6,865 CocaCola Company (The) $KO Shares Acquired by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd increased its position in shares of CocaCola Company (The) (NYSE:KO) by 0.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor 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 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Bank of America Corp DE grew its stake in CocaCola by 4.4% in the second 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 in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in CocaCola by 0.4% in the 2nd 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 raised its stake in shares of CocaCola by 9.2% during the 2nd 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 in the last quarter. Dimensional Fund Advisors LP raised its stake in shares of CocaCola by 1.3% during the 1st quarter. Dimensional Fund Advisors LP now owns 18,822,295 shares of the company’s stock worth $1,431,495,000 after purchasing an additional 235,785 shares in the last quarter. Finally, Fayez Sarofim & Co raised its stake in shares of CocaCola by 0.7% during the 2nd quarter. Fayez Sarofim & Co now owns 15,272,831 shares of the company’s stock worth $1,241,223,000 after purchasing an additional 113,599 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola Stock Down 0.6%

Shares of KO stock opened at $93.36 on Tuesday. The stock’s 50 day simple moving average is $88.60 and its 200 day simple moving average is $83.51. CocaCola Company has a twelve month low of $67.27 and a twelve month high of $94.10. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.12 and a current ratio of 1.30. The company has a market capitalization of $401.69 billion, a price-to-earnings ratio of 28.04, a PEG ratio of 3.65 and a beta of 0.32.

CocaCola (NYSE:KO) last announced its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The firm had revenue of $13.37 billion during the quarter, compared to analysts’ expectations 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 prior year, the business earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, research analysts predict that CocaCola Company will post 3.30 EPS for the current year.

CocaCola Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders 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 dividend yield of 2.3%. The ex-dividend date is Tuesday, December 1st. CocaCola’s payout ratio is presently 63.66%.

Insiders Place Their Bets

In related news, EVP Nancy Quan sold 50,000 shares of the firm’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total value of $4,519,500.00. Following the transaction, 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 position. The transaction was disclosed in a filing with the SEC, which is available through this link. 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 transaction of $861,367.00. Following the completion of the transaction, the insider owned 62,105 shares in the company, valued at $5,372,082.50. The trade was a 13.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 926,620 shares of company stock valued at $83,075,714 in the last three months. Company insiders own 0.90% of the company’s stock.

Key Stories Impacting CocaCola

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?

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on KO shares. Truist Financial set a $88.00 price target on CocaCola in a report on Friday, June 26th. Sanford C. Bernstein restated a “market perform” rating and issued a $93.00 price objective (up from $83.00) on shares of CocaCola in a report on Wednesday, July 29th. JPMorgan Chase & Co. dropped 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. DZ Bank reaffirmed a “buy” rating on shares of CocaCola in a research report on Wednesday, July 29th. Finally, BNP Paribas Exane lifted their target price on shares of CocaCola from $90.00 to $98.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. One research 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. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $96.27.

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.