UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Acquires 4,207,841 Shares of CocaCola Company (The) $KO

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in shares of CocaCola Company (The) (NYSE:KOFree Report) by 15.3% in the 4th quarter, Holdings Channel.com reports. The firm owned 31,747,305 shares of the company’s stock after buying an additional 4,207,841 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in CocaCola were worth $2,219,454,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Eurizon SLJ Capital Ltd bought a new position in CocaCola during the fourth quarter valued at $552,000. Farther Finance Advisors LLC lifted its holdings in shares of CocaCola by 38.1% in the 4th quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock worth $7,802,000 after acquiring an additional 30,786 shares during the last quarter. Dynamic Technology Lab Private Ltd lifted its holdings in shares of CocaCola by 82.3% in the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company’s stock worth $3,296,000 after acquiring an additional 22,444 shares during the last quarter. Capitolis Liquid Global Markets LLC lifted its holdings in shares of CocaCola by 16.4% in the 3rd quarter. Capitolis Liquid Global Markets LLC now owns 710,000 shares of the company’s stock worth $47,087,000 after acquiring an additional 100,000 shares during the last quarter. Finally, King Luther Capital Management Corp lifted its holdings in shares of CocaCola by 0.8% in the 4th quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock worth $269,330,000 after acquiring an additional 31,694 shares during the last quarter. Institutional investors own 70.26% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

  • Positive Sentiment: RBC Capital reiterated its buy view on Coca-Cola, reinforcing Wall Street’s generally favorable stance on KO and supporting the stock’s recent strength.
  • Positive Sentiment: Several reports highlighted Coca-Cola as a potential beneficiary of the 2026 FIFA World Cup, with expectations that beverage volume and consumer spending could rise during the tournament.
  • Positive Sentiment: Market commentary also pointed to strong Q1 results, including an earnings and revenue beat, solid organic growth, and volume gains, which continue to underpin the bullish investment case. Coca-Cola’s Q1 Results Prove It’s a Good Buy to Hold and Hold
  • Positive Sentiment: Investor interest remains supported by Coca-Cola’s reliable dividend and defensive profile, which continue to attract income-focused buyers.
  • Neutral Sentiment: EVP Jennifer K. Mann disclosed a stock sale, but it was conducted under a pre-arranged 10b5-1 plan and tied to equity-award tax withholding, making it less of a concern than discretionary insider selling.

CocaCola Trading Up 0.1%

NYSE KO opened at $82.63 on Friday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. The company has a market capitalization of $355.51 billion, a price-to-earnings ratio of 25.98, a price-to-earnings-growth ratio of 3.30 and a beta of 0.35. The company’s 50-day simple moving average is $78.70 and its two-hundred day simple moving average is $75.68. CocaCola Company has a one year low of $65.35 and a one year high of $84.04.

CocaCola (NYSE:KOGet Free Report) last posted its earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, beating analysts’ consensus estimates of $0.81 by $0.05. The business had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The company’s revenue for the quarter was up 11.4% on a year-over-year basis. During the same quarter last year, the firm posted $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities analysts forecast that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be given a dividend of $0.53 per share. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. CocaCola’s dividend payout ratio (DPR) is 66.67%.

Insider Buying and Selling at CocaCola

In other CocaCola news, EVP Jennifer K. Mann sold 100,000 shares of the firm’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the transaction, the executive vice president owned 207,400 shares of the company’s stock, valued at approximately $16,480,004. This trade represents a 32.53% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 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, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the transaction, 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 position. 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. In the last quarter, insiders have sold 899,905 shares of company stock valued at $71,832,315. Company insiders own 0.90% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on KO shares. Weiss Ratings upgraded shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Jefferies Financial Group raised their target price on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a report on Monday, March 16th. Citigroup raised their target price on shares of CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a report on Monday, May 18th. Barclays raised their target price on shares of CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a report on Thursday, May 21st. Finally, Wells Fargo & Company raised their target price on shares of CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a report on Monday, May 18th. Fifteen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, CocaCola presently has an average rating of “Moderate Buy” and an average price target of $86.69.

Get Our Latest Stock Report on CocaCola

CocaCola Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding KO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CocaCola Company (The) (NYSE:KOFree Report).

Institutional Ownership by Quarter for CocaCola (NYSE:KO)

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