AlphaCore Capital LLC Boosts Stock Holdings in CocaCola Company (The) $KO

AlphaCore Capital LLC raised its position in shares of CocaCola Company (The) (NYSE:KO) by 55.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,162 shares of the company’s stock after acquiring an additional 7,155 shares during the quarter. AlphaCore Capital LLC’s holdings in CocaCola were worth $1,347,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Intech Investment Management LLC increased its position in shares of CocaCola by 12.4% during the third quarter. Intech Investment Management LLC now owns 246,904 shares of the company’s stock worth $16,375,000 after purchasing an additional 27,200 shares in the last quarter. Empirical Asset Management LLC boosted its stake in CocaCola by 192.4% during the 3rd quarter. Empirical Asset Management LLC now owns 23,149 shares of the company’s stock worth $1,535,000 after purchasing an additional 15,232 shares during the last quarter. Fox Run Management L.L.C. grew its holdings in shares of CocaCola by 299.7% during the third quarter. Fox Run Management L.L.C. now owns 12,106 shares of the company’s stock worth $803,000 after buying an additional 9,077 shares in the last quarter. MAI Capital Management raised its position in shares of CocaCola by 6.2% in the third quarter. MAI Capital Management now owns 516,774 shares of the company’s stock valued at $34,273,000 after buying an additional 29,955 shares during the last quarter. Finally, RWA Wealth Partners LLC raised its position in shares of CocaCola by 30.4% in the third quarter. RWA Wealth Partners LLC now owns 139,454 shares of the company’s stock valued at $9,249,000 after buying an additional 32,490 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Zacks Research raised several quarterly and annual EPS forecasts for KO (Q1/Q2 2026–2027 and FY2026–FY2028), lifting FY2027 and FY2028 estimates and nudging nearer‑term quarter estimates higher — a direct fundamental reason for positive sentiment around earnings power and forward profitability. Read More.
• Neutral Sentiment: Citi conference participation: CFO John Murphy will present at the Citi Global Consumer & Retail Conference on March 9, providing investors live access to management commentary and an earnings‑cycle update (could clarify strategy and outlook but is informational rather than catalytic). Read More.
• Neutral Sentiment: Operational / strategic moves: Coca‑Cola is pausing U.S. availability of Topo Chico temporarily for production upgrades while promoting BodyArmor as the official NCAA March Madness sports drink and preparing a CEO transition — mixed near‑term supply disruption vs. marketing/brand gains and leadership change. Read More.
• Neutral Sentiment: Industry context & comparisons: Analyst pieces weighing PepsiCo vs. Coca‑Cola and coverage of Keurig Dr Pepper’s plans provide sector framing — useful for relative valuation and positioning but not company‑specific catalysts. Read More.
• Negative Sentiment: Short interest rose sharply in February — shorted shares increased ~21.5% to ~41.2M (about 1.0% of float) with a ~1.8 days‑to‑cover — that can pressure sentiment and amplify downside on weak news or earnings. Data source: Market data

Insider Buying and Selling

In other CocaCola news, CEO James Quincey sold 337,824 shares of the company’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total transaction 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.97% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. Morgan Stanley restated an “overweight” rating and issued a $87.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. Jefferies Financial Group cut their price target on CocaCola from $88.00 to $87.00 and set a “buy” rating for the company in a report on Wednesday, February 11th. Citigroup boosted their price objective on CocaCola from $85.00 to $87.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Finally, Truist Financial set a $85.00 target price on CocaCola in a research note on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average target price of $84.33.

CocaCola Stock Up 0.0%

Shares of KO opened at $80.48 on Friday. The company’s 50-day moving average price is $73.80 and its 200 day moving average price is $70.74. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $81.09. 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 cap of $346.12 billion, a P/E ratio of 26.47, a price-to-earnings-growth ratio of 3.37 and a beta of 0.36.

CocaCola (NYSE:KO) last announced 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. The business had revenue of $11.82 billion during the quarter, compared to analysts’ expectations of $12.04 billion. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The business’s revenue for the quarter was up 2.2% on a year-over-year basis. During the same period last year, the business earned $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, sell-side analysts forecast 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. Shareholders of record on Friday, March 13th will be given a $0.53 dividend. The ex-dividend date of this dividend is Friday, March 13th. This is a positive change 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%. CocaCola’s dividend payout ratio is presently 67.11%.

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.