Tortoise Investment Management LLC Has $247,000 Position in CocaCola Company (The) $KO

17 Nov 2025, 15:52 by Danessa Lincoln · The Markets Daily

Tortoise Investment Management LLC grew its holdings in CocaCola Company (The) (NYSE:KO – Free Report) by 127.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,487 shares of the company’s stock after purchasing an additional 1,956 shares during the quarter. Tortoise Investment Management LLC’s holdings in CocaCola were worth $247,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. New Republic Capital LLC increased its holdings in CocaCola by 1.6% in the first quarter. New Republic Capital LLC now owns 8,662 shares of the company’s stock worth $625,000 after purchasing an additional 139 shares in the last quarter. Alteri Wealth LLC boosted its holdings in shares of CocaCola by 2.1% during the 1st quarter. Alteri Wealth LLC now owns 6,874 shares of the company’s stock worth $492,000 after buying an additional 140 shares in the last quarter. Requisite Capital Management LLC grew its position in shares of CocaCola by 2.8% during the 2nd quarter. Requisite Capital Management LLC now owns 5,285 shares of the company’s stock worth $377,000 after buying an additional 142 shares during the period. Paulson Wealth Management Inc. increased its stake in shares of CocaCola by 2.2% in the 2nd quarter. Paulson Wealth Management Inc. now owns 6,773 shares of the company’s stock valued at $479,000 after acquiring an additional 149 shares in the last quarter. Finally, Frisch Financial Group Inc. increased its stake in shares of CocaCola by 2.5% in the 1st quarter. Frisch Financial Group Inc. now owns 6,145 shares of the company’s stock valued at $443,000 after acquiring an additional 150 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on KO. Piper Sandler increased their target price on shares of CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 22nd. Weiss Ratings reissued a “buy (b-)” rating on shares of CocaCola in a research report on Wednesday, October 8th. BNP Paribas reaffirmed an “outperform” rating and issued a $83.00 target price on shares of CocaCola in a research report on Monday, July 21st. JPMorgan Chase & Co. increased their price target on CocaCola from $77.00 to $79.00 and gave the stock an “overweight” rating in a report on Wednesday, July 23rd. Finally, TD Cowen upped their target price on CocaCola from $75.00 to $80.00 and gave the stock a “buy” rating in a research report on Wednesday, October 22nd. One equities research analyst has rated the stock with a Strong Buy rating and sixteen have issued a Buy rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $78.43.

Get Our Latest Stock Report on CocaCola

CocaCola Stock Down 0.2%

Shares of NYSE:KO opened at $71.04 on Monday. The company has a market capitalization of $305.57 billion, a PE ratio of 23.52, a price-to-earnings-growth ratio of 3.57 and a beta of 0.43. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.21 and a quick ratio of 1.00. CocaCola Company has a 1 year low of $60.62 and a 1 year high of $74.38. The business has a fifty day moving average price of $68.01 and a two-hundred day moving average price of $69.47.

CocaCola (NYSE:KO – Get Free Report) last issued its earnings results on Thursday, March 27th. The company reported $0.55 earnings per share (EPS) for the quarter. The firm had revenue of $11.40 billion for the quarter. CocaCola had a return on equity of 43.62% and a net margin of 27.34%. Analysts forecast that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, December 15th. Investors of record on Monday, December 1st will be issued a dividend of $0.51 per share. This represents a $2.04 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend is Monday, December 1st. CocaCola’s dividend payout ratio is 67.55%.

Insiders Place Their Bets

In related news, EVP Monica Howard Douglas sold 13,548 shares of the firm’s stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $69.93, for a total value of $947,411.64. Following the sale, the executive vice president directly owned 37,725 shares of the company’s stock, valued at $2,638,109.25. This trade represents a 26.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, COO Henrique Braun sold 40,390 shares of CocaCola stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $70.93, for a total value of $2,864,862.70. Following the sale, the chief operating officer directly owned 62,621 shares of the company’s stock, valued at approximately $4,441,707.53. This trade represents a 39.21% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.97% of the company’s stock.

About CocaCola

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