Spartan Planning & Wealth Management Takes $611,000 Position in CocaCola Company (The) $KO

Spartan Planning & Wealth Management purchased a new stake in CocaCola Company (The) (NYSE:KO) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 8,740 shares of the company’s stock, valued at approximately $611,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Dynamic Technology Lab Private Ltd raised its position in CocaCola by 82.3% during the third quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company’s stock valued at $3,296,000 after buying an additional 22,444 shares during the period. Mirae Asset Global Investments Co. Ltd. grew its position in 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 in 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 valued at $12,269,000 after buying an additional 55,000 shares during the period. Sumitomo Mitsui Trust Group Inc. lifted its position in CocaCola by 1.9% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 10,408,798 shares of the company’s stock worth $690,311,000 after buying an additional 198,886 shares in the last quarter. Finally, Yeomans Consulting Group Inc. grew its holdings in shares of 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 acquiring an additional 32,478 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Insider Buying and Selling

In related news, insider Bruno Pietracci sold 28,765 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total transaction of $2,284,228.65. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO James Quincey sold 250,688 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $79.14, for a total value of $19,839,448.32. Following the completion of the sale, the chief executive officer directly owned 278,155 shares in the company, valued at $22,013,186.70. This trade represents a 47.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 892,925 shares of company stock valued at $70,254,796 in the last quarter. Insiders own 0.90% of the company’s stock.

CocaCola Trading Down 1.0%

NYSE:KO opened at $74.76 on Monday. The company’s 50 day moving average is $76.41 and its 200-day moving average is $71.67. 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 Company has a 12 month low of $65.35 and a 12 month high of $82.00. The firm has a market cap of $321.80 billion, a price-to-earnings ratio of 24.59, a P/E/G ratio of 3.13 and a beta of 0.35.

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

CocaCola Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th will be issued a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.8%. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date is Friday, March 13th. CocaCola’s dividend payout ratio is currently 69.74%.

Analysts Set New Price Targets

KO has been the subject of several recent research reports. UBS Group increased their price objective on CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. JPMorgan Chase & Co. raised their price target on CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. Wells Fargo & Company increased their price objective on CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a report on Monday, February 9th. Truist Financial set a $85.00 target price on shares of CocaCola in a research note on Wednesday, February 11th. Finally, Jefferies Financial Group raised their price target on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a report on Monday, March 16th. One analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. Based on data from MarketBeat, CocaCola presently has an average rating of “Buy” and a consensus price target of $84.60.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Jefferies raised its price target on KO to $90 (from $87) and reiterated a Buy rating, citing shifting consumer trends that could help growth — a near‑term bullish signal from the Street. Jefferies Raises Coca‑Cola (KO) Target
• Positive Sentiment: Warren Buffett’s Berkshire Hathaway continues to hold Coca‑Cola and commentary highlights how time and dividends have produced strong long‑term returns — a reaffirmation of institutional confidence. Warren Buffett’s Berkshire Hathaway Is Doubling Its Money in Coca‑Cola…
• Positive Sentiment: Coca‑Cola was highlighted as a top dividend‑growth name in investor roundups, reinforcing its appeal to income and defensive investors. 3 Best Dividend Growth Stocks to Buy in March
• Neutral Sentiment: Zacks flagged rising investor attention in KO searches and summarized key data points investors should know — useful context but not a direct catalyst. CocaCola Company (The) (KO) is Attracting Investor Attention
• Neutral Sentiment: Analyst commentary pieces offer mixed takeaways on consumer staples peers and Coca‑Cola’s positioning; useful for longer‑term thesis but not an immediate market mover. Analysts Offer Insights on Consumer Goods Companies: Coca‑Cola (KO)…
• Negative Sentiment: Market coverage noted KO’s recent intraday/near‑term decline and that the stock has underperformed the broader market in recent trading sessions, contributing to downward pressure. Coca‑Cola (KO) Declines More Than Market
• Negative Sentiment: Valuation checks and coverage noting a cooled share price amid a CEO handover, Sprite’s NBA return and product launches add near‑term uncertainty that can pressure sentiment until execution is clearer. Coca‑Cola (KO) Valuation Check As Sprite Returns To NBA…

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.