CocaCola Company (The) $KO Position Lifted by RIA Advisory Group LLC

Key Points

• Q1 beat and outlook: Coca‑Cola topped Q1 estimates with $0.86 EPS vs $0.81 and $12.47B revenue (up 11.4%), set FY2026 EPS guidance of 3.240–3.270, prompted multiple analyst price‑target upgrades and declared a $0.53 quarterly dividend (2.7% yield).
• Mixed ownership signals: RIA Advisory Group raised its KO stake 23.6% to 111,216 shares (~$7.78M), while insiders sold 892,925 shares worth about $70.25M over the past three months, even as institutions hold 70.26% of the stock.

RIA Advisory Group LLC lifted its stake in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 23.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 111,216 shares of the company's stock after acquiring an additional 21,257 shares during the period. CocaCola accounts for approximately 1.9% of RIA Advisory Group LLC's portfolio, making the stock its 9th biggest position. RIA Advisory Group LLC's holdings in CocaCola were worth $7,775,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of KO. Headlands Technologies LLC acquired a new stake in shares of CocaCola during the 2nd quarter worth about $26,000. Marquette Asset Management LLC acquired a new stake in shares of CocaCola during the 3rd quarter worth about $27,000. Daytona Street Capital LLC acquired a new stake in shares of CocaCola during the 4th quarter worth about $29,000. Cloud Capital Management LLC acquired a new stake in shares of CocaCola during the 3rd quarter worth about $27,000. Finally, Elevated Capital Advisors LLC acquired a new stake in shares of CocaCola during the 4th quarter worth about $30,000. Hedge funds and other institutional investors own 70.26% of the company's stock.

Insider Buying and Selling

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

Analyst Ratings Changes

A number of analysts recently issued reports on the company. Weiss Ratings reissued a "buy (b-)" rating on shares of CocaCola in a research report on Thursday, January 22nd. Wells Fargo & Company raised their price objective on CocaCola from $79.00 to $87.00 and gave the stock an "overweight" rating in a research report on Monday, February 9th. UBS Group raised their price objective on CocaCola from $90.00 to $92.00 and gave the stock a "buy" rating in a research report on Wednesday. Morgan Stanley set a $88.00 price objective on CocaCola in a research report on Wednesday, March 11th. Finally, Jefferies Financial Group raised their price objective on CocaCola from $87.00 to $90.00 and gave the stock a "buy" rating in a research report on Monday, March 16th. Fifteen equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock currently has a consensus rating of "Buy" and an average target price of $86.27.

CocaCola Stock Down 0.2%

Shares of NYSE:KO opened at $78.62 on Friday. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.25. The firm has a market capitalization of $338.40 billion, a PE ratio of 24.72, a price-to-earnings-growth ratio of 3.19 and a beta of 0.35. The firm's 50-day moving average is $77.12 and its two-hundred day moving average is $73.57. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.00.

CocaCola (NYSE:KO - Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.81 by $0.05. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The company had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. During the same period in the prior year, the firm earned $0.73 earnings per share. The business's revenue for the quarter was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Analysts predict that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be given a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola's dividend payout ratio (DPR) is currently 66.67%.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Q1 results beat expectations: Coca‑Cola reported stronger-than-expected Q1 revenue and EPS (double‑digit top‑line growth) that drove positive sentiment around durable growth and near-term guidance. Is Coca‑Cola a Buy, Hold, or Sell After Its Q1 2026 Earnings Report?
• Positive Sentiment: Dividend increase/quarterly dividend declared: KO declared a quarterly dividend (record June 15; payable July 1), reinforcing its dividend‑king status and supporting income investor demand.
• Positive Sentiment: Analysts are raising targets and ratings after earnings: Several firms have lifted price targets and reiterated/raised ratings following the Q1 beat, signaling analyst confidence in growth momentum. Example coverage of these upgrades is here. Morgan Stanley raises Coca‑Cola stock price target after earnings
• Positive Sentiment: Additional shop‑window coverage and buy recommendations: TD Cowen, JPMorgan and Barclays commentary mentioned in recent coverage has been constructive (higher targets / buy or overweight stances), which can help sustain buying interest. Is The Coca‑Cola Company (KO) One of the Best Large Cap Dividend Growth Stocks to Invest in?
• Neutral Sentiment: Shareowners re‑elected the board and rejected several ESG proposals at the annual meeting — the outcome supports current management strategy but leaves ESG activists disappointed; it’s governance news that may matter to some institutional holders. Coca‑Cola Shareowners Back Board, Reject ESG Proposals
• Negative Sentiment: Some analysts are cautious: Goldman Sachs has a Hold on KO, which could cap near‑term upside and weigh on momentum despite the broader wave of upgrades. Coca‑Cola (KO) Gets a Hold from Goldman Sachs

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.

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