BIP Wealth LLC Purchases 33,379 Shares of CocaCola Company (The) $KO

BIP Wealth LLC increased its position in CocaCola Company (The) (NYSE:KO) by 81.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 74,425 shares of the company’s stock after purchasing an additional 33,379 shares during the quarter. BIP Wealth LLC’s holdings in CocaCola were worth $5,203,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of KO. Brighton Jones LLC raised its holdings in shares of CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after purchasing an additional 4,591 shares during the period. Revolve Wealth Partners LLC raised its holdings 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 purchasing an additional 293 shares during the period. Dynamic Technology Lab Private Ltd bought a new stake in shares of CocaCola in the 1st quarter valued at about $210,000. Jump Financial LLC raised its holdings in shares of CocaCola by 450.5% in the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock valued at $2,800,000 after purchasing an additional 32,392 shares during the period. Finally, Baker Avenue Asset Management LP raised its holdings in shares of CocaCola by 0.6% in the 2nd quarter. Baker Avenue Asset Management LP now owns 28,523 shares of the company’s stock valued at $2,018,000 after purchasing an additional 181 shares during the period. 70.26% of the stock is owned by institutional investors.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: UBS raised its price target on KO to $90 and maintained a Buy rating, implying meaningful upside from current levels and signaling continued analyst confidence in Coca‑Cola’s fundamentals and cash returns to shareholders. Benzinga: UBS PT raise to $90
• Positive Sentiment: Deutsche Bank lifted its target to $86 (from $83) and reiterated a Buy, highlighting KO as a consistent dividend name even as it warned of broader CPG pressures — the upgrade supports the stock’s longer‑term yield and stability narrative. Deutsche Bank raises Coca‑Cola target
• Neutral Sentiment: Market commentary is debating valuation — some pieces ask whether KO around the mid‑$70s is already priced for its recent share gains, suggesting a mixed view on upside from here and the possibility of consolidation. Is It Time To Reassess Coca‑Cola at ~$77?
• Neutral Sentiment: Coverage reiterates KO’s appeal as a reliable dividend holding and a Buffett‑owned type of defensive stock — helpful for income investors but not an immediate catalyst for re‑rating. Fool: Warren Buffett stocks worth considering
• Negative Sentiment: Zacks highlights the share drop amid a broader market gain, pointing to investor concern that near‑term demand and affordability pressures could blunt volume recovery even as pricing levers get tested. Coca‑Cola stock drops despite market gains
• Negative Sentiment: Analysis flags a strategic shift from pricing‑led growth toward volume recovery as consumers face affordability headwinds; that dynamic raises short‑term revenue and margin uncertainty and helps explain selling pressure despite analyst target increases. Can Coca‑Cola balance pricing and affordability?

Insider Activity

In other CocaCola news, EVP Nancy Quan sold 23,556 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the transaction, the executive vice president owned 223,330 shares in the company, valued at $17,754,735. This represents a 9.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Bruno Pietracci sold 28,765 shares of the 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. Over the last 90 days, insiders have sold 892,925 shares of company stock worth $70,254,796. Insiders own 0.90% of the company’s stock.

Analysts Set New Price Targets

KO has been the topic of a number of research analyst reports. Wells Fargo & Company upped their target price on shares of CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a report on Monday, February 9th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a report on Thursday, January 22nd. Evercore reissued an “outperform” rating and issued a $85.00 price target on shares of CocaCola in a report on Wednesday, February 11th. Jefferies Financial Group increased their price target on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a report on Monday, March 16th. Finally, Truist Financial set a $85.00 price target on shares of CocaCola in a report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company’s stock. Based on data from MarketBeat, CocaCola currently has a consensus rating of “Buy” and a consensus target price of $85.00.

CocaCola Stock Down 1.7%

CocaCola stock opened at $75.90 on Wednesday. The stock has a market cap of $326.68 billion, a P/E ratio of 24.97, a P/E/G ratio of 3.24 and a beta of 0.36. 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 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 $77.44 and its two-hundred day moving average price is $72.40.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share for the quarter, beating the consensus estimate of $0.56 by $0.02. The firm had revenue of $11.82 billion for 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 was up 2.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.55 EPS. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, analysts expect that CocaCola Company will post 2.96 EPS for the current year.

CocaCola Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th were given a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date was Friday, March 13th. This is a boost from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio (DPR) is currently 69.74%.

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.