Fifth Third Bancorp Trims Position in CocaCola Company (The) $KO

Fifth Third Bancorp reduced its position in CocaCola Company (The) (NYSE:KO) by 1.7% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,672,917 shares of the company’s stock after selling 28,784 shares during the period. Fifth Third Bancorp’s holdings in CocaCola were worth $110,948,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC boosted its position in shares of CocaCola by 13.3% in the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after acquiring an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in CocaCola by 3.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after purchasing an additional 293 shares during the period. Dynamic Technology Lab Private Ltd acquired a new position in shares of CocaCola in the 1st quarter valued at $210,000. United Bank grew its stake in shares of CocaCola by 9.5% during the 2nd quarter. United Bank now owns 91,201 shares of the company’s stock valued at $6,452,000 after buying an additional 7,903 shares during the period. Finally, Signature Estate & Investment Advisors LLC increased its holdings in shares of CocaCola by 604.7% during the 2nd quarter. Signature Estate & Investment Advisors LLC now owns 87,363 shares of the company’s stock worth $6,181,000 after buying an additional 74,966 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at CocaCola

In related news, CEO James Quincey sold 337,824 shares of the business’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total value of $26,046,230.40. Following the transaction, the chief executive officer owned 342,546 shares in the company, valued at approximately $26,410,296.60. The trade was a 49.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.90% of the stock is owned by corporate insiders.

CocaCola Stock Down 0.4%

NYSE KO opened at $78.68 on Monday. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $80.41. The business has a 50 day moving average price of $72.08 and a two-hundred day moving average price of $70.10. The stock has a market cap of $338.46 billion, a PE ratio of 25.88, a P/E/G ratio of 3.30 and a beta of 0.36.

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

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. Evercore reiterated an “outperform” rating on shares of CocaCola in a report on Tuesday, October 21st. Evercore ISI restated an “outperform” rating and issued a $85.00 price objective on shares of CocaCola in a report on Wednesday. Jefferies Financial Group decreased their target price on CocaCola from $88.00 to $87.00 and set a “buy” rating for the company in a report on Wednesday, February 11th. TD Cowen reissued a “buy” rating on shares of CocaCola in a research report on Wednesday. Finally, UBS Group lifted their price target on shares of CocaCola from $82.00 to $87.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and sixteen have issued a Buy rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $84.19.

CocaCola News Summary

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

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.