Portside Wealth Group LLC Lowers Position in CocaCola Company (The) $KO

Portside Wealth Group LLC decreased its position in shares of CocaCola Company (The) (NYSE:KO) by 46.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,395 shares of the company’s stock after selling 20,133 shares during the quarter. Portside Wealth Group LLC’s holdings in CocaCola were worth $1,552,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in KO. Caitong International Asset Management Co. Ltd grew its position in shares of CocaCola by 5,142.9% during the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 367 shares of the company’s stock valued at $26,000 after acquiring an additional 360 shares during the period. Headlands Technologies LLC acquired a new stake in CocaCola in the second quarter valued at approximately $26,000. Marquette Asset Management LLC purchased a new stake in shares of CocaCola in the third quarter valued at approximately $27,000. Cloud Capital Management LLC acquired a new position in shares of CocaCola during the 3rd quarter worth approximately $27,000. Finally, GFG Capital LLC purchased a new position in shares of CocaCola during the 2nd quarter valued at approximately $34,000. 70.26% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on KO shares. Piper Sandler boosted their price target on shares of CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a report on Wednesday, October 22nd. TD Cowen reiterated a “buy” rating on shares of CocaCola in a research report on Wednesday, October 22nd. Jefferies Financial Group upped their price target on shares of CocaCola from $84.00 to $88.00 and gave the stock a “buy” rating in a research report on Wednesday. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $83.00 price target on shares of CocaCola in a research note on Thursday, January 29th. Finally, UBS Group reiterated a “buy” rating and set a $82.00 price objective on shares of CocaCola in a research note on Tuesday. One investment analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company. According to data from MarketBeat, CocaCola presently has a consensus rating of “Buy” and an average target price of $80.43.

Insider Activity

In other CocaCola news, COO Henrique Braun sold 40,390 shares of the business’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $70.93, for a total value of $2,864,862.70. Following the transaction, the chief operating officer directly owned 62,621 shares in the company, valued at $4,441,707.53. The trade was a 39.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Nancy Quan sold 31,625 shares of the company’s 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 completion of the transaction, the executive vice president 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. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 211,704 shares of company stock valued at $15,005,595. 0.97% of the stock is currently owned by insiders.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Jefferies raised its price target on KO to $88 and kept a Buy rating, signaling analyst conviction and providing near‑term upside support for the shares. Benzinga
• Positive Sentiment: Zacks highlights Coca‑Cola’s strong history of earnings surprises and says KO currently has the setup (metrics and momentum) that makes another quarterly beat likely — a catalyst that can lift the stock into earnings. Will Coca‑Cola (KO) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Unusually large options activity flagged bullish positioning: traders bought roughly 68,341 call contracts (about +35% vs. the call average), which can amplify upside if short‑term momentum continues.
• Positive Sentiment: Analyst/strategy coverage (Zacks) points to KO’s “all‑weather” playbook — marketing, innovation and portfolio strength — supporting steady growth through cycles, reinforcing its defensive, dividend‑oriented appeal. Coca‑Cola’s All‑Weather Strategy
• Positive Sentiment: Investor commentary (Motley Fool) reiterates KO’s low‑risk, dividend‑king status and portfolio reshaping to match consumer trends — a narrative that attracts long‑term income investors. Could Buying Coca‑Cola Today Set You Up for Life?
• Neutral Sentiment: Barron’s warns the consumer‑staples group (including KO) has become frothy after a strong run; that raises valuation risk if broader sentiment rotates back into cyclicals or risk assets. Staples Stocks Are Known for Safety. Now They Look Way Too Frothy.
• Neutral Sentiment: Multiple previews note KO is headed into a scheduled quarterly report and a CEO transition period; coverage pieces focus on valuation and timing rather than new business risks — important background but not immediate upside/downside. Assessing Coca‑Cola (KO) Valuation
• Negative Sentiment: Prediction‑market activity has put Coca‑Cola’s Super Bowl plans under regulatory scrutiny, introducing a potential reputational/regulatory overhang that could create short‑term volatility if investigations follow. Prediction Markets Put Coca‑Cola Super Bowl Plans Under Regulatory Spotlight

CocaCola Trading Up 0.5%

Shares of CocaCola stock opened at $77.31 on Thursday. The stock has a market cap of $332.56 billion, a P/E ratio of 25.60, a P/E/G ratio of 3.95 and a beta of 0.36. The stock’s 50 day simple moving average is $71.10 and its 200-day simple moving average is $69.64. CocaCola Company has a 1-year low of $62.58 and a 1-year high of $78.11. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.21 and a quick ratio of 1.00.

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.