Frank Rimerman Advisors LLC Grows Stock Holdings in CocaCola Company (The) $KO

Frank Rimerman Advisors LLC grew its stake in CocaCola Company (The) (NYSE:KO) by 103.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 61,403 shares of the company’s stock after acquiring an additional 31,294 shares during the period. Frank Rimerman Advisors LLC’s holdings in CocaCola were worth $4,293,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Headlands Technologies LLC purchased a new stake in shares of CocaCola in the second quarter valued at approximately $26,000. Marquette Asset Management LLC purchased a new position in CocaCola during the 3rd quarter worth $27,000. Cloud Capital Management LLC purchased a new position in CocaCola during the 3rd quarter worth $27,000. Redmont Wealth Advisors LLC bought a new stake in CocaCola during the 3rd quarter valued at $30,000. Finally, KERR FINANCIAL PLANNING Corp bought a new stake in CocaCola during the 3rd quarter valued at $31,000. 70.26% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at CocaCola

In other news, EVP Monica Howard Douglas sold 23,880 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $77.37, for a total transaction of $1,847,595.60. Following the completion of the sale, the executive vice president owned 17,725 shares in the company, valued at approximately $1,371,383.25. This represents a 57.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Bruno Pietracci sold 28,765 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total value of $2,284,228.65. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 892,925 shares of company stock valued at $70,254,796. Corporate insiders own 0.90% of the company’s stock.

CocaCola Stock Down 0.3%

NYSE:KO opened at $76.05 on Wednesday. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $82.00. The stock has a market capitalization of $327.31 billion, a P/E ratio of 25.01, a P/E/G ratio of 3.19 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. The company’s 50-day simple moving average is $77.04 and its 200-day simple moving average is $72.05.

CocaCola (NYSE:KO) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 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 firm had revenue of $11.82 billion during the quarter, compared to analyst estimates of $12.04 billion. During the same quarter in the previous year, the business 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. On average, equities analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

The company 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 $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 yield of 2.8%. The ex-dividend date of this dividend is Friday, March 13th. CocaCola’s dividend payout ratio is presently 69.74%.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on KO. Weiss Ratings reissued a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. Wells Fargo & Company lifted their price objective on CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a report on Monday, February 9th. Royal Bank Of Canada set a $87.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. JPMorgan Chase & Co. increased their target price 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, Evercore reissued an “outperform” rating and set a $85.00 target price 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 issued a Buy rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $84.80.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Deutsche Bank raised its price target on KO to $86 and put a Buy rating on the stock — a clear analyst endorsement that boosts upside expectations and can support the share price. Deutsche Bank raises KO price target to $86
• Positive Sentiment: Coca‑Cola is expanding Fairlife production capacity to meet strong demand, which supports revenue and margin outlooks in its premium dairy business. Coca‑Cola expands Fairlife production capacity
• Positive Sentiment: Institutional coverage is highlighting KO as a defensive pick (low beta, steady dividends), which can attract inflows during market volatility and support relative outperformance. Barclays names top 4 defensive stocks
• Neutral Sentiment: Analysts and outlets are noting KO’s ramp of AI and cloud across the value chain — improvements to execution, insights and innovation but not a wholesale tech pivot; this supports efficiency and growth potential but is execution‑dependent. Does Coca‑Cola’s AI and Cloud Push Signal a New Tech‑Led Growth Phase?
• Neutral Sentiment: Technical/price commentary says KO is building momentum after a pullback and holding key support levels — helpful for traders but not a fundamental catalyst. KO price forecast: momentum builds after pullback
• Neutral Sentiment: Dividend‑stock comparisons (PepsiCo vs Coca‑Cola) and model analyses keep KO on income investors’ radars — supports steady demand but not an immediate price driver. PepsiCo vs Coca‑Cola: The better dividend stock
• Negative Sentiment: Coca‑Cola announced a CEO transition tied to the next phase of AI/digital growth and is creating a chief digital officer role — leadership change raises near‑term uncertainty around execution and valuation while signaling a strategic shift that will take time to prove out. Coca‑Cola CEO shift puts AI and valuation in fresh focus
• Negative Sentiment: Some headlines urge caution despite KO’s outperformance (reasons to watch and one to be cautious), highlighting valuation and macro risks that could pressure shares amid broader market weakness. 2 reasons to watch KO and 1 to stay cautious

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.