B. Metzler seel. Sohn & Co. AG Has $272.68 Million Position in CocaCola Company (The) $KO

Key Points

• B. Metzler seel. Sohn & Co. AG reduced its Coca-Cola stake by 17.5% in the second quarter, selling 711,441 shares. It still held 3.36 million shares worth approximately $272.68 million, representing 2.4% of its portfolio.
• Coca-Cola exceeded quarterly expectations, reporting $0.97 in adjusted EPS and $13.37 billion in revenue, with revenue up 6.2% year over year. The company maintained fiscal 2026 EPS guidance of $3.27–$3.30.
• The company declared a quarterly dividend of $0.53 per share, equivalent to a 2.4% yield, while analysts maintained a “Moderate Buy” consensus and an average price target of $95.76.

B. Metzler seel. Sohn & Co. AG lowered its stake in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 17.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,355,276 shares of the company's stock after selling 711,441 shares during the period. CocaCola accounts for approximately 2.4% of B. Metzler seel. Sohn & Co. AG's portfolio, making the stock its 7th largest holding. B. Metzler seel. Sohn & Co. AG owned 0.08% of CocaCola worth $272,683,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the business. State Street Corp grew its position in CocaCola by 1.2% in the fourth quarter. State Street Corp now owns 167,850,330 shares of the company's stock worth $11,734,417,000 after acquiring an additional 1,992,327 shares in the last quarter. Geode Capital Management LLC raised its holdings in CocaCola by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company's stock worth $6,273,037,000 after purchasing an additional 433,547 shares in the last quarter. Norges Bank purchased a new position in shares of CocaCola in the 4th quarter valued at approximately $3,865,807,000. Bank of America Corp DE lifted its position in CocaCola by 4.4% during the second quarter. Bank of America Corp DE now owns 45,958,636 shares of the company's stock valued at $3,735,058,000 after buying an additional 1,939,673 shares during the period. Finally, Franklin Resources Inc. grew its holdings in CocaCola by 3.1% in the fourth quarter. Franklin Resources Inc. now owns 40,289,857 shares of the company's stock worth $2,816,697,000 after purchasing an additional 1,195,581 shares during the period. Institutional investors own 70.26% of the company's stock.

CocaCola Stock Down 0.9%

KO stock opened at $88.84 on Tuesday. The stock has a market capitalization of $382.24 billion, a P/E ratio of 26.68, a P/E/G ratio of 3.13 and a beta of 0.33. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $92.49. The business has a fifty day moving average price of $85.51 and a 200-day moving average price of $80.93.

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

CocaCola Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 15th will be issued a $0.53 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $2.12 annualized dividend and a yield of 2.4%. CocaCola's dividend payout ratio (DPR) is currently 63.66%.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the company. HSBC downgraded CocaCola from a "strong-buy" rating to a "hold" rating in a report on Tuesday, July 28th. Citigroup lifted their price target on CocaCola from $97.00 to $100.00 and gave the stock a "buy" rating in a research report on Wednesday, July 29th. Barclays upped their price target on shares of CocaCola from $91.00 to $93.00 and gave the stock an "overweight" rating in a research note on Thursday, July 30th. TD Cowen increased their price objective on shares of CocaCola from $90.00 to $100.00 and gave the company a "buy" rating in a research report on Wednesday, July 29th. Finally, Piper Sandler raised their price objective on shares of CocaCola from $88.00 to $95.00 and gave the company an "overweight" rating in a research note on Wednesday, July 29th. Fifteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $95.76.

Insiders Place Their Bets

In other news, CFO John Murphy sold 152,483 shares of the firm's stock in a transaction on Friday, July 31st. The stock was sold at an average price of $87.31, for a total value of $13,313,290.73. Following the transaction, the chief financial officer directly owned 279,917 shares in the company, valued at $24,439,553.27. This trade represents a 35.26% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 145,947 shares of the firm's stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $90.09, for a total value of $13,148,365.23. Following the completion of the transaction, the chairman owned 122,833 shares in the company, valued at approximately $11,066,024.97. This trade represents a 54.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 1,594,900 shares of company stock worth $136,568,617 in the last 90 days. Insiders own 0.90% of the company's stock.

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.

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