---
title: "Focus Partners Wealth Has $79.86 Million Stock Holdings in CocaCola Company (The) $KO"
description: "Focus Partners Wealth increased its stake in CocaCola Company (NYSE:KO) by 9.0% in Q1, owning 1,114,964 shares valued at $79.86 million. Other institutional investors also adjusted their holdings. Coc"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/256925732.md"
published_at: "2025-09-11T12:18:40.000Z"
---

# Focus Partners Wealth Has $79.86 Million Stock Holdings in CocaCola Company (The) $KO

> Focus Partners Wealth increased its stake in CocaCola Company (NYSE:KO) by 9.0% in Q1, owning 1,114,964 shares valued at $79.86 million. Other institutional investors also adjusted their holdings. CocaCola's stock opened at $67.95, with a market cap of $292.43 billion and a P/E ratio of 24.10. The company reported $0.87 EPS for the last quarter, exceeding estimates, and announced a quarterly dividend of $0.51 per share. Analysts have varied price targets, with JPMorgan raising theirs to $79.00.

Focus Partners Wealth increased its position in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 9.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,114,964 shares of the company's stock after acquiring an additional 92,499 shares during the quarter. Focus Partners Wealth's holdings in CocaCola were worth $79,855,000 at the end of the most recent quarter.

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Other institutional investors and hedge funds have also added to or reduced their stakes in the company. MorganRosel Wealth Management LLC bought a new stake in CocaCola in the first quarter valued at about $25,000. Garde Capital Inc. bought a new stake in CocaCola in the first quarter valued at about $30,000. Mizuho Securities Co. Ltd. increased its holdings in CocaCola by 360.0% in the first quarter. Mizuho Securities Co. Ltd. now owns 460 shares of the company's stock valued at $33,000 after purchasing an additional 360 shares during the last quarter. Ridgewood Investments LLC increased its holdings in CocaCola by 148.4% in the first quarter. Ridgewood Investments LLC now owns 477 shares of the company's stock valued at $34,000 after purchasing an additional 285 shares during the last quarter. Finally, Moser Wealth Advisors LLC increased its holdings in CocaCola by 449.5% in the first quarter. Moser Wealth Advisors LLC now owns 500 shares of the company's stock valued at $36,000 after purchasing an additional 409 shares during the last quarter. Institutional investors own 70.26% of the company's stock.

## Insider Buying and Selling at CocaCola

In other news, insider Nikolaos Koumettis sold 37,396 shares of the stock in a transaction that occurred on Tuesday, August 5th. The stock was sold at an average price of $69.10, for a total transaction of $2,584,063.60. Following the transaction, the insider owned 209,513 shares in the company, valued at approximately $14,477,348.30. This trade represents a 15.15% 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. Company insiders own 0.90% of the company's stock.

## CocaCola Stock Up 0.8%

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KO stock opened at $67.95 on Wednesday. The company has a debt-to-equity ratio of 1.49, a current ratio of 1.21 and a quick ratio of 0.98. The stock has a market capitalization of $292.43 billion, a P/E ratio of 24.10, a P/E/G ratio of 3.51 and a beta of 0.43. The business has a 50-day moving average of $69.51 and a 200-day moving average of $70.44. CocaCola Company has a fifty-two week low of $60.62 and a fifty-two week high of $74.38.

CocaCola (NYSE:KO - Get Free Report) last issued its quarterly earnings results on Tuesday, July 22nd. The company reported $0.87 EPS for the quarter, beating the consensus estimate of $0.83 by $0.04. CocaCola had a return on equity of 44.91% and a net margin of 25.89%.The firm had revenue of $12.50 billion during the quarter, compared to analysts' expectations of $12.55 billion. During the same period in the prior year, the firm posted $0.84 earnings per share. The business's quarterly revenue was up 2.5% compared to the same quarter last year. CocaCola has set its FY 2025 guidance at 2.970-2.970 EPS. On average, sell-side analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

## CocaCola Dividend Announcement

-   Why Coca-Cola Stock Is a Top Pick for Traders Today

The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 1st. Stockholders of record on Monday, September 15th will be paid a dividend of $0.51 per share. The ex-dividend date is Monday, September 15th. This represents a $2.04 dividend on an annualized basis and a dividend yield of 3.0%. CocaCola's dividend payout ratio (DPR) is 72.34%.

## Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the company. 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. UBS Group lowered their price target on CocaCola from $86.00 to $84.00 and set a "buy" rating for the company in a report on Wednesday, July 23rd. Morgan Stanley restated an "overweight" rating and issued a $81.00 price target on shares of CocaCola in a report on Monday, June 9th. Royal Bank Of Canada set a $76.00 price target on CocaCola and gave the stock an "outperform" rating in a report on Monday, July 21st. Finally, BNP Paribas restated an "outperform" rating and issued a $83.00 price target on shares of CocaCola in a report on Monday, July 21st. Two research analysts have rated the stock with a Strong Buy rating and fourteen have assigned a Buy rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average target price of $77.21.

**Get Our Latest Report on KO**

## CocaCola Company Profile

(Free Report)

The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company provides sparkling soft drinks, sparkling flavors; water, sports, coffee, and tea; juice, value-added dairy, and plant-based beverages; and other beverages. It also offers beverage concentrates and syrups, as well as fountain syrups to fountain retailers, such as restaurants and convenience stores.

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**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).

*This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.*

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## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| CocaCola Company (The) $KO Stock Holdings Lessened by Candriam S.C.A. | Candriam S.C.A. reduced its holdings in CocaCola Company (NYSE:KO) by 6.1% in Q3, now owning 663,396 shares valued at ap | [Link](https://longbridge.com/en/news/275290984.md) |
| Oppenheimer Asset Management Inc. Sells 37,006 Shares of CocaCola Company (The) $KO | Oppenheimer Asset Management Inc. reduced its stake in CocaCola Company (NYSE:KO) by 62.9% in Q3, selling 37,006 shares, | [Link](https://longbridge.com/en/news/275974703.md) |
| 'Defensive Rotation' Leaves Coca-Cola Stock (KO)  Fully Priced, Says Analyst | Coca-Cola's stock (KO) has been confirmed as fully priced following a defensive rotation in the market. Recent trends in | [Link](https://longbridge.com/en/news/275944014.md) |
| Apellis Pharmaceuticals, Inc. $APLS Shares Sold by Savant Capital LLC | Savant Capital LLC reduced its stake in Apellis Pharmaceuticals, Inc. (NASDAQ: APLS) by 50.7% in Q3, now holding 48,886  | [Link](https://longbridge.com/en/news/275591859.md) |
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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
