5,570 CocaCola Company (The) $KO Shares Purchased by One Wealth Capital Management LLC

One Wealth Capital Management LLC lifted its holdings in shares of CocaCola Company (The) (NYSE:KO) by 71.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,401 shares of the company’s stock after buying an additional 5,570 shares during the period. One Wealth Capital Management LLC’s holdings in CocaCola were worth $1,154,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the business. Bank of America Corp DE lifted its stake in CocaCola by 4.4% during the 2nd quarter. Bank of America Corp DE now owns 45,958,636 shares of the company’s stock valued at $3,735,058,000 after acquiring an additional 1,939,673 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of CocaCola by 0.4% during 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 valued at $2,954,523,000 after acquiring an additional 162,097 shares during the last quarter. Wellington Management Group LLP boosted its holdings 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 valued at $2,361,198,000 after acquiring an additional 2,439,026 shares during the last quarter. Dimensional Fund Advisors LP boosted its holdings 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 valued at $1,431,495,000 after acquiring an additional 235,785 shares during the last quarter. Finally, Fayez Sarofim & Co grew its stake in shares of CocaCola by 0.7% in the second quarter. Fayez Sarofim & Co now owns 15,272,831 shares of the company’s stock worth $1,241,223,000 after acquiring an additional 113,599 shares during the period. 70.26% of the stock is currently owned by institutional investors.

Insider Buying and Selling at CocaCola

In other CocaCola news, CFO John Murphy sold 152,483 shares of the company’s stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the completion of the sale, the chief financial officer directly owned 279,917 shares of the company’s stock, valued at approximately $24,439,553.27. This represents a 35.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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 stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $90.93, for a total transaction of $10,126,419.45. Following the completion of the transaction, the insider owned 41,365 shares in the company, valued at $3,761,319.45. The trade was 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 sold 926,620 shares of company stock valued at $83,075,714 in the last quarter. Insiders own 0.90% of the company’s stock.

More CocaCola News

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

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on KO. Barclays boosted their price objective on shares of CocaCola from $93.00 to $98.00 and gave the company an “overweight” rating in a report on Friday, October 16th. JPMorgan Chase & Co. dropped their target price on shares of CocaCola from $96.00 to $95.00 and set an “overweight” rating on the stock in a report on Monday, September 28th. Weiss Ratings downgraded shares of CocaCola from a “buy (a+)” rating to a “buy (a)” rating in a research report on Friday. Argus boosted their target price on shares of CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Finally, Evercore reiterated an “outperform” rating and set a $100.00 target price (up from $88.00) on shares of CocaCola in a research note on Tuesday, July 28th. One 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. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $96.27.

CocaCola Trading Down 2.7%

CocaCola stock opened at $92.77 on Friday. CocaCola Company has a 52-week low of $67.27 and a 52-week high of $95.37. The company 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. The business has a 50-day simple moving average of $89.11 and a two-hundred day simple moving average of $83.94.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.04. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The firm had revenue of $13.37 billion for the quarter, compared to analysts’ expectations of $13.17 billion. During the same quarter in the prior year, the business earned $0.87 EPS. The business’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. Analysts predict that CocaCola Company will post 3.30 EPS for the current year.

CocaCola Announces Dividend

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

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.