CFC Planning Co LLC Acquires Shares of 44,901 CocaCola Company (The) $KO

CFC Planning Co LLC bought a new position in CocaCola Company (The) (NYSE:KO) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 44,901 shares of the company’s stock, valued at approximately $2,978,000. CocaCola accounts for approximately 2.4% of CFC Planning Co LLC’s holdings, making the stock its 11th biggest position.

Other large investors have also made changes to their positions in the company. Norges Bank purchased a new position in CocaCola during the 2nd quarter worth approximately $3,846,270,000. Vanguard Group Inc. boosted its position in shares of CocaCola by 1.7% in the second quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock worth $25,996,519,000 after buying an additional 6,241,163 shares during the period. Laurel Wealth Advisors LLC grew its holdings in shares of CocaCola by 7,239.2% during the second quarter. Laurel Wealth Advisors LLC now owns 6,149,632 shares of the company’s stock valued at $435,086,000 after buying an additional 6,065,840 shares in the last quarter. Assenagon Asset Management S.A. raised its position in CocaCola by 343.3% during the third quarter. Assenagon Asset Management S.A. now owns 4,486,096 shares of the company’s stock valued at $297,518,000 after buying an additional 3,474,015 shares during the period. Finally, Schroder Investment Management Group lifted its stake in CocaCola by 28.7% in the 2nd quarter. Schroder Investment Management Group now owns 11,713,984 shares of the company’s stock worth $828,764,000 after acquiring an additional 2,613,316 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have weighed in on the company. Wells Fargo & Company lifted their target price on CocaCola from $75.00 to $79.00 and gave the company an “overweight” rating in a research note on Wednesday, October 22nd. Barclays reaffirmed an “overweight” rating on shares of CocaCola in a research report on Thursday, October 23rd. TD Cowen upped their price objective on shares of CocaCola from $75.00 to $80.00 and gave the company a “buy” rating in a research note on Wednesday, October 22nd. Piper Sandler lifted their target price on shares of CocaCola from $80.00 to $81.00 and gave the company an “overweight” rating in a research note on Wednesday, October 22nd. Finally, Bank of America boosted their price target on shares of CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a report on Friday, November 7th. One 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, the company presently has an average rating of “Buy” and a consensus target price of $79.08.

CocaCola Price Performance

NYSE KO opened at $70.44 on Friday. 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 stock has a market capitalization of $303.01 billion, a PE ratio of 23.32, a price-to-earnings-growth ratio of 3.62 and a beta of 0.39. CocaCola Company has a 12-month low of $61.37 and a 12-month high of $74.38. The company has a 50 day moving average price of $70.60 and a two-hundred day moving average price of $69.33.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, October 21st. The company reported $0.82 earnings per share for the quarter, beating analysts’ consensus estimates of $0.78 by $0.04. The business had revenue of $12.46 billion for the quarter, compared to the consensus estimate of $12.46 billion. CocaCola had a net margin of 27.34% and a return on equity of 43.62%. CocaCola’s revenue for the quarter was up 5.4% on a year-over-year basis. During the same quarter last year, the firm earned $0.77 EPS. CocaCola has set its FY 2025 guidance at 2.966-2.966 EPS. As a group, equities analysts predict that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

Insider Buying and Selling

In other CocaCola news, COO Henrique Braun sold 40,390 shares of the company’s stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $70.93, for a total transaction of $2,864,862.70. Following the completion of the sale, the chief operating officer owned 62,621 shares of the company’s stock, valued at $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 Securities & Exchange Commission, which is available through the SEC website. Also, EVP Nancy Quan sold 31,625 shares of the stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $71.17, for a total value of $2,250,751.25. Following the transaction, the executive vice president owned 223,330 shares in the company, valued at approximately $15,894,396.10. This trade represents a 12.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 225,252 shares of company stock valued at $15,953,007. 0.97% of the stock is owned by corporate insiders.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Management shakeup and new chief digital officer announced, aimed at stepping up digital marketing, consumer data capabilities and e‑commerce — could help accelerate top‑line growth and margin expansion over time. 1 Prediction for KO in 2026
• Positive Sentiment: Dividend durability and Buffett association continue to support investor demand: KO remains a Dividend King with 63+ years of increases, attracting income‑oriented and long‑term holders. This background reduces downside in uncertain markets. 1 Prediction for KO in 2026
• Positive Sentiment: Short‑term attention from a viral Lionel Messi video has driven incremental retail interest and helped lift sentiment and trading volume recently. Such publicity can create near‑term positive momentum. 1 Prediction for KO in 2026
• Neutral Sentiment: Planned IPO of Hindustan Coca‑Cola Beverages (HCCB) in India (targeting roughly $1B) could unlock value and raise capital for brand initiatives, but the benefit depends on deal structure and use of proceeds. Execution timeline and proceeds are uncertain. Coca-Cola plans to pop the cap on $1 billion HCCB IPO this year
• Neutral Sentiment: Valuation is middling for a defensive consumer name (P/E in the mid‑20s in recent coverage). That tradeoff — steady cash flow and dividends vs. limited high‑growth upside — makes KO more attractive to income investors than growth seekers. 2 Buffett Stocks to Load Up On—And 1 to Ditch
• Negative Sentiment: Potential risks: the HCCB IPO and continued strategy of asset‑light brand focus could reduce consolidated revenue growth and introduce short‑term execution/market‑reaction risk; if growth remains reliant on pricing rather than volume, margin and volume sensitivity could cap upside. Coca‑Cola is on track for a $1B summer IPO of its India bottler

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.