Ascent Group LLC Has $5.89 Million Holdings in CocaCola Company (The) $KO

Ascent Group LLC lifted its stake in CocaCola Company (The) (NYSE:KO) by 18.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 88,849 shares of the company’s stock after purchasing an additional 13,745 shares during the quarter. Ascent Group LLC’s holdings in CocaCola were worth $5,892,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. 1248 Management LLC purchased a new position in CocaCola in the first quarter valued at about $26,000. Caitong International Asset Management Co. Ltd grew its stake in shares of CocaCola by 5,142.9% in the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 367 shares of the company’s stock valued at $26,000 after buying an additional 360 shares in the last quarter. Headlands Technologies LLC acquired a new position in CocaCola in the second quarter worth approximately $26,000. MMA Asset Management LLC bought a new position in CocaCola during the second quarter valued at approximately $34,000. Finally, GFG Capital LLC acquired a new stake in CocaCola in the second quarter valued at approximately $34,000. 70.26% of the stock is owned by hedge funds and other institutional investors.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: BofA raised its price target on KO to $85 (from $80) and kept a Buy rating, citing longer‑term upside even as 2026 consumption trends remain uncertain — a direct catalyst that can support the stock if investors follow the analyst call. BofA Raises Coca-Cola (KO) Target as 2026 Consumption Growth Remains Unclear
• Positive Sentiment: Zacks argues KO can sustain organic growth at the high end of its model — gaining value share through pricing, volume and productivity — which supports revenue and margin stability in a tougher macro environment. Coca-Cola’s Story: Can Organic Growth Stay Resilient in 2026?
• Positive Sentiment: Popular investor pieces continue to highlight KO as a high‑quality dividend payer and defensive holding, which can attract income‑focused flows in uncertain markets. Could These 3 “Recession-Proof” Dividend Stocks Surge 100% by 2031?
• Neutral Sentiment: Price forecasts and long‑range models (24/7 Wall St.) show mixed near‑term moves but reiterate KO’s steady long‑term profile — useful context but not an immediate catalyst. Coca-Cola (NYSE: KO) Price Prediction and Forecast 2026-2030 (January 2026)
• Neutral Sentiment: Comparative pieces (e.g., KO vs. Primo Brands) may drive placement in screeners or investor attention but are unlikely to move the stock materially on their own. Comparing CocaCola (NYSE:KO) and Primo Brands (NYSE:PRMB)
• Negative Sentiment: Seeking Alpha argues KO’s dividend and cash flow don’t offset sluggish growth and a mid‑20s P/E, suggesting limited total‑return upside versus higher‑growth alternatives — a narrative that can pressure valuation-sensitive investors. Coca-Cola: Not Even The Storied Dividend Can Create A Compelling Investment Case
• Negative Sentiment: Forbes revisits risks, including historical sharp drawdowns and the company’s sensitivity to consumption trends, reminding investors of downside scenarios that could amplify selling in weak macro periods. What Is Weighing On Coca-Cola Stock?

CocaCola Stock Down 0.1%

KO stock opened at $70.08 on Wednesday. CocaCola Company has a twelve month low of $60.62 and a twelve month 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 company has a market cap of $301.47 billion, a PE ratio of 23.21, a price-to-earnings-growth ratio of 3.90 and a beta of 0.39. The business’s 50-day simple moving average is $70.52 and its 200 day simple moving average is $69.35.

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

CocaCola Dividend Announcement

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

Insider Activity at CocaCola

In other news, Director Max R. Levchin bought 7,206 shares of CocaCola stock in a transaction dated Friday, October 24th. The shares were bought at an average price of $69.87 per share, for a total transaction of $503,483.22. Following the purchase, the director owned 14,267 shares of the company’s stock, valued at approximately $996,835.29. This trade represents a 102.05% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Nancy Quan sold 31,625 shares of the company’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $71.17, for a total transaction of $2,250,751.25. Following the sale, the executive vice president directly owned 223,330 shares in the company, valued at $15,894,396.10. This represents a 12.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 225,252 shares of company stock valued at $15,953,007. Insiders own 0.90% of the company’s stock.

Analyst Ratings Changes

Several research firms recently issued reports on KO. UBS Group reaffirmed a “buy” rating on shares of CocaCola in a research note on Friday, December 5th. TD Cowen upped their price target on CocaCola from $75.00 to $80.00 and gave the stock a “buy” rating in a research note on Wednesday, October 22nd. Wells Fargo & Company raised 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. Cowen reaffirmed a “buy” rating on shares of CocaCola in a research report on Wednesday, October 22nd. Finally, Barclays reiterated an “overweight” rating on shares of CocaCola in a report on Thursday, October 23rd. One investment analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company. Based on data from MarketBeat.com, CocaCola presently has an average rating of “Buy” and a consensus target price of $79.08.

CocaCola Company 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.