Advisors Asset Management Inc. Sells 19,908 Shares of CocaCola Company (The) $KO

Advisors Asset Management Inc. reduced its position in shares of CocaCola Company (The) (NYSE:KO) by 4.7% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 407,434 shares of the company’s stock after selling 19,908 shares during the quarter. CocaCola makes up about 0.5% of Advisors Asset Management Inc.’s portfolio, making the stock its 28th largest position. Advisors Asset Management Inc.’s holdings in CocaCola were worth $27,021,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd grew its stake 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 valued at $26,000 after acquiring an additional 360 shares during the period. Headlands Technologies LLC bought a new position in shares of CocaCola during the 2nd quarter valued at about $26,000. Marquette Asset Management LLC acquired a new position in shares of CocaCola in the 3rd quarter valued at approximately $27,000. Cloud Capital Management LLC bought a new stake in CocaCola during the 3rd quarter worth approximately $27,000. Finally, MMA Asset Management LLC bought a new stake in CocaCola during the 2nd quarter worth approximately $34,000. Institutional investors own 70.26% of the company’s stock.

CocaCola Stock Performance

Shares of NYSE KO opened at $76.88 on Wednesday. The stock has a market capitalization of $330.71 billion, a PE ratio of 25.46, a price-to-earnings-growth ratio of 4.00 and a beta of 0.36. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $79.20. The stock has a 50 day moving average price of $71.57 and a 200 day moving average price of $69.88. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.00 and a current ratio of 1.21.

CocaCola (NYSE:KO) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.56 by $0.02. CocaCola had a return on equity of 43.62% and a net margin of 27.34%.The company had revenue of $11.80 billion for the quarter, compared to analysts’ expectations of $12.04 billion. During the same quarter in the prior year, the business posted $0.55 EPS. The business’s revenue was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Analysts predict that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on KO. Piper Sandler lifted their price target on shares of CocaCola from $80.00 to $81.00 and gave the company an “overweight” rating in a research note on Wednesday, October 22nd. Evercore reaffirmed an “outperform” rating on shares of CocaCola in a research report on Tuesday, October 21st. Barclays reaffirmed an “overweight” rating on shares of CocaCola in a research note on Thursday, October 23rd. Royal Bank Of Canada reissued an “outperform” rating and issued a $78.00 price target on shares of CocaCola in a research note on Friday. Finally, UBS Group reaffirmed a “buy” rating and set a $82.00 price objective on shares of CocaCola in a research report on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $81.14.

Insider Buying and Selling at CocaCola

In related news, EVP Manuel Arroyo sold 139,689 shares of the firm’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $70.80, for a total value of $9,889,981.20. Following the completion of the sale, the executive vice president directly owned 58,067 shares in the company, valued at approximately $4,111,143.60. This trade represents a 70.64% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Nancy Quan sold 31,625 shares of the business’s stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $71.17, for a total value of $2,250,751.25. Following the transaction, the executive vice president directly owned 223,330 shares in the company, valued at approximately $15,894,396.10. This trade represents a 12.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 509,138 shares of company stock worth $38,186,963 over the last quarter. 0.90% of the stock is currently owned by insiders.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: EPS beat and operational positives — KO reported adjusted EPS above consensus and management pointed to volume gains, price/mix improvements and resilient organic growth during the quarter. Read More.
• Positive Sentiment: Cash flow and shareholder returns remain supportive — analysts note adjusted free cash flow covers dividends and buybacks; the company reiterated a capital‑return focus that supports KO’s dividend story. Read More.
• Positive Sentiment: Analysts defend the long view — several analysts reiterated buy/hold views and at least one firm raised its price target, signaling continued institutional support. Read More.
• Neutral Sentiment: Guidance was cautious vs. expectations — management gave FY‑2026 EPS guidance of roughly $3.21–3.24 and organic revenue growth guidance near 4–5%, which is in line with modest growth but slightly below some Street forecasts. Read More.
• Negative Sentiment: Revenue missed estimates — reported revenue (~$11.8B) came in below consensus, triggering the initial sell‑off as investors focused on soft demand in North America and parts of EMEA. Read More.
• Negative Sentiment: Material one‑off impairment — a roughly $960M non‑cash write‑off (BODYARMOR trademark) materially reduced operating income and pressured headline margins, complicating the quarter’s optics. Read More.
• Negative Sentiment: Valuation debate — some commentators argue KO now trades at a premium to peers, making it less attractive for new money despite the defensive qualities. Read More.

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.