Cliftonlarsonallen Wealth Advisors LLC Has $2.10 Million Stock Holdings in CocaCola Company (The) $KO

Cliftonlarsonallen Wealth Advisors LLC boosted its position in CocaCola Company (The) (NYSE:KO) by 56.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 30,002 shares of the company’s stock after buying an additional 10,843 shares during the quarter. Cliftonlarsonallen Wealth Advisors LLC’s holdings in CocaCola were worth $2,097,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Headlands Technologies LLC acquired a new stake in CocaCola in the 2nd quarter valued at approximately $26,000. Marquette Asset Management LLC acquired a new stake in CocaCola in the 3rd quarter valued at approximately $27,000. Daytona Street Capital LLC acquired a new stake in CocaCola in the 4th quarter valued at approximately $29,000. Cloud Capital Management LLC acquired a new stake in CocaCola in the 3rd quarter valued at approximately $27,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new stake in CocaCola in the 3rd quarter valued at approximately $31,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Major broker upgrades/target hikes — UBS raised its target to $90 and Deutsche Bank bumped its target to $86 and kept a Buy rating, signaling analyst confidence and providing visible upside for investors. UBS/Benzinga Coverage
• Positive Sentiment: Global marketing lift — Coca‑Cola is hosting The FIFA World Cup 2026™ Trophy Tour stop in St. Louis, a large consumer engagement event that supports brand visibility and promotional momentum ahead of a major global sporting cycle. The FIFA World Cup 2026™ Trophy Tour by Coca‑Cola
• Neutral Sentiment: Valuation/portfolio framing pieces — several outlets question whether recent price strength (~YTD gains) already reflects fundamentals; useful for investors considering entry points but not an immediate catalyst. Is It Time To Reassess Coca‑Cola (KO) At US$77…
• Neutral Sentiment: Regional affiliate note — analysis on Coca‑Cola FEMSA (KOF) highlights distribution strength in Latin America; indirectly relevant to KO via franchise exposure but more pertinent to KOF investors. Coca‑Cola FEMSA: An Irreplicable Logistics Machine…
• Negative Sentiment: Technical weakness — KO slipped below its 50‑day moving average, a short‑term bearish signal cited by multiple pieces; although it remains above the 200‑day average, momentum traders may view this as a sell trigger. Coca‑Cola Slips Below 50‑Day SMA…
• Negative Sentiment: Estimate cuts and modest analyst downtick — Erste trimmed FY2027 EPS slightly, and coverage notes estimate pressure from macro/CPG softness; small downward revisions can sap near‑term sentiment. Erste Group Estimate Revision (MarketBeat)
• Negative Sentiment: Recent intraday dips noted — headlines flagged yesterday’s decline despite broader market gains, reflecting mixed short‑term flows and profit‑taking. Coca‑Cola (KO) Stock Drops Despite Market Gains

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the company. Deutsche Bank Aktiengesellschaft lifted their target price on CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research report on Monday, March 30th. Evercore reissued an “outperform” rating and issued a $85.00 price objective on shares of CocaCola in a report on Wednesday, February 11th. Barclays increased their price objective on CocaCola from $77.00 to $83.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. TD Cowen reissued a “buy” rating on shares of CocaCola in a report on Wednesday, February 11th. Finally, UBS Group increased their price objective on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a report on Tuesday. 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 an average rating of “Buy” and an average price target of $85.00.

Insider Activity at CocaCola

In other news, EVP Nancy Quan sold 23,556 shares of CocaCola stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the completion of the transaction, the executive vice president directly owned 223,330 shares in the company, valued at approximately $17,754,735. The trade was a 9.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO John Murphy sold 99,437 shares of CocaCola stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $80.42, for a total value of $7,996,723.54. Following the transaction, the chief financial officer owned 410,550 shares of the company’s stock, valued at $33,016,431. This represents a 19.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 892,925 shares of company stock worth $70,254,796 in the last three months. 0.90% of the stock is owned by company insiders.

CocaCola Stock Performance

Shares of NYSE KO opened at $77.24 on Thursday. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.00. The stock has a 50 day moving average of $77.52 and a 200-day moving average of $72.44. The company has a market capitalization of $332.47 billion, a P/E ratio of 25.41, a P/E/G ratio of 3.24 and a beta of 0.36.

CocaCola (NYSE:KO) last issued its earnings results 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 return on equity of 41.31% and a net margin of 27.34%.The company had revenue of $11.82 billion during the quarter, compared to the consensus estimate of $12.04 billion. During the same period in the previous year, the company posted $0.55 EPS. The firm’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. As a group, equities research analysts predict 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. Stockholders of record on Friday, March 13th were paid a dividend of $0.53 per share. The ex-dividend date was Friday, March 13th. This represents a $2.12 annualized dividend and a dividend yield of 2.7%. This is an increase from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio is presently 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.