Clearstead Advisors LLC Decreases Stock Position in CocaCola Company (The) $KO

Clearstead Advisors LLC trimmed its position in shares of CocaCola Company (The) (NYSE:KO) by 3.4% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 184,147 shares of the company’s stock after selling 6,483 shares during the quarter. Clearstead Advisors LLC’s holdings in CocaCola were worth $12,213,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of KO. Vanguard Group Inc. increased its stake in CocaCola by 1.7% in the second quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock worth $25,996,519,000 after purchasing an additional 6,241,163 shares during the period. Mirae Asset Global Investments Co. Ltd. boosted its stake in shares of CocaCola by 2.9% during 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 during the period. Sumitomo Mitsui Trust Group Inc. grew its holdings in shares of CocaCola by 1.9% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 10,408,798 shares of the company’s stock worth $690,311,000 after purchasing an additional 198,886 shares during the last quarter. Nicola Wealth Management LTD. increased its stake in CocaCola by 42.3% in the 3rd quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company’s stock worth $12,269,000 after buying an additional 55,000 shares during the period. Finally, Yeomans Consulting Group Inc. lifted its holdings in CocaCola by 88.9% during the 3rd quarter. Yeomans Consulting Group Inc. now owns 69,020 shares of the company’s stock valued at $4,609,000 after buying an additional 32,478 shares in 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: Coca‑Cola raised its quarterly dividend (now $0.53/share) and confirmed the payout schedule — a ~3.9% bump and the 64th consecutive annual increase, reinforcing its Dividend King status and attracting income investors. Coca‑Cola Raises Dividend
• Positive Sentiment: Management is executing a CEO succession that pairs a digital‑first push with the dividend growth story — investors view this as continuity with a growth tilt, supporting multiple expansion. CEO Shift and Strategy
• Positive Sentiment: Industry coverage highlights that health‑focused product innovation and digital/channel growth could offset input‑cost pressure for soft drink makers, favoring leaders like KO. Soft Drinks Industry Outlook
• Positive Sentiment: Some bullish commentary and price targets (e.g., articles arguing KO can reach triple‑digits) add optimism to momentum traders. Bullish Price Target
• Neutral Sentiment: Zacks and other outlets note increased investor attention and search interest in KO — higher visibility can amplify moves in either direction but is not direct fundamental news. Investor Attention Note
• Neutral Sentiment: Coca‑Cola disclosed executive pay details ahead of the CEO transition — useful for governance-focused investors but unlikely to move fundamentals materially in the short term. Exec Pay Disclosure
• Neutral Sentiment: Recent quarterly results showed an EPS beat ($0.58 vs. $0.56) but a slight revenue miss; management set FY‑2026 EPS guidance of ~3.21–3.24 — mixed operational data that supports the dividend case but tempers growth expectations.
• Negative Sentiment: Benzinga warns KO’s value score has weakened after a ~15% YTD rally and highlights a tepid 2026 outlook, raising concerns that upside may be limited absent stronger top‑line momentum. Valuation/Outlook Warning

Analysts Set New Price Targets

A number of equities analysts have commented on KO shares. TD Cowen restated a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. JPMorgan Chase & Co. increased their price objective on CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. Truist Financial set a $85.00 price objective on CocaCola in a report on Wednesday, February 11th. Evercore reiterated an “outperform” rating and issued a $85.00 target price on shares of CocaCola in a report on Wednesday, February 11th. Finally, Jefferies Financial Group cut their price target on CocaCola from $88.00 to $87.00 and set a “buy” rating on the stock in a research note on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $84.33.

CocaCola Stock Up 1.1%

CocaCola stock opened at $79.79 on Monday. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $80.41. The business has a fifty day moving average of $73.00 and a two-hundred day moving average of $70.46. The firm has a market cap of $343.24 billion, a P/E ratio of 26.25, a P/E/G ratio of 3.35 and a beta of 0.36. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share 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 firm had revenue of $11.82 billion during the quarter, compared to analysts’ expectations of $12.04 billion. During the same period in the prior year, the business posted $0.55 EPS. The firm’s quarterly revenue 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, analysts forecast that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be issued a $0.53 dividend. The ex-dividend date is Friday, March 13th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. This is an increase from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio (DPR) is 67.11%.

Insider Buying and Selling at CocaCola

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 owned 342,546 shares of the company’s stock, valued at $26,410,296.60. The trade was a 49.65% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.90% of the company’s stock.

CocaCola 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.