Coca-Cola Company (The) $KO Stock Position Lifted by Hollow Brook Wealth Management LLC

Hollow Brook Wealth Management LLC increased its holdings in shares of Coca-Cola Company (The) (NYSE:KO) by 80.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,270 shares of the company’s stock after buying an additional 5,483 shares during the period. Hollow Brook Wealth Management LLC’s holdings in Coca-Cola were worth $1,063,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in KO. Guardian Partners Inc. acquired a new position in shares of Coca-Cola in the second quarter worth $27,000. Horizons Wealth Management purchased a new stake in shares of Coca-Cola during the third quarter worth $31,000. Atomic Invest LLC raised its stake in shares of Coca-Cola by 38.7% in the second quarter. Atomic Invest LLC now owns 437 shares of the company’s stock valued at $36,000 after acquiring an additional 122 shares in the last quarter. Timbuktu Capital Management LLC acquired a new stake in shares of Coca-Cola in the second quarter valued at $41,000. Finally, Holos Integrated Wealth LLC boosted its holdings in Coca-Cola by 35.2% in the third quarter. Holos Integrated Wealth LLC now owns 541 shares of the company’s stock valued at $51,000 after purchasing an additional 141 shares during the period. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms recently commented on KO. JPMorgan Chase & Co. boosted their target price on Coca-Cola from $95.00 to $98.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 28th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $96.00 price target on shares of Coca-Cola in a research report on Monday, October 26th. Wells Fargo & Company increased their price target on Coca-Cola from $90.00 to $100.00 and gave the company an “overweight” rating in a research report on Wednesday. The Goldman Sachs Group reiterated a “neutral” rating and issued a $86.00 price objective (up from $82.00) on shares of Coca-Cola in a research note on Tuesday, July 28th. Finally, Morgan Stanley boosted their price objective on Coca-Cola from $100.00 to $103.00 and gave the stock an “overweight” rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $97.26.

Insider Transactions at Coca-Cola

In other news, insider Bruno Pietracci sold 111,365 shares of the firm’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $90.93, for a total transaction of $10,126,419.45. Following the sale, the insider owned 41,365 shares of the company’s stock, valued at approximately $3,761,319.45. This trade represents a 72.92% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Sanket Ray sold 9,958 shares of the firm’s stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $86.50, for a total value of $861,367.00. Following the sale, the insider directly owned 62,105 shares in the company, valued at $5,372,082.50. This trade represents a 13.82% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 171,323 shares of company stock valued at $15,507,286. 0.90% of the stock is currently owned by corporate insiders.

Coca-Cola Price Performance

Coca-Cola stock opened at $94.11 on Monday. The stock has a market cap of $404.85 billion, a P/E ratio of 27.68, a price-to-earnings-growth ratio of 3.67 and a beta of 0.28. The company has a fifty day simple moving average of $89.47 and a 200-day simple moving average of $82.07. Coca-Cola Company has a 12-month low of $67.27 and a 12-month high of $95.37. The company has a current ratio of 1.38, a quick ratio of 1.19 and a debt-to-equity ratio of 0.93.

Coca-Cola (NYSE:KO) last issued its earnings results on Tuesday, October 27th. The company reported $0.91 EPS for the quarter, topping analysts’ consensus estimates of $0.88 by $0.03. The firm had revenue of $13.35 billion during the quarter, compared to the consensus estimate of $12.92 billion. Coca-Cola had a net margin of 28.65% and a return on equity of 38.79%. The company’s revenue was up 7.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.82 earnings per share. Equities analysts expect that Coca-Cola Company will post 3.34 EPS for the current fiscal year.

Coca-Cola Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be issued a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, December 1st. Coca-Cola’s payout ratio is 62.35%.

Key Coca-Cola News

Here are the key news stories impacting Coca-Cola this week:

• Positive Sentiment: Better-than-expected earnings and higher guidance: Coca-Cola’s third-quarter results exceeded Wall Street expectations, supported by 5% unit case-volume growth, consumer recruitment, affordability initiatives, and disciplined execution. Management now expects comparable EPS to increase at least 11% in 2026. Coca-Cola’s Q3 earnings call: our top 5 analyst questions
• Positive Sentiment: Analyst optimism is reinforcing the rally: TD Cowen, JPMorgan, Citigroup, and Freedom Broker all recently raised their Coca-Cola price targets or indicated potential appreciation. Jim Cramer also recommended buying KO after the earnings beat. Coca-Cola stock gets price target boost from JPMorgan Chase
• Positive Sentiment: Defensive dividend appeal: Coca-Cola continues to be highlighted as a dependable “Dividend King,” with a long record of annual payout increases and strong brand durability—features attracting income investors amid broader market uncertainty. No Tricks, Just Treats: 3 Dividend Stocks With Payouts You Can Trust
• Positive Sentiment: Long-term emerging-market opportunity: Coca-Cola’s distribution network and local brands provide room for growth in developing markets, where a large share of beverage purchases remains untapped. The company is also considering a 2027 IPO for its Indian bottling arm, potentially creating capital and valuation benefits. Too Late to Buy Coca-Cola? 1 Reason It Isn’t.

Coca-Cola Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Founded in 1886, it is best known for Coca-Cola, one of the world’s most recognized soft drink brands.

The company owns, licenses, and markets a broad portfolio of beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, smartwater, Powerade, Minute Maid, Simply, fairlife, and Costa Coffee, among others.

The Coca-Cola Company serves consumers in more than 200 countries and territories through a system that includes company-operated operations, independent bottling partners, distributors, retailers, and food-service providers.