Cyndeo Wealth Partners LLC decreased its holdings in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 29.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 121,516 shares of the company’s stock after selling 51,338 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings in CocaCola were worth $8,495,000 as of its most recent SEC filing.
Other hedge funds have also added to or reduced their stakes in the company. Norges Bank bought a new stake in CocaCola during the 2nd quarter worth about $3,846,270,000. Laurel Wealth Advisors LLC grew its holdings in shares of CocaCola by 7,239.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 6,149,632 shares of the company’s stock valued at $435,086,000 after acquiring an additional 6,065,840 shares in the last quarter. Franklin Resources Inc. grew its holdings in shares of CocaCola by 15.1% in the 3rd quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company’s stock valued at $2,592,732,000 after acquiring an additional 5,135,198 shares in the last quarter. Assenagon Asset Management S.A. increased its position in shares of CocaCola by 343.3% in the third quarter. Assenagon Asset Management S.A. now owns 4,486,096 shares of the company’s stock valued at $297,518,000 after acquiring an additional 3,474,015 shares during the last quarter. Finally, Danske Bank A S bought a new stake in CocaCola during the third quarter worth about $226,443,000. Institutional investors own 70.26% of the company’s stock.
Insider Buying and Selling at CocaCola
In other news, CFO John Murphy sold 72,449 shares of the firm’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $80.52, for a total transaction of $5,833,593.48. Following the completion of the sale, the chief financial officer owned 279,917 shares in the company, valued at approximately $22,538,916.84. This trade represents a 20.56% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO James Quincey sold 250,688 shares of CocaCola 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 sale, the chief executive officer directly owned 278,155 shares of the company’s stock, valued at $22,013,186.70. The trade was a 47.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 892,925 shares of company stock worth $70,254,796. 0.97% of the stock is currently owned by corporate insiders.
Wall Street Analyst Weigh In
Check Out Our Latest Research Report on CocaCola
CocaCola News Summary
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Jefferies raised its price target on KO to $90 (from $87) and reiterated a Buy rating, citing shifting consumer trends that could help growth — a near‑term bullish signal from the Street. Jefferies Raises Coca‑Cola (KO) Target
- Positive Sentiment: Warren Buffett’s Berkshire Hathaway continues to hold Coca‑Cola and commentary highlights how time and dividends have produced strong long‑term returns — a reaffirmation of institutional confidence. Warren Buffett’s Berkshire Hathaway Is Doubling Its Money in Coca‑Cola…
- Positive Sentiment: Coca‑Cola was highlighted as a top dividend‑growth name in investor roundups, reinforcing its appeal to income and defensive investors. 3 Best Dividend Growth Stocks to Buy in March
- Neutral Sentiment: Zacks flagged rising investor attention in KO searches and summarized key data points investors should know — useful context but not a direct catalyst. CocaCola Company (The) (KO) is Attracting Investor Attention
- Neutral Sentiment: Analyst commentary pieces offer mixed takeaways on consumer staples peers and Coca‑Cola’s positioning; useful for longer‑term thesis but not an immediate market mover. Analysts Offer Insights on Consumer Goods Companies: Coca‑Cola (KO)…
- Negative Sentiment: Market coverage noted KO’s recent intraday/near‑term decline and that the stock has underperformed the broader market in recent trading sessions, contributing to downward pressure. Coca‑Cola (KO) Declines More Than Market
- Negative Sentiment: Valuation checks and coverage noting a cooled share price amid a CEO handover, Sprite’s NBA return and product launches add near‑term uncertainty that can pressure sentiment until execution is clearer. Coca‑Cola (KO) Valuation Check As Sprite Returns To NBA…
CocaCola Trading Down 1.0%
CocaCola stock opened at $74.76 on Friday. The stock has a 50-day simple moving average of $76.41 and a 200 day simple moving average of $71.65. The stock has a market capitalization of $321.80 billion, a P/E ratio of 24.59, a PEG ratio of 3.13 and a beta of 0.35. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.00.
CocaCola (NYSE:KO – Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.56 by $0.02. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The firm had revenue of $11.82 billion for the quarter, compared to analyst estimates of $12.04 billion. During the same quarter in the prior year, the company earned $0.55 earnings per share. The business’s revenue for the quarter was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Analysts expect that CocaCola Company will post 2.96 earnings per share for the current year.
CocaCola Increases Dividend
The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th will be issued a dividend of $0.53 per share. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.12 annualized dividend and a yield of 2.8%. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s payout ratio is 69.74%.
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.
Featured Articles
Receive News & Ratings for CocaCola Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for CocaCola and related companies with MarketBeat.com's FREE daily email newsletter.
