13,769 Shares in CocaCola Company (The) $KO Acquired by Bingham Private Wealth LLC

Key Points

• Bingham Private Wealth LLC established a new position in Coca‑Cola (NYSE:KO) of 13,769 shares valued at about $963,000 in Q4, with other funds also adding stakes and institutional ownership at 70.26%.
• Corporate insiders sold a total of 892,925 shares worth approximately $70.25 million in the past three months — including large EVP disposals — leaving insiders with 0.90% ownership.
• Coca‑Cola beat EPS estimates ($0.58 vs. $0.56) but missed revenue, set FY2026 EPS guidance of 3.210–3.240, raised the quarterly dividend to $0.53 (2.8% yield), and carries a consensus Buy rating with a $85 price target.

Bingham Private Wealth LLC bought a new position in CocaCola Company (The) (NYSE:KO - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 13,769 shares of the company's stock, valued at approximately $963,000.

Several other hedge funds have also modified their holdings of the stock. Farther Finance Advisors LLC boosted its position in shares of CocaCola by 38.1% in the fourth quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company's stock worth $7,802,000 after acquiring an additional 30,786 shares during the last quarter. Stonehaven Wealth & Tax Solutions LLC acquired a new stake in shares of CocaCola in the fourth quarter worth approximately $218,000. Freestone Capital Holdings LLC boosted its position in shares of CocaCola by 10.7% in the fourth quarter. Freestone Capital Holdings LLC now owns 102,653 shares of the company's stock worth $7,176,000 after acquiring an additional 9,963 shares during the last quarter. Cura Wealth Advisors LLC acquired a new stake in shares of CocaCola in the fourth quarter worth approximately $227,000. Finally, Natural Investments LLC boosted its position in shares of CocaCola by 52.7% in the fourth quarter. Natural Investments LLC now owns 12,307 shares of the company's stock worth $860,000 after acquiring an additional 4,247 shares during the last quarter. 70.26% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at CocaCola

In other news, EVP Monica Howard Douglas sold 23,880 shares of the firm's stock in a transaction that occurred on Monday, March 9th. The shares were 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 of the company's stock, valued at approximately $1,371,383.25. This trade represents a 57.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Nancy Quan sold 23,556 shares of the firm's stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the sale, the executive vice president directly owned 223,330 shares of the company's stock, valued at $17,754,735. The trade was a 9.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 892,925 shares of company stock valued at $70,254,796. Corporate insiders own 0.90% of the company's stock.

CocaCola Trading Down 0.7%

KO opened at $75.91 on Wednesday. The firm has a market capitalization of $326.73 billion, a P/E ratio of 24.97, a P/E/G ratio of 3.23 and a beta of 0.36. The firm's 50 day moving average is $77.67 and its 200-day moving average is $72.78. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.00. 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 - Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.56 by $0.02. The company had revenue of $11.82 billion for the quarter, compared to analyst estimates of $12.04 billion. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The business's quarterly revenue was up 2.2% on a year-over-year basis. During the same quarter last year, the firm posted $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Analysts expect that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th were given a dividend of $0.53 per share. The ex-dividend date of this dividend was Friday, March 13th. This is an increase from CocaCola's previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.8%. CocaCola's dividend payout ratio is 69.74%.

Analyst Upgrades and Downgrades

Several research firms recently commented on KO. Jefferies Financial Group raised 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. Deutsche Bank Aktiengesellschaft raised their price target on shares of CocaCola from $83.00 to $86.00 and gave the company a "buy" rating in a report on Monday, March 30th. Weiss Ratings restated a "buy (b-)" rating on shares of CocaCola in a report on Thursday, January 22nd. Royal Bank Of Canada set a $87.00 price target on shares of CocaCola in a report on Wednesday, February 11th. Finally, Barclays raised their price target on shares of CocaCola from $77.00 to $83.00 and gave the company an "overweight" rating in a report on Thursday, February 12th. Fifteen analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock presently has a consensus rating of "Buy" and a consensus price target of $85.00.

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.

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