Analyst IMS Investment Management Services Ltd. Has $349,000 Holdings in CocaCola Company (The) $KO

Analyst IMS Investment Management Services Ltd. decreased its holdings in CocaCola Company (The) (NYSE:KO) by 79.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,264 shares of the company’s stock after selling 19,926 shares during the quarter. Analyst IMS Investment Management Services Ltd.’s holdings in CocaCola were worth $349,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Brighton Jones LLC boosted its holdings in CocaCola by 13.3% in the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after acquiring an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in shares of CocaCola by 3.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after purchasing an additional 293 shares during the period. Driehaus Capital Management LLC acquired a new position in shares of CocaCola in the 1st quarter worth approximately $771,000. Calton & Associates Inc. bought a new stake in shares of CocaCola in the 1st quarter valued at $561,000. Finally, Ameriflex Group Inc. increased its position in shares of CocaCola by 323.6% during the first quarter. Ameriflex Group Inc. now owns 21,393 shares of the company’s stock worth $1,532,000 after buying an additional 16,343 shares during the period. 70.26% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on KO shares. Bank of America boosted their target price on shares of CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a report on Friday, November 7th. Wells Fargo & Company boosted their price objective on CocaCola from $75.00 to $79.00 and gave the company an “overweight” rating in a research note on Wednesday, October 22nd. Evercore ISI restated an “outperform” rating on shares of CocaCola in a research report on Tuesday, October 21st. Piper Sandler lifted their target price on CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a report on Wednesday, October 22nd. Finally, TD Cowen boosted their price target on CocaCola from $75.00 to $80.00 and gave the company a “buy” rating in a research note on Wednesday, October 22nd. One research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $79.08.

Insider Buying and Selling at CocaCola

In other CocaCola news, EVP Monica Howard Douglas sold 13,548 shares of the company’s stock in a transaction on Friday, October 24th. The shares were sold at an average price of $69.93, for a total transaction of $947,411.64. Following the transaction, the executive vice president owned 37,725 shares in the company, valued at approximately $2,638,109.25. This represents a 26.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, COO Henrique Braun sold 40,390 shares of the firm’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $70.93, for a total transaction of $2,864,862.70. Following the completion of the transaction, the chief operating officer directly owned 62,621 shares in the company, valued at $4,441,707.53. This trade represents a 39.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 225,252 shares of company stock worth $15,953,007 in the last ninety days. 0.90% of the stock is currently owned by corporate insiders.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Zacks argues KO can hit the high end of its organic‑growth target by gaining value share and leaning on pricing, volume and productivity despite macro pressure — a near‑term bullish case for revenue and margin resilience. Coca-Cola’s Story: Can Organic Growth Stay Resilient in 2026?
• Positive Sentiment: The Motley Fool highlights KO as a defensive, dividend‑rich pick to own into a bear market — supporting demand from income and risk‑averse investors. Worried About a Bear Market? 3 Reasons to Buy Coca‑Cola Like There’s No Tomorrow
• Positive Sentiment: Another Fool piece names KO among “recession‑proof” dividend payers (with J&J and Microsoft), reinforcing the stock’s appeal for dividend and total‑return investors. Could These 3 “Recession‑Proof” Dividend Stocks Surge 100% by 2031?
• Positive Sentiment: Fool’s “Beyond Index Funds” piece notes Coca‑Cola’s asset‑light model and durable brand moat — supportive for steady free cash flow and dividends. Beyond Index Funds: 2 Stocks That Teach You How to Think Like a Value Investor
• Neutral Sentiment: 24/7 Wall St. provides a price‑forecast update noting YTD gains but a recent monthly pullback — a mixed market signal that may temper enthusiasm until new catalysts appear. Coca‑Cola (NYSE: KO) Price Prediction and Forecast 2026‑2030 (January 2026)
• Neutral Sentiment: Seeking Alpha reminds investors KO delivers stability and consistent guidance (mid‑single‑digit organic revenue, mid‑to‑high single‑digit EPS growth) but trades at a premium — a “steady but not high‑growth” read. Coca‑Cola: Before Investing, Set Expectations Straight
• Negative Sentiment: Another Seeking Alpha piece argues KO’s dividend and defensiveness don’t offset limited upside — cites sub‑3% yield, slower growth, and a ~23x P/E as reasons the stock may underperform higher‑growth alternatives. Coca‑Cola: Not Even The Storied Dividend Can Create A Compelling Investment Case
• Negative Sentiment: Forbes revisits risks and historical volatility, noting past rapid drawdowns — a reminder that macro shocks or sentiment shifts can still pressure KO despite its defensive profile. What Is Weighing On Coca‑Cola Stock?

CocaCola Stock Performance

Shares of CocaCola stock opened at $70.10 on Tuesday. The business has a 50-day simple moving average of $70.54 and a 200 day simple moving average of $69.36. CocaCola Company has a one year low of $60.62 and a one year high of $74.38. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.21 and a quick ratio of 1.00. The firm has a market capitalization of $301.53 billion, a price-to-earnings ratio of 23.21, a PEG ratio of 3.88 and a beta of 0.39.

CocaCola (NYSE:KO) last announced its quarterly earnings results on Thursday, March 27th. The company reported $0.55 earnings per share (EPS) for the quarter. CocaCola had a return on equity of 43.62% and a net margin of 27.34%.The business had revenue of $11.40 billion for the quarter. On average, research analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 1st were given a $0.51 dividend. The ex-dividend date of this dividend was Monday, December 1st. This represents a $2.04 annualized dividend and a yield of 2.9%. CocaCola’s dividend payout ratio (DPR) is presently 67.55%.

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.