Coca-Cola Company (The) $KO Shares Acquired by Partners Wealth Management LLC

Partners Wealth Management LLC lifted its stake in Coca-Cola Company (The) (NYSE:KO) by 91.4% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 18,971 shares of the company’s stock after acquiring an additional 9,061 shares during the period. Partners Wealth Management LLC’s holdings in Coca-Cola were worth $1,643,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. Guardian Partners Inc. acquired a new position in Coca-Cola in the 2nd quarter valued at approximately $27,000. Horizons Wealth Management acquired a new stake in shares of Coca-Cola during the 3rd quarter worth approximately $31,000. Atomic Invest LLC grew its holdings in shares of Coca-Cola by 38.7% during the 2nd quarter. Atomic Invest LLC now owns 437 shares of the company’s stock worth $36,000 after purchasing an additional 122 shares in the last quarter. Timbuktu Capital Management LLC bought a new stake in shares of Coca-Cola during the second quarter valued at approximately $41,000. Finally, Holos Integrated Wealth LLC increased its position in shares of Coca-Cola by 35.2% during the third quarter. Holos Integrated Wealth LLC now owns 541 shares of the company’s stock valued at $51,000 after purchasing an additional 141 shares during the period. 70.26% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, insider Sanket Ray sold 9,958 shares of the stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $86.50, for a total transaction of $861,367.00. Following the sale, the insider directly owned 62,105 shares in the company, valued at $5,372,082.50. This represents a 13.82% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Bruno Pietracci sold 111,365 shares of Coca-Cola stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $90.93, for a total value of $10,126,419.45. Following the completion of the transaction, the insider owned 41,365 shares of the company’s stock, valued at approximately $3,761,319.45. The trade was a 72.92% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 171,323 shares of company stock worth $15,507,286. Insiders own 0.90% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently commented on KO. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $86.00 target price (up from $82.00) on shares of Coca-Cola in a research report on Tuesday, July 28th. Freedom Broker boosted their price target on shares of Coca-Cola from $85.00 to $89.00 and gave the company a “hold” rating in a report on Wednesday. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Coca-Cola from $92.00 to $98.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Daiwa Securities Group raised their price objective on shares of Coca-Cola from $83.00 to $93.00 and gave the stock an “outperform” rating in a report on Thursday, July 30th. Finally, DZ Bank reiterated a “buy” rating on shares of Coca-Cola in a research report on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, Coca-Cola presently has a consensus rating of “Moderate Buy” and a consensus target price of $97.26.

Coca-Cola Trading Up 1.2%

Shares of Coca-Cola stock opened at $92.84 on Friday. The stock has a market capitalization of $399.47 billion, a P/E ratio of 27.31, a price-to-earnings-growth ratio of 3.52 and a beta of 0.32. The company has a quick ratio of 1.12, a current ratio of 1.38 and a debt-to-equity ratio of 0.93. The company has a 50-day simple moving average of $89.40 and a 200 day simple moving average of $81.96. Coca-Cola Company has a 12-month low of $67.27 and a 12-month high of $95.37.

Coca-Cola (NYSE:KO) last released its quarterly earnings results on Tuesday, October 27th. The company reported $0.91 EPS for the quarter, beating analysts’ consensus estimates of $0.88 by $0.03. The firm had revenue of $13.35 billion for the quarter, compared to analyst estimates of $12.92 billion. Coca-Cola had a net margin of 28.65% and a return on equity of 38.79%. The company’s revenue for the quarter was up 7.2% compared to the same quarter last year. During the same period in the previous year, the business earned $0.82 earnings per share. Research analysts expect that Coca-Cola Company will post 3.34 earnings per share for the current fiscal year.

Coca-Cola Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Tuesday, December 1st will be paid a $0.53 dividend. The ex-dividend date is Tuesday, December 1st. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.3%. Coca-Cola’s payout ratio is 63.66%.

More Coca-Cola News

Here are the key news stories impacting Coca-Cola this week:

• Positive Sentiment: Coca-Cola reported its sixth consecutive earnings beat, with third-quarter revenue of $13.35 billion and adjusted EPS of $0.91, ahead of estimates. Global unit case volume increased 5%, and management raised its 2026 comparable EPS growth forecast to at least 11%. KO Q3 Earnings Call Highlights
• Positive Sentiment: Analysts remained constructive following the results. Citigroup raised its target to $103, JPMorgan to $98, and TD Cowen to $104; the firms maintained Buy or Overweight ratings. TD Cowen Coca-Cola Rating
• Positive Sentiment: Jim Cramer endorsed Coca-Cola, while investors continue to view its global distribution network, iconic brands and emerging-market opportunity as long-term growth advantages. India’s strong performance and potential 2027 IPO of Hindustan Coca-Cola Holdings could also unlock value. Jim Cramer Says Buy Coca-Cola
• Neutral Sentiment: Coca-Cola’s 64-year record of dividend increases and approximately 2.3% yield support its appeal as an income and defensive investment, though the lower yield provides less immediate income after the stock’s strong rally.
• Negative Sentiment: Some commentary suggests waiting for a better entry point because the shares trade at a premium valuation after a roughly 31%–35% 2026 advance. Flat North American volume, potential revenue pressure from divestitures and ongoing IRS litigation remain concerns. Coca-Cola Raised Its 2026 Outlook
• Negative Sentiment: Freedom Broker raised its price target to $89 but kept a Hold rating, implying that the stock may already exceed near-term fair value. Comparisons with higher-yielding beverage or consumer-staple alternatives may further limit buying enthusiasm.

About Coca-Cola

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Founded in 1886, it is best known for Coca-Cola, one of the world’s most recognized soft drink brands.

The company owns, licenses, and markets a broad portfolio of beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, smartwater, Powerade, Minute Maid, Simply, fairlife, and Costa Coffee, among others.

The Coca-Cola Company serves consumers in more than 200 countries and territories through a system that includes company-operated operations, independent bottling partners, distributors, retailers, and food-service providers.