D.A. Davidson & CO. Cuts Stake in CocaCola Company (The) $KO

D.A. Davidson & CO. lowered its stake in shares of CocaCola Company (The) (NYSE:KO) by 3.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 294,472 shares of the company’s stock after selling 9,883 shares during the period. D.A. Davidson & CO.’s holdings in CocaCola were worth $19,529,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Sava Infond d.o.o. lifted its holdings in shares of CocaCola by 210.8% in the 2nd quarter. Sava Infond d.o.o. now owns 5,750 shares of the company’s stock worth $407,000 after buying an additional 3,900 shares during the period. Vanguard Group Inc. raised its holdings in shares of CocaCola by 1.7% in the second 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. Perigon Wealth Management LLC lifted its stake in CocaCola by 3.6% in the second quarter. Perigon Wealth Management LLC now owns 130,164 shares of the company’s stock worth $9,209,000 after acquiring an additional 4,469 shares during the period. Aberdeen Group plc grew its holdings in CocaCola by 5.0% during the 2nd quarter. Aberdeen Group plc now owns 4,557,668 shares of the company’s stock worth $322,455,000 after acquiring an additional 216,752 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in CocaCola by 6.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 30,889,415 shares of the company’s stock valued at $2,212,300,000 after purchasing an additional 1,794,561 shares during the period. Institutional investors own 70.26% of the company’s stock.

Insider Buying and Selling at CocaCola

In other news, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction on 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 completion of 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Max R. Levchin bought 7,206 shares of the business’s stock in a transaction that occurred on Friday, October 24th. The stock was purchased at an average cost of $69.87 per share, for a total transaction of $503,483.22. Following the completion of the transaction, the director owned 14,267 shares in the company, valued at $996,835.29. This trade represents a 102.05% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders sold 225,252 shares of company stock valued at $15,953,007. Company insiders own 0.90% of the company’s stock.

CocaCola Trading Down 1.6%

CocaCola stock opened at $67.98 on Tuesday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.00 and a current ratio of 1.21. The stock has a market cap of $292.42 billion, a PE ratio of 22.51, a price-to-earnings-growth ratio of 3.56 and a beta of 0.39. The stock has a 50-day moving average of $70.45 and a two-hundred day moving average of $69.34. CocaCola Company has a one year low of $60.62 and a one year high of $74.38.

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

CocaCola Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 1st were issued 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 (DPR) is currently 67.55%.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the stock. Cowen reaffirmed a “buy” rating on shares of CocaCola in a research report on Wednesday, October 22nd. Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a report on Wednesday, October 8th. TD Cowen increased their target price on CocaCola from $75.00 to $80.00 and gave the company a “buy” rating in a research report on Wednesday, October 22nd. UBS Group reissued a “buy” rating on shares of CocaCola in a research report on Friday, December 5th. Finally, Wells Fargo & Company upped their price objective on CocaCola from $75.00 to $79.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 22nd. One investment analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company’s stock. According to data from MarketBeat, CocaCola presently has a consensus rating of “Buy” and a consensus target price 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 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.