Capital Group Private Client Services Inc. Sells 54,174 Shares of CocaCola Company (The) $KO

Key Points

• Capital Group Private Client Services Inc. cut its stake in Coca‑Cola by 77.5% in Q3, selling 54,174 shares and leaving 15,685 shares worth about $1.04 million.
• Insiders have been active sellers — CFO John Murphy sold 99,437 shares (~$7.996M) and insiders collectively sold 892,925 shares valued at ~$70.25M over the past three months.
• Coca‑Cola raised its quarterly dividend to $0.53 (annualized $2.12, yield 2.7%), reported Q EPS of $0.58 beating estimates, provided FY2026 guidance of 3.210–3.240 EPS, and retains a consensus analyst rating of Buy with a $84.33 target.

Capital Group Private Client Services Inc. reduced its holdings in CocaCola Company (The) (NYSE:KO - Free Report) by 77.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 15,685 shares of the company's stock after selling 54,174 shares during the period. Capital Group Private Client Services Inc.'s holdings in CocaCola were worth $1,040,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Norges Bank acquired a new stake in CocaCola in the 2nd quarter valued at about $3,846,270,000. Vanguard Group Inc. increased its position in CocaCola by 1.7% during the second quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company's stock worth $25,996,519,000 after buying an additional 6,241,163 shares during the last quarter. Laurel Wealth Advisors LLC increased its position in CocaCola by 7,239.2% during the second quarter. Laurel Wealth Advisors LLC now owns 6,149,632 shares of the company's stock worth $435,086,000 after buying an additional 6,065,840 shares during the last quarter. Assenagon Asset Management S.A. raised its stake in CocaCola by 343.3% in the third quarter. Assenagon Asset Management S.A. now owns 4,486,096 shares of the company's stock valued at $297,518,000 after buying an additional 3,474,015 shares during the period. Finally, Schroder Investment Management Group raised its stake in CocaCola by 28.7% in the second quarter. Schroder Investment Management Group now owns 11,713,984 shares of the company's stock valued at $828,764,000 after buying an additional 2,613,316 shares during the period. 70.26% of the stock is owned by institutional investors.

CocaCola Price Performance

Shares of NYSE KO opened at $77.80 on Wednesday. The firm has a market cap of $334.59 billion, a P/E ratio of 25.59, a price-to-earnings-growth ratio of 3.26 and a beta of 0.35. The business's 50 day moving average is $75.17 and its 200-day moving average is $71.23. 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 1-year low of $65.35 and a 1-year high of $82.00.

CocaCola (NYSE:KO - Get Free Report) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.56 by $0.02. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The business had revenue of $11.82 billion during the quarter, compared to the consensus estimate of $12.04 billion. During the same period in the previous year, the company posted $0.55 EPS. The firm's quarterly revenue was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Equities research analysts predict that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be given a $0.53 dividend. The ex-dividend date of this dividend is Friday, March 13th. This is a boost from CocaCola's previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. CocaCola's dividend payout ratio (DPR) is presently 67.11%.

Wall Street Analyst Weigh In

KO has been the subject of several research analyst reports. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $83.00 target price on shares of CocaCola in a research note on Thursday, January 29th. Barclays increased their price target on CocaCola from $77.00 to $83.00 and gave the company an "overweight" rating in a research note on Thursday, February 12th. Royal Bank Of Canada set a $87.00 price objective on shares of CocaCola in a research report on Wednesday, February 11th. TD Cowen reiterated a "buy" rating on shares of CocaCola in a report on Wednesday, February 11th. Finally, Truist Financial set a $85.00 price objective on shares of CocaCola in a research report on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Buy" and a consensus target price of $84.33.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts and commentators point to Coca‑Cola’s defensive characteristics and superior YTD performance versus the S&P, citing strong brands, pricing power and steady demand as reasons behind the rally. Why is Coca‑Cola stock rallying this year while S&P slumps? Here's what investors need to know about KO stock
• Positive Sentiment: Zacks notes KO has climbed ~12.5% in a month, driven by pricing power, global brands and resilient demand — supportive factors for continued cash flow and dividends. Coca‑Cola Stock Rises 12.5% in a Month: Buy the Rally or Wait?
• Positive Sentiment: Motley Fool highlights continued organic revenue gains and a robust dividend that make KO attractive to income and defensive investors. Coca‑Cola Stock Is Crushing the Market This Year. Is It Time to Buy?
• Positive Sentiment: Coverage of Coca‑Cola’s FY‑2025 results and its 64th consecutive dividend increase underlines durable cash generation and management’s focus on shareholder returns. How Coca‑Cola’s 64th Dividend Hike and New CEO Will Impact Coca‑Cola (KO) Investors
• Positive Sentiment: Analyses emphasize emerging markets (India, China, ASEAN) as a key long‑term revenue driver for KO, supporting growth expectations beyond developed markets. Are Emerging Markets Key to Coca‑Cola's Long‑Term Revenue Growth?
• Neutral Sentiment: Dividend‑safety comparisons vs. Pepsi highlight KO’s consistency but note differences in business mix; useful for income‑oriented allocation decisions rather than immediate price triggers. Coke vs Pepsi: Which Dividend Is Actually Safer?
• Neutral Sentiment: Citi conference presentation transcript provides management messaging and finer operational detail but contained no major surprises likely to move the stock sharply. The Coca‑Cola Company (KO) Presents at Citi's 2026 Global Consumer & Retail Conference
• Negative Sentiment: An EVP, Monica Howard Douglas, disclosed a sizable sale (23,880 shares), reducing her stake ~57% — an insider sale that some investors may view as a negative signal. SEC Form 4 — Insider Sale Disclosure
• Negative Sentiment: Some analysts caution KO’s recent rally has pushed valuation to a premium (P/E and PEG metrics), which could limit near‑term upside and increase sensitivity to any earnings miss. Coca‑Cola Stock Rises 12.5% in a Month: Buy the Rally or Wait?

Insiders Place Their Bets

In related news, CFO John Murphy sold 99,437 shares of the company's stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $80.42, for a total value of $7,996,723.54. Following the transaction, the chief financial officer directly owned 410,550 shares in the company, valued at approximately $33,016,431. This represents a 19.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Monica Howard Douglas sold 23,880 shares of CocaCola stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $77.37, for a total transaction of $1,847,595.60. Following the completion of the sale, the executive vice president owned 17,725 shares of the company's stock, valued at $1,371,383.25. This trade represents a 57.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 892,925 shares of company stock valued at $70,254,796 in the last three months. Insiders own 0.90% of the company's stock.

About CocaCola

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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