Kingswood Wealth Advisors LLC Purchases 23,829 Shares of CocaCola Company (The) $KO

Key Points

• Kingswood Wealth Advisors boosted its Coca‑Cola stake by 43.7%, buying 23,829 shares to hold 78,393 shares valued at about $5.48 million at the end of the quarter.
• Insiders have been net sellers: CEO James Quincey sold 337,824 shares (~$26.0M) and insiders disposed of 892,925 shares (~$70.25M) in the last quarter, leaving insider ownership at roughly 0.90%.
• Dividend and analyst sentiment: Coca‑Cola raised its quarterly dividend to $0.53 (annualized $2.12, yield ~2.8%), while analysts retain a consensus "Buy" rating with an average target near $85 and several firms boosting targets into the mid‑to‑high $80s.

Kingswood Wealth Advisors LLC boosted its position in CocaCola Company (The) (NYSE:KO - Free Report) by 43.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 78,393 shares of the company's stock after buying an additional 23,829 shares during the period. Kingswood Wealth Advisors LLC's holdings in CocaCola were worth $5,480,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Headlands Technologies LLC bought a new stake in CocaCola during the 2nd quarter worth approximately $26,000. Marquette Asset Management LLC bought a new stake in CocaCola during the 3rd quarter worth approximately $27,000. Cloud Capital Management LLC bought a new stake in CocaCola during the 3rd quarter worth approximately $27,000. Daytona Street Capital LLC bought a new stake in CocaCola during the 4th quarter worth approximately $29,000. Finally, Redmont Wealth Advisors LLC bought a new stake in CocaCola during the 3rd quarter worth approximately $30,000. 70.26% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, CEO James Quincey sold 337,824 shares of the company'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 value of $26,046,230.40. Following the transaction, the chief executive officer owned 342,546 shares in the company, valued at approximately $26,410,296.60. This represents a 49.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Monica Howard Douglas sold 23,880 shares of the company'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 value of $1,847,595.60. Following the completion of the transaction, the executive vice president owned 17,725 shares in the company, valued at approximately $1,371,383.25. The trade was a 57.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 892,925 shares of company stock valued at $70,254,796 in the last quarter. 0.90% of the stock is currently owned by company insiders.

CocaCola Price Performance

Shares of NYSE KO opened at $74.79 on Wednesday. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $82.00. The stock's 50 day moving average price is $77.40 and its 200-day moving average price is $73.10. The company has a market capitalization of $321.92 billion, a PE ratio of 24.60, a PEG ratio of 3.19 and a beta of 0.36. 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 EPS 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 for the quarter, compared to the consensus estimate of $12.04 billion. During the same quarter in the prior year, the business earned $0.55 earnings per share. CocaCola's revenue for the quarter was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, equities analysts anticipate that CocaCola Company will post 3.23 EPS for the current year.

CocaCola Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Friday, March 13th were paid a $0.53 dividend. The ex-dividend date was Friday, March 13th. This is a positive change from CocaCola's previous quarterly dividend of $0.51. This represents a $2.12 annualized dividend and a yield of 2.8%. CocaCola's dividend payout ratio (DPR) is currently 69.74%.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts give KO an average "Buy" recommendation, which supports demand for the stock ahead of earnings and can buoy sentiment. CocaCola Company The) (NYSE: KO Receives Average Recommendation of "Buy" from Analysts
• Positive Sentiment: Coverage highlighting how much dividend income a long‑term KO holder would have collected reinforces the stock's appeal to income investors and may attract buy‑and‑hold flows. Here's How Much Dividend Income You'd Have Collected If You'd Bought 100 Shares of Coca-Cola 10 Years Ago
• Positive Sentiment: Analyst previews (UBS/Zacks/Proactive) expect resiliency for Q1 (consensus EPS around $0.81), which raises the chance of an earnings beat or a steady print that could stabilize the stock. Coca-Cola Q1 earnings set to show resilience amid uncertain backdrop
• Positive Sentiment: Analyses pointing to sustainable pricing strategy (managed price/volume mix and ~4% pricing) suggest management can protect margins in a softer consumer environment. Coca‑Cola's Pricing Strategy: Sustainable in a Softening Market?
• Neutral Sentiment: Pre‑earnings commentary and valuation pieces ask whether KO is sensibly priced at ~US$75, offering balanced views for investors deciding to buy before the report. Is Coca-Cola (KO) Still Sensibly Priced After Its Recent Share Price Steadiness?
• Neutral Sentiment: Coverage noting a quiet shift in growth strategy (beyond the dividend narrative) highlights strategic initiatives that are longer‑term in nature and less likely to move the stock sharply in the day. Forget the Dividend Narrative. Coca‑Cola Has Quietly Pivoted Its Growth Strategy.
• Neutral Sentiment: Reports that a major investor (Point72) is actively reallocating raise interest in names they hold, but it's unclear how material any current position in KO is to share‑price direction. Steve Cohen's Point72 Is Aggressively Buying These 3 Stocks. Here's Why They're Worth a Closer Look
• Neutral Sentiment: Regional/portfolio news (Coca‑Cola Europacific update) is drawing attention but is more likely to affect local operations or peers than KO's global headline trading. Coca‑Cola Europacific Update Sparks Fresh Market Attention
• Negative Sentiment: Near‑term weakness: coverage reports KO trading down and "falling more steeply than the broader market" today, which reflects short‑term selling pressure ahead of the earnings release. Coca‑Cola (KO) Falls More Steeply Than Broader Market: What Investors Need to Know Coca‑Cola (KO) Falls More Steeply Than Broader Market: What Investors Need to Know (Zacks)

Analysts Set New Price Targets

KO has been the subject of a number of recent research reports. Deutsche Bank Aktiengesellschaft boosted their price objective on CocaCola from $83.00 to $86.00 and gave the stock a "buy" rating in a report on Monday, March 30th. Morgan Stanley set a $88.00 price objective on CocaCola in a report on Wednesday, March 11th. Truist Financial set a $85.00 price objective on CocaCola in a report on Wednesday, February 11th. UBS Group boosted their price objective on CocaCola from $87.00 to $90.00 and gave the stock a "buy" rating in a report on Tuesday, April 7th. Finally, Citigroup boosted their price objective on CocaCola from $85.00 to $87.00 and gave the stock a "buy" rating in a report on Wednesday, February 11th. Fifteen research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock has a consensus rating of "Buy" and an average target price of $85.00.

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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