CocaCola Company (The) $KO Stock Holdings Decreased by Bell Bank

Bell Bank trimmed its holdings in CocaCola Company (The) (NYSE:KO) by 42.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 16,964 shares of the company’s stock after selling 12,387 shares during the quarter. Bell Bank’s holdings in CocaCola were worth $1,460,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of KO. Newman Dignan & Sheerar Inc. increased its stake in CocaCola by 11.0% during the third quarter. Newman Dignan & Sheerar Inc. now owns 15,636 shares of the company’s stock worth $1,346,000 after acquiring an additional 1,554 shares during the last quarter. Benchmark Financial Wealth Advisors LLC lifted its position in CocaCola by 12.3% in the third quarter. Benchmark Financial Wealth Advisors LLC now owns 10,679 shares of the company’s stock worth $919,000 after buying an additional 1,173 shares during the last quarter. Robeco Institutional Asset Management B.V. lifted its position in CocaCola by 21.9% in the third quarter. Robeco Institutional Asset Management B.V. now owns 5,997,016 shares of the company’s stock worth $516,223,000 after buying an additional 1,077,005 shares during the last quarter. Zullo Investment Group Inc. boosted its stake in CocaCola by 1.7% during the third quarter. Zullo Investment Group Inc. now owns 9,195 shares of the company’s stock worth $792,000 after buying an additional 154 shares during the period. Finally, Diversify Advisory Services LLC raised its stake in shares of CocaCola by 9.2% in the third quarter. Diversify Advisory Services LLC now owns 179,816 shares of the company’s stock valued at $16,543,000 after acquiring an additional 15,216 shares during the period. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Analysts Set New Price Targets

KO has been the subject of a number of research analyst reports. Daiwa Securities Group raised their price target on CocaCola from $83.00 to $93.00 and gave the stock an “outperform” rating in a research note on Thursday, July 30th. Rothschild & Co Redburn lifted their price target on shares of CocaCola from $86.00 to $92.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Morgan Stanley reissued an “overweight” rating and issued a $100.00 price objective (up from $89.00) on shares of CocaCola in a research note on Wednesday, July 29th. The Goldman Sachs Group reissued a “neutral” rating and set a $86.00 price target (up from $82.00) on shares of CocaCola in a research report on Tuesday, July 28th. Finally, Argus raised their target price on shares of CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research report on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $96.27.

Insider Buying and Selling

In other CocaCola news, Chairman James Quincey sold 381,140 shares of CocaCola stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $90.04, for a total transaction of $34,317,845.60. Following the completion of the sale, the chairman directly owned 122,833 shares in the company, valued at approximately $11,059,883.32. The trade was a 75.63% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. 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. Also, insider Bruno Pietracci sold 111,365 shares of the business’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $90.93, for a total transaction of $10,126,419.45. Following the transaction, the insider owned 41,365 shares of the company’s stock, valued at $3,761,319.45. This represents a 72.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 926,620 shares of company stock worth $83,075,714 in the last quarter. 0.90% of the stock is currently owned by corporate insiders.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts remain bullish: Wells Fargo and UBS both maintained their Buy ratings on Coca-Cola, reinforcing confidence in the company’s growth outlook and defensive qualities. Wells Fargo Coca-Cola rating UBS Coca-Cola rating
• Positive Sentiment: KFC partnership expands foodservice reach: KFC will replace Pepsi with Coca-Cola beverages in its U.S. restaurants beginning in January 2027, eventually covering roughly 3,700–4,000 locations. The direct revenue impact may be limited, but the deal improves fountain distribution, brand visibility and consumer occasions. Coca-Cola KFC partnership
• Positive Sentiment: Defensive-investment appeal persists: Articles continue to highlight Coca-Cola’s 64-year record of dividend increases, global scale and low-beta profile, which may attract investors amid renewed market volatility. Defensive stocks article
• Neutral Sentiment: Coffee strategy is under review: Coverage questions what Coca-Cola may change in its coffee business, signaling potential portfolio adjustments but no clearly identified near-term financial impact. Coca-Cola coffee business
• Negative Sentiment: Valuation and earnings concerns are emerging: After rising roughly 35%–40% this year, Coca-Cola’s dividend yield has compressed to about 2.2%. Zacks also says the company may lack the usual indicators for an upcoming earnings beat, creating a risk that expectations have outpaced near-term results. Coca-Cola earnings expectations

CocaCola Price Performance

Shares of KO opened at $93.44 on Wednesday. The company has a 50 day moving average of $88.74 and a two-hundred day moving average of $83.64. The company has a market cap of $402.04 billion, a price-to-earnings ratio of 28.06, a price-to-earnings-growth ratio of 3.63 and a beta of 0.32. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97. CocaCola Company has a twelve month low of $67.27 and a twelve month high of $94.10.

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

CocaCola Dividend Announcement

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

CocaCola Company 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.