CocaCola Company (The) $KO Stock Position Boosted by Quintet Private Bank Europe S.A.

Quintet Private Bank Europe S.A. lifted its position in CocaCola Company (The) (NYSE:KO) by 76.2% during the third quarter, HoldingsChannel.com reports. The fund owned 205,229 shares of the company’s stock after acquiring an additional 88,756 shares during the period. CocaCola makes up 0.8% of Quintet Private Bank Europe S.A.’s portfolio, making the stock its 27th largest position. Quintet Private Bank Europe S.A.’s holdings in CocaCola were worth $17,666,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in KO. State Street Corp boosted its stake in CocaCola by 1.2% during the 4th quarter. State Street Corp now owns 167,850,330 shares of the company’s stock worth $11,734,417,000 after purchasing an additional 1,992,327 shares during the last quarter. Bank of America Corp DE grew its position in CocaCola by 4.4% in the second quarter. Bank of America Corp DE now owns 45,958,636 shares of the company’s stock worth $3,735,058,000 after acquiring an additional 1,939,673 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in CocaCola by 0.4% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 36,354,414 shares of the company’s stock valued at $2,954,523,000 after purchasing an additional 162,097 shares during the period. Wellington Management Group LLP lifted its stake in CocaCola by 9.2% during the 2nd quarter. Wellington Management Group LLP now owns 29,053,752 shares of the company’s stock worth $2,361,198,000 after acquiring an additional 2,439,026 shares in the last quarter. Finally, Invesco Ltd. lifted its position in shares of CocaCola by 6.7% during the fourth quarter. Invesco Ltd. now owns 28,520,214 shares of the company’s stock worth $1,993,848,000 after purchasing an additional 1,798,371 shares in the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Raised outlook supports the bull case. Coca-Cola has lifted its earnings outlook, following strong volume growth and a record of beating analyst expectations. The company recently reported quarterly revenue above estimates and earnings of $0.97 per share versus a $0.93 consensus, with revenue up 6.2% year over year. Coca-Cola Raises Its Outlook, Is The Stock Still Undervalued?
• Positive Sentiment: Product innovation is broadening Coca-Cola’s growth opportunities. The company is introducing or promoting zero-sugar and prebiotic beverages, including new banana and vanilla soda offerings, as it adapts to changing consumer preferences and increased GLP-1 drug use. Coke’s prebiotic soda, Starbucks-Chipotle tie-up, Modelo sales: Food roundup
• Positive Sentiment: Analyst and income-investor support remains favorable. Wells Fargo reaffirmed its Buy rating, while commentary continues to highlight Coca-Cola’s global distribution network, approximately 28.5% net margin and long history of dividend increases. Wells Fargo Reaffirms Their Buy Rating on Coca-Cola
• Neutral Sentiment: Comparisons with PepsiCo and Monster Beverage are favorable but subjective. Recent articles portray Coca-Cola as the steadier, more durable dividend investment than PepsiCo, while Monster offers faster growth and a stronger balance sheet. These comparisons reinforce KO’s defensive profile but do not create a new company-specific catalyst. Coca-Cola vs. Monster Beverage
• Negative Sentiment: Valuation is the main risk. Despite its strong volume performance, repeated guidance increases and consistent earnings beats, analysts question whether investors are paying too much for Coca-Cola’s safety premium. With a forward valuation near 26 times earnings, further upside may require sustained growth rather than merely stable results. Is Coca-Cola’s Safety Premium Getting Too Expensive?

CocaCola Price Performance

KO stock traded up $2.09 during midday trading on Thursday, hitting $87.91. 4,027,343 shares of the stock were exchanged, compared to its average volume of 16,865,586. CocaCola Company has a fifty-two week low of $66.00 and a fifty-two week high of $92.49. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.12 and a current ratio of 1.30. The stock’s 50-day moving average price is $88.01 and its 200-day moving average price is $82.64. The stock has a market cap of $378.24 billion, a price-to-earnings ratio of 26.39, a PEG ratio of 3.36 and a beta of 0.32.

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

CocaCola Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, October 1st. Investors of record on Tuesday, September 15th were paid a dividend of $0.53 per share. The ex-dividend date of this dividend was Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.4%. CocaCola’s dividend payout ratio (DPR) is presently 63.66%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the company. Argus boosted their price objective on CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a research report on Thursday, July 30th. Jefferies Financial Group boosted their target price on CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Daiwa Securities Group lifted their target price on shares of CocaCola from $83.00 to $93.00 and gave the company an “outperform” rating in a report on Thursday, July 30th. Morgan Stanley reiterated an “overweight” rating and set a $100.00 price target (up from $89.00) on shares of CocaCola in a research note on Wednesday, July 29th. Finally, Barclays lifted their target price on CocaCola from $91.00 to $93.00 and gave the company an “overweight” rating in a research note on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, CocaCola currently has a consensus rating of “Moderate Buy” and an average target price of $95.95.

Insider Buying and Selling at CocaCola

In related news, CFO John Murphy sold 152,483 shares of the business’s stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $87.31, for a total value of $13,313,290.73. Following the completion of the transaction, the chief financial officer owned 279,917 shares of the company’s stock, valued at approximately $24,439,553.27. The trade was a 35.26% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Nancy Quan sold 50,000 shares of the company’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the completion of the transaction, the executive vice president owned 223,330 shares in the company, valued at approximately $20,186,798.70. This trade represents a 18.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 926,620 shares of company stock valued at $83,075,714. 0.90% of the stock is owned by company insiders.

CocaCola Company Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Its portfolio includes sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and other ready-to-drink products. The company’s best-known brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, Powerade, Minute Maid, fairlife, and Georgia Coffee.

Founded in 1886, the company develops, owns, licenses, markets, and distributes beverage brands through a network of bottling partners, distributors, retailers, and food-service operators.