CocaCola Company (The) $KO Shares Sold by Advisors Asset Management Inc.

Advisors Asset Management Inc. trimmed its stake in CocaCola Company (The) (NYSE:KO) by 4.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 407,434 shares of the company’s stock after selling 19,908 shares during the quarter. CocaCola comprises 0.5% of Advisors Asset Management Inc.’s portfolio, making the stock its 28th largest position. Advisors Asset Management Inc.’s holdings in CocaCola were worth $27,021,000 as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of KO. Vanguard Group Inc. raised its holdings in shares of CocaCola by 1.7% during the second quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock worth $25,996,519,000 after purchasing an additional 6,241,163 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in shares of CocaCola in the 2nd quarter valued at about $22,443,000. Mirae Asset Global Investments Co. Ltd. grew its position in shares of CocaCola by 2.9% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company’s stock valued at $136,086,000 after buying an additional 57,407 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. raised its stake in CocaCola by 1.9% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 10,408,798 shares of the company’s stock worth $690,311,000 after acquiring an additional 198,886 shares during the period. Finally, Nicola Wealth Management LTD. lifted its holdings in CocaCola by 42.3% in the third quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company’s stock worth $12,269,000 after acquiring an additional 55,000 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Insider Transactions at CocaCola

In other news, EVP Nancy Quan sold 31,625 shares of the firm’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 completion of the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at approximately $15,894,396.10. This trade represents a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Manuel Arroyo sold 139,689 shares of CocaCola stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $70.80, for a total transaction of $9,889,981.20. Following the completion of the transaction, the executive vice president owned 58,067 shares of the company’s stock, valued at $4,111,143.60. This trade represents a 70.64% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 509,138 shares of company stock valued at $38,186,963. 0.90% of the stock is owned by insiders.

CocaCola Trading Down 1.4%

Shares of KO opened at $76.88 on Wednesday. The company has a current ratio of 1.21, a quick ratio of 1.00 and a debt-to-equity ratio of 1.30. The stock has a market cap of $330.71 billion, a PE ratio of 25.46, a PEG ratio of 4.00 and a beta of 0.36. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $79.20. The stock has a 50 day simple moving average of $71.57 and a 200-day simple moving average of $69.88.

CocaCola (NYSE:KO) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share for the quarter, beating analysts’ consensus estimates of $0.56 by $0.02. CocaCola had a return on equity of 43.62% and a net margin of 27.34%.The firm had revenue of $11.80 billion for the quarter, compared to analysts’ expectations of $12.04 billion. During the same period in the prior year, the business posted $0.55 earnings per share. The business’s revenue was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, sell-side analysts predict that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: EPS beat and operational positives — KO reported adjusted EPS above consensus and management pointed to volume gains, price/mix improvements and resilient organic growth during the quarter. Read More.
• Positive Sentiment: Cash flow and shareholder returns remain supportive — analysts note adjusted free cash flow covers dividends and buybacks; the company reiterated a capital‑return focus that supports KO’s dividend story. Read More.
• Positive Sentiment: Analysts defend the long view — several analysts reiterated buy/hold views and at least one firm raised its price target, signaling continued institutional support. Read More.
• Neutral Sentiment: Guidance was cautious vs. expectations — management gave FY‑2026 EPS guidance of roughly $3.21–3.24 and organic revenue growth guidance near 4–5%, which is in line with modest growth but slightly below some Street forecasts. Read More.
• Negative Sentiment: Revenue missed estimates — reported revenue (~$11.8B) came in below consensus, triggering the initial sell‑off as investors focused on soft demand in North America and parts of EMEA. Read More.
• Negative Sentiment: Material one‑off impairment — a roughly $960M non‑cash write‑off (BODYARMOR trademark) materially reduced operating income and pressured headline margins, complicating the quarter’s optics. Read More.
• Negative Sentiment: Valuation debate — some commentators argue KO now trades at a premium to peers, making it less attractive for new money despite the defensive qualities. Read More.

Analysts Set New Price Targets

Several research firms have recently commented on KO. Piper Sandler upped their target price on CocaCola from $80.00 to $81.00 and gave the company an “overweight” rating in a report on Wednesday, October 22nd. TD Cowen restated a “buy” rating on shares of CocaCola 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. 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. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $83.00 price objective on shares of CocaCola in a report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $81.14.

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.