Royal Fund Management LLC Sells 15,196 Shares of CocaCola Company (The) $KO

Royal Fund Management LLC reduced its stake in shares of CocaCola Company (The) (NYSE:KO) by 56.5% during the 3rd quarter, HoldingsChannel reports. The fund owned 11,721 shares of the company’s stock after selling 15,196 shares during the period. Royal Fund Management LLC’s holdings in CocaCola were worth $777,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of KO. Vanguard Group Inc. increased its position in shares of CocaCola by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock valued at $25,996,519,000 after purchasing an additional 6,241,163 shares during the last quarter. Norges Bank purchased a new position in CocaCola during the second quarter worth $3,846,270,000. Legal & General Group Plc raised its stake in shares of CocaCola by 1.1% in the second quarter. Legal & General Group Plc now owns 27,281,552 shares of the company’s stock valued at $1,930,170,000 after acquiring an additional 285,794 shares during the period. Invesco Ltd. lifted its holdings in shares of CocaCola by 10.9% in the 2nd quarter. Invesco Ltd. now owns 25,328,083 shares of the company’s stock worth $1,791,962,000 after acquiring an additional 2,497,585 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in CocaCola by 15.0% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 18,557,659 shares of the company’s stock valued at $1,312,954,000 after purchasing an additional 2,423,914 shares during the last quarter. 70.26% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several brokerages have issued reports on KO. Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a research report on Wednesday, October 8th. Piper Sandler boosted their price objective on CocaCola from $80.00 to $81.00 and gave the company an “overweight” rating in a report on Wednesday, October 22nd. Wells Fargo & Company upped their price objective on CocaCola from $75.00 to $79.00 and gave the company an “overweight” rating in a research report on Wednesday, October 22nd. UBS Group reiterated a “buy” rating on shares of CocaCola in a research report on Friday, December 5th. Finally, Bank of America upped their price target on shares of CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $79.08.

CocaCola Trading Down 0.1%

KO opened at $70.44 on Monday. The company has a quick ratio of 1.00, a current ratio of 1.21 and a debt-to-equity ratio of 1.30. The stock’s fifty day moving average is $70.60 and its two-hundred day moving average is $69.32. The company has a market capitalization of $303.01 billion, a P/E ratio of 23.32, a PEG ratio of 3.62 and a beta of 0.39. CocaCola Company has a 52 week low of $61.37 and a 52 week high of $74.38.

CocaCola (NYSE:KO) last posted its quarterly earnings results on Tuesday, October 21st. The company reported $0.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.78 by $0.04. The business had revenue of $12.46 billion for the quarter, compared to the consensus estimate of $12.46 billion. CocaCola had a return on equity of 43.62% and a net margin of 27.34%.The business’s revenue was up 5.4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.77 EPS. CocaCola has set its FY 2025 guidance at 2.966-2.966 EPS. Analysts forecast that CocaCola Company will post 2.96 earnings per share for the current year.

Insider Activity at CocaCola

In other CocaCola news, EVP Monica Howard Douglas sold 13,548 shares of the firm’s stock in a transaction dated Friday, October 24th. The shares were sold at an average price of $69.93, for a total transaction of $947,411.64. Following the transaction, 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 transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, COO Henrique Braun sold 40,390 shares of the business’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $70.93, for a total transaction of $2,864,862.70. Following the completion of the sale, the chief operating officer owned 62,621 shares of the company’s stock, valued at approximately $4,441,707.53. This represents a 39.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 225,252 shares of company stock worth $15,953,007 over the last quarter. Corporate insiders own 0.97% of the company’s stock.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Management shakeup and new chief digital officer announced, aimed at stepping up digital marketing, consumer data capabilities and e‑commerce — could help accelerate top‑line growth and margin expansion over time. 1 Prediction for KO in 2026
• Positive Sentiment: Dividend durability and Buffett association continue to support investor demand: KO remains a Dividend King with 63+ years of increases, attracting income‑oriented and long‑term holders. This background reduces downside in uncertain markets. 1 Prediction for KO in 2026
• Positive Sentiment: Short‑term attention from a viral Lionel Messi video has driven incremental retail interest and helped lift sentiment and trading volume recently. Such publicity can create near‑term positive momentum. 1 Prediction for KO in 2026
• Neutral Sentiment: Planned IPO of Hindustan Coca‑Cola Beverages (HCCB) in India (targeting roughly $1B) could unlock value and raise capital for brand initiatives, but the benefit depends on deal structure and use of proceeds. Execution timeline and proceeds are uncertain. Coca-Cola plans to pop the cap on $1 billion HCCB IPO this year
• Neutral Sentiment: Valuation is middling for a defensive consumer name (P/E in the mid‑20s in recent coverage). That tradeoff — steady cash flow and dividends vs. limited high‑growth upside — makes KO more attractive to income investors than growth seekers. 2 Buffett Stocks to Load Up On—And 1 to Ditch
• Negative Sentiment: Potential risks: the HCCB IPO and continued strategy of asset‑light brand focus could reduce consolidated revenue growth and introduce short‑term execution/market‑reaction risk; if growth remains reliant on pricing rather than volume, margin and volume sensitivity could cap upside. Coca‑Cola is on track for a $1B summer IPO of its India bottler

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.