CX Institutional Purchases 11,797 Shares of CocaCola Company (The) $KO

CX Institutional grew its holdings in CocaCola Company (The) (NYSE:KO) by 31.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 49,484 shares of the company’s stock after purchasing an additional 11,797 shares during the quarter. CX Institutional’s holdings in CocaCola were worth $3,282,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in KO. Vanguard Group Inc. lifted its position in CocaCola by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock worth $25,996,519,000 after buying an additional 6,241,163 shares in the last quarter. Norges Bank bought a new position in shares of CocaCola in the second quarter worth about $3,846,270,000. Legal & General Group Plc lifted its position in shares of CocaCola by 1.1% during the second quarter. Legal & General Group Plc now owns 27,281,552 shares of the company’s stock worth $1,930,170,000 after purchasing an additional 285,794 shares in the last quarter. Invesco Ltd. lifted its position in shares of CocaCola by 10.9% during the second quarter. Invesco Ltd. now owns 25,328,083 shares of the company’s stock worth $1,791,962,000 after purchasing an additional 2,497,585 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of CocaCola by 15.0% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 18,557,659 shares of the company’s stock valued at $1,312,954,000 after purchasing an additional 2,423,914 shares during the last quarter. Institutional investors own 70.26% of the company’s stock.

CocaCola Trading Down 0.5%

NYSE:KO opened at $67.53 on Thursday. The business’s 50-day simple moving average is $70.38 and its 200-day simple moving average is $69.32. CocaCola Company has a fifty-two week low of $60.71 and a fifty-two week high of $74.38. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.21 and a quick ratio of 1.00. The stock has a market capitalization of $290.49 billion, a PE ratio of 22.36, a price-to-earnings-growth ratio of 3.49 and a beta of 0.39.

CocaCola (NYSE:KO) last announced its earnings results on Thursday, March 27th. The company reported $0.55 EPS for the quarter. CocaCola had a net margin of 27.34% and a return on equity of 43.62%. The firm had revenue of $11.40 billion for the quarter. Sell-side analysts expect that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 1st were given a $0.51 dividend. This represents a $2.04 annualized dividend and a yield of 3.0%. The ex-dividend date of this dividend was Monday, December 1st. CocaCola’s payout ratio is currently 67.55%.

Insider Transactions at CocaCola

In other news, Director Max R. Levchin bought 7,206 shares of the stock in a transaction on Friday, October 24th. The stock was purchased at an average price of $69.87 per share, for a total transaction of $503,483.22. Following the acquisition, the director owned 14,267 shares in the company, valued at approximately $996,835.29. This trade represents a 102.05% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, COO Henrique Braun sold 40,390 shares of the business’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $70.93, for a total value of $2,864,862.70. Following the completion of the sale, the chief operating officer owned 62,621 shares in the company, valued at approximately $4,441,707.53. This trade represents a 39.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 225,252 shares of company stock worth $15,953,007. Company insiders own 0.97% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the company. Barclays restated an “overweight” rating on shares of CocaCola in a research report on Thursday, October 23rd. TD Cowen boosted their target price on CocaCola from $75.00 to $80.00 and gave the stock a “buy” rating in a research report on Wednesday, October 22nd. Bank of America upped their price target on CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Evercore ISI reissued an “outperform” rating on shares of CocaCola in a research note on Tuesday, October 21st. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research note on Wednesday, October 8th. 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 presently has a consensus rating of “Buy” and a consensus price target of $79.08.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Sell‑side analysts remain broadly constructive on KO, with recent coverage arguing the shares are a reasonable defensive holding — analyst optimism can support buying interest. Wall Street Analysts Think Coca‑Cola (KO) Is a Good Investment: Is It?
• Positive Sentiment: Coca‑Cola appears on Buffett‑style “buy and hold” lists, reinforcing its image as a long‑term, dividend‑oriented safe haven — such endorsements can attract income and value investors. 3 Top Buffett Stocks to Buy and Hold for the Long Haul
• Neutral Sentiment: Zacks compares KO with Pepsi as defensive options for 2026, highlighting KO’s stability but noting relative valuation differences — useful context but not an immediate price driver. Coca‑Cola Vs Pepsi Stock: Which is the Better Investment for 2026?
• Neutral Sentiment: MarketBeat pieces flag KO as a mega‑cap with valuation concerns versus smaller names with more rebound upside — that argument can cap near‑term upside even as fundamentals remain solid. 5 Under-the-Radar Consumer Staples Stocks With Pricing Power (MarketBeat)
• Neutral Sentiment: Recent stock‑forecast/analyst‑report compilations provide a range of price targets and EPS expectations; these aggregate views offer guidance but are mixed enough to leave direction uncertain. Coca‑Cola Company (The) (KO) Stock Forecasts
• Negative Sentiment: Technically, KO slipped below its 200‑day simple moving average on weakening volume — a bearish signal that raises the risk of further near‑term downside if buyers don’t step in. Coca‑Cola Trades Below 200‑Day SMA: Opportunity or Warning Sign?
• Negative Sentiment: Management changes, a restructuring plan and layoffs in Atlanta create short‑term execution and morale risk; investors often react negatively to such headlines until clarity on cost savings and strategy emerges. How Investors May Respond To Coca‑Cola (KO) CEO Transition, Restructuring, and Atlanta Layoffs

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.