CocaCola Company (The) $KO Stock Position Increased by Gradient Investments LLC

Key Points

• Gradient Investments LLC increased its stake in Coca‑Cola by 7.5% in Q4, buying 40,958 shares to hold 587,039 shares valued at about $41.04 million.
• Multiple Wall Street firms have raised price targets and ratings on KO, and the stock carries a consensus Buy with a $84.60 average target.
• Company insiders have been net sellers recently — including CEO James Quincey (337,824 shares) and EVP Monica Howard Douglas (23,880 shares) — with insiders selling 892,925 shares worth about $70.25 million in the past 90 days.

Gradient Investments LLC grew its position in CocaCola Company (The) (NYSE:KO - Free Report) by 7.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 587,039 shares of the company's stock after purchasing an additional 40,958 shares during the period. Gradient Investments LLC's holdings in CocaCola were worth $41,040,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in KO. Headlands Technologies LLC acquired a new position in shares of CocaCola during the second quarter worth approximately $26,000. Marquette Asset Management LLC acquired a new stake in CocaCola in the 3rd quarter valued at approximately $27,000. Cloud Capital Management LLC acquired a new stake in CocaCola in the 3rd quarter valued at approximately $27,000. Redmont Wealth Advisors LLC bought a new stake in CocaCola during the 3rd quarter valued at $30,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new position in CocaCola during the 3rd quarter worth $31,000. Institutional investors and hedge funds own 70.26% of the company's stock.

Wall Street Analyst Weigh In

KO has been the topic of a number of research analyst reports. Wells Fargo & Company raised their price target on CocaCola from $79.00 to $87.00 and gave the company an "overweight" rating in a report on Monday, February 9th. JPMorgan Chase & Co. upped their price objective on shares of CocaCola from $79.00 to $83.00 and gave the stock an "overweight" rating in a report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $83.00 price objective on shares of CocaCola in a report on Thursday, January 29th. Weiss Ratings reissued a "buy (b-)" rating on shares of CocaCola in a research note on Thursday, January 22nd. Finally, Citigroup boosted their price target on shares of CocaCola from $85.00 to $87.00 and gave the stock a "buy" rating in a research report on Wednesday, February 11th. One 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 stock currently has a consensus rating of "Buy" and a consensus target price of $84.60.

CocaCola Stock Down 1.0%

Shares of KO stock opened at $74.76 on Monday. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.00. 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 business's fifty day moving average is $76.41 and its 200-day moving average is $71.67. The stock has a market cap of $321.80 billion, a PE ratio of 24.59, a price-to-earnings-growth ratio of 3.13 and a beta of 0.35.

CocaCola (NYSE:KO - Get Free Report) last announced 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 return on equity of 41.31% and a net margin of 27.34%.The business had revenue of $11.82 billion during the quarter, compared to analyst estimates of $12.04 billion. During the same quarter in the prior year, the firm posted $0.55 earnings per share. The company's 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 analysts expect that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders 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 yield of 2.8%. The ex-dividend date of this dividend is Friday, March 13th. This is a positive change from CocaCola's previous quarterly dividend of $0.51. CocaCola's dividend payout ratio is currently 69.74%.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Jefferies raised its price target on KO to $90 (from $87) and reiterated a Buy rating, citing shifting consumer trends that could help growth — a near‑term bullish signal from the Street. Jefferies Raises Coca‑Cola (KO) Target
• Positive Sentiment: Warren Buffett’s Berkshire Hathaway continues to hold Coca‑Cola and commentary highlights how time and dividends have produced strong long‑term returns — a reaffirmation of institutional confidence. Warren Buffett's Berkshire Hathaway Is Doubling Its Money in Coca‑Cola...
• Positive Sentiment: Coca‑Cola was highlighted as a top dividend‑growth name in investor roundups, reinforcing its appeal to income and defensive investors. 3 Best Dividend Growth Stocks to Buy in March
• Neutral Sentiment: Zacks flagged rising investor attention in KO searches and summarized key data points investors should know — useful context but not a direct catalyst. CocaCola Company (The) (KO) is Attracting Investor Attention
• Neutral Sentiment: Analyst commentary pieces offer mixed takeaways on consumer staples peers and Coca‑Cola’s positioning; useful for longer‑term thesis but not an immediate market mover. Analysts Offer Insights on Consumer Goods Companies: Coca‑Cola (KO)...
• Negative Sentiment: Market coverage noted KO’s recent intraday/near‑term decline and that the stock has underperformed the broader market in recent trading sessions, contributing to downward pressure. Coca‑Cola (KO) Declines More Than Market
• Negative Sentiment: Valuation checks and coverage noting a cooled share price amid a CEO handover, Sprite’s NBA return and product launches add near‑term uncertainty that can pressure sentiment until execution is clearer. Coca‑Cola (KO) Valuation Check As Sprite Returns To NBA...

Insider Activity at CocaCola

In other news, EVP Monica Howard Douglas sold 23,880 shares of CocaCola stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $77.37, for a total value of $1,847,595.60. Following the transaction, the executive vice president owned 17,725 shares of the company's stock, valued at $1,371,383.25. The trade was a 57.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO James Quincey sold 337,824 shares of the business's stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the completion of the sale, the chief executive officer owned 342,546 shares in the company, valued at $26,410,296.60. The trade was a 49.65% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 892,925 shares of company stock worth $70,254,796. Company insiders own 0.90% of the company's stock.

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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