CocaCola Company (The) $KO Stock Position Boosted by Focus Partners Wealth

Focus Partners Wealth raised its stake in shares of CocaCola Company (The) (NYSE:KO) by 9.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,171,501 shares of the company’s stock after buying an additional 99,101 shares during the period. Focus Partners Wealth’s holdings in CocaCola were worth $77,759,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in KO. Disciplined Investors L.L.C. lifted its stake in shares of CocaCola by 6.3% in the 3rd quarter. Disciplined Investors L.L.C. now owns 5,363 shares of the company’s stock worth $356,000 after acquiring an additional 317 shares during the period. DoubleLine ETF Adviser LP acquired a new position in shares of CocaCola during the third quarter valued at approximately $4,929,000. Elevation Point Wealth Partners LLC raised its holdings in CocaCola by 102.1% during the third quarter. Elevation Point Wealth Partners LLC now owns 44,286 shares of the company’s stock worth $2,953,000 after purchasing an additional 22,369 shares in the last quarter. Ehrenkranz Partners L.P. acquired a new stake in CocaCola in the third quarter worth approximately $214,000. Finally, Bollard Group LLC lifted its position in CocaCola by 4.8% in the third quarter. Bollard Group LLC now owns 289,249 shares of the company’s stock worth $19,183,000 after purchasing an additional 13,168 shares during the period. 70.26% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the company. Weiss Ratings reiterated a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. TD Cowen restated a “buy” rating on shares of CocaCola in a report on Wednesday, February 11th. Evercore reaffirmed an “outperform” rating and set a $85.00 target price on shares of CocaCola in a report on Wednesday, February 11th. Barclays boosted their price target on shares of CocaCola from $77.00 to $83.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Finally, Wells Fargo & Company upped their price target on shares of CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a report 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. Based on data from MarketBeat, the company has an average rating of “Buy” and an average price target of $84.60.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Jefferies raised its price target on KO to $90 and kept a “buy” rating, signaling incremental analyst optimism and providing upside to consensus expectations. Read More.
• Positive Sentiment: Recent quarterly results showed an EPS beat and management set FY‑2026 EPS guidance (3.210–3.240), supporting confidence in earnings durability and dividend coverage—factors that attract income investors.
• Positive Sentiment: Zero‑sugar SKUs (Coca‑Cola Zero Sugar, Sprite Zero Sugar) are being cited as margin drivers—helping pricing power, volume growth and mix improvement as consumers shift to low‑calorie options. This supports profit expansion without heavy volume reliance. Read More.
• Positive Sentiment: Investor media continue to highlight KO as a defensive, dividend-oriented holding (Dividend King, top consumer‑staples picks), which can keep demand for the shares high among income and risk‑averse portfolios. Read More.
• Neutral Sentiment: Coca‑Cola launched a Mango Citrus Sprite exclusive at Walmart (Sprite Chill), expanding flavored offerings and retail partnerships; the company also announced longtime director Maria Elena Lagomasino will retire after 18 years — product/news is constructive, director exit is governance‑neutral for now. Read More.
• Negative Sentiment: A Seeking Alpha piece argues it’s time to “play defensive” on KO, highlighting risks (valuation, growth constraints or cyclicality in emerging categories) that could limit near‑term upside and pressure sentiment among value/rotation investors. Read More.

CocaCola Stock Performance

KO opened at $77.81 on Tuesday. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23. The firm has a market cap of $334.66 billion, a PE ratio of 25.60, a P/E/G ratio of 3.24 and a beta of 0.35. The business has a fifty day simple moving average of $75.84 and a 200-day simple moving average of $71.47. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $82.00.

CocaCola (NYSE:KO) last announced its earnings results 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. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The company had revenue of $11.82 billion for the quarter, compared to analyst estimates of $12.04 billion. During the same period in the previous year, the firm earned $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. As a group, equities analysts predict that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th will be paid a dividend of $0.53 per share. This is a boost from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend is Friday, March 13th. CocaCola’s payout ratio is currently 69.74%.

Insider Buying and Selling

In other news, CEO James Quincey sold 337,824 shares of CocaCola stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 342,546 shares of the company’s stock, valued at $26,410,296.60. This trade represents a 49.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Nancy Quan sold 23,556 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the sale, the executive vice president owned 223,330 shares in the company, valued at $17,754,735. This represents a 9.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 892,925 shares of company stock valued at $70,254,796. Company insiders own 0.90% of the company’s stock.

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.