Wealth Management Nebraska 13F: New $578K Stake in KO
Key Points
- Wealth Management Nebraska opened a new position with 6,716 shares of Coca-Cola (KO), valued at $578,148, as reported in its latest 13F filing.
- As of October 27, 2026, Coca-Cola shares traded around $92.71, slightly above their closing price of $92.70 on October 26, 2026.
- The Coca-Cola Company has a market cap of approximately $398.8 billion and a P/E ratio of 27.8.
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Wealth Management Nebraska has opened a new position in The Coca-Cola Company (KO), acquiring 6,716 shares valued at $578,148, as disclosed in a filing on October 26, 2026.
This new buy represents a 0.2% share of Wealth Management Nebraska's total reported value of about $287.2 million across 109 positions. Coca-Cola's stock has shown resilience, recently trading around $92.71, just about equal to its closing price of $92.70 on the filing date. The stock is currently above its 50-day moving average by 3.9% and its 200-day average by 13.5%, indicating a positive trend in its performance.
Where Coca-Cola Fits in Wealth Management Nebraska's Portfolio
Coca-Cola accounts for 0.2% of Wealth Management Nebraska's total reported value, ranking 25th among its holdings.
Other Institutional Activity in Coca-Cola
Several other funds have also made moves in Coca-Cola recently. Simplicity Wealth, LLC grew its holdings by 41,376 shares, bringing its total to 125,849 shares worth about $10.8 million. SBI Securities added 40,010 shares, ending with 284,080 shares valued at approximately $24.5 million. In contrast, Royal Fund Management reduced its stake by 33,904 shares, now holding 42,990 shares worth about $3.7 million.
The Coca-Cola Company Stock Holds Steady
Coca-Cola shares are currently trading around $92.71, slightly below their 52-week high of $95.37. The stock's recent performance has shown strength, maintaining levels above its 50-day and 200-day moving averages.
Recent Earnings
Coca-Cola reported trailing twelve-month revenue of approximately $50.1 billion, with a net margin of 28.6%. The next earnings report is scheduled for October 27, 2026, which will provide further insights into the company's financial health.
Dividend
Coca-Cola pays an annual dividend of $2.12 per share, resulting in a yield of 2.29%. The dividend payout ratio stands at 62.5%, indicating a healthy return for shareholders.
Insider Buying and Selling at The Coca-Cola Company
Recent insider transactions include John Murphy, the President, who sold 152,483 shares at an average price of $87.31 on July 31, 2026, valued at about $13.3 million. Additionally, Nancy W Quan, an Officer, sold 50,000 shares at $90.39 on August 19, 2026, worth approximately $4.5 million. These transactions occurred before the latest filing and could reflect management's views on the stock.
Analysts Set New Price Targets
On October 26, 2026, Piper Sandler maintained its Overweight rating on Coca-Cola, raising its price target to $102 from $95. The consensus among analysts is a buy rating, with a mean target price of $95.62 based on 24 opinions.
About Coca-Cola
The Coca-Cola Company is a leading beverage manufacturer, known for its wide range of non-alcoholic drinks, including its flagship Coca-Cola product. The company operates globally, providing various beverages from soft drinks to juices and plant-based options. This new position by Wealth Management Nebraska highlights ongoing interest in Coca-Cola amid its solid financial performance.
Bottom Line
Investors will be watching Coca-Cola closely, especially with its next earnings report due on October 27, 2026. The recent activity from institutional investors suggests continued confidence in the brand's future prospects.
Source: Wealth Management Nebraska's 13F filing on $KO (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts