First National Advisers LLC Reduces Holdings in CocaCola Company (The) $KO

First National Advisers LLC reduced its position in CocaCola Company (The) (NYSE:KO) by 12.6% in the 3rd quarter, Holdings Channel reports. The firm owned 63,481 shares of the company’s stock after selling 9,153 shares during the quarter. First National Advisers LLC’s holdings in CocaCola were worth $4,210,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Richardson Financial Services Inc. grew its holdings in shares of CocaCola by 9.7% during the third quarter. Richardson Financial Services Inc. now owns 4,185 shares of the company’s stock worth $278,000 after buying an additional 369 shares in the last quarter. Arlington Partners LLC boosted its position in CocaCola by 20.5% during the third quarter. Arlington Partners LLC now owns 73,408 shares of the company’s stock worth $4,868,000 after acquiring an additional 12,510 shares during the last quarter. Gould Asset Management LLC CA grew its stake in CocaCola by 3.8% during the 3rd quarter. Gould Asset Management LLC CA now owns 6,126 shares of the company’s stock valued at $406,000 after acquiring an additional 225 shares in the last quarter. Community Bank & Trust Waco Texas raised its holdings in CocaCola by 3.4% in the 3rd quarter. Community Bank & Trust Waco Texas now owns 34,715 shares of the company’s stock valued at $2,302,000 after acquiring an additional 1,143 shares during the last quarter. Finally, Ritholtz Wealth Management lifted its stake in CocaCola by 0.7% in the 3rd quarter. Ritholtz Wealth Management now owns 91,269 shares of the company’s stock worth $6,053,000 after purchasing an additional 679 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Management shakeup and new chief digital officer announced, aimed at stepping up digital marketing, consumer data capabilities and e‑commerce — could help accelerate top‑line growth and margin expansion over time. 1 Prediction for KO in 2026
• Positive Sentiment: Dividend durability and Buffett association continue to support investor demand: KO remains a Dividend King with 63+ years of increases, attracting income‑oriented and long‑term holders. This background reduces downside in uncertain markets. 1 Prediction for KO in 2026
• Positive Sentiment: Short‑term attention from a viral Lionel Messi video has driven incremental retail interest and helped lift sentiment and trading volume recently. Such publicity can create near‑term positive momentum. 1 Prediction for KO in 2026
• Neutral Sentiment: Planned IPO of Hindustan Coca‑Cola Beverages (HCCB) in India (targeting roughly $1B) could unlock value and raise capital for brand initiatives, but the benefit depends on deal structure and use of proceeds. Execution timeline and proceeds are uncertain. Coca-Cola plans to pop the cap on $1 billion HCCB IPO this year
• Neutral Sentiment: Valuation is middling for a defensive consumer name (P/E in the mid‑20s in recent coverage). That tradeoff — steady cash flow and dividends vs. limited high‑growth upside — makes KO more attractive to income investors than growth seekers. 2 Buffett Stocks to Load Up On—And 1 to Ditch
• Negative Sentiment: Potential risks: the HCCB IPO and continued strategy of asset‑light brand focus could reduce consolidated revenue growth and introduce short‑term execution/market‑reaction risk; if growth remains reliant on pricing rather than volume, margin and volume sensitivity could cap upside. Coca‑Cola is on track for a $1B summer IPO of its India bottler

Insider Buying and Selling at CocaCola

In other news, EVP Nancy Quan sold 31,625 shares of the business’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $71.17, for a total value of $2,250,751.25. Following the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $15,894,396.10. The trade was a 12.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Max R. Levchin acquired 7,206 shares of the stock in a transaction that occurred on Friday, October 24th. The shares were bought at an average cost of $69.87 per share, with a total value of $503,483.22. Following the transaction, the director directly owned 14,267 shares in the company, valued at $996,835.29. This trade represents a 102.05% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders sold 225,252 shares of company stock valued at $15,953,007. 0.97% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research firms recently commented on KO. Evercore ISI reaffirmed an “outperform” rating on shares of CocaCola in a report on Tuesday, October 21st. Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a report on Wednesday, October 8th. Cowen reiterated a “buy” rating on shares of CocaCola in a report on Wednesday, October 22nd. TD Cowen upped their price objective on shares of CocaCola from $75.00 to $80.00 and gave the company a “buy” rating in a report on Wednesday, October 22nd. Finally, 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 research report on Friday, November 7th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the stock. According to MarketBeat, CocaCola currently has a consensus rating of “Buy” and an average price target of $79.08.

CocaCola Price Performance

KO stock opened at $70.44 on Friday. CocaCola Company has a 52-week low of $61.37 and a 52-week high of $74.38. The company has a quick ratio of 1.00, a current ratio of 1.21 and a debt-to-equity ratio of 1.30. The stock has a market cap of $303.01 billion, a price-to-earnings ratio of 23.32, a price-to-earnings-growth ratio of 3.62 and a beta of 0.39. The business has a fifty day moving average of $70.60 and a two-hundred day moving average of $69.35.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, October 21st. The company reported $0.82 earnings per share for the quarter, topping analysts’ consensus estimates of $0.78 by $0.04. The business had revenue of $12.46 billion during the quarter, compared to analysts’ expectations of $12.46 billion. CocaCola had a return on equity of 43.62% and a net margin of 27.34%.The company’s revenue was up 5.4% compared to the same quarter last year. During the same period in the prior year, the business posted $0.77 EPS. CocaCola has set its FY 2025 guidance at 2.966-2.966 EPS. As a group, research analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current year.

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.