KO Friday (about 17% above a typical day), signaling short‑term bullish positioning that can amplify upside into upcoming catalysts.
• Positive Sentiment: Zacks raised near‑term and multi‑year EPS forecasts — Analysts lifted Q1/Q2 and FY2026–FY2028 estimates, nudging forward EPS momentum and supporting a higher valuation multiple for KO.
• Neutral Sentiment: Defensive rotation / momentum into blue‑chips — MarketBeat highlighted KO as part of a broader move into defensive, dividend‑paying names as tech cools; that thematic flow helps demand for KO but is macro‑driven. MarketBeat Week in Review
• Neutral Sentiment: Swire Pacific restructuring of its Vietnam Coca‑Cola stake — Corporate-level changes in regional ownership could alter local distribution/partner dynamics; impact on KO is indirect and longer term. Swire Pacific update
• Neutral Sentiment: Positive press on KO as a long‑running dividend name — Inclusion in lists of century‑plus dividend payers/reliable blue‑chips supports buy‑and‑hold interest but is a slow, steady demand factor. 247WallSt dividend article
• Negative Sentiment: Significant insider selling — Several executives disclosed recent share sales (CFO John Murphy sold ~99,437 shares; EVP Monica Howard Douglas sold 20,000; EVP Beatriz R. Perez sold multiple blocks). Large insider dispositions can weigh on sentiment even when company fundamentals remain intact. SEC filings: CFO Form 4 EVP Monica Form 4 EVP Beatriz Form 4

Insider Buying and Selling

In other news, CFO John Murphy sold 99,437 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $80.42, for a total value of $7,996,723.54. Following the transaction, the chief financial officer owned 410,550 shares in the company, valued at approximately $33,016,431. The trade was a 19.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO James Quincey sold 337,824 shares of the company’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the completion of the sale, the chief executive officer directly owned 342,546 shares in the company, valued at approximately $26,410,296.60. This represents a 49.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 493,587 shares of company stock worth $38,577,228. Corporate insiders own 0.97% of the company’s stock.

CocaCola Stock Up 1.2%

NYSE:KO opened at $81.46 on Friday. CocaCola Company has a one year low of $65.35 and a one year 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. The company has a market cap of $350.32 billion, a PE ratio of 26.79, a P/E/G ratio of 3.42 and a beta of 0.36. The firm’s 50 day simple moving average is $74.02 and its 200 day simple moving average is $70.82.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (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 firm had revenue of $11.82 billion during the quarter, compared to the consensus estimate of $12.04 billion. During the same quarter last year, the firm earned $0.55 earnings per share. The company’s revenue for the quarter was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, research analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Increases Dividend

The business 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 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 dividend yield of 2.6%. CocaCola’s dividend payout ratio is presently 67.11%.

Analyst Ratings Changes

Several research analysts have commented on KO shares. Morgan Stanley reissued an “overweight” rating and set a $87.00 target price on shares of CocaCola in a research note on Wednesday, February 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a report on Thursday, January 22nd. Wells Fargo & Company upped their price objective on shares of CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Jefferies Financial Group cut their target price on shares of CocaCola from $88.00 to $87.00 and set a “buy” rating on the stock in a research report on Wednesday, February 11th. Finally, Evercore reiterated an “outperform” rating and set a $85.00 price target on shares of CocaCola in a report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $84.33.

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.