Rede Wealth LLC boosted its holdings in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 200.4% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 16,874 shares of the company’s stock after buying an additional 11,257 shares during the quarter. CocaCola makes up approximately 0.9% of Rede Wealth LLC’s holdings, making the stock its 25th largest holding. Rede Wealth LLC’s holdings in CocaCola were worth $1,128,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors have also added to or reduced their stakes in the business. Sava Infond d.o.o. raised its holdings in shares of CocaCola by 210.8% during the second quarter. Sava Infond d.o.o. now owns 5,750 shares of the company’s stock worth $407,000 after purchasing an additional 3,900 shares during the last quarter. Vanguard Group Inc. boosted 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 valued at $25,996,519,000 after purchasing an additional 6,241,163 shares during the last quarter. Perigon Wealth Management LLC grew its position in CocaCola by 3.6% during the 2nd quarter. Perigon Wealth Management LLC now owns 130,164 shares of the company’s stock worth $9,209,000 after purchasing an additional 4,469 shares during the period. Aberdeen Group plc raised its stake in shares of CocaCola by 5.0% during the 2nd quarter. Aberdeen Group plc now owns 4,557,668 shares of the company’s stock valued at $322,455,000 after buying an additional 216,752 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of CocaCola by 6.2% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 30,889,415 shares of the company’s stock valued at $2,212,300,000 after buying an additional 1,794,561 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.
Insider Transactions at CocaCola
In other news, Director Max R. Levchin acquired 7,206 shares of the business’s stock in a transaction on Friday, October 24th. The stock was bought at an average cost of $69.87 per share, for a total transaction of $503,483.22. Following the purchase, the director owned 14,267 shares in the company, valued at approximately $996,835.29. This represents a 102.05% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Manuel Arroyo sold 139,689 shares of the business’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $70.80, for a total value of $9,889,981.20. Following the sale, the executive vice president owned 58,067 shares of the company’s stock, valued at approximately $4,111,143.60. This trade represents a 70.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 225,252 shares of company stock worth $15,953,007 in the last three months. 0.90% of the stock is owned by corporate insiders.
Analyst Ratings Changes
Get Our Latest Research Report on KO
CocaCola News Roundup
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: BofA raised its price target on KO to $85 (from $80) and kept a Buy rating, citing longer‑term upside even as 2026 consumption trends remain uncertain — a direct catalyst that can support the stock if investors follow the analyst call. BofA Raises Coca-Cola (KO) Target as 2026 Consumption Growth Remains Unclear
- Positive Sentiment: Zacks argues KO can sustain organic growth at the high end of its model — gaining value share through pricing, volume and productivity — which supports revenue and margin stability in a tougher macro environment. Coca-Cola’s Story: Can Organic Growth Stay Resilient in 2026?
- Positive Sentiment: Popular investor pieces continue to highlight KO as a high‑quality dividend payer and defensive holding, which can attract income‑focused flows in uncertain markets. Could These 3 “Recession-Proof” Dividend Stocks Surge 100% by 2031?
- Neutral Sentiment: Price forecasts and long‑range models (24/7 Wall St.) show mixed near‑term moves but reiterate KO’s steady long‑term profile — useful context but not an immediate catalyst. Coca-Cola (NYSE: KO) Price Prediction and Forecast 2026-2030 (January 2026)
- Neutral Sentiment: Comparative pieces (e.g., KO vs. Primo Brands) may drive placement in screeners or investor attention but are unlikely to move the stock materially on their own. Comparing CocaCola (NYSE:KO) and Primo Brands (NYSE:PRMB)
- Negative Sentiment: Seeking Alpha argues KO’s dividend and cash flow don’t offset sluggish growth and a mid‑20s P/E, suggesting limited total‑return upside versus higher‑growth alternatives — a narrative that can pressure valuation-sensitive investors. Coca-Cola: Not Even The Storied Dividend Can Create A Compelling Investment Case
- Negative Sentiment: Forbes revisits risks, including historical sharp drawdowns and the company’s sensitivity to consumption trends, reminding investors of downside scenarios that could amplify selling in weak macro periods. What Is Weighing On Coca-Cola Stock?
CocaCola Trading Down 0.1%
Shares of NYSE:KO opened at $70.08 on Wednesday. The business’s 50 day moving average price is $70.52 and its 200-day moving average price is $69.35. CocaCola Company has a 1 year low of $60.62 and a 1 year high of $74.38. The firm has a market capitalization of $301.47 billion, a price-to-earnings ratio of 23.21, a price-to-earnings-growth ratio of 3.90 and a beta of 0.39. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.21 and a quick ratio of 1.00.
CocaCola (NYSE:KO – Get Free Report) last posted its quarterly earnings data on Thursday, March 27th. The company reported $0.55 earnings per share for the quarter. The company had revenue of $11.40 billion during the quarter. CocaCola had a net margin of 27.34% and a return on equity of 43.62%. On average, equities research analysts forecast that CocaCola Company will post 2.96 earnings per share for the current fiscal year.
CocaCola Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 1st were paid a $0.51 dividend. The ex-dividend date of this dividend was Monday, December 1st. This represents a $2.04 dividend on an annualized basis and a yield of 2.9%. CocaCola’s dividend payout ratio (DPR) is currently 67.55%.
About CocaCola
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.
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