Amiral Gestion Invests $1.84 Million in CocaCola Company (The) $KO

Amiral Gestion acquired a new stake in CocaCola Company (The) (NYSE:KO) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 26,250 shares of the company’s stock, valued at approximately $1,835,000. CocaCola accounts for 0.7% of Amiral Gestion’s investment portfolio, making the stock its 21st largest position.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Headlands Technologies LLC bought a new stake in CocaCola in the second quarter valued at approximately $26,000. Marquette Asset Management LLC acquired a new position in shares of CocaCola in the 3rd quarter worth approximately $27,000. Cloud Capital Management LLC bought a new stake in shares of CocaCola in the 3rd quarter valued at $27,000. Redmont Wealth Advisors LLC acquired a new stake in shares of CocaCola during the third quarter worth $30,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new stake in shares of CocaCola during the third quarter worth $31,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Energy‑drink positioning seen as growth catalyst — media picks KO (alongside KDP) as a defensive energy‑drink play that could stabilize returns in 2026 thanks to product innovation and portfolio momentum. Buy 2 Energy Drink Stocks to Stabilize Your Portfolio Returns in 2026
• Positive Sentiment: Long‑term income case highlighted — investment commentary emphasizes KO’s wide moat, steady earnings growth and reliable dividend, supporting buy‑and‑hold appeal for income investors. Could Buying Coca‑Cola Today Set You Up for Life?
• Positive Sentiment: Dividend narrative remains a tailwind — personal‑finance pieces continue to model KO as a straightforward way to generate passive income, keeping investor demand among yield‑seeking holders. How much to invest in Coca‑Cola for $1,000 annual dividends in 2026
• Neutral Sentiment: Mixed capital allocation and ESG focus — Coca‑Cola committed up to $650M to expand Fairlife production (growth/capex) while facing a wave of shareholder proposals on sustainability, plastics, DEI and ingredient risk ahead of the annual meeting. This is a mixed catalyst: growth investment but increased governance/sustainability scrutiny. Should Coca‑Cola’s Fairlife Expansion And ESG Scrutiny Require Action From Coca‑Cola (KO) Investors?
• Neutral Sentiment: Wall Street sentiment generally constructive — analyst commentary referenced by outlets shows bullish leanings, which can support sentiment but may already be priced in. Wall Street Bulls Look Optimistic About Coca‑Cola (KO): Should You Buy?
• Negative Sentiment: CEO succession risk — CEO James Quincey says AI acceleration was a factor in his decision to step down, signaling a need for new leadership with AI expertise; leadership transitions can increase near‑term uncertainty about strategy and execution. Major outgoing CEOs are citing AI as a factor in their decisions to step down

CocaCola Stock Up 1.3%

KO opened at $75.70 on Friday. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $82.00. The company’s 50-day moving average price is $76.84 and its two-hundred day moving average price is $71.87. The stock has a market cap of $325.81 billion, a price-to-earnings ratio of 24.90, a PEG ratio of 3.12 and a beta of 0.35. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23.

CocaCola (NYSE:KO) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, topping 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 company had revenue of $11.82 billion for the quarter, compared to analysts’ expectations of $12.04 billion. During the same quarter in the previous year, the firm posted $0.55 EPS. CocaCola’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. As a group, equities analysts expect that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be paid a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.8%. The ex-dividend date is Friday, March 13th. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio is currently 69.74%.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the stock. Jefferies Financial Group boosted their target price on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a report on Monday, March 16th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $83.00 price objective on shares of CocaCola in a research note on Thursday, January 29th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. JPMorgan Chase & Co. lifted their target price on CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. Finally, Morgan Stanley set a $88.00 price target on CocaCola in a report on Wednesday, March 11th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company’s stock. According to data from MarketBeat, CocaCola has a consensus rating of “Buy” and an average price target of $84.60.

Insider Buying and Selling

In other news, CFO John Murphy sold 72,449 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $80.52, for a total value of $5,833,593.48. Following the sale, the chief financial officer owned 279,917 shares of the company’s stock, valued at $22,538,916.84. The trade was a 20.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Bruno Pietracci sold 28,765 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total transaction of $2,284,228.65. The SEC filing for this sale provides additional information. Insiders have sold a total of 892,925 shares of company stock worth $70,254,796 in the last quarter. 0.90% of the stock is currently owned by company insiders.

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.