CocaCola Company (The) $KO Shares Bought by SageView Advisory Group LLC

Key Points

• SageView Advisory Group raised its Coca‑Cola stake by 65.6%, buying 18,183 shares to hold 45,888 shares worth about $3.04 million as of the latest 13F filing.
• Coca‑Cola boosted its quarterly dividend to $0.53 (annualized $2.12, 2.7% yield), reported an EPS beat of $0.58 vs. $0.56, and set FY‑2026 EPS guidance of 3.21–3.24.
• Material insider selling: CEO James Quincey sold 250,688 shares (~$19.8M) and company insiders have sold 892,925 shares (~$70.3M) over the past 90 days, reducing the CEO's ownership by ~47%.

SageView Advisory Group LLC lifted its holdings in CocaCola Company (The) (NYSE:KO - Free Report) by 65.6% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 45,888 shares of the company's stock after purchasing an additional 18,183 shares during the quarter. SageView Advisory Group LLC's holdings in CocaCola were worth $3,043,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Headlands Technologies LLC acquired a new stake in CocaCola in the second quarter worth about $26,000. Marquette Asset Management LLC acquired a new position in CocaCola during the 3rd quarter valued at about $27,000. Cloud Capital Management LLC acquired a new position in CocaCola during the 3rd quarter valued at about $27,000. Redmont Wealth Advisors LLC bought a new stake in shares of CocaCola during the 3rd quarter worth about $30,000. Finally, Winnow Wealth LLC bought a new stake in shares of CocaCola during the 2nd quarter worth about $43,000. 70.26% of the stock is owned by institutional investors and hedge funds.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Company momentum and dividend support: coverage notes KO’s YTD outperformance vs. the S&P, driven by pricing power, resilient beverage demand and a recent quarterly dividend raise that keeps KO attractive to income investors. Why is Coca‑Cola stock rallying
• Positive Sentiment: Recent performance and cash‑flow thesis: analysts point to a ~12.5% one‑month rise, strong brands and steady demand that underpin cash flow and dividend sustainability — supportive for long‑term holders. Coca‑Cola Stock Rises 12.5% in a Month
• Positive Sentiment: Company results and shareholder returns: 2025 results showed organic revenue growth and the firm announced its 64th consecutive dividend increase; management set FY‑2026 EPS guidance, reinforcing the income story. How Coca‑Cola’s 64th Dividend Hike
• Positive Sentiment: Longer‑term growth engine: multiple writeups highlight emerging markets (India, China, ASEAN) as key to sustained revenue expansion beyond developed markets. Are Emerging Markets Key to Coca‑Cola's Long‑Term Revenue Growth?
• Neutral Sentiment: Dividend safety comparisons vs. peers and conference presentation: useful for income allocation and nearer‑term visibility, but not likely to trigger an immediate price swing. Coke vs Pepsi: Which Dividend Is Actually Safer?
• Neutral Sentiment: Investor takeaways from management appearances: Citi conference transcript provided operational color but no major surprises for near‑term guidance. Citi conference presentation transcript
• Negative Sentiment: Insider selling: EVP Monica Howard Douglas disclosed the sale of 23,880 shares (~$1.85M at ~$77.37), cutting her stake materially — a signal some investors interpret as a near‑term negative. SEC Form 4 — Insider Sale Disclosure
• Negative Sentiment: Valuation risk after the rally: several analysts warn the stock’s premium P/E and PEG reduce upside and increase sensitivity to any earnings miss, which could cap near‑term gains. Valuation caution

Analyst Ratings Changes

Several research firms have recently issued reports on KO. Wells Fargo & Company increased their price objective on shares of CocaCola from $79.00 to $87.00 and gave the company an "overweight" rating in a report on Monday, February 9th. Evercore reissued an "outperform" rating and set a $85.00 target price on shares of CocaCola in a report on Wednesday, February 11th. Jefferies Financial Group cut their target price on CocaCola from $88.00 to $87.00 and set a "buy" rating for the company in a research report on Wednesday, February 11th. Truist Financial set a $85.00 price target on CocaCola in a research report on Wednesday, February 11th. Finally, TD Cowen restated a "buy" rating on shares of CocaCola in a report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Buy" and a consensus target price of $84.33.

CocaCola Stock Down 0.0%

KO stock opened at $77.80 on Wednesday. The firm has a market cap of $334.59 billion, a PE ratio of 25.59, a P/E/G ratio of 3.26 and a beta of 0.35. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.00. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25. The firm has a 50 day simple moving average of $75.17 and a 200 day simple moving average of $71.23.

CocaCola (NYSE:KO - Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analyst estimates of $12.04 billion. During the same quarter in the previous year, the business posted $0.55 earnings per share. The firm's quarterly revenue was up 2.2% compared to the same quarter last year. 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 fiscal year.

CocaCola Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Friday, March 13th will be issued a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date is Friday, March 13th. This is a positive change from CocaCola's previous quarterly dividend of $0.51. CocaCola's payout ratio is presently 67.11%.

Insider Activity at CocaCola

In other news, CEO James Quincey sold 250,688 shares of the company's stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.14, for a total transaction of $19,839,448.32. Following the completion of the sale, the chief executive officer directly owned 278,155 shares of the company's stock, valued at $22,013,186.70. This represents a 47.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Bruno Pietracci sold 28,765 shares of the stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total value of $2,284,228.65. The SEC filing for this sale provides additional information. Insiders sold 892,925 shares of company stock valued at $70,254,796 over the last ninety days. Company insiders own 0.90% of the company's stock.

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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