Pitcairn Co. Has $2.65 Million Holdings in CocaCola Company (The) $KO

Pitcairn Co. decreased its position in shares of CocaCola Company (The) (NYSE:KOFree Report) by 34.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 39,948 shares of the company’s stock after selling 21,299 shares during the quarter. Pitcairn Co.’s holdings in CocaCola were worth $2,649,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently modified their holdings of the company. Smith Moore & CO. grew its position in CocaCola by 2.1% in the 3rd quarter. Smith Moore & CO. now owns 34,724 shares of the company’s stock valued at $2,303,000 after purchasing an additional 703 shares during the period. Winch Advisory Services LLC lifted its stake in shares of CocaCola by 1.7% in the third quarter. Winch Advisory Services LLC now owns 30,345 shares of the company’s stock valued at $2,012,000 after buying an additional 493 shares in the last quarter. Stonebridge Capital Advisors LLC grew its holdings in shares of CocaCola by 2.3% during the third quarter. Stonebridge Capital Advisors LLC now owns 246,006 shares of the company’s stock valued at $16,315,000 after buying an additional 5,478 shares during the last quarter. Tower Bridge Advisors grew its holdings in shares of CocaCola by 0.4% during the third quarter. Tower Bridge Advisors now owns 151,753 shares of the company’s stock valued at $10,064,000 after buying an additional 668 shares during the last quarter. Finally, JT Stratford LLC increased its position in shares of CocaCola by 1.9% during the third quarter. JT Stratford LLC now owns 21,910 shares of the company’s stock worth $1,453,000 after acquiring an additional 404 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors.

Insider Buying and Selling at CocaCola

In other news, CEO James Quincey sold 250,688 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $79.14, for a total transaction of $19,839,448.32. Following the completion of the sale, the chief executive officer owned 278,155 shares in the company, valued at $22,013,186.70. This trade represents a 47.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Nancy Quan sold 23,556 shares of CocaCola 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 in the company, valued at $17,754,735. This trade represents a 9.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 869,045 shares of company stock valued at $68,407,201 in the last three months. 0.97% of the stock is owned by corporate insiders.

CocaCola Stock Performance

Shares of KO opened at $76.96 on Friday. The stock has a 50 day moving average of $74.72 and a 200 day moving average of $71.05. The company has a market capitalization of $330.98 billion, a price-to-earnings ratio of 25.32, a PEG ratio of 3.27 and a beta of 0.35. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.00. 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 (NYSE:KOGet Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share (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 during the quarter, compared to the consensus estimate of $12.04 billion. During the same quarter in the prior year, the company earned $0.55 EPS. 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. As a group, sell-side analysts forecast 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 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 is Friday, March 13th. This is an increase from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 annualized dividend and a yield of 2.8%. CocaCola’s dividend payout ratio (DPR) is currently 67.11%.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

  • Positive Sentiment: Management is accelerating a digital transformation across marketing, supply‑chain and analytics aimed at driving long‑term efficiency and margin expansion — a clear fundamental tailwind if execution stays on track. Is Coca-Cola’s Digital Transformation a Catalyst for Margin Expansion?
  • Positive Sentiment: Coca‑Cola recently raised its quarterly dividend (supporting yield investor demand) and remains a long‑standing dividend stalwart — this helps steady demand from income‑oriented funds. Valuation Check After Another Dividend Raise For Income Investors
  • Positive Sentiment: Major brokerages continue to favor KO (consensus “Buy” with several target raises), which supports medium‑term investor confidence and limits downside. MarketBeat Analyst Coverage
  • Neutral Sentiment: KO has been a trending topic on screens and in sector roundups (Zacks/Yahoo); this can bring short‑term attention and flows but is not a direct company catalyst. KO Is a Trending Stock: Facts to Know
  • Neutral Sentiment: Large institutional holders remain heavily invested (Vanguard, State Street, etc.), which roughly stabilizes share ownership over time but doesn’t remove near‑term volatility. KO Institutional Ownership
  • Negative Sentiment: Significant insider selling on March 2–3: CEO James Quincey (250,688 shares), CFO John Murphy (72,449 shares) and other senior execs trimmed holdings — large, clustered sales have likely driven short‑term selling pressure and negative sentiment. SEC Form 4 (Quincey) SEC Form 4 (Murphy)
  • Negative Sentiment: Analyst/coverage pieces raising questions about earnings quality and reporting nuances add to caution among value‑oriented traders and may deepen short‑term weakness. Seeking Alpha: Earnings Quality Still Not Great

Analyst Ratings Changes

Several brokerages recently weighed in on KO. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. Morgan Stanley reissued an “overweight” rating and issued a $87.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. Wells Fargo & Company lifted their target price on CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. UBS Group upped their price target on CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Finally, Jefferies Financial Group dropped their price objective on CocaCola from $88.00 to $87.00 and set a “buy” rating on the stock in a research note on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $84.33.

Read Our Latest Report on KO

CocaCola Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for CocaCola (NYSE:KO)

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