Retirement Guys Formula LLC Has $3.43 Million Stock Holdings in CocaCola Company (The) $KO

13 Apr 2026, 11:00 by Tristan Rich · The Markets Daily

Retirement Guys Formula LLC raised its holdings in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 40.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 49,056 shares of the company’s stock after purchasing an additional 14,130 shares during the quarter. CocaCola makes up 1.6% of Retirement Guys Formula LLC’s holdings, making the stock its 13th biggest position. Retirement Guys Formula LLC’s holdings in CocaCola were worth $3,429,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the business. Vanguard Group Inc. lifted its holdings in CocaCola by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 368,885,160 shares of the company’s stock valued at $24,464,464,000 after purchasing an additional 1,443,189 shares during the last quarter. State Street Corp lifted its holdings in CocaCola by 0.6% during the 3rd quarter. State Street Corp now owns 165,858,003 shares of the company’s stock valued at $11,083,296,000 after purchasing an additional 923,278 shares during the last quarter. Franklin Resources Inc. lifted its holdings in CocaCola by 15.1% during the 3rd quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company’s stock valued at $2,592,732,000 after purchasing an additional 5,135,198 shares during the last quarter. Legal & General Group Plc lifted its holdings in CocaCola by 2.8% during the 3rd quarter. Legal & General Group Plc now owns 28,051,787 shares of the company’s stock valued at $1,860,395,000 after purchasing an additional 770,235 shares during the last quarter. Finally, Invesco Ltd. increased its position in CocaCola by 5.5% during the 3rd quarter. Invesco Ltd. now owns 26,721,843 shares of the company’s stock worth $1,772,193,000 after buying an additional 1,393,760 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola Stock Up 0.0%

KO stock opened at $77.48 on Monday. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25. The stock has a market capitalization of $333.50 billion, a price-to-earnings ratio of 25.49, a PEG ratio of 3.27 and a beta of 0.36. The business’s fifty day moving average price is $77.67 and its two-hundred day moving average price is $72.64. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $82.00.

CocaCola (NYSE:KO – Get Free Report) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $12.04 billion. During the same quarter last year, the business earned $0.55 earnings per share. CocaCola’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, equities analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Friday, March 13th were given a $0.53 dividend. The ex-dividend date was Friday, March 13th. This is an increase from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. CocaCola’s dividend payout ratio (DPR) is 69.74%.

Insider Buying and Selling

In related news, EVP Nancy Quan sold 23,556 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total value of $1,872,702.00. Following the transaction, the executive vice president owned 223,330 shares in the company, valued at approximately $17,754,735. This trade represents a 9.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Monica Howard Douglas sold 23,880 shares of the firm’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $77.37, for a total value of $1,847,595.60. Following the completion of the transaction, the executive vice president owned 17,725 shares in the company, valued at $1,371,383.25. The trade was a 57.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 892,925 shares of company stock valued at $70,254,796 in the last ninety days. Insiders own 0.90% of the company’s stock.

Analyst Ratings Changes

KO has been the topic of several recent research reports. Wells Fargo & Company increased their price objective on CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Royal Bank Of Canada set a $87.00 price objective on CocaCola in a research report on Wednesday, February 11th. UBS Group increased their price objective on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research report on Tuesday, April 7th. TD Cowen reiterated a “buy” rating on shares of CocaCola in a research report on Wednesday, February 11th. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research report on Monday, March 30th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $85.00.

Get Our Latest Analysis on CocaCola

Key Headlines 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

CocaCola Company Profile

(Free Report)

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.

Five stocks we like better than CocaCola

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