Leo Wealth LLC Grows Holdings in CocaCola Company (The) $KO

Leo Wealth LLC lifted its stake in shares of CocaCola Company (The) (NYSE:KO) by 68.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,459 shares of the company’s stock after buying an additional 12,420 shares during the quarter. Leo Wealth LLC’s holdings in CocaCola were worth $2,129,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Franklin Resources Inc. grew its holdings in CocaCola by 15.1% during the 3rd quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company’s stock worth $2,592,732,000 after acquiring an additional 5,135,198 shares in the last quarter. Assenagon Asset Management S.A. raised its stake in shares of CocaCola by 343.3% in the 3rd quarter. Assenagon Asset Management S.A. now owns 4,486,096 shares of the company’s stock valued at $297,518,000 after purchasing an additional 3,474,015 shares in the last quarter. Danske Bank A S acquired a new stake in shares of CocaCola in the 3rd quarter valued at about $226,443,000. Danica Pension Livsforsikringsaktieselskab bought a new position in shares of CocaCola during the third quarter worth about $161,130,000. Finally, SG Americas Securities LLC grew its stake in CocaCola by 288.1% in the fourth quarter. SG Americas Securities LLC now owns 3,025,595 shares of the company’s stock worth $211,519,000 after purchasing an additional 2,245,959 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Defensive‑sector tailwind: analysis highlights consumer staples like KO outperforming as recession odds rise, supporting demand for KO’s steady dividends and low beta. As Recession Odds Climb, Defensive Sectors Continue to Outperform (KO)
• Positive Sentiment: Dividend credibility: Coca‑Cola is featured among “safest dividend aristocrats,” reinforcing appeal to income investors who value the company’s long dividend growth record. The 5 Safest Dividend Aristocrats Are Perfect For Retirees Needing Growth & Income
• Positive Sentiment: Brand/marketing initiative: Coke Florida rolled out limited‑edition America250 cans — a consumer/PR boost that can help share gains in local markets and supports brand engagement. Coca‑Cola Beverages Florida Unveils America250 Commemorative Cans
• Neutral Sentiment: Analyst/coverage attention: pieces from Zacks and Yahoo revisit KO’s valuation and status as a trending stock — they raise investor awareness but offer mixed signals on near‑term upside. Is Trending Stock CocaCola Company (The) (KO) a Buy Now?
• Neutral Sentiment: Market‑wide commentary: a Motley Fool piece on buying blue‑chip weakness notes broad market softness; such macro pressure can create buying opportunities but doesn’t single out KO materially. Two Blue Chip Stocks I’d Buy Into This Week’s Weakne
• Negative Sentiment: Dividend sustainability concern: coverage questions whether the recent $0.53 quarterly dividend increase is fully supported by earnings and cash flow, raising the risk that higher payout expectations pressure valuation if growth slows. Investors focused on payout ratios and free cash flow should dig into the company’s guidance and capital allocation plans. Is Coca‑Cola Paying More in Dividends Than It Can Afford?

Insider Transactions at CocaCola

In other 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 completion of the transaction, the chief financial officer owned 279,917 shares in the company, valued at approximately $22,538,916.84. This represents a 20.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Monica Howard Douglas sold 23,880 shares of the stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 17,725 shares in the company, valued at approximately $1,371,383.25. This trade represents a 57.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 892,925 shares of company stock valued at $70,254,796 over the last three months. 0.90% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on KO. TD Cowen reissued a “buy” rating on shares of CocaCola in a report on Wednesday, February 11th. Citigroup lifted their target price on CocaCola from $85.00 to $87.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft boosted their price target on CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a report on Monday, March 30th. Royal Bank Of Canada set a $87.00 price target on CocaCola in a research report on Wednesday, February 11th. Finally, Barclays raised 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. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $84.80.

CocaCola Stock Performance

Shares of NYSE KO opened at $76.68 on Monday. 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’s 50-day moving average price is $77.30 and its two-hundred day moving average price is $72.26. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.00. The stock has a market capitalization of $330.03 billion, a P/E ratio of 25.22, a P/E/G ratio of 3.24 and a beta of 0.36.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, beating the consensus estimate of $0.56 by $0.02. The company had revenue of $11.82 billion during the quarter, compared to analyst estimates of $12.04 billion. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The business’s revenue was up 2.2% compared to the same quarter last year. During the same period in the prior year, the company earned $0.55 earnings per share. 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 earnings per share for the current year.

CocaCola Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Friday, March 13th were paid a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date was Friday, March 13th. This is an increase from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio (DPR) is currently 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.