Alps Advisors Inc. Increases Position in CocaCola Company (The) $KO

Alps Advisors Inc. grew its holdings in shares of CocaCola Company (The) (NYSE:KO) by 32.7% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 151,732 shares of the company’s stock after buying an additional 37,356 shares during the quarter. Alps Advisors Inc.’s holdings in CocaCola were worth $10,063,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. grew 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 worth $25,996,519,000 after purchasing an additional 6,241,163 shares during the last quarter. Norges Bank purchased a new stake in CocaCola in the 2nd quarter valued at about $3,846,270,000. Legal & General Group Plc grew its stake in CocaCola by 1.1% in the 2nd quarter. Legal & General Group Plc now owns 27,281,552 shares of the company’s stock worth $1,930,170,000 after acquiring an additional 285,794 shares in the last quarter. Invesco Ltd. increased its position in shares of CocaCola by 10.9% during the second quarter. Invesco Ltd. now owns 25,328,083 shares of the company’s stock worth $1,791,962,000 after acquiring an additional 2,497,585 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of CocaCola by 15.0% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 18,557,659 shares of the company’s stock valued at $1,312,954,000 after acquiring an additional 2,423,914 shares in the last quarter. 70.26% of the stock is owned by institutional investors.

CocaCola Stock Performance

Shares of CocaCola stock opened at $79.12 on Monday. The company has a market capitalization of $340.34 billion, a PE ratio of 26.20, a P/E/G ratio of 4.06 and a beta of 0.36. The company has a 50-day simple moving average of $71.32 and a two-hundred day simple moving average of $69.77. CocaCola Company has a one year low of $63.27 and a one year high of $79.20. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.00 and a current ratio of 1.21.

Analyst Ratings Changes

KO has been the topic of several research analyst reports. Evercore reissued an “outperform” rating on shares of CocaCola in a research note on Tuesday, October 21st. TD Cowen restated a “buy” rating on shares of CocaCola in a research note on Wednesday, October 22nd. Jefferies Financial Group upped their price objective on shares of CocaCola from $84.00 to $88.00 and gave the stock a “buy” rating in a research note on Wednesday, February 4th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $83.00 target price on shares of CocaCola in a research report on Thursday, January 29th. Finally, Piper Sandler upped their price target on shares of CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 22nd. One 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 presently has a consensus rating of “Buy” and an average price target of $80.57.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Multiple brokerages and the analyst consensus are bullish (average “Buy” rating and recent price‑target raises), giving the stock near‑term support ahead of Q4 results. Read More.
• Positive Sentiment: Deutsche Bank and other firms have nudged targets higher and reaffirmed Buy ratings, signaling Wall Street expects upside if the quarter shows continued pricing/margin strength. Read More.
• Positive Sentiment: Investment writeups highlight KO’s defensive cash flows, high margins and premium brand — one bullish preview even pins a $90 target assuming steady growth and execution. Read More.
• Positive Sentiment: Consumer‑staples sector strength and ETF flows are favoring names like Coca‑Cola (XLP breakout, institutional inflows), boosting demand for KO as a defensive/dividend holding. Read More.
• Neutral Sentiment: Street models expect Q4 to be driven by pricing, mix and channel dynamics; investors are focused on EPS beats and, importantly, the company’s FY guidance during a leadership transition. Read More.
• Neutral Sentiment: Ownership and positioning stories (institutional flows, who owns KO) are in focus — heavy institutional ownership can amplify moves around earnings news but also stabilizes the name. Read More.
• Negative Sentiment: CEO James Quincey sold 337,824 shares (~$26M), a sizeable insider sale that can spook short‑term traders despite common non‑operational reasons for sales. Read More.
• Negative Sentiment: Coca‑Cola will discontinue frozen Minute Maid products in the U.S. and Canada — a small revenue contraction and a sign of portfolio pruning that may weigh modestly on specialty-category sales. Read More.
• Negative Sentiment: Several previews note KO’s elevated forward P/E and high valuation vs. growth, which could limit upside if Q4 or guidance disappoints. Read More.

Insider Activity

In related news, EVP Manuel Arroyo sold 139,689 shares of the stock in a transaction that occurred on Friday, November 14th. The shares were 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 of the company’s stock, valued at $4,111,143.60. This represents a 70.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction on Monday, November 17th. The stock was sold at an average price of $71.17, for a total transaction of $2,250,751.25. Following the completion of the transaction, the executive vice president directly owned 223,330 shares in the company, valued at $15,894,396.10. This represents a 12.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 549,528 shares of company stock worth $41,051,826. Insiders own 0.90% of the company’s stock.

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.