B.A. Schrock Wealth Management Inc. Acquires 10,256 Shares of CocaCola Company (The) $KO

B.A. Schrock Wealth Management Inc. acquired a new stake in shares of CocaCola Company (The) (NYSE:KO) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 10,256 shares of the company’s stock, valued at approximately $883,000.

A number of other institutional investors and hedge funds have also made changes to their positions in KO. Lantern Wealth Advisors LLC raised its position in shares of CocaCola by 3.6% during the 2nd quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company’s stock valued at $270,000 after buying an additional 115 shares in the last quarter. Gill Capital Partners LLC lifted its holdings in shares of CocaCola by 4.1% in the 2nd quarter. Gill Capital Partners LLC now owns 2,992 shares of the company’s stock valued at $243,000 after acquiring an additional 117 shares during the last quarter. Atomic Invest LLC grew its position in CocaCola by 38.7% in the second quarter. Atomic Invest LLC now owns 437 shares of the company’s stock worth $36,000 after acquiring an additional 122 shares in the last quarter. Paragon Private Wealth Management LLC grew its position in CocaCola by 1.4% in the second quarter. Paragon Private Wealth Management LLC now owns 8,726 shares of the company’s stock worth $709,000 after acquiring an additional 123 shares in the last quarter. Finally, Kwmg LLC grew its position in CocaCola by 2.0% in the third quarter. Kwmg LLC now owns 6,293 shares of the company’s stock worth $542,000 after acquiring an additional 123 shares in the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on KO. Truist Financial set a $88.00 price objective on CocaCola in a research note on Friday, June 26th. JPMorgan Chase & Co. lowered their price objective on CocaCola from $96.00 to $95.00 and set an “overweight” rating for the company in a research note on Monday, September 28th. Barclays raised their price objective on CocaCola from $91.00 to $93.00 and gave the company an “overweight” rating in a research note on Thursday, July 30th. Daiwa Securities Group lifted their target price on CocaCola from $83.00 to $93.00 and gave the stock an “outperform” rating in a report on Thursday, July 30th. Finally, TD Cowen boosted their target price on CocaCola from $90.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $96.05.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Relative strength and market resilience: Coca-Cola closed at $91.78 after gaining 1.85% in the latest session, while the market declined. The move reflects continued interest in the company’s defensive consumer-staples profile. Coca-Cola Gains As Market Dips: What You Should Know
• Positive Sentiment: Bullish technical trend: KO recently moved above its 50-day moving average and has outperformed key industry benchmarks, signals that may attract momentum-focused investors. Coca-Cola Stock Breaks Above 50-Day Moving Average
• Positive Sentiment: Fundamental and comparative support: Coca-Cola previously exceeded quarterly earnings and revenue expectations and raised its full-year adjusted earnings guidance. PepsiCo’s decision to lower its outlook amid weak North American volumes further supports KO’s relative positioning among beverage companies. Coca-Cola vs. PepsiCo: Which Dividend King Deserves a Premium Valuation
• Positive Sentiment: Growth opportunity in functional beverages: Reports that Coca-Cola is preparing to compete with Poppi and Olipop point to efforts to capture demand for prebiotic and better-for-you soft drinks. Coca-Cola Has a Gut Feeling It Can Take on Poppi and Olipop
• Neutral Sentiment: Analyst attention and upcoming catalysts: Broker opinions and heavy investor searches are increasing visibility around KO, while investors are watching potential Costa Coffee sale discussions and the company’s October 27 third-quarter earnings release. What Investment Firms Are Saying About Coca-Cola
• Negative Sentiment: Dividend sustainability concern: Coca-Cola’s dividend payments reportedly exceeded free cash flow by billions last year. Although its 63-year record of annual increases remains attractive, elevated payout requirements could limit financial flexibility. Coca-Cola Has Raised Dividends for 63 Years

Insider Activity

In related news, insider Bruno Pietracci sold 111,365 shares of the firm’s stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $90.93, for a total value of $10,126,419.45. Following the transaction, the insider owned 41,365 shares of the company’s stock, valued at $3,761,319.45. This trade represents a 72.92% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO John Murphy sold 152,483 shares of CocaCola stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the sale, the chief financial officer owned 279,917 shares of the company’s stock, valued at $24,439,553.27. The trade was a 35.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders sold 926,620 shares of company stock valued at $83,075,714. Insiders own 0.90% of the company’s stock.

CocaCola Stock Performance

Shares of CocaCola stock opened at $91.78 on Thursday. The stock’s fifty day moving average is $88.24 and its two-hundred day moving average is $83.16. The company has a market capitalization of $394.88 billion, a PE ratio of 27.56, a price-to-earnings-growth ratio of 3.51 and a beta of 0.32. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97. CocaCola Company has a 52 week low of $66.92 and a 52 week high of $92.49.

CocaCola (NYSE:KO) last released its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. CocaCola had a return on equity of 39.38% and a net margin of 28.56%. The business had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. During the same quarter last year, the firm posted $0.87 earnings per share. The business’s revenue was up 6.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, analysts expect that CocaCola Company will post 3.30 earnings per share for the current year.

CocaCola Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Its portfolio includes sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and other ready-to-drink products. The company’s best-known brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, Powerade, Minute Maid, fairlife, and Georgia Coffee.

Founded in 1886, the company develops, owns, licenses, markets, and distributes beverage brands through a network of bottling partners, distributors, retailers, and food-service operators.