Vest Financial LLC Acquires 68,783 Shares of CocaCola Company (The) $KO

Vest Financial LLC grew its holdings in shares of CocaCola Company (The) (NYSE:KO) by 8.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 887,023 shares of the company’s stock after purchasing an additional 68,783 shares during the period. Vest Financial LLC’s holdings in CocaCola were worth $58,827,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC raised its position in shares of CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after purchasing an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in CocaCola by 3.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after purchasing an additional 293 shares in the last quarter. Dynamic Technology Lab Private Ltd purchased a new position in CocaCola in the first quarter worth about $210,000. Ridgewood Investments LLC lifted its stake in shares of CocaCola by 37.7% in the second quarter. Ridgewood Investments LLC now owns 657 shares of the company’s stock worth $46,000 after buying an additional 180 shares in the last quarter. Finally, CHICAGO TRUST Co NA grew its holdings in shares of CocaCola by 23.8% during the second quarter. CHICAGO TRUST Co NA now owns 31,578 shares of the company’s stock valued at $2,234,000 after buying an additional 6,073 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on KO shares. Piper Sandler boosted their price objective on shares of CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a report on Wednesday, October 22nd. Bank of America boosted their price target on CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Wells Fargo & Company increased their price objective on CocaCola from $75.00 to $79.00 and gave the company an “overweight” rating in a research report on Wednesday, October 22nd. Weiss Ratings reiterated a “buy (b-)” rating on shares of CocaCola in a report on Wednesday, October 8th. Finally, Cowen reissued a “buy” rating on shares of CocaCola in a research report on Wednesday, October 22nd. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the stock. Based on data from MarketBeat.com, CocaCola presently has a consensus rating of “Buy” and an average target price of $79.08.

Insider Buying and Selling

In related news, EVP Monica Howard Douglas sold 13,548 shares of CocaCola stock in a transaction on Friday, October 24th. The stock was sold at an average price of $69.93, for a total transaction of $947,411.64. Following the transaction, the executive vice president directly owned 37,725 shares in the company, valued at approximately $2,638,109.25. The trade was a 26.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Manuel Arroyo sold 139,689 shares of the company’s stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $70.80, for a total value of $9,889,981.20. Following the completion of the sale, the executive vice president owned 58,067 shares of the company’s stock, valued at approximately $4,111,143.60. The trade was a 70.64% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 225,252 shares of company stock worth $15,953,007 in the last quarter. Company insiders own 0.90% of the company’s stock.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Company names a new chief digital officer and executes a global reorganization intended to accelerate digital marketing, e‑commerce and data capabilities — a setup that can improve margin conversion, pricing power and targeted growth if execution is strong. What Coca-Cola (KO)’s New Chief Digital Officer and Global Reorg Mean For Shareholders
• Positive Sentiment: CEO James Quincey signaled Coca‑Cola is testing fiber‑fortified drinks (already sold in Japan), showing the company is pursuing health‑oriented product innovation that could open new growth niches and justify premium pricing. Coca-Cola’s CEO said the company is eyeing a big healthy food trend — and it’s not protein
• Positive Sentiment: Barclays reaffirmed a Buy rating on KO, providing third‑party validation that can support demand for the shares and underpin positive sentiment among income and value investors. Barclays Reaffirms Their Buy Rating on Coca-Cola (KO)
• Positive Sentiment: Coverage and income‑oriented pieces (covered calls, dividend lists, comparisons vs. peers) are pushing a bullish narrative around KO as a reliable dividend and defensive holding, which can attract yield‑seeking money in volatile markets. How To Boost The Dividend Yield On Coke Stock
• Neutral Sentiment: Analyst and strategy pieces weigh Coca‑Cola’s premiumization push — it can boost margins but risks volume if prices rise too fast; this is a tradeoff investors should monitor. Coca-Cola’s Premiumization Push: Growth Engine or Volume Risk?
• Neutral Sentiment: Valuation checks and diverging DCF views highlight differing opinions on upside — useful for investors deciding whether current multiples (PE ~23.8) leave room for long‑term gains. Coca-Cola (KO) Valuation Check As DCF Views Diverge On Future Upside Potential
• Negative Sentiment: KO has reportedly dropped plans to divest Costa Coffee after private‑equity bids fell short, a setback for the company’s portfolio rationalization and potential cash proceeds — investors may see this as a missed opportunity to redeploy capital. Coca-Cola (KO) Drops Costa Sale Plans After Bids Fall Short, FT Reports

CocaCola Price Performance

NYSE KO opened at $71.76 on Wednesday. The company has a 50-day moving average price of $70.60 and a 200-day moving average price of $69.32. CocaCola Company has a 52 week low of $61.37 and a 52 week high of $74.38. The company has a quick ratio of 1.00, a current ratio of 1.21 and a debt-to-equity ratio of 1.30. The firm has a market capitalization of $308.68 billion, a P/E ratio of 23.76, a PEG ratio of 3.62 and a beta of 0.39.

CocaCola (NYSE:KO) last announced its earnings results on Tuesday, October 21st. The company reported $0.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.78 by $0.04. CocaCola had a net margin of 27.34% and a return on equity of 43.62%. The company had revenue of $12.46 billion during the quarter, compared to analyst estimates of $12.46 billion. During the same period in the previous year, the business posted $0.77 earnings per share. The firm’s quarterly revenue was up 5.4% compared to the same quarter last year. Equities research analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Profile

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.