CocaCola Company (The) $KO Stock Bought by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd grew its stake in shares of CocaCola Company (The) (NYSE:KO) by 0.8% in the third quarter, according to its most recent filing with the SEC. The fund owned 879,555 shares of the company’s stock after acquiring an additional 6,865 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in CocaCola were worth $75,712,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Bank of America Corp DE raised its holdings in CocaCola by 4.4% during the 2nd quarter. Bank of America Corp DE now owns 45,958,636 shares of the company’s stock worth $3,735,058,000 after buying an additional 1,939,673 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in CocaCola by 0.4% during 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 valued at $2,954,523,000 after buying an additional 162,097 shares in the last quarter. Wellington Management Group LLP lifted its stake in CocaCola by 9.2% during the second quarter. Wellington Management Group LLP now owns 29,053,752 shares of the company’s stock valued at $2,361,198,000 after buying an additional 2,439,026 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings 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 during the period. Finally, Fayez Sarofim & Co boosted its holdings in shares of CocaCola by 0.7% in the second quarter. Fayez Sarofim & Co now owns 15,272,831 shares of the company’s stock worth $1,241,223,000 after buying an additional 113,599 shares during the period. 70.26% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. UBS Group reissued a “buy” rating on shares of CocaCola in a research report on Monday. Bank of America upped their price target on shares of CocaCola from $95.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Sanford C. Bernstein restated a “market perform” rating and issued a $93.00 price target (up from $83.00) on shares of CocaCola in a research report on Wednesday, July 29th. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $86.00 price objective (up from $82.00) on shares of CocaCola in a research note on Tuesday, July 28th. Finally, Royal Bank Of Canada lifted their price objective on shares of CocaCola from $87.00 to $96.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, CocaCola presently has a consensus rating of “Moderate Buy” and an average price target of $96.27.

CocaCola Stock Performance

Shares of KO stock opened at $93.36 on Tuesday. The company has a market capitalization of $401.69 billion, a price-to-earnings ratio of 28.04, a P/E/G ratio of 3.65 and a beta of 0.32. CocaCola Company has a 1-year low of $67.27 and a 1-year high of $94.10. The company has a current ratio of 1.30, a quick ratio of 1.12 and a debt-to-equity ratio of 0.97. The stock’s fifty day simple moving average is $88.60 and its 200-day simple moving average is $83.51.

CocaCola (NYSE:KO) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.04. CocaCola had a return on equity of 39.38% and a net margin of 28.56%. The firm had revenue of $13.37 billion during the quarter, compared to the consensus estimate of $13.17 billion. During the same period in the prior year, the business earned $0.87 EPS. The business’s revenue for the quarter was up 6.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. On average, sell-side analysts predict that CocaCola Company will post 3.30 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be paid a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, December 1st. CocaCola’s payout ratio is 63.66%.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: KFC will switch its U.S. beverage partnership to Coca-Cola beginning in January 2027, bringing Coca-Cola products to roughly 3,700–4,000 restaurants by spring. Although the direct revenue impact is expected to be modest, the agreement expands fountain distribution, foodservice visibility and marketing opportunities at PepsiCo’s expense. Is KFC Drink Deal Altering The Investment Case For Coca Cola
• Positive Sentiment: Analysts and financial commentators continue to highlight Coca-Cola’s low beta, global scale, brand strength and 64-year streak of annual dividend increases, making KO attractive to investors seeking income and stability during market volatility. Buy 5 Stocks to Stay Safe as Volatility Reappears on Wall Street
• Neutral Sentiment: Coca-Cola is expected to report quarterly earnings on Tuesday. The release is the immediate catalyst for the stock, with investors likely focused on organic sales, consumer demand, margins and whether management maintains its fiscal 2026 earnings outlook. CocaCola Expected to Announce Quarterly Earnings on Tuesday
• Neutral Sentiment: Articles emphasizing Warren Buffett’s long-term ownership and Coca-Cola’s dividend-compounding potential reinforce the company’s appeal as a long-duration income investment, but they are largely historical and unlikely to provide a near-term trading catalyst. Warren Buffett Has Held Coca-Cola for Decades
• Negative Sentiment: KO has already gained substantially over the past year and trades near its 52-week high at a valuation of about 28 times earnings. That leaves less room for disappointment if results, guidance or consumer trends fall short of expectations.
• Negative Sentiment: Commentary notes persistent financial strain on shoppers, which could pressure volumes, product mix and pricing power even as Coca-Cola benefits from major sporting events and broader distribution. What Are Coca-Cola Stock Bulls Not Worried About?

Insider Buying and Selling

In related news, EVP Nancy Quan sold 50,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the completion of the sale, the executive vice president directly owned 223,330 shares in the company, valued at approximately $20,186,798.70. This trade represents a 18.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Sanket Ray sold 9,958 shares of the firm’s 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 owned 62,105 shares of the company’s stock, valued at approximately $5,372,082.50. This represents a 13.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 926,620 shares of company stock worth $83,075,714 over the last ninety days. 0.90% of the stock is currently owned by corporate insiders.

CocaCola Profile

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.