CocaCola Company (The) $KO Stake Lifted by One Wealth Capital Management LLC

One Wealth Capital Management LLC grew its position in shares of CocaCola Company (The) (NYSE:KO) by 71.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 13,401 shares of the company’s stock after buying an additional 5,570 shares during the period. One Wealth Capital Management LLC’s holdings in CocaCola were worth $1,154,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the business. Bank of America Corp DE grew its holdings in CocaCola by 4.4% during the 2nd quarter. Bank of America Corp DE now owns 45,958,636 shares of the company’s stock valued at $3,735,058,000 after buying an additional 1,939,673 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of CocaCola by 0.4% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 36,354,414 shares of the company’s stock valued at $2,954,523,000 after acquiring an additional 162,097 shares during the last quarter. Wellington Management Group LLP grew its holdings in shares of CocaCola by 9.2% during the second quarter. Wellington Management Group LLP now owns 29,053,752 shares of the company’s stock worth $2,361,198,000 after purchasing an additional 2,439,026 shares in the last quarter. Dimensional Fund Advisors LP increased its position in shares of CocaCola by 1.3% in the first quarter. Dimensional Fund Advisors LP now owns 18,822,295 shares of the company’s stock worth $1,431,495,000 after purchasing an additional 235,785 shares during the last quarter. Finally, Fayez Sarofim & Co increased its position in shares of CocaCola by 0.7% in the second quarter. Fayez Sarofim & Co now owns 15,272,831 shares of the company’s stock worth $1,241,223,000 after purchasing an additional 113,599 shares during the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on KO. Seaport Research Partners set a $95.00 target price on shares of CocaCola in a research report on Friday, August 14th. Jefferies Financial Group boosted their price target on shares of CocaCola from $95.00 to $104.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Rothschild & Co Redburn increased their price target on shares of CocaCola from $86.00 to $92.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Weiss Ratings cut shares of CocaCola from a “buy (a+)” rating to a “buy (a)” rating in a research report on Friday. Finally, Sanford C. Bernstein reiterated a “market perform” rating and issued a $93.00 target price (up from $83.00) on shares of CocaCola in a research report on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, CocaCola has a consensus rating of “Moderate Buy” and an average price target of $96.27.

Insider Transactions at CocaCola

In other news, CFO John Murphy sold 152,483 shares of the firm’s stock in a transaction on Friday, July 31st. The stock was sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the completion of the transaction, the chief financial officer directly owned 279,917 shares in the company, valued at $24,439,553.27. This trade represents a 35.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Bruno Pietracci sold 111,365 shares of CocaCola stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $90.93, for a total value of $10,126,419.45. Following the completion of the transaction, the insider directly owned 41,365 shares of the company’s stock, valued at approximately $3,761,319.45. This represents a 72.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders sold 926,620 shares of company stock valued at $83,075,714. 0.90% of the stock is currently owned by corporate insiders.

CocaCola Price Performance

Shares of CocaCola stock opened at $92.77 on Friday. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97. The firm has a market cap of $399.15 billion, a PE ratio of 27.86, a price-to-earnings-growth ratio of 3.61 and a beta of 0.32. CocaCola Company has a 12-month low of $67.27 and a 12-month high of $95.37. The company’s fifty day simple moving average is $89.11 and its two-hundred day simple moving average is $83.94.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, topping the consensus estimate of $0.93 by $0.04. The firm had revenue of $13.37 billion during the quarter, compared to analysts’ expectations of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The company’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period last year, the company posted $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities analysts expect that CocaCola Company will post 3.30 EPS for the current year.

CocaCola Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be issued a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, December 1st. CocaCola’s payout ratio is 63.66%.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Defensive investors have favored Coca-Cola as broader large-cap markets weakened, while the company’s industry-leading margins, reliable dividend and global brand continue to support demand for the stock. Defensive consumer stocks article
• Positive Sentiment: KFC plans to move roughly 3,600 U.S. restaurants back to Coca-Cola products beginning in early 2027, potentially adding fountain-volume growth and strengthening KO’s restaurant-channel presence. Coca-Cola KFC agreement article
• Positive Sentiment: Coca-Cola selected agency partners and reaffirmed its global marketing strategy, including expanded use of data, technology and artificial intelligence. Management expects the initiative to improve consumer engagement and support long-term growth. Coca-Cola marketing agency announcement
• Positive Sentiment: KO has beaten earnings-per-share estimates for six consecutive quarters. Wall Street expects third-quarter results before the market opens on October 27, with projected sales above $12.9 billion; another beat could extend the stock’s momentum. Coca-Cola third-quarter earnings preview
• Neutral Sentiment: Coca-Cola’s shares have gained roughly one-third in 2026 and recently entered the $400 billion market-capitalization group. Historical analysis suggests strong calendar-year gains have often been followed by additional advances, although the comparison does not guarantee future performance. Coca-Cola historical performance article
• Negative Sentiment: KO’s premium valuation leaves limited room for an earnings disappointment. Analysts see benefits from pricing and margin expansion, but weak volumes in some key markets remain a concern. A reported data-breach investigation and potential class-action claims also introduce legal and reputational risk. Coca-Cola data breach investigation

CocaCola Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Founded in 1886, it is best known for Coca-Cola, one of the world’s most recognized soft drink brands.

The company owns, licenses, and markets a broad portfolio of beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, smartwater, Powerade, Minute Maid, Simply, fairlife, and Costa Coffee, among others.

The Coca-Cola Company serves consumers in more than 200 countries and territories through a system that includes company-operated operations, independent bottling partners, distributors, retailers, and food-service providers.