Private Capital Advisors Inc. Has $716,000 Holdings in CocaCola Company (The) $KO

Private Capital Advisors Inc. lowered its stake in shares of CocaCola Company (The) (NYSE:KO) by 40.0% in the third quarter, Holdings Channel.com reports. The firm owned 10,800 shares of the company’s stock after selling 7,200 shares during the period. Private Capital Advisors Inc.’s holdings in CocaCola were worth $716,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Headlands Technologies LLC bought a new position in shares of CocaCola in the second quarter valued at approximately $26,000. Marquette Asset Management LLC purchased a new stake in CocaCola in the 3rd quarter valued at $27,000. Cloud Capital Management LLC purchased a new position in CocaCola during the 3rd quarter worth $27,000. Redmont Wealth Advisors LLC bought a new stake in shares of CocaCola in the 3rd quarter worth $30,000. Finally, MMA Asset Management LLC purchased a new stake in shares of CocaCola in the second quarter valued at about $34,000. 70.26% of the stock is owned by institutional investors.

CocaCola Stock Performance

NYSE:KO opened at $80.46 on Thursday. The company has a market capitalization of $346.04 billion, a P/E ratio of 26.47, a P/E/G ratio of 3.38 and a beta of 0.36. The business has a fifty day simple moving average of $73.60 and a two-hundred day simple moving average of $70.68. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $81.09.

CocaCola (NYSE:KO) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share 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 during the quarter, compared to the consensus estimate of $12.04 billion. During the same quarter in the prior year, the company earned $0.55 EPS. 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. On average, analysts expect that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be paid a $0.53 dividend. The ex-dividend date is 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 dividend yield of 2.6%. CocaCola’s dividend payout ratio is 67.11%.

Insider Activity

In related news, CEO James Quincey sold 337,824 shares of CocaCola stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total value of $26,046,230.40. Following the completion of the transaction, the chief executive officer directly owned 342,546 shares in the company, valued at approximately $26,410,296.60. The trade was a 49.65% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.97% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. Bank of America upped their price objective on shares of CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Barclays boosted their target price on CocaCola from $77.00 to $83.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Citigroup increased their price target on CocaCola from $85.00 to $87.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $83.00 price objective on shares of CocaCola in a research report on Thursday, January 29th. Finally, Truist Financial set a $85.00 target price on CocaCola in a research report on Wednesday, February 11th. 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 data from MarketBeat.com, CocaCola currently has an average rating of “Buy” and an average target price of $84.33.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Zacks Research raised multiple near‑ and multi‑year EPS forecasts for KO (Q1/Q2 2026–2027 and FY2026–FY2028), incrementally boosting FY2026–FY2028 outlooks and signaling slightly stronger earnings momentum than previously expected.
• Positive Sentiment: BodyArmor (a Coca‑Cola brand) was named the official sports drink of NCAA March Madness and plans a new product launch — a distribution/marketing win that could support growth in the sports‑hydration category. Coca‑Cola Resets Hydration Brands As New CEO Team Takes Shape
• Neutral Sentiment: The company will present at the Citi 2026 Global Consumer & Retail Conference on March 9 (CFO John Murphy), offering investors a scheduled opportunity for management commentary and potential guidance color. Coca‑Cola Announces Participation in Citi 2026 Global Consumer & Retail Conference
• Neutral Sentiment: Industry/peer commentary may influence relative valuation flows — recent reads compare KO to PepsiCo and discuss Keurig Dr Pepper’s strategic moves; these pieces provide context but are not company‑specific catalysts. PepsiCo vs. Coca‑Cola: Which Beverage Giant Wins the Cola War? Keurig Dr Pepper’s Split Plan Could Unlock Hidden Value
• Negative Sentiment: Short interest rose noticeably in February (≈41.2M shares, +21.5% vs. late January), increasing potential selling pressure and volatility despite low % of float shorted (≈1.0%) and a modest days‑to‑cover (~1.8 days).
• Negative Sentiment: Coca‑Cola temporarily halted U.S. availability of Topo Chico mineral water to upgrade production, which could pressure near‑term sales in the sparkling/mineral water category while facilities are updated. Coca‑Cola Resets Hydration Brands As New CEO Team Takes Shape

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.