Commonwealth Equity Services LLC Has $100.39 Million Stock Holdings in CocaCola Company (The) $KO

Commonwealth Equity Services LLC trimmed its position in shares of CocaCola Company (The) (NYSE:KO) by 7.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,513,769 shares of the company’s stock after selling 121,865 shares during the period. Commonwealth Equity Services LLC’s holdings in CocaCola were worth $100,393,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. grew its stake in shares of CocaCola by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock valued at $25,996,519,000 after buying an additional 6,241,163 shares in the last quarter. Norges Bank acquired a new stake in CocaCola in the second quarter valued at approximately $3,846,270,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in CocaCola by 6.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 30,889,415 shares of the company’s stock worth $2,212,300,000 after acquiring an additional 1,794,561 shares in the last quarter. Legal & General Group Plc grew its position in CocaCola by 1.1% in the second quarter. Legal & General Group Plc now owns 27,281,552 shares of the company’s stock worth $1,930,170,000 after acquiring an additional 285,794 shares in the last quarter. Finally, Invesco Ltd. increased its stake in shares of CocaCola by 10.9% during the 2nd quarter. Invesco Ltd. now owns 25,328,083 shares of the company’s stock worth $1,791,962,000 after purchasing an additional 2,497,585 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola Stock Down 1.6%

KO opened at $67.98 on Tuesday. The business has a 50 day moving average of $70.45 and a 200-day moving average of $69.34. The stock has a market capitalization of $292.42 billion, a price-to-earnings ratio of 22.51, a P/E/G ratio of 3.56 and a beta of 0.39. The company has a current ratio of 1.21, a quick ratio of 1.00 and a debt-to-equity ratio of 1.30. CocaCola Company has a 1-year low of $60.62 and a 1-year high of $74.38.

CocaCola (NYSE:KO) last released its 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 net margin of 27.34% and a return on equity of 43.62%. As a group, sell-side analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Announces Dividend

The company 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. The ex-dividend date of this dividend was Monday, December 1st. This represents a $2.04 dividend on an annualized basis and a yield of 3.0%. CocaCola’s dividend payout ratio (DPR) is 67.55%.

Key Stores Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Sharper revenue‑growth management (RGM) is being credited with driving pricing, mix and pack gains that are keeping organic growth resilient despite uneven demand — a sustained RGM execution could support margins and forward guidance. Can Coca‑Cola’s Revenue Growth Management Fuel Next‑Leg of Upside?
• Positive Sentiment: A recent filing shows Rep. Lloyd Doggett purchased just over $5,000 of KO stock — a modest insider/connected buy that can be read as a small vote of confidence by an insider or related party. Recent Filing Shows That Rep. Lloyd Doggett Bought Over $5K Worth of Coca‑Cola Stock
• Positive Sentiment: Coca‑Cola continues to be cited as a long‑term dividend stalwart and a Buffett holding, which supports steady investor demand from income and value‑oriented buyers. 5 Dividend Stocks to Hold for the Next 25 Years
• Neutral Sentiment: Valuation signals are mixed: DCF and P/E analyses offer different takeaways on whether KO is cheap or fairly priced — mixed valuation can limit buyer conviction even if fundamentals hold. Assessing Coca‑Cola (KO) Valuation As DCF And P/E Signals Offer Mixed Messages
• Neutral Sentiment: News around Coca‑Cola and PepsiCo in Venezuela highlights ongoing geopolitical/regulatory risk in certain emerging markets — material for regional operations but unlikely to move KO’s global thesis unless escalations occur. PepsiCo and Coca‑Cola’s long history in Venezuela takes a new turn
• Negative Sentiment: Market reports note KO shares slid while broader markets rose, with elevated intraday volume pointing to profit‑taking or sector rotation — a short‑term technical headwind. Coca‑Cola (KO) Stock Slides as Market Rises: Facts to Know Before You Trade

Insider Activity

In related news, COO Henrique Braun sold 40,390 shares of the company’s stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $70.93, for a total value 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 approximately $4,441,707.53. This represents a 39.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Manuel Arroyo sold 139,689 shares of the firm’s stock in a transaction on 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 transaction, the executive vice president directly owned 58,067 shares of the company’s stock, valued at approximately $4,111,143.60. This trade represents a 70.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 225,252 shares of company stock valued at $15,953,007. Corporate insiders own 0.90% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on KO shares. UBS Group reiterated a “buy” rating on shares of CocaCola in a report on Friday, December 5th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research report on Wednesday, October 8th. Bank of America increased their price objective on CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a report on Friday, November 7th. Evercore ISI restated an “outperform” rating on shares of CocaCola in a report on Tuesday, October 21st. Finally, Piper Sandler upped their target price on CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 22nd. One research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $79.08.

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.