Exchange Traded Concepts LLC Has $15.90 Million Position in CocaCola Company (The) $KO

Exchange Traded Concepts LLC cut its holdings in shares of CocaCola Company (The) (NYSE:KO) by 4.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 227,423 shares of the company’s stock after selling 10,065 shares during the quarter. Exchange Traded Concepts LLC’s holdings in CocaCola were worth $15,899,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of KO. Brighton Jones LLC raised its holdings in CocaCola by 13.3% during the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after acquiring an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in CocaCola by 3.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after purchasing an additional 293 shares in the last quarter. Dynamic Technology Lab Private Ltd bought a new position in CocaCola in the first quarter valued at approximately $210,000. XTX Topco Ltd acquired a new position in shares of CocaCola during the 2nd quarter worth approximately $765,000. Finally, Northwestern Mutual Wealth Management Co. increased its position in shares of CocaCola by 2.2% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 824,684 shares of the company’s stock worth $58,346,000 after purchasing an additional 18,136 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

KO has been the subject of several recent analyst reports. Barclays increased their price objective on CocaCola from $77.00 to $83.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Truist Financial set a $85.00 target price on shares of CocaCola in a report on Wednesday, February 11th. Jefferies Financial Group upped their price target on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research report on Monday, March 16th. Royal Bank Of Canada set a $87.00 price target on shares of CocaCola in a research note on Wednesday, February 11th. Finally, Citigroup lifted their price objective on shares of CocaCola from $85.00 to $87.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. 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, the company currently has an average rating of “Buy” and an average price target of $84.60.

More CocaCola News

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 Stock Performance

KO opened at $75.70 on Friday. 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 business has a 50 day moving average of $76.84 and a 200-day moving average of $71.90. The stock has a market cap 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 earnings results 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 business had revenue of $11.82 billion for the quarter, compared to analyst estimates of $12.04 billion. During the same period in the previous year, the firm earned $0.55 EPS. The firm’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. On average, equities research analysts expect that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Increases Dividend

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

Insider Buying and Selling at CocaCola

In related news, EVP Nancy Quan sold 23,556 shares of CocaCola stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the completion of the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at approximately $17,754,735. The trade was a 9.54% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO James Quincey sold 250,688 shares of the stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.14, for a total transaction of $19,839,448.32. Following the completion of the transaction, the chief executive officer directly owned 278,155 shares in the company, valued at approximately $22,013,186.70. This represents a 47.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 892,925 shares of company stock worth $70,254,796 in the last ninety days. 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.