M&G PLC Sells 800,820 Shares of CocaCola Company (The) $KO

M&G PLC trimmed its position in CocaCola Company (The) (NYSE:KO) by 53.0% in the third quarter, according to its most recent filing with the SEC. The fund owned 711,105 shares of the company’s stock after selling 800,820 shares during the period. M&G PLC’s holdings in CocaCola were worth $46,933,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of CocaCola by 0.4% during the third 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 in the last quarter. Norges Bank bought a new stake in CocaCola during the 2nd quarter worth approximately $3,846,270,000. Legal & General Group Plc increased its position in CocaCola by 1.1% in the 2nd quarter. Legal & General Group Plc now owns 27,281,552 shares of the company’s stock valued at $1,930,170,000 after acquiring an additional 285,794 shares during the period. Invesco Ltd. raised its stake in shares of CocaCola by 10.9% during the second quarter. Invesco Ltd. now owns 25,328,083 shares of the company’s stock valued at $1,791,962,000 after acquiring an additional 2,497,585 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of CocaCola by 15.0% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 18,557,659 shares of the company’s stock valued at $1,312,954,000 after acquiring an additional 2,423,914 shares during the last quarter. Institutional investors own 70.26% of the company’s stock.

CocaCola Trading Down 0.4%

NYSE:KO opened at $78.68 on Monday. The firm has a market cap of $338.46 billion, a price-to-earnings ratio of 25.88, a price-to-earnings-growth ratio of 3.30 and a beta of 0.36. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46. The firm has a 50-day moving average price of $72.08 and a two-hundred day moving average price of $70.10. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $80.41.

CocaCola (NYSE:KO) 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 business had revenue of $11.80 billion for the quarter, compared to analyst estimates of $12.04 billion. During the same period last year, the company posted $0.55 earnings per share. CocaCola’s quarterly revenue was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, equities analysts expect that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: UBS raised its price target to $87 and kept a Buy rating, citing stability in Coke’s core business — a supportive analyst takeaway for the shares. UBS Sees Stability in The Coca‑Cola Company’s Core Business, Raises PT to $87
• Positive Sentiment: Market reaction to the quarter included an initial uptick — headlines reported the stock trading higher after the better‑than‑expected EPS, reflecting investor focus on margin and cash generation. CocaCola (NYSE:KO) Trading Up 2.5% Following Better‑Than‑Expected Earnings
• Positive Sentiment: Zacks notes KO hit a 52‑week high, attributing strength to pricing discipline, brand power and solid Q4 results despite FX headwinds — momentum that can attract momentum and quality‑stock flows. Coca‑Cola Hits 52‑Week High: Should You Buy the Stock Now or Wait?
• Positive Sentiment: The Motley Fool included KO among two consumer‑staples picks to buy, reinforcing its appeal to yield‑and‑defensive‑oriented investors. 2 Consumer Staples Stocks to Buy in February 2026
• Neutral Sentiment: Coca‑Cola FEMSA (KOF) completed an oversubscribed Ps.10 billion bond, signaling access to cheap local financing in Latin America — relevant for regional bottler stability but indirect for KO’s US listing. Coca‑Cola FEMSA Raises Ps. 10 Billion in Oversubscribed Mexican Bond Offering
• Neutral Sentiment: Coca‑Cola Bottlers Japan reported a 2025 loss but flagged a rebound plan and governance moves (new director, reserve reclassification) — localized execution risk that’s unlikely to move KO significantly but worth monitoring for regional supply/earnings impact. Coca‑Cola Bottlers Japan Swings to 2025 Loss but Signals Earnings Rebound in 2026
• Negative Sentiment: A TipRanks piece warns that a defensive rotation has left KO “fully priced,” implying limited upside from current multiples and raising the risk of short‑term pullbacks as investors rotate into other defensives. ‘Defensive Rotation’ Leaves Coca‑Cola Stock (KO) Fully Priced, Says Analyst
• Negative Sentiment: The Motley Fool also published a cautious take suggesting alternatives they’d buy instead, highlighting concerns about valuation and a weaker revenue beat — a reminder some investors prefer higher growth or deeper discounts. Coca‑Cola Stock Is Interesting, But Here’s What I’d Buy Instead

Insider Transactions at CocaCola

In other CocaCola news, CEO James Quincey sold 337,824 shares of the business’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total value of $26,046,230.40. Following the transaction, the chief executive officer directly owned 342,546 shares in the company, valued at $26,410,296.60. The trade was a 49.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.90% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on KO shares. Citigroup lifted their target price on CocaCola from $85.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $83.00 target price on shares of CocaCola in a report on Thursday, January 29th. Weiss Ratings reissued a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. Barclays raised their price objective on CocaCola from $77.00 to $83.00 and gave the company an “overweight” rating in a research note on Thursday. Finally, Truist Financial set a $85.00 price target on shares of CocaCola in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating and sixteen have given a Buy rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $84.19.

About CocaCola

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.