Universal Beteiligungs und Servicegesellschaft mbH Has $235.78 Million Stock Position in CocaCola Company (The) $KO

Universal Beteiligungs und Servicegesellschaft mbH lowered its position in shares of CocaCola Company (The) (NYSE:KO) by 2.9% in the fourth quarter, HoldingsChannel reports. The fund owned 3,379,783 shares of the company’s stock after selling 99,647 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in CocaCola were worth $235,784,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the company. TABR Capital Management LLC acquired a new position in CocaCola during the 4th quarter worth approximately $1,921,000. Leelyn Smith LLC boosted its position in CocaCola by 1.3% during the 4th quarter. Leelyn Smith LLC now owns 44,967 shares of the company’s stock worth $3,144,000 after acquiring an additional 576 shares during the last quarter. Probity Advisors Inc. acquired a new position in CocaCola during the 4th quarter worth approximately $211,000. Emerald Advisors LLC boosted its position in CocaCola by 11.7% during the 4th quarter. Emerald Advisors LLC now owns 23,584 shares of the company’s stock worth $1,649,000 after acquiring an additional 2,468 shares during the last quarter. Finally, Optas LLC boosted its position in CocaCola by 7.1% during the 4th quarter. Optas LLC now owns 9,644 shares of the company’s stock worth $674,000 after acquiring an additional 638 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Insider Buying and Selling

In other news, CFO John Murphy sold 72,449 shares of the stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $80.52, for a total value of $5,833,593.48. Following the completion of the sale, the chief financial officer owned 279,917 shares of the company’s stock, valued at approximately $22,538,916.84. This represents a 20.56% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Nancy Quan sold 23,556 shares of the stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.50, for a total value of $1,872,702.00. Following the completion of the sale, the executive vice president owned 223,330 shares in the company, valued at approximately $17,754,735. This trade represents a 9.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 892,925 shares of company stock worth $70,254,796 in the last quarter. 0.90% of the stock is owned by company insiders.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts give KO an average “Buy” recommendation, which supports demand for the stock ahead of earnings and can buoy sentiment. CocaCola Company (The) (NYSE:KO) Receives Average Recommendation of “Buy” from Analysts
• Positive Sentiment: Coverage highlighting how much dividend income a long‑term KO holder would have collected reinforces the stock’s appeal to income investors and may attract buy‑and‑hold flows. Here’s How Much Dividend Income You’d Have Collected If You’d Bought 100 Shares of Coca-Cola 10 Years Ago
• Positive Sentiment: Analyst previews (UBS/Zacks/Proactive) expect resiliency for Q1 (consensus EPS around $0.81), which raises the chance of an earnings beat or a steady print that could stabilize the stock. Coca-Cola Q1 earnings set to show resilience amid uncertain backdrop
• Positive Sentiment: Analyses pointing to sustainable pricing strategy (managed price/volume mix and ~4% pricing) suggest management can protect margins in a softer consumer environment. Coca‑Cola’s Pricing Strategy: Sustainable in a Softening Market?
• Neutral Sentiment: Pre‑earnings commentary and valuation pieces ask whether KO is sensibly priced at ~US$75, offering balanced views for investors deciding to buy before the report. Is Coca-Cola (KO) Still Sensibly Priced After Its Recent Share Price Steadiness?
• Neutral Sentiment: Coverage noting a quiet shift in growth strategy (beyond the dividend narrative) highlights strategic initiatives that are longer‑term in nature and less likely to move the stock sharply in the day. Forget the Dividend Narrative. Coca‑Cola Has Quietly Pivoted Its Growth Strategy.
• Neutral Sentiment: Reports that a major investor (Point72) is actively reallocating raise interest in names they hold, but it’s unclear how material any current position in KO is to share‑price direction. Steve Cohen’s Point72 Is Aggressively Buying These 3 Stocks. Here’s Why They’re Worth a Closer Look
• Neutral Sentiment: Regional/portfolio news (Coca‑Cola Europacific update) is drawing attention but is more likely to affect local operations or peers than KO’s global headline trading. Coca‑Cola Europacific Update Sparks Fresh Market Attention
• Negative Sentiment: Near‑term weakness: coverage reports KO trading down and “falling more steeply than the broader market” today, which reflects short‑term selling pressure ahead of the earnings release. Coca‑Cola (KO) Falls More Steeply Than Broader Market: What Investors Need to Know Coca‑Cola (KO) Falls More Steeply Than Broader Market: What Investors Need to Know (Zacks)

CocaCola Trading Down 0.9%

NYSE KO opened at $74.79 on Wednesday. The company has a market cap of $321.92 billion, a PE ratio of 24.60, a PEG ratio of 3.19 and a beta of 0.36. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.00. The stock has a 50 day moving average of $77.40 and a 200-day moving average of $73.10.

CocaCola (NYSE:KO) last released its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, beating the consensus estimate of $0.56 by $0.02. The company had revenue of $11.82 billion during the quarter, compared to the consensus estimate of $12.04 billion. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The firm’s revenue for the quarter was up 2.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.55 EPS. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, equities research analysts anticipate that CocaCola Company will post 3.23 EPS for the current fiscal year.

CocaCola Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th were issued a $0.53 dividend. This represents a $2.12 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend was Friday, March 13th. This is a boost from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s payout ratio is currently 69.74%.

Analysts Set New Price Targets

A number of equities analysts have weighed in on the company. Citigroup upped their price target on CocaCola from $85.00 to $87.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Wells Fargo & Company upped their price target on CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. UBS Group upped their price target on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research report on Tuesday, April 7th. Barclays upped their price target on CocaCola from $77.00 to $83.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Finally, Morgan Stanley set a $88.00 price target on CocaCola in a research report on Wednesday, March 11th. Fifteen investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat, CocaCola has a consensus rating of “Buy” and an average target price of $85.00.

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.