CocaCola Company (The) $KO Shares Acquired by CX Institutional

CX Institutional boosted its holdings in CocaCola Company (The) (NYSE:KO) by 31.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 49,484 shares of the company’s stock after purchasing an additional 11,797 shares during the quarter. CX Institutional’s holdings in CocaCola were worth $3,282,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. 1248 Management LLC bought a new stake in shares of CocaCola during the 1st quarter valued at about $26,000. Caitong International Asset Management Co. Ltd lifted its holdings in CocaCola by 5,142.9% in the second quarter. Caitong International Asset Management Co. Ltd now owns 367 shares of the company’s stock worth $26,000 after acquiring an additional 360 shares during the last quarter. Headlands Technologies LLC acquired a new position in CocaCola in the second quarter valued at approximately $26,000. GFG Capital LLC bought a new position in shares of CocaCola during the second quarter valued at approximately $34,000. Finally, MMA Asset Management LLC acquired a new stake in shares of CocaCola during the 2nd quarter worth approximately $34,000. Institutional investors own 70.26% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Sell‑side analysts remain broadly constructive on KO, with recent coverage arguing the shares are a reasonable defensive holding — analyst optimism can support buying interest. Wall Street Analysts Think Coca‑Cola (KO) Is a Good Investment: Is It?
• Positive Sentiment: Coca‑Cola appears on Buffett‑style “buy and hold” lists, reinforcing its image as a long‑term, dividend‑oriented safe haven — such endorsements can attract income and value investors. 3 Top Buffett Stocks to Buy and Hold for the Long Haul
• Neutral Sentiment: Zacks compares KO with Pepsi as defensive options for 2026, highlighting KO’s stability but noting relative valuation differences — useful context but not an immediate price driver. Coca‑Cola Vs Pepsi Stock: Which is the Better Investment for 2026?
• Neutral Sentiment: MarketBeat pieces flag KO as a mega‑cap with valuation concerns versus smaller names with more rebound upside — that argument can cap near‑term upside even as fundamentals remain solid. 5 Under-the-Radar Consumer Staples Stocks With Pricing Power (MarketBeat)
• Neutral Sentiment: Recent stock‑forecast/analyst‑report compilations provide a range of price targets and EPS expectations; these aggregate views offer guidance but are mixed enough to leave direction uncertain. Coca‑Cola Company (The) (KO) Stock Forecasts
• Negative Sentiment: Technically, KO slipped below its 200‑day simple moving average on weakening volume — a bearish signal that raises the risk of further near‑term downside if buyers don’t step in. Coca‑Cola Trades Below 200‑Day SMA: Opportunity or Warning Sign?
• Negative Sentiment: Management changes, a restructuring plan and layoffs in Atlanta create short‑term execution and morale risk; investors often react negatively to such headlines until clarity on cost savings and strategy emerges. How Investors May Respond To Coca‑Cola (KO) CEO Transition, Restructuring, and Atlanta Layoffs

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on KO shares. Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a research note on Wednesday, October 8th. Evercore ISI restated an “outperform” rating on shares of CocaCola in a research report on Tuesday, October 21st. Cowen reaffirmed a “buy” rating on shares of CocaCola in a report on Wednesday, October 22nd. Barclays reissued an “overweight” rating on shares of CocaCola in a research note on Thursday, October 23rd. Finally, TD Cowen raised their price target on shares of CocaCola from $75.00 to $80.00 and gave the company a “buy” 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 stock. According to MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $79.08.

Insider Buying and Selling at CocaCola

In other news, EVP Manuel Arroyo sold 139,689 shares of the company’s stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $70.80, for a total transaction of $9,889,981.20. Following the completion of the sale, the executive vice president owned 58,067 shares in the company, valued at approximately $4,111,143.60. This represents a 70.64% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Max R. Levchin purchased 7,206 shares of the stock in a transaction on Friday, October 24th. The shares were bought at an average price of $69.87 per share, for a total transaction of $503,483.22. Following the acquisition, the director owned 14,267 shares of the company’s stock, valued at approximately $996,835.29. The trade was a 102.05% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold 225,252 shares of company stock worth $15,953,007 over the last quarter. Insiders own 0.97% of the company’s stock.

CocaCola Stock Down 0.5%

KO stock opened at $67.53 on Thursday. The firm has a market cap of $290.49 billion, a PE ratio of 22.36, a P/E/G ratio of 3.49 and a beta of 0.39. CocaCola Company has a 12 month low of $60.71 and a 12 month 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 firm has a 50 day simple moving average of $70.38 and a 200 day simple moving average of $69.32.

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

CocaCola Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 1st were paid a dividend of $0.51 per share. 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 67.55%.

CocaCola Company 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.