OneAscent Financial Services LLC Sells 9,358 Shares of CocaCola Company (The) $KO

OneAscent Financial Services LLC lowered its holdings in shares of CocaCola Company (The) (NYSE:KO) by 63.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,342 shares of the company’s stock after selling 9,358 shares during the quarter. OneAscent Financial Services LLC’s holdings in CocaCola were worth $357,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC lifted its holdings in CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after purchasing an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in CocaCola by 3.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after purchasing an additional 293 shares during the last quarter. Dynamic Technology Lab Private Ltd bought a new position in shares of CocaCola in the first quarter valued at approximately $210,000. Fred Alger Management LLC lifted its stake in shares of CocaCola by 3.5% in the first quarter. Fred Alger Management LLC now owns 110,984 shares of the company’s stock worth $8,003,000 after buying an additional 3,706 shares during the last quarter. Finally, Signature Estate & Investment Advisors LLC grew its stake in CocaCola by 91.7% in the 1st quarter. Signature Estate & Investment Advisors LLC now owns 12,397 shares of the company’s stock valued at $888,000 after buying an additional 5,930 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors.

CocaCola Stock Down 0.1%

KO stock opened at $67.88 on Wednesday. CocaCola Company has a twelve month low of $60.62 and a twelve month high of $74.38. The company has a quick ratio of 1.00, a current ratio of 1.21 and a debt-to-equity ratio of 1.30. The company has a market cap of $291.97 billion, a PE ratio of 22.48, a price-to-earnings-growth ratio of 3.50 and a beta of 0.39. The business’s 50-day simple moving average is $70.40 and its 200 day simple moving average is $69.33.

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

CocaCola Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 1st were given a $0.51 dividend. This represents a $2.04 annualized dividend and a yield of 3.0%. The ex-dividend date of this dividend was Monday, December 1st. CocaCola’s dividend payout ratio (DPR) is 67.55%.

Wall Street Analysts Forecast Growth

KO has been the subject of a number of research analyst reports. Weiss Ratings reissued a “buy (b-)” rating on shares of CocaCola in a research report on Wednesday, October 8th. Bank of America lifted their price objective on CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Evercore ISI reissued an “outperform” rating on shares of CocaCola in a research report on Tuesday, October 21st. TD Cowen raised their target price on CocaCola from $75.00 to $80.00 and gave the company a “buy” rating in a report on Wednesday, October 22nd. Finally, Piper Sandler upped their price target on CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a report on Wednesday, October 22nd. One analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. According to MarketBeat.com, CocaCola presently has a consensus rating of “Buy” and a consensus target price of $79.08.

Insider Activity

In other news, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $71.17, for a total transaction of $2,250,751.25. Following the sale, the executive vice president directly owned 223,330 shares in the company, valued at approximately $15,894,396.10. The trade was a 12.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Monica Howard Douglas sold 13,548 shares of the stock in a transaction dated Friday, October 24th. The stock was sold at an average price of $69.93, for a total transaction of $947,411.64. Following the completion of the transaction, the executive vice president directly owned 37,725 shares of the company’s stock, valued at $2,638,109.25. This trade represents a 26.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 225,252 shares of company stock valued at $15,953,007. 0.90% of the stock is owned by insiders.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Buffett‑style endorsement — The Motley Fool lists Coca‑Cola among “3 Top Buffett Stocks to Buy and Hold,” reinforcing the narrative of KO as a durable, dividend‑paying moat stock that attracts long‑term, defensive capital. Read More.
• Positive Sentiment: Small public buy by a lawmaker — A recent filing shows Rep. Lloyd Doggett purchased over $5k of KO stock, a minor but visible insider‑type purchase that can be read as modest confidence from a public figure. Read More.
• Positive Sentiment: Revenue Growth Management (RGM) supports margins — Analysts note KO’s sharper RGM strategy (pricing, mix and pack optimization) is sustaining organic growth and protecting margins despite uneven consumer demand, a constructive operational story for earnings resilience. Read More.
• Neutral Sentiment: Analyst forecasts mixed — Recent stock‑forecast and analyst‑consensus pages update targets and earnings expectations; useful for gauging market price targets but not a single catalyst. Read More.
• Neutral Sentiment: Valuation analysis is mixed — A valuation piece finds DCF and P/E signals send conflicting messages (some metrics say fair value, others suggest premium), leaving investors uncertain whether current multiples adequately reflect growth and yield. Read More.
• Negative Sentiment: Recent price weakness and session downside — Coverage notes KO slid in the latest session (example: a ~‑1.7% move reported), indicating short‑term selling pressure that can feed momentum‑based outflows. Read More.
• Negative Sentiment: Valuation headwind flagged by sector pieces — MarketBeat notes Coca‑Cola’s size and premium multiple present a valuation challenge compared with lower‑priced mid‑cap staples; that can cap near‑term upside relative to peers. Read More.

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.