CocaCola Company (The) $KO Stock: WealthPlan Investment Management LLC Grows Stake

WealthPlan Investment Management LLC grew its holdings in shares of CocaCola Company (The) (NYSE:KO) by 9.3% in the 3rd quarter, Holdings Channel.com reports. The firm owned 89,110 shares of the company’s stock after purchasing an additional 7,611 shares during the quarter. WealthPlan Investment Management LLC’s holdings in CocaCola were worth $7,671,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in KO. Bank of America Corp DE boosted its holdings in shares of CocaCola by 4.4% during the 2nd quarter. Bank of America Corp DE now owns 45,958,636 shares of the company’s stock valued at $3,735,058,000 after purchasing an additional 1,939,673 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of CocaCola by 0.4% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 36,354,414 shares of the company’s stock worth $2,954,523,000 after purchasing an additional 162,097 shares during the last quarter. Wellington Management Group LLP increased its holdings in shares of CocaCola by 9.2% in the second quarter. Wellington Management Group LLP now owns 29,053,752 shares of the company’s stock worth $2,361,198,000 after purchasing an additional 2,439,026 shares during the last quarter. Invesco Ltd. lifted its position in shares of CocaCola by 6.7% in the fourth quarter. Invesco Ltd. now owns 28,520,214 shares of the company’s stock worth $1,993,848,000 after buying an additional 1,798,371 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its position in shares of CocaCola by 1.3% in the first quarter. Dimensional Fund Advisors LP now owns 18,822,295 shares of the company’s stock worth $1,431,495,000 after buying an additional 235,785 shares in 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: Strong market momentum: KO has gained about 34% in 2026 and recently outperformed broader consumer-staples benchmarks. The move above its 50-day moving average is viewed as a bullish technical signal, reflecting investor confidence in Coca-Cola’s brand strength, pricing power, product innovation and operational efficiency. Coca-Cola Stock Breaks Above 50-Day Moving Average
• Positive Sentiment: Favorable analyst and sector sentiment: Coca-Cola’s average brokerage recommendation remains equivalent to “Buy,” while the company was highlighted among high-performing consumer-staples stocks with favorable earnings trends and defensive portfolio characteristics. Brokers Suggest Investing in Coca-Cola
• Positive Sentiment: Relative defensive appeal: KO gained while the broader market declined, reinforcing its reputation as a lower-volatility consumer-staples holding. Its beta of 0.32 and long dividend-growth record may be attracting investors seeking stability. Coca-Cola Gains As Market Dips
• Neutral Sentiment: Upcoming catalysts: Investors are monitoring Coca-Cola’s third-quarter earnings report, expected October 27, along with reports about a possible Costa Coffee sale. Heavy investor searches and ongoing portfolio discussions may increase attention but do not represent a fundamental change by themselves. Coca-Cola Stock Today and Upcoming Catalysts
• Negative Sentiment: Valuation and cash-flow risks: With a P/E ratio near 28 and shares close to the 52-week high, further gains may require continued earnings growth. Commentary also notes that Coca-Cola’s dividend payments exceeded free cash flow by billions last year, raising questions about long-term dividend sustainability despite its 63-year increase streak. Coca-Cola Dividend Sustainability

CocaCola Trading Up 0.8%

Shares of NYSE:KO traded up $0.77 during trading on Thursday, hitting $92.55. The company had a trading volume of 7,158,180 shares, compared to its average volume of 16,811,186. The stock has a market cap of $398.22 billion, a price-to-earnings ratio of 27.79, a price-to-earnings-growth ratio of 3.51 and a beta of 0.32. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The company has a fifty day simple moving average of $88.24 and a two-hundred day simple moving average of $83.16. CocaCola Company has a one year low of $67.16 and a one year high of $94.10.

CocaCola (NYSE:KO) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The business had revenue of $13.37 billion for the quarter, compared to analysts’ expectations of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The business’s revenue was up 6.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities analysts forecast that CocaCola Company will post 3.30 earnings per share for the current year.

Analyst Ratings Changes

A number of equities analysts recently commented on the company. DZ Bank reissued a “buy” rating on shares of CocaCola in a research note on Wednesday, July 29th. UBS Group set a $104.00 price objective on CocaCola and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Argus lifted their price objective on CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. JPMorgan Chase & Co. decreased their price objective on CocaCola from $96.00 to $95.00 and set an “overweight” rating on the stock in a report on Monday, September 28th. Finally, Citigroup upped their price target on shares of CocaCola from $100.00 to $102.00 and gave the company a “buy” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $96.05.

Insider Buying and Selling at CocaCola

In related news, CFO John Murphy sold 152,483 shares of CocaCola stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $87.31, for a total value of $13,313,290.73. Following the completion of the sale, the chief financial officer directly owned 279,917 shares in the company, valued at $24,439,553.27. The trade was a 35.26% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 145,947 shares of the company’s stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $90.09, for a total transaction of $13,148,365.23. Following the completion of the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at $11,066,024.97. The trade was a 54.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders sold 926,620 shares of company stock valued at $83,075,714. 0.90% of the stock is owned by company insiders.

About CocaCola

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Its portfolio includes sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and other ready-to-drink products. The company’s best-known brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, Powerade, Minute Maid, fairlife, and Georgia Coffee.

Founded in 1886, the company develops, owns, licenses, markets, and distributes beverage brands through a network of bottling partners, distributors, retailers, and food-service operators.