CocaCola Company (The) $KO Shares Acquired by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. grew its position in CocaCola Company (The) (NYSE:KO) by 1.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,408,798 shares of the company’s stock after acquiring an additional 198,886 shares during the period. Sumitomo Mitsui Trust Group Inc. owned about 0.24% of CocaCola worth $690,311,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in CocaCola during the 2nd quarter worth $3,846,270,000. Vanguard Group Inc. lifted its holdings in CocaCola by 1.7% in the second quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock worth $25,996,519,000 after acquiring an additional 6,241,163 shares during the last quarter. Laurel Wealth Advisors LLC grew its stake in CocaCola by 7,239.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 6,149,632 shares of the company’s stock worth $435,086,000 after buying an additional 6,065,840 shares during the last quarter. Assenagon Asset Management S.A. boosted its position in shares of CocaCola by 343.3% during the third quarter. Assenagon Asset Management S.A. now owns 4,486,096 shares of the company’s stock worth $297,518,000 after buying an additional 3,474,015 shares during the period. Finally, Schroder Investment Management Group grew its position in CocaCola by 28.7% in the 2nd quarter. Schroder Investment Management Group now owns 11,713,984 shares of the company’s stock valued at $828,764,000 after buying an additional 2,613,316 shares in the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Shares snapped a six‑session losing streak as buying returned, suggesting technical relief and short‑term momentum helped drive the uptick. Coca‑Cola shares snapped six‑session losing streak
• Positive Sentiment: Wells Fargo added KO to its Q1 2026 Tactical Ideas list, a visible buy/sell‑idea endorsement that can attract tactical and institutional flows into the stock. Wells Fargo Adds Coca‑Cola (KO) to Q1 2026 Tactical Ideas List
• Neutral Sentiment: Features in thematic investor pieces (pricing‑power lists and dividend‑aristocrat roundups) reinforce KO’s defensive / income case but don’t present new catalysts — they support steady, long‑term demand from income investors. 5 Under‑the‑Radar Consumer Staples Stocks With Pricing Power (KO)
• Neutral Sentiment: Zacks and other outlets note heightened investor attention and compare Coca‑Cola vs. Pepsi for defensive allocations — useful context for investors but not an immediate earnings/cash‑flow development. Coca‑Cola Company (The) (KO) is Attracting Investor Attention
• Neutral Sentiment: Multiple investment roundups and dividend‑stock lists (24/7 Wall St., 247WallSt.) highlight KO’s long dividend track record; that bolsters its defensive appeal to income portfolios but isn’t a fresh earnings or guidance surprise. The Dividend Aristocrats No One’s Talking About (And Their 30+ Year Track Records)
• Neutral Sentiment: Coverage referencing Warren Buffett’s portfolio transition draws attention to legacy holdings and defensive names; mentions can shape sentiment but don’t change KO’s fundamentals immediately. 74% of the $317 Billion Portfolio Warren Buffett Left for Berkshire Hathaway’s New CEO, Greg Abel, Is Invested in These 8 Unstoppable Stocks in 2026

Insider Activity at CocaCola

In other news, EVP Monica Howard Douglas sold 13,548 shares of CocaCola stock in a transaction on Friday, October 24th. The shares were sold at an average price of $69.93, for a total value of $947,411.64. Following the completion of the sale, the executive vice president owned 37,725 shares in the company, valued at $2,638,109.25. The trade was a 26.42% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $71.17, for a total transaction 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. The trade was a 12.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 225,252 shares of company stock worth $15,953,007. Corporate insiders own 0.90% of the company’s stock.

Analyst Upgrades and Downgrades

KO has been the topic of a number of research analyst reports. UBS Group reaffirmed a “buy” rating on shares of CocaCola in a report on Friday, December 5th. Piper Sandler increased their price target on shares of CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 22nd. TD Cowen upped their target price on CocaCola from $75.00 to $80.00 and gave the stock a “buy” rating in a research report on Wednesday, October 22nd. Bank of America lifted their price target on CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a report on Friday, November 7th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research report on Wednesday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $79.08.

CocaCola Trading Up 1.7%

NYSE KO opened at $70.54 on Monday. The firm has a market capitalization of $303.42 billion, a PE ratio of 23.36, a price-to-earnings-growth ratio of 3.63 and a beta of 0.39. The business’s 50-day moving average price is $70.42 and its two-hundred day moving average price is $69.32. The company has a current ratio of 1.21, a quick ratio of 1.00 and a debt-to-equity ratio of 1.30. CocaCola Company has a 12 month low of $60.71 and a 12 month high of $74.38.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Thursday, March 27th. The company reported $0.55 earnings per share for the quarter. The firm had revenue of $11.40 billion during the quarter. CocaCola had a return on equity of 43.62% and a net margin of 27.34%.CocaCola has set its FY 2025 guidance at 2.966-2.966 EPS. On average, analysts expect that CocaCola Company will post 2.96 EPS for the current year.

CocaCola Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 1st were issued a dividend of $0.51 per share. This represents a $2.04 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date was Monday, December 1st. CocaCola’s dividend payout ratio is presently 67.55%.

CocaCola Company 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.