Assetmark Inc. Boosts Stake in CocaCola Company (The) $KO

Key Points

• Assetmark Inc. increased its stake in Coca‑Cola by 12.5% in Q4 to 336,564 shares worth about $23.53 million, and institutional investors now own roughly 70.26% of the company.
• Coca‑Cola raised its quarterly dividend to $0.53 (annualized $2.12, yield ~2.8%), reported Q results with EPS $0.58 beating estimates by $0.02 while revenue missed at $11.82B, and the consensus analyst rating is a Buy with an average target of $85 and FY26 guidance of $3.210–3.240 EPS.
• Insider selling has been notable recently — insiders sold about 892,925 shares in the last 90 days (including CFO and EVP transactions) and now own roughly 0.90% of the stock, which could weigh on sentiment.

Assetmark Inc. grew its stake in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 12.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 336,564 shares of the company's stock after buying an additional 37,326 shares during the quarter. Assetmark Inc.'s holdings in CocaCola were worth $23,529,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Brighton Jones LLC boosted 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 valued at $2,433,000 after purchasing an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in CocaCola by 3.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company's stock valued at $548,000 after acquiring an additional 293 shares during the period. Dynamic Technology Lab Private Ltd purchased a new position in CocaCola during the 1st quarter valued at about $210,000. Jump Financial LLC lifted its position in CocaCola by 450.5% during the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company's stock valued at $2,800,000 after acquiring an additional 32,392 shares during the period. Finally, Osterweis Capital Management Inc. lifted its position in CocaCola by 548.2% during the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company's stock valued at $75,000 after acquiring an additional 899 shares during the period. Hedge funds and other institutional investors own 70.26% of the company's stock.

CocaCola Stock Down 0.8%

KO opened at $75.30 on Thursday. 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 firm has a 50 day moving average price of $77.63 and a 200-day moving average price of $72.80. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $82.00. The stock has a market capitalization of $324.09 billion, a price-to-earnings ratio of 24.77, a PEG ratio of 3.21 and a beta of 0.36.

CocaCola (NYSE:KO - Get Free Report) last released its quarterly earnings data 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. 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 analysts' expectations of $12.04 billion. During the same period in the previous year, the company earned $0.55 earnings per share. The firm's quarterly revenue was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Equities research analysts forecast that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Increases Dividend

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

Insiders Place Their Bets

In other CocaCola news, CFO John Murphy sold 99,437 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $80.42, for a total value of $7,996,723.54. Following the transaction, the chief financial officer directly owned 410,550 shares in the company, valued at approximately $33,016,431. This trade represents a 19.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Nancy Quan sold 23,556 shares of the 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 owned 223,330 shares in the company, valued at $17,754,735. The trade was a 9.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 892,925 shares of company stock valued at $70,254,796. 0.90% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

KO has been the subject of a number of recent research reports. Jefferies Financial Group lifted their price target on shares of CocaCola from $87.00 to $90.00 and gave the company a "buy" rating in a research report on Monday, March 16th. Citigroup lifted their price target on shares of CocaCola from $85.00 to $87.00 and gave the company a "buy" rating in a research report on Wednesday, February 11th. Barclays lifted their price target on shares of CocaCola from $77.00 to $83.00 and gave the company an "overweight" rating in a research report on Thursday, February 12th. Weiss Ratings reissued a "buy (b-)" rating on shares of CocaCola in a research report on Thursday, January 22nd. Finally, Truist Financial set a $85.00 target price on shares of CocaCola in a report on Wednesday, February 11th. Fifteen analysts have rated the stock with a Buy rating, According to MarketBeat, the stock currently has a consensus rating of "Buy" and an average price target of $85.00.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: UBS raised its price target on KO to $90 (from $87) and kept a Buy rating, citing improving trends across consumer staples—this provides analyst support for upside. UBS Turns Slightly More Positive on Coca-Cola (KO), Notes Improving Trends
• Positive Sentiment: Coca‑Cola is highlighted as a high‑yield/dividend pick in several income-focused roundups, reinforcing demand from dividend investors seeking steady cash flow. 3 High Yield Dividend Paying Stocks Perfect For Passive Income
• Positive Sentiment: Articles noting Coca‑Cola’s status as a long‑term Berkshire holding and its multi‑decade dividend growth support the stock’s defensive, recession‑resistant narrative. Tariffs, Oil Shocks, Recessions -- These 2 Warren Buffett Stocks Don't Care
• Positive Sentiment: Dividend‑king coverage lists KO as a top buy for income investors, supporting demand from conservative portfolios and long‑term holders. These 2 Dividend Kings Are My Top Buys for April 2026
• Neutral Sentiment: Coca‑Cola appointed Tapaswee Chandele as global chief people officer effective May 1; leadership continuity and HR focus are unlikely to move the stock materially in the short term. The Coca-Cola Company Selects New Global Chief People Officer
• Neutral Sentiment: Coverage explaining the personnel change and what it means for investors reiterates stable long‑term metrics (dividend history, multi‑year returns) but doesn’t change near‑term fundamentals. Coca-Cola’s New People Chief And What It Means For KO Investors
• Negative Sentiment: Seeking Alpha published a piece framing KO as a downgrade scenario ("Buy for the dividend, hold for upside (Downgrade)"), which can prompt short‑term selling from momentum/quant funds sensitive to rating language. Coca-Cola: Buy For The Dividend, Hold For The Upside (Downgrade)
• Negative Sentiment: Zacks notes weakening North America demand and asks whether global growth can offset regional softness—this operational headwind is the primary near‑term risk pressuring the stock. North America Demand Weakens: Can KO Offset it With Global Growth?

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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