Cornerstone Advisors LLC Makes New Investment in Coca-Cola Company (The) $KO

Cornerstone Advisors LLC acquired a new position in shares of Coca-Cola Company (The) (NYSE:KO) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 175,944 shares of the company’s stock, valued at approximately $15,145,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Bank of America Corp DE lifted its position in shares of Coca-Cola by 4.4% during 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 purchasing an additional 1,939,673 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in Coca-Cola 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 worth $2,954,523,000 after purchasing an additional 162,097 shares in the last quarter. Wellington Management Group LLP increased its holdings in Coca-Cola by 9.2% in the second quarter. Wellington Management Group LLP now owns 29,053,752 shares of the company’s stock valued at $2,361,198,000 after buying an additional 2,439,026 shares during the last quarter. Dimensional Fund Advisors LP increased its holdings in Coca-Cola by 1.3% in the first quarter. Dimensional Fund Advisors LP now owns 18,822,295 shares of the company’s stock valued at $1,431,495,000 after buying an additional 235,785 shares during the last quarter. Finally, Fayez Sarofim & Co increased its holdings in Coca-Cola by 0.7% in the second quarter. Fayez Sarofim & Co now owns 15,272,831 shares of the company’s stock valued at $1,241,223,000 after buying an additional 113,599 shares during the last quarter. Institutional investors own 70.26% of the company’s stock.

Insider Buying and Selling at Coca-Cola

In other news, EVP Nancy Quan sold 50,000 shares of the stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the sale, the executive vice president directly owned 223,330 shares in the company, valued at approximately $20,186,798.70. This represents a 18.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Beatriz R. Perez sold 67,548 shares of the firm’s stock in a transaction that occurred on Monday, November 2nd. The stock was sold at an average price of $94.91, for a total value of $6,410,980.68. Following the completion of the sale, the executive vice president directly owned 160,428 shares in the company, valued at approximately $15,226,221.48. This trade represents a 29.63% decrease in their position. 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. Insiders sold a total of 249,498 shares of company stock worth $23,025,238 over the last ninety days. Company insiders own 0.90% of the company’s stock.

Coca-Cola Trading Up 1.7%

Coca-Cola stock opened at $99.08 on Friday. Coca-Cola Company has a 1 year low of $67.27 and a 1 year high of $99.30. The firm’s 50-day moving average is $90.83 and its 200-day moving average is $83.31. The company has a debt-to-equity ratio of 0.93, a quick ratio of 1.19 and a current ratio of 1.38. The company has a market cap of $426.24 billion, a P/E ratio of 29.14, a PEG ratio of 3.80 and a beta of 0.28.

Coca-Cola (NYSE:KO) last announced its quarterly earnings data on Tuesday, October 27th. The company reported $0.91 earnings per share for the quarter, beating analysts’ consensus estimates of $0.88 by $0.03. The business had revenue of $13.35 billion during the quarter, compared to the consensus estimate of $12.92 billion. Coca-Cola had a net margin of 28.65% and a return on equity of 38.79%. The company’s revenue for the quarter was up 7.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.82 EPS. On average, equities analysts expect that Coca-Cola Company will post 3.34 earnings per share for the current year.

Coca-Cola Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be paid a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Tuesday, December 1st. Coca-Cola’s payout ratio is presently 62.35%.

Trending Headlines about Coca-Cola

Here are a few of the latest headlines about KO:

• Positive Sentiment: Call-option activity was unusually high, with traders acquiring about 60,740 contracts—roughly 18% above typical volume. This may signal increased bullish positioning, though options activity is not a guarantee of future performance.
• Positive Sentiment: Zacks Research reportedly raised its FY2026 EPS estimates. Recent coverage also points to revenue growth, rising volumes, brand innovation and an upbeat 2026 outlook as supports for the investment case. Coca-Cola Stock Hits 52-Week High: Should You Buy Now or Wait?
• Negative Sentiment: With KO near a record high, coverage cautions that its premium valuation could make the stock less attractive to new buyers and leave less room for gains if growth disappoints. Coca-Cola Stock Hits 52-Week High: Should You Buy Now or Wait?

Analyst Ratings Changes

Several analysts have issued reports on the company. BNP Paribas Exane upped their price objective on Coca-Cola from $90.00 to $98.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Citigroup lifted their target price on Coca-Cola from $102.00 to $103.00 and gave the stock a “buy” rating in a research report on Wednesday, October 28th. TD Cowen boosted their price target on Coca-Cola from $100.00 to $104.00 and gave the company a “buy” rating in a report on Wednesday, October 28th. Wells Fargo & Company boosted their price target on Coca-Cola from $90.00 to $100.00 and gave the company an “overweight” rating in a report on Wednesday, October 28th. Finally, The Goldman Sachs Group reissued a “neutral” rating and set a $86.00 price target (up from $82.00) on shares of Coca-Cola in a research report on Tuesday, July 28th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, Coca-Cola has an average rating of “Moderate Buy” and a consensus target price of $97.26.

Coca-Cola Company Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Founded in 1886, it is best known for Coca-Cola, one of the world’s most recognized soft drink brands. The company owns, licenses, and markets a broad portfolio of beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, smartwater, Powerade, Minute Maid, Simply, fairlife, and Costa Coffee, among others.