CocaCola Company (The) $KO Stock Position Lowered by Caprock Group LLC

Caprock Group LLC lessened its position in CocaCola Company (The) (NYSE:KO) by 13.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 55,825 shares of the company’s stock after selling 8,405 shares during the quarter. Caprock Group LLC’s holdings in CocaCola were worth $3,903,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in KO. Farther Finance Advisors LLC increased its stake in CocaCola by 38.1% in the 4th quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock valued at $7,802,000 after buying an additional 30,786 shares during the period. Dynamic Technology Lab Private Ltd increased its stake in shares of CocaCola by 82.3% during the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company’s stock worth $3,296,000 after purchasing an additional 22,444 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. increased its stake in shares of CocaCola by 2.9% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company’s stock worth $136,086,000 after purchasing an additional 57,407 shares during the last quarter. Nicola Wealth Management LTD. grew its stake in CocaCola by 42.3% in the 3rd quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company’s stock valued at $12,269,000 after buying an additional 55,000 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. grew its stake in CocaCola by 1.9% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 10,408,798 shares of the company’s stock valued at $690,311,000 after buying an additional 198,886 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Profiles Coca‑Cola as a dependable dividend payer, reinforcing demand from income investors amid market volatility. These 5 Stocks Pay You Even When You’re Sleeping
• Positive Sentiment: Notes Coca‑Cola’s steady organic growth through 2025 and accelerating performance of its Zero Sugar lineup — a product trend investors can point to for growth potential. Got 5,000? Coca‑Cola vs. PepsiCo – One Has Quietly Outperformed for a Decade
• Positive Sentiment: Company-branded experiential marketing in Canada (“Canada House by Coca‑Cola”) aims to drive seasonal engagement and local sales during summer events — a modest near‑term catalyst for regional revenue. Shark Club Vancouver Launches ‘Canada House by Coca‑Cola’
• Positive Sentiment: Articles highlighting decade‑long dividend income from KO reinforce the stock’s appeal to long‑term income investors, supporting valuation resilience. Here’s How Much Dividend Income You’d Have Collected If You’d Bought 100 Shares of Coca‑Cola 10 Years Ago
• Positive Sentiment: Aggregate analyst coverage remains constructive—KO has an average “Buy” recommendation which can support investor confidence. CocaCola Company (The) (NYSE:KO) Receives Average Recommendation of “Buy” from Analysts
• Neutral Sentiment: Analysts and research pieces are digging beyond EPS/revenue into unit volumes, concentrate sales and pricing trends ahead of Q1 — these operational metrics will drive short‑term moves more than headline EPS. Exploring Analyst Estimates for Coca‑Cola (KO) Q1 Earnings, Beyond Revenue and EPS
• Neutral Sentiment: Pre‑earnings commentary (UBS and others) expects resilience in Q1 — consensus EPS estimates are a watch item, but meeting them may only confirm the status quo. Coca‑Cola Q1 earnings set to show resilience amid uncertain backdrop
• Neutral Sentiment: Comparative pieces on KO vs. Monster (MNST) highlight differences in growth profiles and risk exposure; useful context for portfolio positioning but not an immediate stock driver. Coca‑Cola vs. Monster Beverage: Which Stock Is the Better Investment?
• Neutral Sentiment: One article in the feed tagged KO appears to be about Apple leadership changes and is irrelevant to Coca‑Cola fundamentals. Ternus the Page: Apple’s Engineering Prodigy Takes the Reins
• Negative Sentiment: Recent intraday weakness was reported on 4/21, underscoring short‑term volatility and the potential for profit‑taking ahead of Q1 results. Coca‑Cola (KO) Falls More Steeply Than Broader Market

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on KO shares. Weiss Ratings reiterated a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. Citigroup raised their target price on shares of CocaCola from $85.00 to $87.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Royal Bank Of Canada set a $87.00 target price on shares of CocaCola in a research note on Wednesday, February 11th. TD Cowen reiterated a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. Finally, Jefferies Financial Group raised their target price on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research note on Monday, March 16th. Fifteen research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, CocaCola currently has an average rating of “Buy” and a consensus target price of $85.00.

Insider Transactions at CocaCola

In other CocaCola news, CEO James Quincey sold 250,688 shares of the stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.14, for a total value of $19,839,448.32. Following the completion of the sale, the chief executive officer directly owned 278,155 shares of the company’s stock, valued at $22,013,186.70. This represents a 47.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Nancy Quan sold 23,556 shares of the stock in a transaction on 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 directly owned 223,330 shares of the company’s stock, valued at approximately $17,754,735. This trade represents a 9.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 892,925 shares of company stock worth $70,254,796. 0.90% of the stock is currently owned by insiders.

CocaCola Stock Performance

NYSE:KO opened at $76.31 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. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.00. The firm’s fifty day simple moving average is $77.27 and its 200 day simple moving average is $73.13. The firm has a market capitalization of $328.44 billion, a PE ratio of 25.10, a PEG ratio of 3.15 and a beta of 0.36.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share for the quarter, beating analysts’ consensus estimates of $0.56 by $0.02. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The firm had revenue of $11.82 billion during the quarter, compared to the consensus estimate of $12.04 billion. During the same period in the prior year, the firm earned $0.55 EPS. The business’s revenue was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, sell-side analysts anticipate that CocaCola Company will post 3.23 EPS for the current year.

CocaCola Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th were issued a $0.53 dividend. This is a boost from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend was Friday, March 13th. This represents a $2.12 dividend on an annualized basis and a yield of 2.8%. CocaCola’s payout ratio 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.