CocaCola Company (The) $KO Stock Position Decreased by Lmcg Investments LLC

Lmcg Investments LLC reduced its position in shares of CocaCola Company (The) (NYSE:KO) by 3.8% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 281,307 shares of the company’s stock after selling 11,235 shares during the quarter. CocaCola makes up 1.3% of Lmcg Investments LLC’s investment portfolio, making the stock its 20th largest holding. Lmcg Investments LLC’s holdings in CocaCola were worth $24,215,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the company. Banco Santander S.A. grew its position in shares of CocaCola by 3.1% in the second quarter. Banco Santander S.A. now owns 1,090,758 shares of the company’s stock valued at $88,646,000 after purchasing an additional 32,723 shares during the last quarter. Daymark Wealth Partners LLC increased its stake in shares of CocaCola by 68.5% in the second quarter. Daymark Wealth Partners LLC now owns 218,199 shares of the company’s stock worth $17,733,000 after purchasing an additional 88,690 shares during the period. CX Institutional lifted its position in shares of CocaCola by 402.3% during the 3rd quarter. CX Institutional now owns 163,248 shares of the company’s stock worth $14,052,000 after purchasing an additional 130,746 shares during the last quarter. Moore Capital Management LP acquired a new position in shares of CocaCola during the 2nd quarter worth about $12,905,000. Finally, Cidel Asset Management Inc. lifted its position in shares of CocaCola by 2,091.3% during the 2nd quarter. Cidel Asset Management Inc. now owns 361,934 shares of the company’s stock worth $29,414,000 after purchasing an additional 345,417 shares during the last quarter. 70.26% of the stock is owned by institutional investors.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: KFC plans to replace PepsiCo beverages with Coca-Cola products at its U.S. restaurants beginning in January. The agreement could provide incremental sales volume and improve Coca-Cola’s restaurant-channel presence. KFC swaps Pepsi for Coca-Cola
• Positive Sentiment: Recent growth has been supported more by higher beverage volumes than by price increases, suggesting Coca-Cola is gaining consumer demand rather than relying solely on pricing. Analysts and commentators expect the company’s global distribution strategy and beverage portfolio to support further growth. Coca-Cola growth outlook
• Positive Sentiment: Wells Fargo and UBS reiterated Buy ratings, reinforcing the bullish analyst view. Coca-Cola’s defensive profile, reliable cash generation and 64 consecutive years of dividend increases also make it attractive while interest rates remain elevated. Wells Fargo Buy rating
• Neutral Sentiment: Investors are focused on the October 27 earnings release. Coca-Cola’s previous quarter exceeded expectations, with $0.97 in adjusted earnings per share and $13.37 billion in revenue, but the upcoming report must validate expectations for continued earnings growth.
• Negative Sentiment: Valuation is a key concern: KO trades at roughly 28 times earnings after rising about 35%–40% this year, while its dividend yield has fallen to approximately 2.2%. Profit-taking or disappointment in guidance could pressure the stock near its 52-week high. Coca-Cola valuation analysis
• Negative Sentiment: One earnings preview argues that Coca-Cola may not have the strongest setup for another consensus beat, creating a near-term risk if results or guidance fall short of elevated investor expectations. Coca-Cola earnings preview

CocaCola Stock Performance

NYSE KO opened at $92.66 on Thursday. The company’s fifty day moving average is $88.86 and its two-hundred day moving average is $83.75. CocaCola Company has a 52-week low of $67.27 and a 52-week high of $94.10. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The firm has a market capitalization of $398.66 billion, a price-to-earnings ratio of 27.83, a P/E/G ratio of 3.64 and a beta of 0.32.

CocaCola (NYSE:KO) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The business had revenue of $13.37 billion during the quarter, compared to analyst estimates of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The firm’s revenue for the quarter 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. Equities research analysts forecast that CocaCola Company will post 3.30 EPS for the current year.

CocaCola Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Tuesday, December 1st will be paid 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 currently 63.66%.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. Truist Financial set a $88.00 target price on CocaCola in a research note on Friday, June 26th. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $93.00 price target (up from $83.00) on shares of CocaCola in a research report on Wednesday, July 29th. Deutsche Bank Aktiengesellschaft lifted their price target on CocaCola from $92.00 to $98.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. TD Cowen reiterated a “buy” rating on shares of CocaCola in a report on Friday, October 16th. Finally, Argus increased their price objective on CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research report on Thursday, July 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, CocaCola currently has an average rating of “Moderate Buy” and a consensus target price of $96.27.

Insider Activity

In other CocaCola news, CFO John Murphy sold 152,483 shares of the firm’s stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $87.31, for a total value of $13,313,290.73. Following the completion of the sale, the chief financial officer owned 279,917 shares in the company, valued at approximately $24,439,553.27. This trade represents a 35.26% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 381,140 shares of CocaCola stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $90.04, for a total value of $34,317,845.60. Following the sale, the chairman directly owned 122,833 shares in the company, valued at $11,059,883.32. The trade was a 75.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 926,620 shares of company stock valued at $83,075,714. Corporate insiders own 0.90% of the company’s stock.

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.