Bogart Wealth LLC Raises Stake in CocaCola Company (The) $KO

Key Points

• Bogart Wealth LLC increased its stake in Coca‑Cola by 23.4%, buying an additional 15,337 shares to hold 80,923 shares valued at about $5.66 million as of the latest 13F filing.
• Coca‑Cola beat Q1 expectations with $0.86 EPS on $12.47B revenue and raised FY2026 adjusted EPS guidance to $3.240–$3.270, while also raising the quarterly dividend to $0.53 (annualized $2.12, ~2.7% yield).
• Company insiders have been net sellers recently, including CEO James Quincey selling 250,688 shares and CFO John Murphy selling 72,449 shares, with insiders selling 892,925 shares (~$70.3M) over the last three months.

Bogart Wealth LLC boosted its holdings in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 23.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 80,923 shares of the company's stock after purchasing an additional 15,337 shares during the period. Bogart Wealth LLC's holdings in CocaCola were worth $5,657,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. First Fiduciary Investment Counsel Inc. grew its position in CocaCola by 1.2% during the 4th quarter. First Fiduciary Investment Counsel Inc. now owns 183,365 shares of the company's stock worth $12,819,000 after purchasing an additional 2,248 shares during the last quarter. Simplicity Wealth LLC grew its position in CocaCola by 20.4% during the 4th quarter. Simplicity Wealth LLC now owns 70,850 shares of the company's stock worth $4,953,000 after purchasing an additional 11,983 shares during the last quarter. Pekin Hardy Strauss Inc. grew its position in CocaCola by 9.6% during the 4th quarter. Pekin Hardy Strauss Inc. now owns 27,308 shares of the company's stock worth $1,909,000 after purchasing an additional 2,389 shares during the last quarter. Interchange Capital Partners LLC grew its position in CocaCola by 113.5% during the 4th quarter. Interchange Capital Partners LLC now owns 21,654 shares of the company's stock worth $1,514,000 after purchasing an additional 11,510 shares during the last quarter. Finally, Archer Investment Corp grew its position in CocaCola by 2.1% during the 4th quarter. Archer Investment Corp now owns 13,931 shares of the company's stock worth $974,000 after purchasing an additional 284 shares during the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola Stock Up 3.7%

KO stock opened at $78.26 on Wednesday. CocaCola Company has a one year low of $65.35 and a one year high of $82.00. The stock has a market capitalization of $336.83 billion, a PE ratio of 25.74, a price-to-earnings-growth ratio of 3.19 and a beta of 0.36. 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 has a fifty day moving average of $77.14 and a 200-day moving average of $73.44.

CocaCola (NYSE:KO - Get Free Report) last released its earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping the consensus estimate of $0.81 by $0.05. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The company had revenue of $12.47 billion during the quarter, compared to analysts' expectations of $12.28 billion. During the same quarter last year, the business earned $0.73 EPS. The business's revenue was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, analysts expect that CocaCola Company will post 3.23 EPS for the current year.

CocaCola Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th were paid a $0.53 dividend. This is a boost from CocaCola's previous quarterly dividend of $0.51. The ex-dividend date was Friday, March 13th. This represents a $2.12 annualized dividend and a dividend yield of 2.7%. CocaCola's dividend payout ratio (DPR) is 69.74%.

Insider Buying and Selling

In other news, CEO James Quincey sold 250,688 shares of the firm's stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.14, for a total value of $19,839,448.32. Following the completion of the sale, the chief executive officer owned 278,155 shares in the company, valued at approximately $22,013,186.70. This trade represents a 47.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO John Murphy sold 72,449 shares of the firm's stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $80.52, for a total transaction of $5,833,593.48. Following the completion of the sale, the chief financial officer owned 279,917 shares of the company's stock, valued at $22,538,916.84. This trade represents a 20.56% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 892,925 shares of company stock worth $70,254,796. 0.90% of the stock is currently owned by insiders.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Q1 results beat and guidance lift — KO reported $0.86 EPS vs. $0.81 expected and revenue of ~$12.47B, and it raised FY 2026 adjusted EPS guidance to $3.240–3.270, signaling confidence in demand and margin leverage. Business Wire
• Positive Sentiment: Product mix and concentrate sales supporting profit — Strong volumes for Zero Sugar and growth in concentrate sales helped revenue and margins, a key driver cited by coverage lifting the stock. Blockonomi
• Positive Sentiment: Analyst and market reaction — Several outlets note upgrades/positive takes (e.g., Bank of America reaffirming KO as a top pick) and heavy call‑option buying, amplifying upside into midday trading. Benzinga
• Neutral Sentiment: Earnings call context — Management noted the quarter included ~6 extra days and timing differences in concentrate shipments; excluding those effects, organic growth is said to be “on track” with guidance. That nuance tempers how much of the beat reflects sustainable momentum. Earnings Call Transcript
• Neutral Sentiment: Strategy/consumer focus — New CEO Henrique Braun is adjusting pack sizing and affordability initiatives (skinny sodas, mini cans) to respond to consumer trends; positive long‑term but execution and timing matter. WSJ
• Negative Sentiment: Calendar effect and regional margin pressure — Analysis flags a ~6.5% extra‑day tailwind boosting reported growth and highlights Asia Pacific margin softness; some analysts warn valuation (roughly ~23x forward) may not justify the upside if organic momentum cools. Seeking Alpha
• Negative Sentiment: Execution risks: price fatigue and volumes — Prior concerns persist that consumer fatigue from price increases and potential soft volumes in some markets could limit sustainable top‑line growth once lapping effects and shipment timing normalize. Barron's

Wall Street Analyst Weigh In

KO has been the topic of several research reports. Morgan Stanley set a $88.00 price objective on shares of CocaCola in a research report on Wednesday, March 11th. Evercore reissued an "outperform" rating and set a $85.00 price objective on shares of CocaCola in a research report on Wednesday, February 11th. Royal Bank Of Canada set a $87.00 price objective on shares of CocaCola in a research report on Wednesday, February 11th. TD Cowen reissued a "buy" rating on shares of CocaCola in a research report on Wednesday, February 11th. Finally, Weiss Ratings reissued a "buy (b-)" rating on shares of CocaCola in a research report on Thursday, January 22nd. Fifteen research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, CocaCola currently has an average rating of "Buy" and a consensus price target of $85.00.

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.

Want to see what other hedge funds are holding KO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CocaCola Company (The) (NYSE:KO - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.