CocaCola Company (The) $KO Shares Sold by Dakota Wealth Management

Dakota Wealth Management trimmed its holdings in shares of CocaCola Company (The) (NYSE:KO) by 34.1% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 79,977 shares of the company’s stock after selling 41,346 shares during the period. Dakota Wealth Management’s holdings in CocaCola were worth $5,304,000 as of its most recent SEC filing.

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

CocaCola Trading Up 0.2%

NYSE KO opened at $80.73 on Wednesday. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $81.09. The firm’s fifty day simple moving average is $73.40 and its 200-day simple moving average is $70.61. The company has a market capitalization of $347.18 billion, a PE ratio of 26.55, a price-to-earnings-growth ratio of 3.38 and a beta of 0.36.

CocaCola (NYSE:KO) last issued its earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, beating analysts’ consensus estimates of $0.56 by $0.02. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The firm had revenue of $11.82 billion for the quarter, compared to the consensus estimate of $12.04 billion. During the same quarter in the previous year, the company posted $0.55 earnings per share. The business’s quarterly 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. As a group, sell-side analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Friday, March 13th will be given a dividend of $0.53 per share. The ex-dividend date of this dividend is Friday, March 13th. This is a boost from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 annualized dividend and a yield of 2.6%. CocaCola’s payout ratio is 67.11%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on KO shares. Wells Fargo & Company boosted their price target on shares of CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a report on Monday, February 9th. Morgan Stanley reissued an “overweight” rating and set a $87.00 target price on shares of CocaCola in a research note on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $83.00 target price on shares of CocaCola in a research report on Thursday, January 29th. UBS Group lifted their price target on CocaCola from $82.00 to $87.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Finally, TD Cowen reissued a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. 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, CocaCola has a consensus rating of “Buy” and an average target price of $84.33.

Insider Transactions at CocaCola

In other CocaCola news, CEO James Quincey sold 337,824 shares of the business’s stock in a transaction that occurred 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 sale, the chief executive officer directly owned 342,546 shares of the company’s stock, valued at $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 is available at this hyperlink. 0.90% of the stock is owned by company insiders.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca‑Cola announced its 64th consecutive annual dividend increase, named Todd Beiger as VP & head of investor relations and confirmed a CEO transition to Henrique Braun — signals of strong cash return priority and clearer investor messaging. Coca‑Cola Extends Dividend Streak As New Leadership Shapes Cash Priorities
• Positive Sentiment: KO’s Zero Sugar product expansion is being cited as a driver of share gains and volume momentum as consumers shift to lower‑sugar options — this supports top‑line and share‑of‑throat recovery. Can Coca‑Cola’s Zero Sugar Portfolio Drive Its Volume Growth?
• Positive Sentiment: BofA raised its price target on KO to $88 (from $85) and reiterated a Buy, citing a constructive outlook and execution — analyst support can lift sentiment and flows. BofA Lifts Coca‑Cola (KO) Target as Outlook and Execution Remain Strong
• Positive Sentiment: Coca‑Cola FEMSA (a major bottler) reported strong 4Q25 results, raised ESG scores and secured Ps.10B in bonds — healthier bottler performance reduces execution risk for KO’s global footprint. Coca‑Cola FEMSA Posts Strong 4Q25
• Positive Sentiment: Policy news: a proposed rollback of steel and aluminum tariffs could lower aluminum can costs — a direct input‑cost tailwind for beverage companies including KO. President Trump Plans to Roll Back Tariffs on Steel and Aluminum
• Neutral Sentiment: Analysts are setting FY2027 earnings expectations for KO — important for medium‑term valuation but not an immediate catalyst until guidance revisions arrive. Analysts Set Expectations for CocaCola FY2027 Earnings
• Neutral Sentiment: Context pieces comparing KO vs. other food & beverage names and coverage of dividend‑stock performance put KO’s relative strength in view but are background rather than direct catalysts. How is Coca‑Cola’s stock performance compared to other food & beverage stocks?
• Neutral Sentiment: Peer news — Keurig Dr Pepper’s strategic moves and multiple expansion potential — may shift beverage‑sector valuations but is an indirect factor for KO. Keurig Dr Pepper’s Split Plan Could Unlock Hidden Value

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.