Commonwealth Equity Services LLC Has $100.39 Million Stock Position in CocaCola Company (The) $KO

Commonwealth Equity Services LLC cut its stake in CocaCola Company (The) (NYSE:KO) by 7.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,513,769 shares of the company’s stock after selling 121,865 shares during the period. Commonwealth Equity Services LLC’s holdings in CocaCola were worth $100,393,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. 1248 Management LLC acquired a new position in CocaCola during the first quarter worth $26,000. Caitong International Asset Management Co. Ltd grew its holdings in shares of CocaCola by 5,142.9% in the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 367 shares of the company’s stock worth $26,000 after purchasing an additional 360 shares during the last quarter. Headlands Technologies LLC acquired a new stake in shares of CocaCola during the 2nd quarter worth about $26,000. MMA Asset Management LLC bought a new position in CocaCola during the 2nd quarter valued at about $34,000. Finally, GFG Capital LLC bought a new position in CocaCola during the 2nd quarter valued at about $34,000. Institutional investors own 70.26% of the company’s stock.

Wall Street Analysts Forecast Growth

KO has been the subject of several recent analyst reports. Bank of America raised their price objective on shares of CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, November 7th. UBS Group restated a “buy” rating on shares of CocaCola in a research report on Friday, December 5th. Piper Sandler lifted their price objective on CocaCola from $80.00 to $81.00 and gave the company an “overweight” rating in a research report on Wednesday, October 22nd. Wells Fargo & Company increased their target price on CocaCola from $75.00 to $79.00 and gave the stock an “overweight” rating in a report on Wednesday, October 22nd. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a research note on Wednesday, October 8th. One analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company. According to MarketBeat, CocaCola has a consensus rating of “Buy” and a consensus price target of $79.08.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Sharper revenue‑growth management (RGM) is being credited with driving pricing, mix and pack gains that are keeping organic growth resilient despite uneven demand — a sustained RGM execution could support margins and forward guidance. Can Coca‑Cola’s Revenue Growth Management Fuel Next‑Leg of Upside?
• Positive Sentiment: A recent filing shows Rep. Lloyd Doggett purchased just over $5,000 of KO stock — a modest insider/connected buy that can be read as a small vote of confidence by an insider or related party. Recent Filing Shows That Rep. Lloyd Doggett Bought Over $5K Worth of Coca‑Cola Stock
• Positive Sentiment: Coca‑Cola continues to be cited as a long‑term dividend stalwart and a Buffett holding, which supports steady investor demand from income and value‑oriented buyers. 5 Dividend Stocks to Hold for the Next 25 Years
• Neutral Sentiment: Valuation signals are mixed: DCF and P/E analyses offer different takeaways on whether KO is cheap or fairly priced — mixed valuation can limit buyer conviction even if fundamentals hold. Assessing Coca‑Cola (KO) Valuation As DCF And P/E Signals Offer Mixed Messages
• Neutral Sentiment: News around Coca‑Cola and PepsiCo in Venezuela highlights ongoing geopolitical/regulatory risk in certain emerging markets — material for regional operations but unlikely to move KO’s global thesis unless escalations occur. PepsiCo and Coca‑Cola’s long history in Venezuela takes a new turn
• Negative Sentiment: Market reports note KO shares slid while broader markets rose, with elevated intraday volume pointing to profit‑taking or sector rotation — a short‑term technical headwind. Coca‑Cola (KO) Stock Slides as Market Rises: Facts to Know Before You Trade

CocaCola Stock Performance

Shares of NYSE:KO opened at $67.98 on Tuesday. The stock has a market capitalization of $292.42 billion, a P/E ratio of 22.51, a P/E/G ratio of 3.56 and a beta of 0.39. The company has a current ratio of 1.21, a quick ratio of 1.00 and a debt-to-equity ratio of 1.30. CocaCola Company has a 1-year low of $60.62 and a 1-year high of $74.38. The business has a 50-day moving average price of $70.45 and a two-hundred day moving average price of $69.34.

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

CocaCola Dividend Announcement

The business also recently declared 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 of this dividend was Monday, December 1st. This represents a $2.04 dividend on an annualized basis and a dividend yield of 3.0%. CocaCola’s dividend payout ratio is 67.55%.

Insider Buying and Selling

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $71.17, for a total value of $2,250,751.25. Following the transaction, the executive vice president owned 223,330 shares of the company’s stock, valued at approximately $15,894,396.10. This represents a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Monica Howard Douglas sold 13,548 shares of the business’s stock in a transaction dated Friday, October 24th. The stock was sold at an average price of $69.93, for a total value of $947,411.64. Following the transaction, the executive vice president owned 37,725 shares of the company’s stock, valued at $2,638,109.25. The trade was a 26.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 225,252 shares of company stock worth $15,953,007 over the last 90 days. 0.90% of the stock is currently owned by corporate insiders.

CocaCola Profile

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.