CocaCola Company (The) $KO Stake Increased by Simplicity Wealth LLC

Simplicity Wealth LLC raised its holdings in CocaCola Company (The) (NYSE:KO) by 49.0% in the third quarter, HoldingsChannel.com reports. The firm owned 125,849 shares of the company’s stock after purchasing an additional 41,376 shares during the quarter. Simplicity Wealth LLC’s holdings in CocaCola were worth $10,833,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the business. Bank of America Corp DE increased its holdings in shares of CocaCola by 9.5% during the first quarter. Bank of America Corp DE now owns 44,018,963 shares of the company’s stock worth $3,347,642,000 after purchasing an additional 3,836,640 shares during the period. OMERS ADMINISTRATION Corp raised its position in shares of CocaCola by 1,763.2% in the first quarter. OMERS ADMINISTRATION Corp now owns 3,383,332 shares of the company’s stock valued at $257,302,000 after buying an additional 3,201,742 shares in the last quarter. Wellington Management Group LLP boosted its stake 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 valued at $2,361,198,000 after buying an additional 2,439,026 shares during the period. Alecta Tjanstepension Omsesidigt bought a new stake in shares of CocaCola in the second quarter valued at approximately $197,470,000. Finally, Fifth Third Bancorp boosted its stake in shares of CocaCola by 76.5% in the first quarter. Fifth Third Bancorp now owns 2,999,625 shares of the company’s stock valued at $228,121,000 after buying an additional 1,300,577 shares during the period. Institutional investors own 70.26% of the company’s stock.

CocaCola Price Performance

KO stock opened at $92.77 on Friday. The company’s 50-day moving average price is $89.11 and its two-hundred day moving average price is $83.94. The firm has a market cap of $399.15 billion, a P/E ratio of 27.86, a P/E/G ratio of 3.61 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 12 month low of $67.27 and a 12 month high of $95.37.

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. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The company had revenue of $13.37 billion during the quarter, compared to the consensus estimate of $13.17 billion. During the same quarter in the prior year, the firm posted $0.87 EPS. The firm’s quarterly revenue 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, analysts anticipate that CocaCola Company will post 3.30 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Tuesday, December 1st will be paid a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, December 1st. CocaCola’s dividend payout ratio (DPR) is 63.66%.

Insider Buying and Selling at CocaCola

In other CocaCola news, EVP Nancy Quan sold 50,000 shares of the firm’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $90.39, for a total value of $4,519,500.00. Following the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at approximately $20,186,798.70. This trade represents a 18.29% decrease in their position. The sale 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 on Monday, August 10th. The shares were sold at an average price of $86.50, for a total value of $861,367.00. Following the completion of the sale, the insider directly owned 62,105 shares in the company, valued at approximately $5,372,082.50. This represents a 13.82% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 926,620 shares of company stock valued at $83,075,714. 0.90% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of research firms have commented on KO. Rothschild & Co Redburn raised their price objective on CocaCola from $86.00 to $92.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Royal Bank Of Canada lifted their price objective on CocaCola from $87.00 to $96.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Argus upped their target price on CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research report on Thursday, July 30th. Citigroup upped their target price on CocaCola from $100.00 to $102.00 and gave the company a “buy” rating in a research report on Wednesday, October 14th. Finally, Evercore reissued an “outperform” rating and set a $100.00 target price (up from $88.00) on shares of CocaCola in a report on Tuesday, July 28th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, CocaCola currently has an average rating of “Moderate Buy” and a consensus target price of $96.27.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Defensive investors have favored Coca-Cola as broader large-cap markets weakened, while the company’s industry-leading margins, reliable dividend and global brand continue to support demand for the stock. Defensive consumer stocks article
• Positive Sentiment: KFC plans to move roughly 3,600 U.S. restaurants back to Coca-Cola products beginning in early 2027, potentially adding fountain-volume growth and strengthening KO’s restaurant-channel presence. Coca-Cola KFC agreement article
• Positive Sentiment: Coca-Cola selected agency partners and reaffirmed its global marketing strategy, including expanded use of data, technology and artificial intelligence. Management expects the initiative to improve consumer engagement and support long-term growth. Coca-Cola marketing agency announcement
• Positive Sentiment: KO has beaten earnings-per-share estimates for six consecutive quarters. Wall Street expects third-quarter results before the market opens on October 27, with projected sales above $12.9 billion; another beat could extend the stock’s momentum. Coca-Cola third-quarter earnings preview
• Neutral Sentiment: Coca-Cola’s shares have gained roughly one-third in 2026 and recently entered the $400 billion market-capitalization group. Historical analysis suggests strong calendar-year gains have often been followed by additional advances, although the comparison does not guarantee future performance. Coca-Cola historical performance article
• Negative Sentiment: KO’s premium valuation leaves limited room for an earnings disappointment. Analysts see benefits from pricing and margin expansion, but weak volumes in some key markets remain a concern. A reported data-breach investigation and potential class-action claims also introduce legal and reputational risk. Coca-Cola data breach investigation

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.