Alps Advisors Inc. Boosts Stock Position in CocaCola Company (The) $KO

Alps Advisors Inc. increased its position in CocaCola Company (The) (NYSE:KO) by 32.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 151,732 shares of the company’s stock after acquiring an additional 37,356 shares during the quarter. Alps Advisors Inc.’s holdings in CocaCola were worth $10,063,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in CocaCola by 1.7% in the 2nd 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 in the last quarter. Norges Bank bought a new position in shares of CocaCola in the second quarter worth about $3,846,270,000. Legal & General Group Plc grew its position in shares of CocaCola by 1.1% during the second quarter. Legal & General Group Plc now owns 27,281,552 shares of the company’s stock worth $1,930,170,000 after purchasing an additional 285,794 shares in the last quarter. Invesco Ltd. raised its stake in CocaCola by 10.9% during the 2nd quarter. Invesco Ltd. now owns 25,328,083 shares of the company’s stock valued at $1,791,962,000 after purchasing an additional 2,497,585 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in CocaCola by 15.0% in the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 18,557,659 shares of the company’s stock worth $1,312,954,000 after purchasing an additional 2,423,914 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

CocaCola Stock Up 0.8%

Shares of NYSE KO opened at $79.12 on Monday. 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 12-month low of $63.27 and a 12-month high of $79.20. The firm’s 50-day moving average price is $71.32 and its 200-day moving average price is $69.77. The stock has a market capitalization of $340.34 billion, a price-to-earnings ratio of 26.20, a P/E/G ratio of 4.06 and a beta of 0.36.

Insider Buying and Selling

In other news, COO Henrique Braun sold 40,390 shares of CocaCola stock in a transaction that occurred 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 owned 62,621 shares in the company, valued at approximately $4,441,707.53. The trade was a 39.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO James Quincey sold 337,824 shares of the stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total value of $26,046,230.40. Following the sale, the chief executive officer owned 342,546 shares in the company, valued at $26,410,296.60. The trade was a 49.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 549,528 shares of company stock valued at $41,051,826 over the last quarter. Company insiders own 0.90% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. Evercore reaffirmed an “outperform” rating on shares of CocaCola in a report on Tuesday, October 21st. Barclays reiterated an “overweight” rating on shares of CocaCola in a report on Thursday, October 23rd. Royal Bank Of Canada restated an “outperform” rating and set a $78.00 price objective on shares of CocaCola in a research report on Friday. 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, UBS Group reissued a “buy” rating and set a $82.00 price target on shares of CocaCola in a research note on Tuesday, February 3rd. One investment analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. According to MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $80.57.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Multiple brokerages and the analyst consensus are bullish (average “Buy” rating and recent price‑target raises), giving the stock near‑term support ahead of Q4 results. Read More.
• Positive Sentiment: Deutsche Bank and other firms have nudged targets higher and reaffirmed Buy ratings, signaling Wall Street expects upside if the quarter shows continued pricing/margin strength. Read More.
• Positive Sentiment: Investment writeups highlight KO’s defensive cash flows, high margins and premium brand — one bullish preview even pins a $90 target assuming steady growth and execution. Read More.
• Positive Sentiment: Consumer‑staples sector strength and ETF flows are favoring names like Coca‑Cola (XLP breakout, institutional inflows), boosting demand for KO as a defensive/dividend holding. Read More.
• Neutral Sentiment: Street models expect Q4 to be driven by pricing, mix and channel dynamics; investors are focused on EPS beats and, importantly, the company’s FY guidance during a leadership transition. Read More.
• Neutral Sentiment: Ownership and positioning stories (institutional flows, who owns KO) are in focus — heavy institutional ownership can amplify moves around earnings news but also stabilizes the name. Read More.
• Negative Sentiment: CEO James Quincey sold 337,824 shares (~$26M), a sizeable insider sale that can spook short‑term traders despite common non‑operational reasons for sales. Read More.
• Negative Sentiment: Coca‑Cola will discontinue frozen Minute Maid products in the U.S. and Canada — a small revenue contraction and a sign of portfolio pruning that may weigh modestly on specialty-category sales. Read More.
• Negative Sentiment: Several previews note KO’s elevated forward P/E and high valuation vs. growth, which could limit upside if Q4 or guidance disappoints. Read More.

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.