Apollon Wealth Management LLC Acquires 9,158 Shares of CocaCola Company (The) $KO

Apollon Wealth Management LLC lifted its position in CocaCola Company (The) (NYSE:KOFree Report) by 7.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 135,843 shares of the company’s stock after purchasing an additional 9,158 shares during the quarter. Apollon Wealth Management LLC’s holdings in CocaCola were worth $9,497,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Headlands Technologies LLC bought a new stake in CocaCola during the 2nd quarter worth approximately $26,000. Marquette Asset Management LLC acquired a new stake in shares of CocaCola in the 3rd quarter valued at approximately $27,000. Daytona Street Capital LLC acquired a new stake in CocaCola during the 4th quarter valued at $29,000. Cloud Capital Management LLC acquired a new stake in CocaCola during the 3rd quarter valued at $27,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new stake in CocaCola during the 3rd quarter valued at $31,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

  • Positive Sentiment: Sharp drop in short interest — Short interest fell ~14% to ~46.2M shares as of March 31, reducing the % of shares short to ~1.1% and lowering the days‑to‑cover to ~2.8; this reduces downside squeeze risk and can be supportive for the stock.
  • Positive Sentiment: Analyst upgrades and bullish notes — Recent analyst activity includes at least one upgrade that pushed the stock up in recent sessions and UBS saying KO is likely to rise, which can lift investor sentiment. Analyst Upgrade
  • Positive Sentiment: Brand and marketing push — Coca‑Cola launched the yearlong America250 campaign (state‑themed packaging, events, community programs) that aims to reinforce brand relevance and drive consumer engagement in the U.S. over 2026. America250 Campaign
  • Neutral Sentiment: Short‑term market moves and coverage pieces — Several market writeups note recent intraday gains and KO’s relative performance vs. peers; useful for context but not necessarily directional catalysts. Market Coverage
  • Neutral Sentiment: Analyst chatter on timing — Retail pieces discussing whether to buy ahead of upcoming dates create trading interest but are not company fundamentals. Investor Advice
  • Negative Sentiment: BofA sees regional divergence; UCV below consensus — Bank of America expects Q1 underlying consumption volumes roughly flat to slightly down (-0.2% year‑over‑year), with strength in NA/EMEA offset by Asia weakness; this forecast is below Visible Alpha consensus and could pressure near‑term expectations. BofA Demand Note
  • Negative Sentiment: Small earnings revision downward — Erste Group trimmed FY‑2026 EPS modestly (from $3.23 to $3.22), a minor downgrade but indicative of cautious analyst sentiment; could temper investor expectations. Erste Group Estimate Cut

CocaCola Stock Down 0.9%

Shares of NYSE:KO opened at $77.48 on Friday. The company has a market capitalization of $333.50 billion, a PE ratio of 25.49, a price-to-earnings-growth ratio of 3.30 and a beta of 0.36. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25. The business has a fifty day moving average price of $77.67 and a two-hundred day moving average price of $72.55. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.00.

CocaCola (NYSE:KOGet Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.56 by $0.02. The firm had revenue of $11.82 billion during the quarter, compared to the consensus estimate of $12.04 billion. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The business’s revenue for the quarter was up 2.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.55 EPS. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Analysts forecast that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th were given a dividend of $0.53 per share. The ex-dividend date of this dividend was Friday, March 13th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. This is a boost from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s payout ratio is currently 69.74%.

Insider Activity

In other news, EVP Nancy Quan sold 23,556 shares of the company’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the transaction, the executive vice president owned 223,330 shares of the company’s stock, valued at $17,754,735. This represents a 9.54% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO James Quincey sold 337,824 shares of the company’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total value of $26,046,230.40. Following the transaction, the chief executive officer directly owned 342,546 shares in the company, valued at $26,410,296.60. This represents a 49.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 892,925 shares of company stock worth $70,254,796. 0.90% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on KO shares. JPMorgan Chase & Co. lifted their target price on CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. Truist Financial set a $85.00 price target on CocaCola in a research note on Wednesday, February 11th. Morgan Stanley set a $88.00 price target on CocaCola in a research note on Wednesday, March 11th. TD Cowen reaffirmed a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. Finally, Evercore reissued an “outperform” rating and issued a $85.00 price target on shares of CocaCola in a research note on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $85.00.

Get Our Latest Stock Report on CocaCola

About CocaCola

(Free Report)

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.

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Institutional Ownership by Quarter for CocaCola (NYSE:KO)

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