Greenup Street Wealth Management LLC Buys 35,788 Shares of CocaCola Company (The) $KO

Greenup Street Wealth Management LLC lifted its stake in CocaCola Company (The) (NYSE:KO) by 921.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 39,670 shares of the company’s stock after purchasing an additional 35,788 shares during the quarter. Greenup Street Wealth Management LLC’s holdings in CocaCola were worth $2,773,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the stock. TCV Trust & Wealth Management Inc. boosted its position in shares of CocaCola by 1.3% in the 4th quarter. TCV Trust & Wealth Management Inc. now owns 46,001 shares of the company’s stock worth $3,216,000 after purchasing an additional 583 shares in the last quarter. Kagan Cocozza Asset Management boosted its position in shares of CocaCola by 2.0% in the 4th quarter. Kagan Cocozza Asset Management now owns 10,874 shares of the company’s stock worth $760,000 after purchasing an additional 211 shares in the last quarter. Choreo LLC boosted its position in shares of CocaCola by 1.5% in the 4th quarter. Choreo LLC now owns 266,704 shares of the company’s stock worth $18,688,000 after purchasing an additional 3,895 shares in the last quarter. Aldebaran Financial Inc. boosted its position in shares of CocaCola by 16.1% in the 4th quarter. Aldebaran Financial Inc. now owns 14,877 shares of the company’s stock worth $1,042,000 after purchasing an additional 2,060 shares in the last quarter. Finally, HF Advisory Group LLC boosted its position in shares of CocaCola by 5.5% in the 4th quarter. HF Advisory Group LLC now owns 9,386 shares of the company’s stock worth $656,000 after purchasing an additional 493 shares in the last quarter. 70.26% of the stock is owned by institutional investors.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Sharp drop in short interest — Short interest fell ~14% to ~46.2M shares as of March 31, reducing the % of shares short to ~1.1% and lowering the days‑to‑cover to ~2.8; this reduces downside squeeze risk and can be supportive for the stock.
• Positive Sentiment: Analyst upgrades and bullish notes — Recent analyst activity includes at least one upgrade that pushed the stock up in recent sessions and UBS saying KO is likely to rise, which can lift investor sentiment. Analyst Upgrade
• Positive Sentiment: Brand and marketing push — Coca‑Cola launched the yearlong America250 campaign (state‑themed packaging, events, community programs) that aims to reinforce brand relevance and drive consumer engagement in the U.S. over 2026. America250 Campaign
• Neutral Sentiment: Short‑term market moves and coverage pieces — Several market writeups note recent intraday gains and KO’s relative performance vs. peers; useful for context but not necessarily directional catalysts. Market Coverage
• Neutral Sentiment: Analyst chatter on timing — Retail pieces discussing whether to buy ahead of upcoming dates create trading interest but are not company fundamentals. Investor Advice
• Negative Sentiment: BofA sees regional divergence; UCV below consensus — Bank of America expects Q1 underlying consumption volumes roughly flat to slightly down (-0.2% year‑over‑year), with strength in NA/EMEA offset by Asia weakness; this forecast is below Visible Alpha consensus and could pressure near‑term expectations. BofA Demand Note
• Negative Sentiment: Small earnings revision downward — Erste Group trimmed FY‑2026 EPS modestly (from $3.23 to $3.22), a minor downgrade but indicative of cautious analyst sentiment; could temper investor expectations. Erste Group Estimate Cut

Analyst Ratings Changes

A number of brokerages have recently commented on KO. Morgan Stanley set a $88.00 price target on CocaCola in a research report on Wednesday, March 11th. Truist Financial set a $85.00 price objective on CocaCola in a research report on Wednesday, February 11th. Evercore reaffirmed an “outperform” rating and issued a $85.00 price objective on shares of CocaCola in a research report on Wednesday, February 11th. UBS Group upped their price objective on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research report on Tuesday, April 7th. Finally, JPMorgan Chase & Co. upped their price objective on CocaCola from $79.00 to $83.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $85.00.

CocaCola Stock Performance

KO stock opened at $77.48 on Friday. The stock has a market capitalization of $333.50 billion, a PE ratio of 25.49, a price-to-earnings-growth ratio of 3.27 and a beta of 0.36. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $82.00. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23. The stock’s 50 day simple moving average is $77.67 and its 200 day simple moving average is $72.60.

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

CocaCola Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th were issued a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.7%. The ex-dividend date of this dividend was Friday, March 13th. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s payout ratio is currently 69.74%.

Insider Activity

In other news, insider Bruno Pietracci sold 28,765 shares of the stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total transaction of $2,284,228.65. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Monica Howard Douglas sold 23,880 shares of the stock in a transaction 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 directly owned 17,725 shares in the company, valued at $1,371,383.25. The trade was a 57.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 892,925 shares of company stock worth $70,254,796. Insiders own 0.90% of the company’s stock.

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.