Clearstead Advisors LLC Has $13.93 Million Position in CocaCola Company (The) $KO

Key Points

• Clearstead Advisors LLC increased its Coca-Cola stake by 8.2% in the fourth quarter, ending with 199,215 shares valued at about $13.93 million.
• Coca-Cola reported strong quarterly results, with EPS of $0.86 beating estimates and revenue of $12.47 billion topping forecasts; the company also raised its FY2026 EPS guidance to 3.240–3.270.
• Analyst sentiment remains upbeat, with multiple firms raising price targets and the stock carrying a Buy consensus rating and average price target of $86.80.

Clearstead Advisors LLC lifted its holdings in CocaCola Company (The) (NYSE:KO - Free Report) by 8.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 199,215 shares of the company's stock after purchasing an additional 15,068 shares during the period. Clearstead Advisors LLC's holdings in CocaCola were worth $13,927,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of the business. Vanguard Group Inc. lifted its stake in shares of CocaCola by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company's stock valued at $26,200,276,000 after purchasing an additional 5,886,352 shares during the last quarter. State Street Corp lifted its stake in shares of CocaCola by 0.6% in the 3rd quarter. State Street Corp now owns 165,858,003 shares of the company's stock valued at $11,083,296,000 after purchasing an additional 923,278 shares during the last quarter. Franklin Resources Inc. lifted its stake in shares of CocaCola by 15.1% in the 3rd quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company's stock valued at $2,592,732,000 after purchasing an additional 5,135,198 shares during the last quarter. Legal & General Group Plc lifted its stake in shares of CocaCola by 2.8% in the 3rd quarter. Legal & General Group Plc now owns 28,051,787 shares of the company's stock valued at $1,860,395,000 after purchasing an additional 770,235 shares during the last quarter. Finally, Invesco Ltd. lifted its stake in shares of CocaCola by 5.5% in the 3rd quarter. Invesco Ltd. now owns 26,721,843 shares of the company's stock valued at $1,772,193,000 after purchasing an additional 1,393,760 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company's stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Bank of America Securities initiated or reiterated a Buy on Coca-Cola, reinforcing confidence in the company’s earnings durability and long-term outlook. Coca-Cola (KO) Gets a Buy from Bank of America Securities
• Positive Sentiment: Articles emphasizing Coca-Cola as a dividend-growth blue chip and one of Warren Buffett’s favored holdings support the stock’s appeal as a stable, income-oriented investment. Warren Buffett earns a 20% dividend yield-on-cost with Coca-Cola stock
• Neutral Sentiment: Industry coverage notes that soft-drink companies are still navigating margin and tariff pressures, which could affect the sector but does not point to a Coca-Cola-specific problem. 5 Soft Drinks Stocks to Track Amid Margin & Tariff Pressures
• Neutral Sentiment: Several comparison and “best stock” articles kept Coca-Cola in the spotlight, including bullish long-term income lists and a KO vs. Celsius debate, but these were mostly opinion-driven rather than new fundamentals. Coca-Cola vs. Celsius: Which Consumer Goods Stock Is a Better Buy in 2026?
• Negative Sentiment: One recent article framed Coca-Cola as a potential short candidate because the shares have rallied sharply and now trade near highs, raising valuation concerns despite solid fundamentals. Coca-Cola or Philip Morris: Which Is the Better Short Bet Right Now?

Insider Activity at CocaCola

In other news, insider Bruno Pietracci sold 28,765 shares of the business's stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total transaction of $2,284,228.65. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Nancy Quan sold 31,625 shares of the business's stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the transaction, the executive vice president owned 223,330 shares in the company, valued at approximately $18,074,096.90. The trade was a 12.40% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders have sold 786,726 shares of company stock worth $62,547,977. Insiders own 0.90% of the company's stock.

CocaCola Stock Performance

Shares of KO opened at $81.56 on Monday. The company has a market capitalization of $350.90 billion, a PE ratio of 25.65, a price-to-earnings-growth ratio of 3.26 and a beta of 0.35. CocaCola Company has a one year low of $65.35 and a one year high of $82.66. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. The company's fifty day moving average price is $77.41 and its 200 day moving average price is $74.70.

CocaCola (NYSE:KO - Get Free Report) last announced 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 27.80% and a return on equity of 40.55%. The firm had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter last year, the firm posted $0.73 EPS. The business's quarterly 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 3.26 earnings per share for the current year.

CocaCola Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be issued a dividend of $0.53 per share. The ex-dividend date is Monday, June 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.6%. CocaCola's payout ratio is presently 66.67%.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Wells Fargo & Company lifted their price objective on shares of CocaCola from $87.00 to $90.00 and gave the company an "overweight" rating in a research note on Monday, May 18th. Royal Bank Of Canada set a $87.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. Citigroup lifted their price objective on shares of CocaCola from $90.00 to $91.00 and gave the company a "buy" rating in a research note on Monday, May 18th. TD Cowen lifted their price objective on shares of CocaCola from $85.00 to $90.00 and gave the company a "buy" rating in a research note on Wednesday, April 29th. Finally, Morgan Stanley set a $88.00 price objective on shares of CocaCola in a research note on Wednesday, March 11th. Fifteen analysts have rated the stock with a Buy rating, According to data from MarketBeat, the company currently has a consensus rating of "Buy" and an average price target of $86.80.

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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