HB Wealth Management LLC Has $38.72 Million Stock Position in CocaCola Company (The) $KO

HB Wealth Management LLC boosted its position in CocaCola Company (The) (NYSE:KO) by 21.2% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 583,784 shares of the company’s stock after acquiring an additional 102,057 shares during the quarter. HB Wealth Management LLC’s holdings in CocaCola were worth $38,717,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. increased its stake in CocaCola by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock valued at $25,996,519,000 after purchasing an additional 6,241,163 shares in the last quarter. Norges Bank bought a new position in shares of CocaCola in the second quarter valued at $3,846,270,000. Legal & General Group Plc grew its holdings 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 valued at $1,930,170,000 after buying an additional 285,794 shares during the last quarter. Invesco Ltd. increased 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 acquiring an additional 2,497,585 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of CocaCola by 15.0% in the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 18,557,659 shares of the company’s stock worth $1,312,954,000 after acquiring an additional 2,423,914 shares during the last quarter. Institutional investors own 70.26% of the company’s stock.

Key Stories Impacting CocaCola

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 Stock Performance

NYSE KO opened at $67.53 on Thursday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.00 and a current ratio of 1.21. The company 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. The company has a 50-day simple moving average of $70.38 and a 200 day simple moving average of $69.32. CocaCola Company has a 52-week low of $60.71 and a 52-week high of $74.38.

CocaCola (NYSE:KO) last announced its quarterly earnings data on Thursday, March 27th. The company reported $0.55 earnings per share for the quarter. The business had revenue of $11.40 billion during the quarter. CocaCola had a return on equity of 43.62% and a net margin of 27.34%. On average, research analysts predict that CocaCola Company will post 2.96 EPS for the current year.

CocaCola Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 1st were paid a dividend of $0.51 per share. This represents a $2.04 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date was Monday, December 1st. CocaCola’s dividend payout ratio is presently 67.55%.

Wall Street Analyst Weigh In

A number of analysts have commented on KO shares. UBS Group reissued a “buy” rating on shares of CocaCola in a report on Friday, December 5th. Piper Sandler raised their price objective on CocaCola from $80.00 to $81.00 and gave the company an “overweight” rating in a research note on Wednesday, October 22nd. Evercore ISI reiterated an “outperform” rating on shares of CocaCola in a research note on Tuesday, October 21st. TD Cowen increased their target price on shares of CocaCola from $75.00 to $80.00 and gave the company a “buy” rating in a report on Wednesday, October 22nd. Finally, Cowen restated a “buy” rating on shares of CocaCola in a report on Wednesday, October 22nd. One analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $79.08.

Insider Transactions at CocaCola

In related news, EVP Monica Howard Douglas sold 13,548 shares of the company’s stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $69.93, for a total transaction of $947,411.64. Following the sale, the executive vice president owned 37,725 shares of the company’s stock, valued at approximately $2,638,109.25. This represents a 26.42% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Manuel Arroyo sold 139,689 shares of the stock in a transaction on Friday, November 14th. The stock was sold at an average price of $70.80, for a total value of $9,889,981.20. Following the completion of the sale, the executive vice president owned 58,067 shares in the company, valued at $4,111,143.60. This trade represents a 70.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 225,252 shares of company stock valued at $15,953,007. 0.97% of the stock is currently owned by company insiders.

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.