CocaCola Company (The) $KO Stock Holdings Increased by Rathbones Group PLC

Rathbones Group PLC boosted its position in CocaCola Company (The) (NYSE:KO) by 0.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,752,319 shares of the company’s stock after purchasing an additional 48,098 shares during the period. CocaCola makes up about 1.5% of Rathbones Group PLC’s portfolio, making the stock its 13th largest holding. Rathbones Group PLC owned 0.13% of CocaCola worth $381,494,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of CocaCola by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock valued at $25,996,519,000 after acquiring an additional 6,241,163 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its holdings in CocaCola by 2.9% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company’s stock valued at $136,086,000 after purchasing an additional 57,407 shares during the period. Nicola Wealth Management LTD. increased its position in shares of CocaCola by 42.3% in the third quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company’s stock worth $12,269,000 after purchasing an additional 55,000 shares during the period. Sumitomo Mitsui Trust Group Inc. increased its stake in CocaCola by 1.9% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 10,408,798 shares of the company’s stock valued at $690,311,000 after acquiring an additional 198,886 shares during the last quarter. Finally, Yeomans Consulting Group Inc. raised its stake in CocaCola by 88.9% during the third quarter. Yeomans Consulting Group Inc. now owns 69,020 shares of the company’s stock worth $4,609,000 after acquiring an additional 32,478 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

KO has been the topic of a number of recent analyst reports. Truist Financial set a $85.00 price objective on CocaCola in a research note on Wednesday, February 11th. Citigroup boosted their target price on CocaCola from $85.00 to $87.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. UBS Group upped their price target on CocaCola from $82.00 to $87.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. JPMorgan Chase & Co. upped their price target on CocaCola from $79.00 to $83.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. Finally, Evercore reaffirmed an “outperform” rating and issued a $85.00 target price on shares of CocaCola in a research note on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $84.33.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Citi reaffirmed a buy on KO / stayed constructive on the name, which supports demand from institutional and growth‑oriented analysts. Read More.
• Positive Sentiment: Coca‑Cola’s recent dividend raise and coverage as a Dividend King/Aristocrat reinforce its appeal to income investors and conservative portfolios; that steady payout profile is a structural positive for valuation support. Read More.
• Positive Sentiment: Analysts and trade pieces highlight KO’s digital transformation (marketing, supply‑chain, analytics) as a potential multi‑quarter margin catalyst — a reason for longer‑term upside if execution cuts costs and boosts mix. Read More.
• Positive Sentiment: Street support and raised targets (multiple firms have buy/overweight ratings and higher price targets, leaving a consensus target above the current price) provide analyst backing for the shares. Read More.
• Neutral Sentiment: Feature pieces show KO is a “trending” name and gets investor attention — useful context for flows but not an immediate fundamental catalyst. Read More.
• Neutral Sentiment: Commentary on an alternate Coca‑Cola‑related listing described as a “monster stock” may attract growth‑oriented flows to related tickers but doesn’t materially change KO’s staples profile. Read More.
• Negative Sentiment: Large, disclosed insider sales this week (CEO James Quincey, EVP Nancy Quan, Bruno Pietracci, CFO reports) represent a clear near‑term sentiment headwind and likely source of fresh supply into the market. Read More.
• Negative Sentiment: Coverage tied these insider sells to immediate selling pressure and short‑term price drops in several headlines, amplifying downside risk for traders focused on near‑term momentum. Read More.

CocaCola Price Performance

KO opened at $77.11 on Friday. The stock has a market capitalization of $331.63 billion, a P/E ratio of 25.37, a P/E/G ratio of 3.23 and a beta of 0.35. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.00. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46. The company’s 50-day simple moving average is $74.86 and its two-hundred day simple moving average is $71.12.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share for the quarter, topping the consensus estimate of $0.56 by $0.02. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The firm had revenue of $11.82 billion for the quarter, compared to analysts’ expectations of $12.04 billion. During the same quarter in the prior year, the business earned $0.55 EPS. The business’s quarterly revenue was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, analysts predict that CocaCola Company will post 2.96 EPS for the current year.

CocaCola Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be issued a $0.53 dividend. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date is Friday, March 13th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. CocaCola’s dividend payout ratio (DPR) is presently 67.11%.

Insider Activity

In related news, insider Bruno Pietracci sold 28,765 shares of the company’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total transaction of $2,284,228.65. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Nancy Quan sold 23,556 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total value of $1,872,702.00. Following the completion of the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at $17,754,735. The trade was a 9.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 869,045 shares of company stock worth $68,407,201 in the last three months. Corporate insiders own 0.97% of the company’s stock.

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.