Hantz Financial Services Inc. trimmed its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 4.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 184,184 shares of the company’s stock after selling 8,771 shares during the quarter. Hantz Financial Services Inc.’s holdings in CocaCola were worth $12,215,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Brighton Jones LLC raised its holdings in CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after buying an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC increased its position in shares of 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 acquiring an additional 293 shares during the period. Dynamic Technology Lab Private Ltd bought a new position in shares of CocaCola during the first quarter valued at about $210,000. Grimes & Company Inc. boosted its holdings in shares of CocaCola by 10.9% during the second quarter. Grimes & Company Inc. now owns 26,140 shares of the company’s stock worth $1,849,000 after purchasing an additional 2,563 shares during the period. Finally, Belpointe Asset Management LLC grew its stake in shares of CocaCola by 1.0% in the second quarter. Belpointe Asset Management LLC now owns 37,086 shares of the company’s stock worth $2,624,000 after purchasing an additional 357 shares during the last quarter. Institutional investors own 70.26% of the company’s stock.
Trending Headlines about CocaCola
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Q4/quarterly results topped estimates with pricing helping margins — a direct driver of the stock’s strength. Coca‑Cola tops estimates as pricing lifts
- Positive Sentiment: Unusual options activity: traders bought roughly 68,341 call options (≈35% above typical call volume), signaling short‑term bullish positioning from derivatives traders.
- Positive Sentiment: Stock momentum: recent reports note KO hit an all‑time high as steady demand and pricing tailwinds bolster investor confidence. Coca‑Cola Stock (KO) Hits All‑Time High — Can the Rally Keep Going?
- Positive Sentiment: Dividend profile remains a tailwind — KO is cited among long‑term dividend buys (Dividend King status supports income‑oriented investor demand). The 2 Best Dividend Stocks to Buy Now and Hold Forever
- Neutral Sentiment: Upcoming/expected earnings event — the company was expected to announce quarterly results, keeping focus on guidance and organic volume trends. Event risk can amplify moves in either direction. CocaCola (KO) Expected to Announce Quarterly Earnings on Tuesday
- Neutral Sentiment: Analysts and commentary are re‑pricing valuation as shares strengthen into earnings and amid a CEO transition — watch multiples vs. peers for justification of higher prices. Assessing Coca‑Cola (KO) Valuation As Shares Strengthen Ahead Of Earnings And CEO Transition
- Negative Sentiment: Prediction markets flagged regulatory scrutiny related to Coca‑Cola’s Super Bowl plans — potential regulatory headlines could create volatility or reputational risk. Prediction Markets Put Coca‑Cola Super Bowl Plans Under Regulatory Spotlight
- Negative Sentiment: CEO transition raised fresh investor questions about valuation and debt risks — succession clarity and debt management will be watched closely by the market. Coca‑Cola CEO Shift Raises Fresh Questions On Valuation And Debt Risks
Analysts Set New Price Targets
Check Out Our Latest Report on KO
Insider Activity at CocaCola
In other news, COO Henrique Braun sold 40,390 shares of the stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $70.93, for a total value of $2,864,862.70. Following the sale, the chief operating officer directly owned 62,621 shares of the company’s stock, valued at approximately $4,441,707.53. This represents a 39.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Manuel Arroyo sold 139,689 shares of CocaCola stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $70.80, for a total value of $9,889,981.20. Following the completion of the transaction, the executive vice president directly owned 58,067 shares of the company’s stock, valued at approximately $4,111,143.60. This represents a 70.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 211,704 shares of company stock valued at $15,005,595 in the last 90 days. Corporate insiders own 0.90% of the company’s stock.
CocaCola Price Performance
Shares of NYSE KO opened at $76.96 on Wednesday. The company has a 50 day simple moving average of $71.01 and a two-hundred day simple moving average of $69.58. CocaCola Company has a fifty-two week low of $62.35 and a fifty-two week high of $77.50. The company has a market capitalization of $331.05 billion, a price-to-earnings ratio of 25.48, a P/E/G ratio of 3.87 and a beta of 0.36. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.00 and a current ratio of 1.21.
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.
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