CocaCola Company (The) $KO is CCLA Investment Management’s 8th Largest Position

CCLA Investment Management trimmed its stake in CocaCola Company (The) (NYSE:KO) by 1.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,275,618 shares of the company’s stock after selling 33,582 shares during the quarter. CocaCola accounts for 2.5% of CCLA Investment Management’s portfolio, making the stock its 8th largest position. CCLA Investment Management’s holdings in CocaCola were worth $159,133,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in KO. Franklin Resources Inc. raised its position in CocaCola by 15.1% during the third quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company’s stock valued at $2,592,732,000 after acquiring an additional 5,135,198 shares in the last quarter. Assenagon Asset Management S.A. raised its position in CocaCola by 343.3% during the third quarter. Assenagon Asset Management S.A. now owns 4,486,096 shares of the company’s stock valued at $297,518,000 after acquiring an additional 3,474,015 shares in the last quarter. Danske Bank A S bought a new position in CocaCola during the third quarter valued at approximately $226,443,000. Danica Pension Livsforsikringsaktieselskab bought a new position in CocaCola during the third quarter valued at approximately $161,130,000. Finally, SG Americas Securities LLC raised its position in CocaCola by 288.1% during the fourth quarter. SG Americas Securities LLC now owns 3,025,595 shares of the company’s stock valued at $211,519,000 after acquiring an additional 2,245,959 shares in the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Major broker upgrades/target hikes — UBS raised its target to $90 and Deutsche Bank bumped its target to $86 and kept a Buy rating, signaling analyst confidence and providing visible upside for investors. UBS/Benzinga Coverage
• Positive Sentiment: Global marketing lift — Coca‑Cola is hosting The FIFA World Cup 2026™ Trophy Tour stop in St. Louis, a large consumer engagement event that supports brand visibility and promotional momentum ahead of a major global sporting cycle. The FIFA World Cup 2026™ Trophy Tour by Coca‑Cola
• Neutral Sentiment: Valuation/portfolio framing pieces — several outlets question whether recent price strength (~YTD gains) already reflects fundamentals; useful for investors considering entry points but not an immediate catalyst. Is It Time To Reassess Coca‑Cola (KO) At US$77…
• Neutral Sentiment: Regional affiliate note — analysis on Coca‑Cola FEMSA (KOF) highlights distribution strength in Latin America; indirectly relevant to KO via franchise exposure but more pertinent to KOF investors. Coca‑Cola FEMSA: An Irreplicable Logistics Machine…
• Negative Sentiment: Technical weakness — KO slipped below its 50‑day moving average, a short‑term bearish signal cited by multiple pieces; although it remains above the 200‑day average, momentum traders may view this as a sell trigger. Coca‑Cola Slips Below 50‑Day SMA…
• Negative Sentiment: Estimate cuts and modest analyst downtick — Erste trimmed FY2027 EPS slightly, and coverage notes estimate pressure from macro/CPG softness; small downward revisions can sap near‑term sentiment. Erste Group Estimate Revision (MarketBeat)
• Negative Sentiment: Recent intraday dips noted — headlines flagged yesterday’s decline despite broader market gains, reflecting mixed short‑term flows and profit‑taking. Coca‑Cola (KO) Stock Drops Despite Market Gains

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. JPMorgan Chase & Co. raised their price objective on shares of CocaCola from $79.00 to $83.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. Evercore reaffirmed an “outperform” rating and set a $85.00 price objective on shares of CocaCola in a research report on Wednesday, February 11th. TD Cowen reaffirmed a “buy” rating on shares of CocaCola in a research report on Wednesday, February 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. Finally, Royal Bank Of Canada set a $87.00 price objective on shares of CocaCola in a research report on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $85.00.

CocaCola Trading Up 1.8%

NYSE:KO opened at $77.24 on Thursday. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.00. The firm has a market cap of $332.47 billion, a price-to-earnings ratio of 25.41, a P/E/G ratio of 3.24 and a beta of 0.36. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23. The company’s 50 day moving average is $77.52 and its 200-day moving average is $72.44.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, beating analysts’ consensus estimates of $0.56 by $0.02. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The company had revenue of $11.82 billion for the quarter, compared to analyst estimates of $12.04 billion. During the same quarter last year, the firm posted $0.55 earnings per share. The company’s quarterly 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. Equities analysts anticipate that CocaCola Company will post 2.96 EPS for the current year.

CocaCola Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th were given a $0.53 dividend. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend was Friday, March 13th. CocaCola’s payout ratio is 69.74%.

Insider Buying and Selling

In other news, CEO James Quincey sold 337,824 shares of the firm’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total value of $26,046,230.40. Following the sale, the chief executive officer owned 342,546 shares in the company, valued at approximately $26,410,296.60. This trade represents a 49.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Monica Howard Douglas sold 23,880 shares of the firm’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $77.37, for a total transaction of $1,847,595.60. Following the completion of the sale, the executive vice president owned 17,725 shares in the company, valued at approximately $1,371,383.25. The trade was a 57.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 892,925 shares of company stock valued at $70,254,796. 0.90% of the stock is owned by corporate insiders.

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.