Third View Private Wealth LLC Takes Position in CocaCola Company (The) $KO

Key Points

• Third View Private Wealth LLC opened a new position in Coca‑Cola, buying 61,291 shares worth about $4.285 million during the fourth quarter, adding to a stock that is ~70% institutionally owned.
• Coca‑Cola beat quarterly EPS expectations ($0.58 vs. $0.56) but missed on revenue ($11.82B vs. $12.04B), set FY2026 guidance of EPS 3.210–3.240, and carries an average analyst price target near $85 with several recent upgrades.
• The company raised its quarterly dividend to $0.53 (annualized $2.12, ~2.8% yield), while insiders — including CEO James Quincey who sold 337,824 shares — have net sold large positions recently (892,925 shares in the last 90 days).

Third View Private Wealth LLC bought a new stake in shares of CocaCola Company (The) (NYSE:KO - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 61,291 shares of the company's stock, valued at approximately $4,285,000.

Several other hedge funds have also recently made changes to their positions in KO. Apexium Financial LP grew its holdings in CocaCola by 1.2% during the 3rd quarter. Apexium Financial LP now owns 12,154 shares of the company's stock valued at $810,000 after purchasing an additional 142 shares during the last quarter. Prosperity Financial Group Inc. grew its holdings in CocaCola by 3.9% during the 3rd quarter. Prosperity Financial Group Inc. now owns 3,957 shares of the company's stock valued at $262,000 after purchasing an additional 148 shares during the last quarter. Ashton Thomas Securities LLC grew its holdings in CocaCola by 1.2% during the 3rd quarter. Ashton Thomas Securities LLC now owns 12,656 shares of the company's stock valued at $835,000 after purchasing an additional 149 shares during the last quarter. Diversified Enterprises LLC grew its holdings in CocaCola by 1.0% during the 3rd quarter. Diversified Enterprises LLC now owns 14,656 shares of the company's stock valued at $972,000 after purchasing an additional 150 shares during the last quarter. Finally, Capital Management Associates Inc grew its holdings in CocaCola by 4.0% during the 3rd quarter. Capital Management Associates Inc now owns 3,915 shares of the company's stock valued at $260,000 after purchasing an additional 150 shares during the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

CocaCola Stock Down 1.4%

Shares of NYSE:KO opened at $76.41 on Tuesday. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.00. The stock has a market cap of $328.88 billion, a P/E ratio of 25.14, a price-to-earnings-growth ratio of 3.27 and a beta of 0.36. The business's 50 day moving average is $77.69 and its 200 day moving average is $72.71. 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 announced its quarterly earnings data 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 return on equity of 41.31% and a net margin of 27.34%.The company had revenue of $11.82 billion for the quarter, compared to analysts' expectations of $12.04 billion. During the same quarter in the prior year, the firm earned $0.55 earnings per share. CocaCola's 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. Sell-side analysts predict that CocaCola Company will post 2.96 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. This represents a $2.12 annualized dividend and a yield of 2.8%. This is an increase from CocaCola's previous quarterly dividend of $0.51. The ex-dividend date of this dividend was Friday, March 13th. CocaCola's payout ratio is currently 69.74%.

Insider Buying and Selling

In related news, CEO James Quincey sold 337,824 shares of the 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 of the company's stock, valued at $26,410,296.60. This represents a 49.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Monica Howard Douglas sold 23,880 shares of the stock in a transaction that occurred on Monday, March 9th. The stock was 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 directly owned 17,725 shares in the company, valued at approximately $1,371,383.25. This trade represents a 57.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 892,925 shares of company stock valued at $70,254,796 over the last 90 days. 0.90% of the stock is owned by insiders.

Wall Street Analyst Weigh In

KO has been the topic of several analyst reports. Morgan Stanley set a $88.00 price target on shares of CocaCola in a report on Wednesday, March 11th. Citigroup upped their price target on shares of CocaCola from $85.00 to $87.00 and gave the company a "buy" rating in a report on Wednesday, February 11th. JPMorgan Chase & Co. upped their price target on shares of CocaCola from $79.00 to $83.00 and gave the company an "overweight" rating in a report on Wednesday, February 11th. Weiss Ratings reiterated a "buy (b-)" rating on shares of CocaCola in a report on Thursday, January 22nd. Finally, UBS Group upped their price target on shares of CocaCola from $87.00 to $90.00 and gave the company a "buy" rating in a report on Tuesday, April 7th. One analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company's stock. According to MarketBeat, the company has an average rating of "Buy" and an average price target 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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