CocaCola Company (The) $KO Shares Purchased by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of CocaCola Company (The) (NYSE:KO) by 0.4% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 36,354,414 shares of the company’s stock after buying an additional 162,097 shares during the period. CocaCola accounts for about 0.5% of UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings, making the stock its 29th largest holding. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned about 0.84% of CocaCola worth $2,954,523,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in KO. Lantern Wealth Advisors LLC raised its position in shares of CocaCola by 3.6% during the 2nd quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company’s stock worth $270,000 after acquiring an additional 115 shares in the last quarter. Paragon Private Wealth Management LLC boosted its holdings in CocaCola by 1.4% in the second quarter. Paragon Private Wealth Management LLC now owns 8,726 shares of the company’s stock valued at $709,000 after purchasing an additional 123 shares in the last quarter. Everpar Advisors LLC increased its stake in CocaCola by 0.9% in the second quarter. Everpar Advisors LLC now owns 14,504 shares of the company’s stock valued at $1,179,000 after purchasing an additional 125 shares during the last quarter. Geneos Wealth Management Inc. increased its stake in CocaCola by 0.3% in the first quarter. Geneos Wealth Management Inc. now owns 40,879 shares of the company’s stock valued at $3,109,000 after purchasing an additional 129 shares during the last quarter. Finally, HORAN Wealth LLC raised its holdings in CocaCola by 3.9% during the first quarter. HORAN Wealth LLC now owns 3,458 shares of the company’s stock worth $263,000 after purchasing an additional 130 shares in the last quarter. 70.26% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on KO. Royal Bank Of Canada upped their target price on shares of CocaCola from $87.00 to $96.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Wells Fargo & Company lifted their price target on shares of CocaCola from $90.00 to $95.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. JPMorgan Chase & Co. boosted their price target on shares of CocaCola from $90.00 to $96.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Sanford C. Bernstein restated a “market perform” rating and issued a $93.00 price objective on shares of CocaCola in a research note on Wednesday, July 29th. Finally, Evercore reaffirmed an “outperform” rating and set a $100.00 price objective on shares of CocaCola in a report on Tuesday, July 28th. Fifteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $95.76.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Defensive-sector demand is supporting KO. Market commentary points to Coca-Cola’s stable cash flows and relatively low volatility as attractive while investors seek safety and quality amid changing interest-rate expectations. Why is Coca-Cola drawing steady demand as staples turn defensive today?
• Positive Sentiment: Zacks upgraded Coca-Cola to Rank #2, or “Buy.” The upgrade reflects improving expectations for the company’s earnings prospects and could provide a near-term sentiment boost. Coca-Cola upgraded to Buy
• Positive Sentiment: Recent operating momentum remains constructive. Coca-Cola’s latest quarter included revenue growth of about 6% year over year and an earnings beat, while the company maintains fiscal 2026 EPS guidance of $3.27–$3.30.
• Neutral Sentiment: Institutional positioning is mixed but leans supportive. More institutions added KO shares than reduced them in the latest quarter, with notable additions from JPMorgan, Geode and Capital World Investors, although BlackRock, Capital Research and Invesco trimmed positions.
• Neutral Sentiment: Analyst support is positive, but valuation may limit upside. Barclays and JPMorgan maintain “Overweight” ratings, while the reported median price target of $89.50 is close to the current trading level. Commentary also describes the valuation as stretched. Coca-Cola upgraded to Buy
• Negative Sentiment: Insider selling is a cautionary signal. Company insiders made 30 open-market sales and no purchases over the past six months, including substantial sales by Chairman James Quincey and other senior executives.

Insider Buying and Selling at CocaCola

In related news, Chairman James Quincey sold 145,947 shares of CocaCola stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $90.09, for a total value of $13,148,365.23. Following the transaction, the chairman directly owned 122,833 shares in the company, valued at $11,066,024.97. This trade represents a 54.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Bruno Pietracci sold 111,365 shares of the business’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $90.93, for a total transaction of $10,126,419.45. Following the completion of the transaction, the insider directly owned 41,365 shares in the company, valued at $3,761,319.45. This represents a 72.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 1,594,900 shares of company stock valued at $136,568,617. Corporate insiders own 0.90% of the company’s stock.

CocaCola Stock Up 0.6%

KO stock opened at $89.63 on Friday. The company has a fifty day moving average price of $85.32 and a 200 day moving average price of $80.83. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $92.49. The company has a market cap of $385.64 billion, a price-to-earnings ratio of 26.92, a price-to-earnings-growth ratio of 3.13 and a beta of 0.33. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.04. The company had revenue of $13.37 billion for the quarter, compared to the consensus estimate of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. CocaCola’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same period last year, the firm posted $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Sell-side analysts expect that CocaCola Company will post 3.29 earnings per share for the current year.

CocaCola Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be issued a $0.53 dividend. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.4%. CocaCola’s payout ratio is presently 63.66%.

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.