Greenleaf Trust Sells 55,388 Shares of CocaCola Company (The) $KO

Greenleaf Trust decreased its stake in shares of CocaCola Company (The) (NYSE:KO) by 36.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 96,708 shares of the company’s stock after selling 55,388 shares during the period. Greenleaf Trust’s holdings in CocaCola were worth $6,414,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the stock. Blue Bell Private Wealth Management LLC lifted its holdings in shares of CocaCola by 23.3% during the 3rd quarter. Blue Bell Private Wealth Management LLC now owns 1,234 shares of the company’s stock valued at $82,000 after buying an additional 233 shares during the period. Gries Financial LLC increased its position in CocaCola by 4.7% during the third quarter. Gries Financial LLC now owns 27,523 shares of the company’s stock valued at $1,825,000 after acquiring an additional 1,229 shares during the last quarter. Capital Management Associates Inc lifted its holdings in CocaCola by 4.0% in the third quarter. Capital Management Associates Inc now owns 3,915 shares of the company’s stock valued at $260,000 after acquiring an additional 150 shares during the period. Financial Perspectives Inc lifted its holdings in CocaCola by 9.5% in the third quarter. Financial Perspectives Inc now owns 1,988 shares of the company’s stock valued at $132,000 after acquiring an additional 172 shares during the period. Finally, Granite Harbor Advisors Inc. boosted its position in CocaCola by 14.6% in the third quarter. Granite Harbor Advisors Inc. now owns 7,592 shares of the company’s stock worth $504,000 after purchasing an additional 965 shares during the last quarter. Institutional investors own 70.26% of the company’s stock.

CocaCola Stock Performance

KO opened at $67.98 on Tuesday. The company has a 50 day simple moving average of $70.45 and a two-hundred day simple moving average of $69.34. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.21 and a quick ratio of 1.00. The firm has a market cap of $292.42 billion, a P/E ratio of 22.51, a PEG ratio of 3.56 and a beta of 0.39. CocaCola Company has a 1-year low of $60.62 and a 1-year high of $74.38.

CocaCola (NYSE:KO) last announced its quarterly earnings data on Thursday, March 27th. The company reported $0.55 EPS for the quarter. The firm had revenue of $11.40 billion for the quarter. CocaCola had a net margin of 27.34% and a return on equity of 43.62%. Equities analysts forecast that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 1st were paid a $0.51 dividend. The ex-dividend date of this dividend was Monday, December 1st. This represents a $2.04 dividend on an annualized basis and a dividend yield of 3.0%. CocaCola’s dividend payout ratio is 67.55%.

Analyst Upgrades and Downgrades

Several research firms have recently commented on KO. Evercore ISI 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 report on Thursday, October 23rd. Cowen reiterated a “buy” rating on shares of CocaCola in a research note on Wednesday, October 22nd. Piper Sandler upped their price objective on CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 22nd. Finally, UBS Group reaffirmed a “buy” rating on shares of CocaCola in a report on Friday, December 5th. One research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average target price of $79.08.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Sharper revenue‑growth management (RGM) is being credited with driving pricing, mix and pack gains that are keeping organic growth resilient despite uneven demand — a sustained RGM execution could support margins and forward guidance. Can Coca‑Cola’s Revenue Growth Management Fuel Next‑Leg of Upside?
• Positive Sentiment: A recent filing shows Rep. Lloyd Doggett purchased just over $5,000 of KO stock — a modest insider/connected buy that can be read as a small vote of confidence by an insider or related party. Recent Filing Shows That Rep. Lloyd Doggett Bought Over $5K Worth of Coca‑Cola Stock
• Positive Sentiment: Coca‑Cola continues to be cited as a long‑term dividend stalwart and a Buffett holding, which supports steady investor demand from income and value‑oriented buyers. 5 Dividend Stocks to Hold for the Next 25 Years
• Neutral Sentiment: Valuation signals are mixed: DCF and P/E analyses offer different takeaways on whether KO is cheap or fairly priced — mixed valuation can limit buyer conviction even if fundamentals hold. Assessing Coca‑Cola (KO) Valuation As DCF And P/E Signals Offer Mixed Messages
• Neutral Sentiment: News around Coca‑Cola and PepsiCo in Venezuela highlights ongoing geopolitical/regulatory risk in certain emerging markets — material for regional operations but unlikely to move KO’s global thesis unless escalations occur. PepsiCo and Coca‑Cola’s long history in Venezuela takes a new turn
• Negative Sentiment: Market reports note KO shares slid while broader markets rose, with elevated intraday volume pointing to profit‑taking or sector rotation — a short‑term technical headwind. Coca‑Cola (KO) Stock Slides as Market Rises: Facts to Know Before You Trade

Insider Activity

In related news, EVP Monica Howard Douglas sold 13,548 shares of CocaCola stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $69.93, for a total transaction of $947,411.64. Following the sale, the executive vice president owned 37,725 shares of the company’s stock, valued at approximately $2,638,109.25. This trade represents a 26.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Manuel Arroyo sold 139,689 shares of the business’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $70.80, for a total value of $9,889,981.20. Following the completion of the transaction, the executive vice president directly owned 58,067 shares in the company, valued at approximately $4,111,143.60. This represents a 70.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 225,252 shares of company stock valued at $15,953,007 in the last three months. 0.90% of the stock is currently owned by insiders.

CocaCola Company 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.