Beacon Harbor Wealth Advisors Inc. Buys Shares of 105,305 CocaCola Company (The) $KO

Beacon Harbor Wealth Advisors Inc. purchased a new position in shares of CocaCola Company (The) (NYSE:KO) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 105,305 shares of the company’s stock, valued at approximately $6,984,000. CocaCola accounts for about 1.6% of Beacon Harbor Wealth Advisors Inc.’s portfolio, making the stock its 21st largest holding.

A number of other hedge funds have also recently modified their holdings of KO. Vanguard Group Inc. lifted its stake in shares of CocaCola by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock valued at $25,996,519,000 after purchasing an additional 6,241,163 shares during the last quarter. Norges Bank purchased a new stake in CocaCola in the 2nd quarter valued at about $3,846,270,000. Legal & General Group Plc lifted its position in CocaCola by 1.1% in the second quarter. Legal & General Group Plc now owns 27,281,552 shares of the company’s stock valued at $1,930,170,000 after buying an additional 285,794 shares during the last quarter. Invesco Ltd. boosted its stake in CocaCola by 10.9% during the second quarter. Invesco Ltd. now owns 25,328,083 shares of the company’s stock worth $1,791,962,000 after buying an additional 2,497,585 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. increased its position in shares of CocaCola by 15.0% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 18,557,659 shares of the company’s stock valued at $1,312,954,000 after acquiring an additional 2,423,914 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Wall Street Analyst Weigh In

KO has been the topic of several recent analyst reports. Bank of America upped their price objective on shares of CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, November 7th. TD Cowen restated a “buy” rating on shares of CocaCola in a research note on Wednesday, October 22nd. Barclays reaffirmed an “overweight” rating on shares of CocaCola in a research note on Thursday, October 23rd. Weiss Ratings reissued a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. Finally, Jefferies Financial Group lifted their target price on CocaCola from $84.00 to $88.00 and gave the company a “buy” rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $80.43.

CocaCola Trading Up 0.5%

KO opened at $77.31 on Thursday. The business has a fifty day moving average price of $71.10 and a 200 day moving average price of $69.64. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.21 and a quick ratio of 1.00. CocaCola Company has a 12 month low of $62.58 and a 12 month high of $78.11. The stock has a market capitalization of $332.56 billion, a price-to-earnings ratio of 25.60, a PEG ratio of 3.95 and a beta of 0.36.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Jefferies raised its price target on KO to $88 and kept a Buy rating, signaling analyst conviction and providing near‑term upside support for the shares. Benzinga
• Positive Sentiment: Zacks highlights Coca‑Cola’s strong history of earnings surprises and says KO currently has the setup (metrics and momentum) that makes another quarterly beat likely — a catalyst that can lift the stock into earnings. Will Coca‑Cola (KO) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Unusually large options activity flagged bullish positioning: traders bought roughly 68,341 call contracts (about +35% vs. the call average), which can amplify upside if short‑term momentum continues.
• Positive Sentiment: Analyst/strategy coverage (Zacks) points to KO’s “all‑weather” playbook — marketing, innovation and portfolio strength — supporting steady growth through cycles, reinforcing its defensive, dividend‑oriented appeal. Coca‑Cola’s All‑Weather Strategy
• Positive Sentiment: Investor commentary (Motley Fool) reiterates KO’s low‑risk, dividend‑king status and portfolio reshaping to match consumer trends — a narrative that attracts long‑term income investors. Could Buying Coca‑Cola Today Set You Up for Life?
• Neutral Sentiment: Barron’s warns the consumer‑staples group (including KO) has become frothy after a strong run; that raises valuation risk if broader sentiment rotates back into cyclicals or risk assets. Staples Stocks Are Known for Safety. Now They Look Way Too Frothy.
• Neutral Sentiment: Multiple previews note KO is headed into a scheduled quarterly report and a CEO transition period; coverage pieces focus on valuation and timing rather than new business risks — important background but not immediate upside/downside. Assessing Coca‑Cola (KO) Valuation
• Negative Sentiment: Prediction‑market activity has put Coca‑Cola’s Super Bowl plans under regulatory scrutiny, introducing a potential reputational/regulatory overhang that could create short‑term volatility if investigations follow. Prediction Markets Put Coca‑Cola Super Bowl Plans Under Regulatory Spotlight

Insider Transactions at CocaCola

In related news, EVP Manuel Arroyo sold 139,689 shares of the company’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $70.80, for a total transaction of $9,889,981.20. Following the sale, the executive vice president directly owned 58,067 shares in the company, valued at approximately $4,111,143.60. This represents a 70.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Henrique Braun sold 40,390 shares of CocaCola stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $70.93, for a total transaction of $2,864,862.70. Following the completion of the transaction, the chief operating officer owned 62,621 shares of the company’s stock, valued at $4,441,707.53. This represents a 39.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 211,704 shares of company stock valued at $15,005,595. 0.97% of the stock is currently owned by corporate insiders.

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.