Advisors Management Group Inc. ADV Has $1.79 Million Stock Position in CocaCola Company (The) $KO

Advisors Management Group Inc. ADV reduced its holdings in CocaCola Company (The) (NYSE:KO) by 24.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 25,644 shares of the company’s stock after selling 8,492 shares during the period. Advisors Management Group Inc. ADV’s holdings in CocaCola were worth $1,793,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of KO. Brighton Jones LLC increased its holdings in CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after buying an additional 4,591 shares during the period. Revolve Wealth Partners LLC raised its position in CocaCola by 3.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after purchasing an additional 293 shares in the last quarter. Dynamic Technology Lab Private Ltd bought a new position in CocaCola during the first quarter worth about $210,000. XTX Topco Ltd bought a new position in CocaCola during the second quarter worth about $765,000. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings in CocaCola by 2.2% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 824,684 shares of the company’s stock valued at $58,346,000 after purchasing an additional 18,136 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on KO shares. Morgan Stanley set a $88.00 target price on CocaCola in a report on Wednesday, March 11th. Evercore reaffirmed an “outperform” rating and issued a $85.00 price target on shares of CocaCola in a research note on Wednesday, February 11th. Weiss Ratings reiterated a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. Barclays increased their price objective on CocaCola from $77.00 to $83.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Finally, Royal Bank Of Canada set a $87.00 price objective on CocaCola in a report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Buy” and an average price target of $84.60.

Insider Activity

In other CocaCola news, CFO John Murphy sold 72,449 shares of the company’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $80.52, for a total transaction of $5,833,593.48. Following the transaction, the chief financial officer directly owned 279,917 shares in the company, valued at approximately $22,538,916.84. This represents a 20.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Monica Howard Douglas sold 23,880 shares of CocaCola stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $77.37, for a total transaction of $1,847,595.60. Following the sale, the executive vice president owned 17,725 shares of the company’s stock, valued at approximately $1,371,383.25. This represents a 57.40% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 892,925 shares of company stock worth $70,254,796. Corporate insiders own 0.90% of the company’s stock.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Energy‑drink positioning seen as growth catalyst — media picks KO (alongside KDP) as a defensive energy‑drink play that could stabilize returns in 2026 thanks to product innovation and portfolio momentum. Buy 2 Energy Drink Stocks to Stabilize Your Portfolio Returns in 2026
• Positive Sentiment: Long‑term income case highlighted — investment commentary emphasizes KO’s wide moat, steady earnings growth and reliable dividend, supporting buy‑and‑hold appeal for income investors. Could Buying Coca‑Cola Today Set You Up for Life?
• Positive Sentiment: Dividend narrative remains a tailwind — personal‑finance pieces continue to model KO as a straightforward way to generate passive income, keeping investor demand among yield‑seeking holders. How much to invest in Coca‑Cola for $1,000 annual dividends in 2026
• Neutral Sentiment: Mixed capital allocation and ESG focus — Coca‑Cola committed up to $650M to expand Fairlife production (growth/capex) while facing a wave of shareholder proposals on sustainability, plastics, DEI and ingredient risk ahead of the annual meeting. This is a mixed catalyst: growth investment but increased governance/sustainability scrutiny. Should Coca‑Cola’s Fairlife Expansion And ESG Scrutiny Require Action From Coca‑Cola (KO) Investors?
• Neutral Sentiment: Wall Street sentiment generally constructive — analyst commentary referenced by outlets shows bullish leanings, which can support sentiment but may already be priced in. Wall Street Bulls Look Optimistic About Coca‑Cola (KO): Should You Buy?
• Negative Sentiment: CEO succession risk — CEO James Quincey says AI acceleration was a factor in his decision to step down, signaling a need for new leadership with AI expertise; leadership transitions can increase near‑term uncertainty about strategy and execution. Major outgoing CEOs are citing AI as a factor in their decisions to step down

CocaCola Price Performance

Shares of KO stock opened at $75.70 on Friday. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.00. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23. The firm’s 50 day moving average is $76.84 and its 200-day moving average is $71.90. The firm has a market capitalization of $325.81 billion, a price-to-earnings ratio of 24.90, a PEG ratio of 3.16 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 for the quarter, topping the consensus estimate of $0.56 by $0.02. The firm had revenue of $11.82 billion during the quarter, compared to analysts’ expectations of $12.04 billion. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. CocaCola’s revenue was up 2.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.55 EPS. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Sell-side analysts forecast that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The company also recently disclosed 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. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.12 annualized dividend and a yield of 2.8%. This is an increase from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio (DPR) is presently 69.74%.

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.