Cwm LLC Boosts Position in CocaCola Company (The) $KO

Key Points

• Cwm LLC increased its stake in Coca‑Cola by 20%, adding 120,174 shares to hold 721,031 shares valued at about $50.4 million at quarter‑end.
• Corporate insiders have been net sellers, disposing of 892,925 shares worth roughly $70.25 million over the past three months (insiders now own ~0.90% of the stock).
• Coca‑Cola raised its quarterly dividend to $0.53 (annualized $2.12, ~2.8% yield), and analysts remain mostly positive with a consensus "Buy" rating and an average target of $85.

Cwm LLC boosted its holdings in CocaCola Company (The) (NYSE:KO - Free Report) by 20.0% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 721,031 shares of the company's stock after buying an additional 120,174 shares during the period. Cwm LLC's holdings in CocaCola were worth $50,407,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Headlands Technologies LLC purchased a new position in CocaCola in the second quarter valued at approximately $26,000. Marquette Asset Management LLC purchased a new stake in shares of CocaCola in the third quarter worth about $27,000. Daytona Street Capital LLC purchased a new stake in shares of CocaCola in the fourth quarter worth about $29,000. Cloud Capital Management LLC purchased a new stake in shares of CocaCola in the third quarter worth about $27,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new stake in shares of CocaCola in the third quarter worth about $31,000. Hedge funds and other institutional investors own 70.26% of the company's stock.

Insider Buying and Selling at CocaCola

In other news, EVP Monica Howard Douglas sold 23,880 shares of the firm's stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $77.37, for a total transaction of $1,847,595.60. Following the completion of the sale, the executive vice president owned 17,725 shares of the company's stock, valued at approximately $1,371,383.25. This trade represents a 57.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Nancy Quan sold 23,556 shares of the firm's stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the sale, the executive vice president directly owned 223,330 shares of the company's stock, valued at $17,754,735. The trade was a 9.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 892,925 shares of company stock valued at $70,254,796. Corporate insiders own 0.90% of the company's stock.

CocaCola Trading Down 0.8%

KO opened at $75.30 on Thursday. The firm has a market capitalization of $324.09 billion, a P/E ratio of 24.77, a P/E/G ratio of 3.21 and a beta of 0.36. The firm's 50 day moving average is $77.63 and its 200-day moving average is $72.80. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.00. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23.

CocaCola (NYSE:KO - Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.56 by $0.02. The company had revenue of $11.82 billion for the quarter, compared to analyst estimates of $12.04 billion. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The business's quarterly revenue was up 2.2% on a year-over-year basis. During the same quarter last year, the firm posted $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Analysts expect that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th were given a dividend of $0.53 per share. The ex-dividend date of this dividend was Friday, March 13th. This is an increase from CocaCola's previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.8%. CocaCola's dividend payout ratio is 69.74%.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. Evercore reaffirmed an "outperform" rating and issued a $85.00 target price on shares of CocaCola in a research report on Wednesday, February 11th. Barclays lifted their price objective on shares of CocaCola from $77.00 to $83.00 and gave the company an "overweight" rating in a research note on Thursday, February 12th. Weiss Ratings reiterated a "buy (b-)" rating on shares of CocaCola in a research note on Thursday, January 22nd. JPMorgan Chase & Co. lifted their price objective on shares of CocaCola from $79.00 to $83.00 and gave the company an "overweight" rating in a research note on Wednesday, February 11th. Finally, Jefferies Financial Group lifted their price objective on shares of CocaCola from $87.00 to $90.00 and gave the company a "buy" rating in a research note on Monday, March 16th. Fifteen investment analysts have rated the stock with a Buy rating, According to MarketBeat, CocaCola presently has a consensus rating of "Buy" and an average target price of $85.00.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: UBS raised its price target on KO to $90 (from $87) and kept a Buy rating, citing improving trends across consumer staples—this provides analyst support for upside. UBS Turns Slightly More Positive on Coca-Cola (KO), Notes Improving Trends
• Positive Sentiment: Coca‑Cola is highlighted as a high‑yield/dividend pick in several income-focused roundups, reinforcing demand from dividend investors seeking steady cash flow. 3 High Yield Dividend Paying Stocks Perfect For Passive Income
• Positive Sentiment: Articles noting Coca‑Cola’s status as a long‑term Berkshire holding and its multi‑decade dividend growth support the stock’s defensive, recession‑resistant narrative. Tariffs, Oil Shocks, Recessions -- These 2 Warren Buffett Stocks Don't Care
• Positive Sentiment: Dividend‑king coverage lists KO as a top buy for income investors, supporting demand from conservative portfolios and long‑term holders. These 2 Dividend Kings Are My Top Buys for April 2026
• Neutral Sentiment: Coca‑Cola appointed Tapaswee Chandele as global chief people officer effective May 1; leadership continuity and HR focus are unlikely to move the stock materially in the short term. The Coca-Cola Company Selects New Global Chief People Officer
• Neutral Sentiment: Coverage explaining the personnel change and what it means for investors reiterates stable long‑term metrics (dividend history, multi‑year returns) but doesn’t change near‑term fundamentals. Coca-Cola’s New People Chief And What It Means For KO Investors
• Negative Sentiment: Seeking Alpha published a piece framing KO as a downgrade scenario ("Buy for the dividend, hold for upside (Downgrade)"), which can prompt short‑term selling from momentum/quant funds sensitive to rating language. Coca-Cola: Buy For The Dividend, Hold For The Upside (Downgrade)
• Negative Sentiment: Zacks notes weakening North America demand and asks whether global growth can offset regional softness—this operational headwind is the primary near‑term risk pressuring the stock. North America Demand Weakens: Can KO Offset it With Global Growth?

CocaCola Company 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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