Aristotle Capital Management LLC Has $933.17 Million Holdings in CocaCola Company (The) $KO

Aristotle Capital Management LLC lessened its holdings in shares of CocaCola Company (The) (NYSE:KO) by 5.6% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 12,270,438 shares of the company’s stock after selling 730,342 shares during the period. CocaCola accounts for about 2.0% of Aristotle Capital Management LLC’s portfolio, making the stock its 17th largest position. Aristotle Capital Management LLC’s holdings in CocaCola were worth $933,171,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Vanguard Group Inc. increased its holdings in shares of CocaCola by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock valued at $26,200,276,000 after purchasing an additional 5,886,352 shares in the last quarter. State Street Corp increased its stake in shares of CocaCola by 1.2% in the 4th quarter. State Street Corp now owns 167,850,330 shares of the company’s stock valued at $11,734,417,000 after buying an additional 1,992,327 shares during the period. Geode Capital Management LLC raised its position in shares of CocaCola by 0.5% during the fourth quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock worth $6,273,037,000 after acquiring an additional 433,547 shares during the last quarter. Norges Bank bought a new stake in shares of CocaCola during the fourth quarter worth $3,865,807,000. Finally, Franklin Resources Inc. lifted its stake in shares of CocaCola by 3.1% during the fourth quarter. Franklin Resources Inc. now owns 40,289,857 shares of the company’s stock valued at $2,816,697,000 after acquiring an additional 1,195,581 shares during the period. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at CocaCola

In other news, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $80.93, for a total value of $2,559,411.25. Following the sale, the executive vice president directly owned 223,330 shares in the company, valued at $18,074,096.90. This trade represents a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 23,984 shares of the firm’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $83.41, for a total transaction of $2,000,505.44. Following the completion of the transaction, the executive vice president directly owned 157,400 shares of the company’s stock, valued at approximately $13,128,734. This trade represents a 13.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 899,905 shares of company stock valued at $71,832,315. 0.90% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on KO shares. UBS Group lifted their price target on shares of CocaCola from $92.00 to $98.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Wells Fargo & Company increased their price objective on shares of CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a report on Monday, May 18th. TD Cowen raised their price objective on shares of CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Bank of America lifted their target price on shares of CocaCola from $90.00 to $95.00 and gave the stock a “buy” rating in a report on Friday, July 10th. Finally, Citigroup increased their price target on CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Fourteen analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, CocaCola presently has a consensus rating of “Moderate Buy” and a consensus target price of $89.33.

CocaCola Stock Performance

Shares of CocaCola stock opened at $82.19 on Friday. The stock’s fifty day simple moving average is $81.43 and its 200 day simple moving average is $78.05. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09. The company has a market capitalization of $353.60 billion, a PE ratio of 25.84, a PEG ratio of 3.29 and a beta of 0.34. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $85.68.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.81 by $0.05. The business had revenue of $12.47 billion during the quarter, compared to analysts’ expectations of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.CocaCola’s revenue for the quarter was up 11.4% compared to the same quarter last year. During the same period in the prior year, the business earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, research analysts predict that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 15th will be given a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s payout ratio is currently 66.67%.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Warren Buffett reportedly said Coca-Cola remains one of his preferred businesses, reinforcing the company’s reputation as a durable, high-quality consumer staple and potentially supporting investor confidence. Article Title
• Positive Sentiment: Articles highlighting Coca-Cola as a top dividend stock and a favorite among large investors may help reinforce the stock’s defensive, income-oriented appeal. Article Title
• Positive Sentiment: Coverage ahead of Q2 earnings suggests Wall Street is watching for pricing strength and margin gains, which could support the stock if Coca-Cola beats expectations again. Article Title
• Neutral Sentiment: Several articles simply preview Coca-Cola’s upcoming results and key metrics, indicating investor focus is centered on the earnings release rather than a new company-specific catalyst. Article Title
• Negative Sentiment: Recent market commentary noted Coca-Cola underperformed the broader market in the latest session, reflecting near-term selling pressure on the shares. Article Title
• Negative Sentiment: Some analyst-style pieces argue investors could do better in other dividend stocks or Pepsico, which may create mild competition for Coca-Cola among income-focused buyers. Article Title

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.