Walker Financial Services Inc. Sells 8,310 Shares of CocaCola Company (The) $KO
by Danessa Lincoln · The Markets DailyWalker Financial Services Inc. cut its position in CocaCola Company (The) (NYSE:KO – Free Report) by 28.3% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 21,079 shares of the company’s stock after selling 8,310 shares during the period. CocaCola makes up about 0.5% of Walker Financial Services Inc.’s holdings, making the stock its 25th largest holding. Walker Financial Services Inc.’s holdings in CocaCola were worth $1,474,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds have also recently made changes to their positions in the company. Leelyn Smith LLC grew its position in shares of CocaCola by 1.3% in the fourth quarter. Leelyn Smith LLC now owns 44,967 shares of the company’s stock valued at $3,144,000 after purchasing an additional 576 shares in the last quarter. Probity Advisors Inc. purchased a new position in shares of CocaCola in the fourth quarter valued at $211,000. Emerald Advisors LLC grew its position in shares of CocaCola by 11.7% in the fourth quarter. Emerald Advisors LLC now owns 23,584 shares of the company’s stock valued at $1,649,000 after purchasing an additional 2,468 shares in the last quarter. Optas LLC grew its position in shares of CocaCola by 7.1% in the fourth quarter. Optas LLC now owns 9,644 shares of the company’s stock valued at $674,000 after purchasing an additional 638 shares in the last quarter. Finally, Ticino Wealth purchased a new position in shares of CocaCola in the fourth quarter valued at $804,000. 70.26% of the stock is currently owned by institutional investors.
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)
Insider Buying and Selling at CocaCola
In other news, insider Bruno Pietracci sold 28,765 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total value of $2,284,228.65. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO James Quincey sold 337,824 shares of the company’s stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 342,546 shares of the company’s stock, valued at $26,410,296.60. The trade was a 49.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 892,925 shares of company stock valued at $70,254,796 over the last 90 days. Insiders own 0.90% of the company’s stock.
CocaCola Price Performance
CocaCola stock opened at $74.79 on Wednesday. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.00. The business has a 50-day simple moving average of $77.40 and a 200 day simple moving average of $73.10. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23. The stock has a market cap of $321.92 billion, a price-to-earnings ratio of 24.60, a PEG ratio of 3.19 and a beta of 0.36.
CocaCola (NYSE:KO – Get Free Report) last posted its earnings results on Tuesday, February 10th. The company reported $0.58 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 business had revenue of $11.82 billion during the quarter, compared to analysts’ expectations of $12.04 billion. During the same period in the previous year, the business earned $0.55 earnings per share. The firm’s revenue 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, research analysts forecast that CocaCola Company will post 3.23 earnings per share for the current fiscal year.
CocaCola Increases Dividend
The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Friday, March 13th were given a dividend of $0.53 per share. 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 presently 69.74%.
Wall Street Analyst Weigh In
Several brokerages have recently weighed in on KO. TD Cowen reiterated a “buy” rating on shares of CocaCola in a research report on Wednesday, February 11th. Royal Bank Of Canada set a $87.00 price target on CocaCola in a research report on Wednesday, February 11th. Wells Fargo & Company lifted their price target on CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Barclays lifted their price target on CocaCola from $77.00 to $83.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Finally, UBS Group boosted their target price on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research report on Tuesday, April 7th. Fifteen research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $85.00.
Check Out Our Latest Research Report on CocaCola
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.
See Also
Want to see what other hedge funds are holding KO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CocaCola Company (The) (NYSE:KO – Free Report).