Analyst IMS Investment Management Services Ltd. cut its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 79.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,264 shares of the company’s stock after selling 19,926 shares during the period. Analyst IMS Investment Management Services Ltd.’s holdings in CocaCola were worth $349,000 as of its most recent SEC filing.
Other hedge funds have also recently bought and sold shares of the company. Tripletail Wealth Management LLC raised its holdings in shares of CocaCola by 11.0% in the third quarter. Tripletail Wealth Management LLC now owns 3,876 shares of the company’s stock valued at $256,000 after purchasing an additional 385 shares during the last quarter. Austin Private Wealth LLC grew its position in CocaCola by 2.2% in the 3rd quarter. Austin Private Wealth LLC now owns 8,175 shares of the company’s stock worth $542,000 after purchasing an additional 179 shares in the last quarter. Lakeshore Capital Group Inc. grew its position in CocaCola by 3.4% in the 3rd quarter. Lakeshore Capital Group Inc. now owns 27,280 shares of the company’s stock worth $1,809,000 after purchasing an additional 889 shares in the last quarter. Ethic Inc. increased its stake in CocaCola by 13.1% in the 3rd quarter. Ethic Inc. now owns 76,278 shares of the company’s stock valued at $5,059,000 after buying an additional 8,820 shares during the last quarter. Finally, Mattson Financial Services LLC lifted its position in shares of CocaCola by 1.3% during the 3rd quarter. Mattson Financial Services LLC now owns 47,856 shares of the company’s stock worth $3,174,000 after buying an additional 635 shares in the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.
CocaCola News Roundup
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Zacks argues KO can hit the high end of its organic‑growth target by gaining value share and leaning on pricing, volume and productivity despite macro pressure — a near‑term bullish case for revenue and margin resilience. Coca-Cola’s Story: Can Organic Growth Stay Resilient in 2026?
- Positive Sentiment: The Motley Fool highlights KO as a defensive, dividend‑rich pick to own into a bear market — supporting demand from income and risk‑averse investors. Worried About a Bear Market? 3 Reasons to Buy Coca‑Cola Like There’s No Tomorrow
- Positive Sentiment: Another Fool piece names KO among “recession‑proof” dividend payers (with J&J and Microsoft), reinforcing the stock’s appeal for dividend and total‑return investors. Could These 3 “Recession‑Proof” Dividend Stocks Surge 100% by 2031?
- Positive Sentiment: Fool’s “Beyond Index Funds” piece notes Coca‑Cola’s asset‑light model and durable brand moat — supportive for steady free cash flow and dividends. Beyond Index Funds: 2 Stocks That Teach You How to Think Like a Value Investor
- Neutral Sentiment: 24/7 Wall St. provides a price‑forecast update noting YTD gains but a recent monthly pullback — a mixed market signal that may temper enthusiasm until new catalysts appear. Coca‑Cola (NYSE: KO) Price Prediction and Forecast 2026‑2030 (January 2026)
- Neutral Sentiment: Seeking Alpha reminds investors KO delivers stability and consistent guidance (mid‑single‑digit organic revenue, mid‑to‑high single‑digit EPS growth) but trades at a premium — a “steady but not high‑growth” read. Coca‑Cola: Before Investing, Set Expectations Straight
- Negative Sentiment: Another Seeking Alpha piece argues KO’s dividend and defensiveness don’t offset limited upside — cites sub‑3% yield, slower growth, and a ~23x P/E as reasons the stock may underperform higher‑growth alternatives. Coca‑Cola: Not Even The Storied Dividend Can Create A Compelling Investment Case
- Negative Sentiment: Forbes revisits risks and historical volatility, noting past rapid drawdowns — a reminder that macro shocks or sentiment shifts can still pressure KO despite its defensive profile. What Is Weighing On Coca‑Cola Stock?
Wall Street Analysts Forecast Growth
Read Our Latest Stock Analysis on KO
CocaCola Stock Performance
Shares of KO opened at $70.10 on Tuesday. CocaCola Company has a 1 year low of $60.62 and a 1 year high of $74.38. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.21 and a quick ratio of 1.00. The stock’s fifty day moving average price is $70.54 and its two-hundred day moving average price is $69.36. The firm has a market cap of $301.53 billion, a PE ratio of 23.21, a PEG ratio of 3.88 and a beta of 0.39.
CocaCola (NYSE:KO – Get Free Report) last announced its quarterly earnings data on Thursday, March 27th. The company reported $0.55 earnings per share for the quarter. CocaCola had a return on equity of 43.62% and a net margin of 27.34%.The company had revenue of $11.40 billion during the quarter. On average, equities research analysts forecast that CocaCola Company will post 2.96 EPS for the current year.
CocaCola Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 1st were paid a $0.51 dividend. The ex-dividend date was Monday, December 1st. This represents a $2.04 annualized dividend and a dividend yield of 2.9%. CocaCola’s dividend payout ratio (DPR) is presently 67.55%.
Insider Buying and Selling
In related news, COO Henrique Braun sold 40,390 shares of the company’s stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $70.93, for a total transaction of $2,864,862.70. Following the sale, the chief operating officer directly owned 62,621 shares in the company, valued at approximately $4,441,707.53. This represents a 39.21% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $71.17, for a total transaction of $2,250,751.25. Following the completion of the transaction, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $15,894,396.10. This trade represents a 12.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 225,252 shares of company stock valued at $15,953,007. Corporate insiders own 0.90% 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.
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