Nations Financial Group Inc. IA ADV Reduces Stake in CocaCola Company (The) $KO

Nations Financial Group Inc. IA ADV decreased its holdings in shares of CocaCola Company (The) (NYSE:KO) by 32.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 17,494 shares of the company’s stock after selling 8,450 shares during the quarter. Nations Financial Group Inc. IA ADV’s holdings in CocaCola were worth $1,160,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Sava Infond d.o.o. raised its position in shares of CocaCola by 210.8% in the second quarter. Sava Infond d.o.o. now owns 5,750 shares of the company’s stock valued at $407,000 after buying an additional 3,900 shares during the last quarter. Vanguard Group Inc. boosted its position in CocaCola by 1.7% during the second quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock worth $25,996,519,000 after acquiring an additional 6,241,163 shares during the last quarter. Perigon Wealth Management LLC grew its stake in CocaCola by 3.6% in the 2nd 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 raised its holdings in CocaCola by 5.0% in the 2nd quarter. Aberdeen Group plc now owns 4,557,668 shares of the company’s stock valued at $322,455,000 after acquiring an additional 216,752 shares during the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in shares of CocaCola during the 2nd quarter worth $22,443,000. 70.26% of the stock is owned by institutional investors and hedge funds.

CocaCola Stock Performance

Shares of NYSE:KO opened at $70.44 on Monday. The business has a 50-day moving average of $70.60 and a two-hundred day moving average of $69.32. The firm has a market capitalization of $303.01 billion, a PE ratio of 23.32, a P/E/G ratio of 3.62 and a beta of 0.39. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.21 and a quick ratio of 1.00. CocaCola Company has a 12 month low of $61.37 and a 12 month high of $74.38.

CocaCola (NYSE:KO) last released its quarterly earnings data on Tuesday, October 21st. The company reported $0.82 earnings per share for the quarter, beating the consensus estimate of $0.78 by $0.04. The business had revenue of $12.46 billion for the quarter, compared to analyst estimates 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 previous year, the company posted $0.77 EPS. CocaCola has set its FY 2025 guidance at 2.966-2.966 EPS. As a group, research analysts forecast that CocaCola Company will post 2.96 earnings per share for the current year.

Insider Buying and Selling

In related news, COO Henrique Braun sold 40,390 shares of the company’s stock in a transaction 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 completion of the sale, the chief operating officer directly owned 62,621 shares of the company’s stock, valued at approximately $4,441,707.53. This represents a 39.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Nancy Quan sold 31,625 shares of the stock in a transaction 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 completion of the sale, 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 disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 225,252 shares of company stock valued at $15,953,007. 0.97% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on KO. Evercore ISI reaffirmed an “outperform” rating on shares of CocaCola in a research report on Tuesday, October 21st. Weiss Ratings reissued a “buy (b-)” rating on shares of CocaCola in a research note on Wednesday, October 8th. TD Cowen lifted their price target on CocaCola from $75.00 to $80.00 and gave the company a “buy” rating in a report on Wednesday, October 22nd. Barclays reaffirmed an “overweight” rating on shares of CocaCola in a research note on Thursday, October 23rd. Finally, Cowen reissued a “buy” rating on shares of CocaCola in a research report on Wednesday, October 22nd. One investment analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company’s stock. According to data from MarketBeat.com, CocaCola currently has an average 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: 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

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.