Cary Street Partners Financial LLC Has $8.14 Million Stock Holdings in CocaCola Company (The) $KO

Cary Street Partners Financial LLC grew its holdings in CocaCola Company (The) (NYSE:KO) by 8.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 122,687 shares of the company’s stock after purchasing an additional 9,608 shares during the period. Cary Street Partners Financial LLC’s holdings in CocaCola were worth $8,137,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of KO. Vanguard Group Inc. raised its stake in CocaCola by 0.4% during the third quarter. Vanguard Group Inc. now owns 368,885,160 shares of the company’s stock worth $24,464,464,000 after acquiring an additional 1,443,189 shares in the last quarter. Norges Bank bought a new stake in shares of CocaCola during the 2nd quarter valued at approximately $3,846,270,000. Legal & General Group Plc increased its position in CocaCola by 1.1% during the 2nd quarter. Legal & General Group Plc now owns 27,281,552 shares of the company’s stock worth $1,930,170,000 after purchasing an additional 285,794 shares in the last quarter. Invesco Ltd. lifted its stake in CocaCola by 10.9% in the 2nd quarter. Invesco Ltd. now owns 25,328,083 shares of the company’s stock valued at $1,791,962,000 after purchasing an additional 2,497,585 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in CocaCola by 15.0% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 18,557,659 shares of the company’s stock valued at $1,312,954,000 after buying an additional 2,423,914 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on KO shares. Evercore reiterated an “outperform” rating and issued a $85.00 price target on shares of CocaCola in a research note on Wednesday, February 11th. Royal Bank Of Canada set a $87.00 target price on CocaCola in a research report on Wednesday, February 11th. Morgan Stanley reissued an “overweight” rating and set a $87.00 price target on shares of CocaCola in a research note on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $83.00 price objective on shares of CocaCola in a research note on Thursday, January 29th. Finally, JPMorgan Chase & Co. lifted their target price on shares of CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $84.33.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Company reaffirmations and shareholder returns — Coca‑Cola extended its 64th consecutive annual dividend increase and made investor‑relations leadership changes, which supports dividend‑oriented investor demand. Coca‑Cola Extends Dividend Streak
• Positive Sentiment: Regional strength at Coca‑Cola FEMSA — strong 4Q25 results, improved ESG scores and new bond financing at the bottler support international volume/margin momentum for KO’s Latin America exposure. Coca‑Cola FEMSA Posts Strong 4Q25
• Positive Sentiment: Hydration portfolio repositioning and marketing wins — BodyArmor named official sports drink of NCAA March Madness and plans a new product; these initiatives can boost growth in premium sports hydration. Coca‑Cola Resets Hydration Brands
• Positive Sentiment: Input‑cost tailwind potential — commentary that tariff rollbacks could lower aluminum costs is a potential margin tailwind for KO’s cans‑heavy portfolio. Tariff Rollback Could Help Coca‑Cola
• Neutral Sentiment: Investor event ahead — KO will present at the Citi Global Consumer & Retail Conference (Mar 9). Management commentary and the webcast may move sentiment depending on guidance/comments. Citi Conference Participation
• Neutral Sentiment: Analyst and media comparisons — several pieces compare KO to PepsiCo and Keurig Dr Pepper (valuation and competitive positioning). These shape relative‑valuation narratives but don’t immediately change fundamentals. PepsiCo vs. Coca‑Cola Keurig Dr Pepper Split Plan
• Negative Sentiment: Rising short interest — short interest jumped ~21.5% in February to ~41.2M shares (≈1.0% of float) with ~1.8 days‑to‑cover; higher short activity can add selling pressure and amplify downside on weak catalysts.
• Negative Sentiment: Temporary production pause — Topo Chico mineral water availability is paused in the U.S. for production upgrades; short supply or execution snags could weigh on near‑term revenue in hydration categories. Topo Chico Production Pause

CocaCola Price Performance

Shares of KO opened at $80.46 on Thursday. The business has a 50-day moving average of $73.60 and a 200-day moving average of $70.68. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $81.09. The company has a market capitalization of $346.04 billion, a price-to-earnings ratio of 26.47, a price-to-earnings-growth ratio of 3.38 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.

CocaCola (NYSE:KO) last released its 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. The business had revenue of $11.82 billion during the quarter, compared to the consensus estimate of $12.04 billion. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The company’s revenue for the quarter was up 2.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.55 EPS. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, equities research analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Friday, March 13th will be paid a dividend of $0.53 per share. This is a boost from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend is Friday, March 13th. CocaCola’s payout ratio is 67.11%.

Insider Transactions at CocaCola

In other CocaCola news, 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 transaction of $26,046,230.40. Following the sale, the chief executive officer owned 342,546 shares of the company’s stock, valued at approximately $26,410,296.60. This represents a 49.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.97% of the stock is currently owned by insiders.

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.