SBI Securities Co. Ltd. Lowers Holdings in CocaCola Company (The) $KO

SBI Securities Co. Ltd. decreased its holdings in CocaCola Company (The) (NYSE:KO) by 3.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 286,716 shares of the company’s stock after selling 10,096 shares during the quarter. SBI Securities Co. Ltd.’s holdings in CocaCola were worth $20,044,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Headlands Technologies LLC acquired a new position in shares of CocaCola in the 2nd quarter valued at about $26,000. Marquette Asset Management LLC acquired a new position in shares of CocaCola in the 3rd quarter valued at about $27,000. Daytona Street Capital LLC acquired a new position in shares of CocaCola in the 4th quarter valued at about $29,000. Cloud Capital Management LLC acquired a new position in shares of CocaCola in the 3rd quarter valued at about $27,000. Finally, Elevated Capital Advisors LLC acquired a new position in shares of CocaCola in the 4th quarter valued at about $30,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola Stock Performance

CocaCola stock opened at $78.55 on Wednesday. The stock’s 50 day moving average price is $77.10 and its 200 day moving average price is $73.69. The firm has a market capitalization of $337.96 billion, a PE ratio of 24.70, a price-to-earnings-growth ratio of 3.12 and a beta of 0.35. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. CocaCola Company has a one year low of $65.35 and a one year high of $82.00.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping the consensus estimate of $0.81 by $0.05. The firm had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.CocaCola’s revenue for the quarter was up 11.4% on a year-over-year basis. During the same period in the previous year, the company posted $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, sell-side analysts expect that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be issued a dividend of $0.53 per share. The ex-dividend date is Monday, June 15th. This represents a $2.12 annualized dividend and a yield of 2.7%. CocaCola’s payout ratio is currently 66.67%.

Insider Activity at CocaCola

In other CocaCola news, 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 sale, the executive vice president directly owned 223,330 shares in the company, valued at $17,754,735. The trade was a 9.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO John Murphy sold 72,449 shares of CocaCola stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $80.52, for a total value of $5,833,593.48. Following the sale, the chief financial officer owned 279,917 shares in the company, valued at $22,538,916.84. This represents a 20.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 555,101 shares of company stock worth $44,208,566 over the last ninety days. Company insiders own 0.90% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Q1 outperformance and dividend stability reinforce the investment case — coverage notes Coca‑Cola’s stronger-than-expected Q1 results and steady dividend policy, which help justify investor demand and income-oriented positioning. Is Coca‑Cola’s Strong Q1 2026 Beat and Dividend Steadiness Altering The Investment Case For Coca‑Cola (KO)?
• Positive Sentiment: Innovation pipeline seen lifting revenues — new SKUs (Cherry Float, Zero Zero, POWERADE Power Water) are cited as contributors to recent top-line momentum; execution and pricing will determine sustainability. Coca‑Cola’s Innovation Pipeline: Is it Enough to Drive Demand?
• Neutral Sentiment: Analyst Q&A highlights points investors should monitor — the earnings call produced several insightful analyst questions around growth drivers, margins and execution that could guide near-term expectations. 5 insightful analyst questions from Coca‑Cola’s Q1 earnings call
• Neutral Sentiment: Coca‑Cola Femsa (KOF) Q1 call shows mixed regional performance — bottler commentary points to Mexico as a drag, which can transmit to KO’s Latin America exposure but is more of a regional bottler risk than a corporate earnings surprise. Coca‑Cola Femsa Q1 Call: Growth, Margins, Mexico Drag
• Negative Sentiment: Valuation premium raises entry concerns — analyses argue KO trades at a premium vs. fair-value estimates, which could cap upside if growth or margin beats fade. Coca‑Cola Trades at Valuation Premium: Overvalued or Apt for Entry?
• Negative Sentiment: Competitive gap to PepsiCo highlighted — coverage comparing PEP vs KO suggests PepsiCo may be pulling ahead on certain execution and efficiency fronts, a risk for KO’s relative performance. PepsiCo vs Coca‑Cola: A Decade‑Long Fight for Dominance
• Negative Sentiment: Conflicting fair-value checks — recent writeups flag differing valuation conclusions after recent share moves, adding short-term volatility risk as investors reconcile models. Coca‑Cola (KO) Valuation Check After Recent Share Price Moves And Conflicting Fair Value Estimates

Wall Street Analyst Weigh In

Several research firms have recently weighed in on KO. Truist Financial set a $85.00 price objective on CocaCola in a research note on Wednesday, February 11th. Evercore reissued an “outperform” rating and set a $85.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. Barclays boosted their price target on CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Royal Bank Of Canada set a $87.00 price target on CocaCola in a research report on Wednesday, February 11th. Finally, JPMorgan Chase & Co. boosted their price target on CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 29th. Fifteen equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $86.27.

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.