MassMutual Private Wealth & Trust FSB Reduces Holdings in CocaCola Company (The) $KO

MassMutual Private Wealth & Trust FSB lowered its stake in shares of CocaCola Company (The) (NYSE:KO) by 11.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 131,031 shares of the company’s stock after selling 17,609 shares during the quarter. MassMutual Private Wealth & Trust FSB’s holdings in CocaCola were worth $8,690,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of KO. Requisite Capital Management LLC increased its stake in CocaCola by 2.8% during the 2nd quarter. Requisite Capital Management LLC now owns 5,285 shares of the company’s stock valued at $377,000 after purchasing an additional 142 shares in the last quarter. Paulson Wealth Management Inc. grew its holdings in shares of CocaCola by 2.2% during the second quarter. Paulson Wealth Management Inc. now owns 6,773 shares of the company’s stock valued at $479,000 after buying an additional 149 shares during the last quarter. Summitry LLC increased its position in shares of CocaCola by 1.9% in the 2nd quarter. Summitry LLC now owns 7,865 shares of the company’s stock valued at $556,000 after acquiring an additional 149 shares during the period. Pacifica Partners Inc. increased its position in shares of CocaCola by 6.3% in the 2nd quarter. Pacifica Partners Inc. now owns 2,518 shares of the company’s stock valued at $177,000 after acquiring an additional 150 shares during the period. Finally, Cetera Trust Company N.A raised its stake in CocaCola by 0.5% in the 2nd quarter. Cetera Trust Company N.A now owns 30,371 shares of the company’s stock worth $2,149,000 after acquiring an additional 150 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola Stock Performance

Shares of NYSE KO opened at $67.88 on Wednesday. The company has a market capitalization of $291.97 billion, a PE ratio of 22.48, a price-to-earnings-growth ratio of 3.50 and a beta of 0.39. 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’s fifty day moving average price is $70.40 and its 200 day moving average price is $69.33. CocaCola Company has a 1 year low of $60.62 and a 1 year high of $74.38.

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

CocaCola Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several research firms have weighed in on KO. Evercore ISI reiterated an “outperform” rating on shares of CocaCola in a research note on Tuesday, October 21st. TD Cowen upped their target price on CocaCola from $75.00 to $80.00 and gave the company a “buy” rating in a research report on Wednesday, October 22nd. Bank of America raised their price target on shares of CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Cowen restated a “buy” rating on shares of CocaCola in a research note on Wednesday, October 22nd. Finally, Barclays reiterated an “overweight” rating on shares of CocaCola in a research note on Thursday, October 23rd. One analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. According to MarketBeat.com, CocaCola presently has a consensus rating of “Buy” and a consensus target price of $79.08.

Insider Activity at CocaCola

In other CocaCola news, EVP Monica Howard Douglas sold 13,548 shares of the firm’s stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $69.93, for a total value of $947,411.64. Following the sale, the executive vice president directly owned 37,725 shares of the company’s stock, valued at approximately $2,638,109.25. This trade represents a 26.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Nancy Quan sold 31,625 shares of the business’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $71.17, for a total value of $2,250,751.25. Following the completion of the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at $15,894,396.10. This trade represents a 12.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 225,252 shares of company stock valued at $15,953,007 in the last ninety days. 0.90% of the stock is currently owned by company insiders.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Buffett‑style endorsement — The Motley Fool lists Coca‑Cola among “3 Top Buffett Stocks to Buy and Hold,” reinforcing the narrative of KO as a durable, dividend‑paying moat stock that attracts long‑term, defensive capital. Read More.
• Positive Sentiment: Small public buy by a lawmaker — A recent filing shows Rep. Lloyd Doggett purchased over $5k of KO stock, a minor but visible insider‑type purchase that can be read as modest confidence from a public figure. Read More.
• Positive Sentiment: Revenue Growth Management (RGM) supports margins — Analysts note KO’s sharper RGM strategy (pricing, mix and pack optimization) is sustaining organic growth and protecting margins despite uneven consumer demand, a constructive operational story for earnings resilience. Read More.
• Neutral Sentiment: Analyst forecasts mixed — Recent stock‑forecast and analyst‑consensus pages update targets and earnings expectations; useful for gauging market price targets but not a single catalyst. Read More.
• Neutral Sentiment: Valuation analysis is mixed — A valuation piece finds DCF and P/E signals send conflicting messages (some metrics say fair value, others suggest premium), leaving investors uncertain whether current multiples adequately reflect growth and yield. Read More.
• Negative Sentiment: Recent price weakness and session downside — Coverage notes KO slid in the latest session (example: a ~‑1.7% move reported), indicating short‑term selling pressure that can feed momentum‑based outflows. Read More.
• Negative Sentiment: Valuation headwind flagged by sector pieces — MarketBeat notes Coca‑Cola’s size and premium multiple present a valuation challenge compared with lower‑priced mid‑cap staples; that can cap near‑term upside relative to peers. Read More.

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.