Altfest L J & Co. Inc. Acquires 12,722 Shares of CocaCola Company (The) $KO

Altfest L J & Co. Inc. boosted its holdings in CocaCola Company (The) (NYSE:KO) by 78.5% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 28,930 shares of the company’s stock after acquiring an additional 12,722 shares during the quarter. Altfest L J & Co. Inc.’s holdings in CocaCola were worth $2,022,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the business. Apexium Financial LP increased its stake in CocaCola by 1.2% in the 3rd quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock worth $810,000 after acquiring an additional 142 shares during the last quarter. Prosperity Financial Group Inc. increased its stake in CocaCola by 3.9% in the 3rd quarter. Prosperity Financial Group Inc. now owns 3,957 shares of the company’s stock worth $262,000 after acquiring an additional 148 shares during the last quarter. Ashton Thomas Securities LLC increased its stake in CocaCola by 1.2% in the 3rd quarter. Ashton Thomas Securities LLC now owns 12,656 shares of the company’s stock worth $835,000 after acquiring an additional 149 shares during the last quarter. Diversified Enterprises LLC increased its stake in CocaCola by 1.0% in the 3rd quarter. Diversified Enterprises LLC now owns 14,656 shares of the company’s stock worth $972,000 after acquiring an additional 150 shares during the last quarter. Finally, Capital Management Associates Inc increased its stake in CocaCola by 4.0% in the 3rd quarter. Capital Management Associates Inc now owns 3,915 shares of the company’s stock worth $260,000 after acquiring an additional 150 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages have weighed in on KO. Royal Bank Of Canada set a $87.00 target price on CocaCola in a research note on Wednesday, February 11th. Jefferies Financial Group increased their price objective on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research report on Monday, March 16th. Citigroup increased their price objective on CocaCola from $85.00 to $87.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Weiss Ratings reiterated a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. Finally, Barclays increased their price objective on CocaCola from $77.00 to $83.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. 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 data from MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $85.00.

Insider Activity at CocaCola

In related news, CEO James Quincey sold 250,688 shares of the stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.14, for a total transaction 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 represents a 47.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Monica Howard Douglas sold 23,880 shares of the stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $77.37, for a total value of $1,847,595.60. Following the sale, the executive vice president owned 17,725 shares of the company’s stock, valued at $1,371,383.25. This represents a 57.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 892,925 shares of company stock worth $70,254,796 over the last three months. Corporate insiders own 0.90% of the company’s stock.

CocaCola News Roundup

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 Price Performance

Shares of CocaCola stock opened at $77.48 on Friday. 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 has a market capitalization of $333.50 billion, a PE ratio of 25.49, a price-to-earnings-growth ratio of 3.27 and a beta of 0.36. The business’s 50-day moving average price is $77.67 and its 200-day moving average price is $72.60. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.00.

CocaCola (NYSE:KO) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, beating the consensus estimate of $0.56 by $0.02. The firm had revenue of $11.82 billion for 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 company’s revenue was up 2.2% on a year-over-year basis. During the same period in the prior year, the company earned $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 business also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Friday, March 13th were issued a dividend of $0.53 per share. The ex-dividend date was Friday, March 13th. This represents a $2.12 annualized dividend and a yield of 2.7%. This is a boost from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio (DPR) is currently 69.74%.

CocaCola Company 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.