CocaCola Company (The) $KO Shares Acquired by Assetmark Inc.

Assetmark Inc. increased its holdings in shares of CocaCola Company (The) (NYSE:KO) by 20.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 299,238 shares of the company’s stock after purchasing an additional 50,173 shares during the period. Assetmark Inc.’s holdings in CocaCola were worth $19,845,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the business. Norges Bank acquired a new position in CocaCola in the 2nd quarter valued at about $3,846,270,000. 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 purchasing an additional 6,241,163 shares during the last quarter. Laurel Wealth Advisors LLC increased its holdings in shares of CocaCola by 7,239.2% in the second quarter. Laurel Wealth Advisors LLC now owns 6,149,632 shares of the company’s stock valued at $435,086,000 after purchasing an additional 6,065,840 shares during the period. Assenagon Asset Management S.A. raised its stake in shares of CocaCola by 343.3% during the third quarter. Assenagon Asset Management S.A. now owns 4,486,096 shares of the company’s stock worth $297,518,000 after purchasing an additional 3,474,015 shares during the last quarter. Finally, Schroder Investment Management Group lifted its holdings in shares of CocaCola by 28.7% during the second quarter. Schroder Investment Management Group now owns 11,713,984 shares of the company’s stock worth $828,764,000 after purchasing an additional 2,613,316 shares during the period. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: UBS raised its price target to $87 and kept a Buy rating, citing stability in Coke’s core business — a supportive analyst takeaway for the shares. UBS Sees Stability in The Coca‑Cola Company’s Core Business, Raises PT to $87
• Positive Sentiment: Market reaction to the quarter included an initial uptick — headlines reported the stock trading higher after the better‑than‑expected EPS, reflecting investor focus on margin and cash generation. CocaCola (NYSE:KO) Trading Up 2.5% Following Better‑Than‑Expected Earnings
• Positive Sentiment: Zacks notes KO hit a 52‑week high, attributing strength to pricing discipline, brand power and solid Q4 results despite FX headwinds — momentum that can attract momentum and quality‑stock flows. Coca‑Cola Hits 52‑Week High: Should You Buy the Stock Now or Wait?
• Positive Sentiment: The Motley Fool included KO among two consumer‑staples picks to buy, reinforcing its appeal to yield‑and‑defensive‑oriented investors. 2 Consumer Staples Stocks to Buy in February 2026
• Neutral Sentiment: Coca‑Cola FEMSA (KOF) completed an oversubscribed Ps.10 billion bond, signaling access to cheap local financing in Latin America — relevant for regional bottler stability but indirect for KO’s US listing. Coca‑Cola FEMSA Raises Ps. 10 Billion in Oversubscribed Mexican Bond Offering
• Neutral Sentiment: Coca‑Cola Bottlers Japan reported a 2025 loss but flagged a rebound plan and governance moves (new director, reserve reclassification) — localized execution risk that’s unlikely to move KO significantly but worth monitoring for regional supply/earnings impact. Coca‑Cola Bottlers Japan Swings to 2025 Loss but Signals Earnings Rebound in 2026
• Negative Sentiment: A TipRanks piece warns that a defensive rotation has left KO “fully priced,” implying limited upside from current multiples and raising the risk of short‑term pullbacks as investors rotate into other defensives. ‘Defensive Rotation’ Leaves Coca‑Cola Stock (KO) Fully Priced, Says Analyst
• Negative Sentiment: The Motley Fool also published a cautious take suggesting alternatives they’d buy instead, highlighting concerns about valuation and a weaker revenue beat — a reminder some investors prefer higher growth or deeper discounts. Coca‑Cola Stock Is Interesting, But Here’s What I’d Buy Instead

Analyst Ratings Changes

Several brokerages have issued reports on KO. TD Cowen reissued a “buy” rating on shares of CocaCola in a research note on Wednesday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a report on Thursday, January 22nd. Truist Financial set a $85.00 price target on shares of CocaCola in a report on Wednesday. Morgan Stanley restated an “overweight” rating and issued a $87.00 price objective on shares of CocaCola in a research report on Wednesday. Finally, Evercore ISI reiterated an “outperform” rating and set a $85.00 target price on shares of CocaCola in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating and sixteen have given a Buy rating to the company. According to MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $84.19.

Insider Buying and Selling

In related news, 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 transaction of $2,250,751.25. Following the transaction, the executive vice president owned 223,330 shares of the company’s stock, valued at approximately $15,894,396.10. This represents a 12.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO James Quincey sold 337,824 shares of the business’s 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 completion of the transaction, the chief executive officer owned 342,546 shares of the company’s stock, valued at $26,410,296.60. This trade represents a 49.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.97% of the company’s stock.

CocaCola Stock Performance

Shares of KO opened at $78.68 on Friday. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $80.41. The company has a current ratio of 1.46, a quick ratio of 1.00 and a debt-to-equity ratio of 1.23. The company has a 50-day moving average of $72.08 and a two-hundred day moving average of $70.09. The stock has a market cap of $338.46 billion, a P/E ratio of 25.88, a PEG ratio of 3.30 and a beta of 0.36.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share for the quarter, topping the consensus estimate of $0.56 by $0.02. The company had revenue of $11.80 billion during the quarter, compared to the consensus estimate of $12.04 billion. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.CocaCola’s revenue was up 2.2% compared to the same quarter last year. During the same quarter last year, the business posted $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, research analysts predict that CocaCola Company will post 2.96 EPS for the current fiscal year.

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.