CCLA Investment Management Sells 33,582 Shares of CocaCola Company (The) $KO

CCLA Investment Management trimmed its holdings in shares of CocaCola Company (The) (NYSE:KO) by 1.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,275,618 shares of the company’s stock after selling 33,582 shares during the period. CocaCola accounts for 2.5% of CCLA Investment Management’s portfolio, making the stock its 8th biggest position. CCLA Investment Management owned approximately 0.05% of CocaCola worth $159,133,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of KO. Franklin Resources Inc. grew its position in shares of CocaCola by 15.1% during the third quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company’s stock worth $2,592,732,000 after acquiring an additional 5,135,198 shares during the last quarter. Assenagon Asset Management S.A. grew its position in CocaCola by 343.3% in the 3rd 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. Danske Bank A S bought a new position in CocaCola in the 3rd quarter valued at about $226,443,000. Danica Pension Livsforsikringsaktieselskab bought a new position in CocaCola in the 3rd quarter valued at about $161,130,000. Finally, SG Americas Securities LLC grew its position in CocaCola by 288.1% in the 4th quarter. SG Americas Securities LLC now owns 3,025,595 shares of the company’s stock valued at $211,519,000 after buying an additional 2,245,959 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Major broker upgrades/target hikes — UBS raised its target to $90 and Deutsche Bank bumped its target to $86 and kept a Buy rating, signaling analyst confidence and providing visible upside for investors. UBS/Benzinga Coverage
• Positive Sentiment: Global marketing lift — Coca‑Cola is hosting The FIFA World Cup 2026™ Trophy Tour stop in St. Louis, a large consumer engagement event that supports brand visibility and promotional momentum ahead of a major global sporting cycle. The FIFA World Cup 2026™ Trophy Tour by Coca‑Cola
• Neutral Sentiment: Valuation/portfolio framing pieces — several outlets question whether recent price strength (~YTD gains) already reflects fundamentals; useful for investors considering entry points but not an immediate catalyst. Is It Time To Reassess Coca‑Cola (KO) At US$77…
• Neutral Sentiment: Regional affiliate note — analysis on Coca‑Cola FEMSA (KOF) highlights distribution strength in Latin America; indirectly relevant to KO via franchise exposure but more pertinent to KOF investors. Coca‑Cola FEMSA: An Irreplicable Logistics Machine…
• Negative Sentiment: Technical weakness — KO slipped below its 50‑day moving average, a short‑term bearish signal cited by multiple pieces; although it remains above the 200‑day average, momentum traders may view this as a sell trigger. Coca‑Cola Slips Below 50‑Day SMA…
• Negative Sentiment: Estimate cuts and modest analyst downtick — Erste trimmed FY2027 EPS slightly, and coverage notes estimate pressure from macro/CPG softness; small downward revisions can sap near‑term sentiment. Erste Group Estimate Revision (MarketBeat)
• Negative Sentiment: Recent intraday dips noted — headlines flagged yesterday’s decline despite broader market gains, reflecting mixed short‑term flows and profit‑taking. Coca‑Cola (KO) Stock Drops Despite Market Gains

CocaCola Stock Performance

Shares of KO opened at $77.24 on Thursday. CocaCola Company has a one year low of $65.35 and a one year high of $82.00. The company has a 50-day moving average of $77.52 and a two-hundred day moving average of $72.44. The stock has a market cap of $332.47 billion, a price-to-earnings ratio of 25.41, a PEG ratio of 3.24 and a beta of 0.36. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25.

CocaCola (NYSE:KO) last announced its earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, topping the consensus estimate of $0.56 by $0.02. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The company had revenue of $11.82 billion during the quarter, compared to analysts’ expectations of $12.04 billion. During the same period last year, the company posted $0.55 earnings per share. The business’s revenue for the quarter was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, equities research analysts expect that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th were given a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend was Friday, March 13th. CocaCola’s payout ratio is currently 69.74%.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on KO. Morgan Stanley set a $88.00 target price on shares of CocaCola in a research report on Wednesday, March 11th. Royal Bank Of Canada set a $87.00 price objective on shares of CocaCola in a research report on Wednesday, February 11th. Citigroup raised their price objective on shares of CocaCola from $85.00 to $87.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. TD Cowen restated a “buy” rating on shares of CocaCola in a research report on Wednesday, February 11th. Finally, JPMorgan Chase & Co. raised their price objective on shares of CocaCola from $79.00 to $83.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the stock. Based on data from MarketBeat.com, CocaCola currently has an average rating of “Buy” and an average target price of $85.00.

Insiders Place Their Bets

In other news, insider Bruno Pietracci sold 28,765 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total value of $2,284,228.65. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Nancy Quan sold 23,556 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the completion of the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at $17,754,735. This trade represents a 9.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 892,925 shares of company stock valued at $70,254,796 over the last ninety days. Insiders own 0.90% of the company’s stock.

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.