Diversify Advisory Services LLC Trims Stake in CocaCola Company (The) $KO

Diversify Advisory Services LLC cut its position in shares of CocaCola Company (The) (NYSE:KO) by 11.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 93,251 shares of the company’s stock after selling 12,522 shares during the period. Diversify Advisory Services LLC’s holdings in CocaCola were worth $6,338,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also made changes to their positions in the company. ProVise Management Group LLC grew its holdings in CocaCola by 0.7% during the 3rd quarter. ProVise Management Group LLC now owns 87,624 shares of the company’s stock worth $5,811,000 after acquiring an additional 598 shares in the last quarter. B. Metzler seel. Sohn & Co. AG increased its position in CocaCola by 2.3% during the 3rd quarter. B. Metzler seel. Sohn & Co. AG now owns 4,043,006 shares of the company’s stock valued at $268,132,000 after purchasing an additional 91,750 shares during the period. Rathbones Group PLC raised its holdings in shares of CocaCola by 0.8% in the 3rd quarter. Rathbones Group PLC now owns 5,752,319 shares of the company’s stock valued at $381,494,000 after purchasing an additional 48,098 shares in the last quarter. Dynamic Technology Lab Private Ltd lifted its position in shares of CocaCola by 82.3% in the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company’s stock worth $3,296,000 after purchasing an additional 22,444 shares during the period. Finally, Vinva Investment Management Ltd lifted its position in shares of CocaCola by 8.1% in the 3rd quarter. Vinva Investment Management Ltd now owns 267,398 shares of the company’s stock worth $17,659,000 after purchasing an additional 20,141 shares during the period. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Citi reaffirmed a buy on KO / stayed constructive on the name, which supports demand from institutional and growth‑oriented analysts. Read More.
• Positive Sentiment: Coca‑Cola’s recent dividend raise and coverage as a Dividend King/Aristocrat reinforce its appeal to income investors and conservative portfolios; that steady payout profile is a structural positive for valuation support. Read More.
• Positive Sentiment: Analysts and trade pieces highlight KO’s digital transformation (marketing, supply‑chain, analytics) as a potential multi‑quarter margin catalyst — a reason for longer‑term upside if execution cuts costs and boosts mix. Read More.
• Positive Sentiment: Street support and raised targets (multiple firms have buy/overweight ratings and higher price targets, leaving a consensus target above the current price) provide analyst backing for the shares. Read More.
• Neutral Sentiment: Feature pieces show KO is a “trending” name and gets investor attention — useful context for flows but not an immediate fundamental catalyst. Read More.
• Neutral Sentiment: Commentary on an alternate Coca‑Cola‑related listing described as a “monster stock” may attract growth‑oriented flows to related tickers but doesn’t materially change KO’s staples profile. Read More.
• Negative Sentiment: Large, disclosed insider sales this week (CEO James Quincey, EVP Nancy Quan, Bruno Pietracci, CFO reports) represent a clear near‑term sentiment headwind and likely source of fresh supply into the market. Read More.
• Negative Sentiment: Coverage tied these insider sells to immediate selling pressure and short‑term price drops in several headlines, amplifying downside risk for traders focused on near‑term momentum. Read More.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on KO. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $83.00 price objective on shares of CocaCola in a report on Thursday, January 29th. Evercore reaffirmed an “outperform” rating and set a $85.00 target price on shares of CocaCola in a research report on Wednesday, February 11th. Morgan Stanley reiterated an “overweight” rating and issued a $87.00 price target on shares of CocaCola in a report on Wednesday, February 11th. Jefferies Financial Group reduced their price target on CocaCola from $88.00 to $87.00 and set a “buy” rating for the company in a research report on Wednesday, February 11th. Finally, TD Cowen restated a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $84.33.

CocaCola Trading Up 0.1%

NYSE KO opened at $77.11 on Monday. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.00. The company has a 50 day moving average price of $74.86 and a 200 day moving average price of $71.12. 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 $331.63 billion, a PE ratio of 25.37, a price-to-earnings-growth ratio of 3.23 and a beta of 0.35.

CocaCola (NYSE:KO) last announced its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share 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 company had revenue of $11.82 billion during the quarter, compared to the consensus estimate of $12.04 billion. During the same period last year, the firm earned $0.55 earnings per share. CocaCola’s revenue 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, sell-side analysts forecast that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be given a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend is Friday, March 13th. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s payout ratio is 67.11%.

Insider Activity

In other CocaCola news, EVP Beatriz R. Perez sold 21,326 shares of the firm’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $80.75, for a total value of $1,722,074.50. Following the completion of the sale, the executive vice president owned 173,728 shares of the company’s stock, valued at approximately $14,028,536. This trade represents a 10.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Nancy Quan sold 23,556 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total value of $1,872,702.00. Following the sale, the executive vice president owned 223,330 shares in the company, valued at $17,754,735. The trade was a 9.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 869,045 shares of company stock worth $68,407,201 over the last quarter. Company 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.