CoreCap Advisors LLC Has $3.04 Million Stock Holdings in CocaCola Company (The) $KO

CoreCap Advisors LLC trimmed its position in shares of CocaCola Company (The) (NYSE:KO) by 55.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 43,473 shares of the company’s stock after selling 54,759 shares during the period. CoreCap Advisors LLC’s holdings in CocaCola were worth $3,039,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC raised its stake in shares of CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after purchasing an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in shares of CocaCola by 3.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after buying an additional 293 shares in the last quarter. Dynamic Technology Lab Private Ltd acquired a new position in CocaCola in the first quarter worth approximately $210,000. American Century Companies Inc. increased its holdings in CocaCola by 13.5% in the second quarter. American Century Companies Inc. now owns 736,084 shares of the company’s stock worth $52,078,000 after buying an additional 87,714 shares during the last quarter. Finally, XTX Topco Ltd bought a new position in CocaCola during the second quarter valued at approximately $765,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

Trending Headlines about 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

Analyst Ratings Changes

Several analysts have commented on the stock. UBS Group boosted their target price on shares of CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Evercore restated an “outperform” rating and set a $85.00 price target on shares of CocaCola in a report on Wednesday, February 11th. Morgan Stanley set a $88.00 price objective on shares of CocaCola in a research note on Wednesday, March 11th. JPMorgan Chase & Co. upped their price objective on shares of CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. Finally, TD Cowen reissued a “buy” rating on shares of CocaCola in a research report on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $84.60.

CocaCola Trading Up 1.3%

Shares of KO stock opened at $75.70 on Friday. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.00. The company has a market cap of $325.81 billion, a PE ratio of 24.90, a price-to-earnings-growth 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. The business’s 50 day moving average is $76.84 and its two-hundred day moving average is $71.87.

CocaCola (NYSE:KO) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.56 by $0.02. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The business had revenue of $11.82 billion during the quarter, compared to the consensus estimate of $12.04 billion. During the same period in the prior year, the firm earned $0.55 EPS. CocaCola’s quarterly revenue was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Equities analysts predict that CocaCola Company will post 2.96 EPS for the current year.

CocaCola Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be given a $0.53 dividend. This is an increase from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend is Friday, March 13th. CocaCola’s dividend payout ratio (DPR) is 69.74%.

Insider Buying and Selling

In other CocaCola news, 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 value of $2,284,228.65. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO James Quincey sold 250,688 shares of CocaCola stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.14, for a total value of $19,839,448.32. Following the completion of the transaction, the chief executive officer directly owned 278,155 shares in the company, valued at approximately $22,013,186.70. This represents a 47.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 892,925 shares of company stock valued at $70,254,796 in the last quarter. Insiders own 0.90% of the company’s stock.

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.