CocaCola Company (The) $KO Holdings Boosted by Simplicity Wealth LLC

Key Points

• Simplicity Wealth LLC increased its Coca-Cola stake by 49% in the third quarter, bringing its holdings to 125,849 shares valued at approximately $10.8 million. Institutional investors collectively own 70.26% of the company.
• Coca-Cola exceeded quarterly expectations with $0.97 in earnings per share and $13.37 billion in revenue, up 6.2% year over year. The company also declared a quarterly dividend of $0.53, equivalent to a 2.3% annualized yield.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and a $96.27 price target, although insiders sold roughly $83.1 million of stock over the past 90 days, primarily to cover tax obligations tied to equity awards.

Simplicity Wealth LLC lifted its stake in CocaCola Company (The) (NYSE:KO - Free Report) by 49.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 125,849 shares of the company's stock after acquiring an additional 41,376 shares during the quarter. Simplicity Wealth LLC's holdings in CocaCola were worth $10,833,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Bank of America Corp DE grew its stake in CocaCola by 9.5% in the first quarter. Bank of America Corp DE now owns 44,018,963 shares of the company's stock valued at $3,347,642,000 after purchasing an additional 3,836,640 shares in the last quarter. OMERS ADMINISTRATION Corp increased its position in shares of CocaCola by 1,763.2% during the 1st quarter. OMERS ADMINISTRATION Corp now owns 3,383,332 shares of the company's stock worth $257,302,000 after purchasing an additional 3,201,742 shares during the last quarter. Wellington Management Group LLP increased its position in shares of 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 purchasing an additional 2,439,026 shares during the last quarter. Alecta Tjanstepension Omsesidigt acquired a new position in shares of CocaCola during the 2nd quarter worth approximately $197,470,000. Finally, Fifth Third Bancorp raised its stake in shares of CocaCola by 76.5% during the 1st quarter. Fifth Third Bancorp now owns 2,999,625 shares of the company's stock worth $228,121,000 after purchasing an additional 1,300,577 shares in the last quarter. Institutional investors own 70.26% of the company's stock.

Insider Activity at CocaCola

In other news, CFO John Murphy sold 152,483 shares of the stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the transaction, the chief financial officer owned 279,917 shares in the company, valued at approximately $24,439,553.27. This trade represents a 35.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 381,140 shares of CocaCola stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $90.04, for a total value of $34,317,845.60. Following the sale, the chairman directly owned 122,833 shares of the company's stock, valued at approximately $11,059,883.32. The trade was a 75.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 926,620 shares of company stock valued at $83,075,714 in the last 90 days. Corporate insiders own 0.90% of the company's stock.

CocaCola Stock Performance

Shares of KO stock opened at $92.77 on Friday. The company has a market capitalization of $399.15 billion, a price-to-earnings ratio of 27.86, a PEG ratio of 3.61 and a beta of 0.32. 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 company has a 50-day simple moving average of $89.11 and a 200 day simple moving average of $83.94. CocaCola Company has a 52 week low of $67.27 and a 52 week high of $95.37.

CocaCola (NYSE:KO - Get Free Report) last released its quarterly 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. The firm had revenue of $13.37 billion for the quarter, compared to analysts' expectations of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The business's revenue was up 6.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. On average, sell-side analysts predict that CocaCola Company will post 3.30 earnings per share for the current year.

CocaCola Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Tuesday, December 1st will be given a $0.53 dividend. The ex-dividend date of this dividend is Tuesday, December 1st. This represents a $2.12 annualized dividend and a dividend yield of 2.3%. CocaCola's dividend payout ratio is presently 63.66%.

Analyst Ratings Changes

KO has been the subject of several recent analyst reports. Argus increased their price objective on CocaCola from $91.00 to $97.00 and gave the company a "buy" rating in a report on Thursday, July 30th. CICC Research boosted their target price on shares of CocaCola from $85.00 to $95.00 and gave the stock an "outperform" rating in a report on Thursday, July 30th. BNP Paribas Exane upped their price target on shares of CocaCola from $90.00 to $98.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 29th. Jefferies Financial Group increased their price target on shares of CocaCola from $95.00 to $104.00 and gave the company a "buy" rating in a research note on Wednesday, July 29th. Finally, The Goldman Sachs Group reissued a "neutral" rating and issued a $86.00 price objective (up from $82.00) on shares of CocaCola in a research report on Tuesday, July 28th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $96.27.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Defensive investors have favored Coca-Cola as broader large-cap markets weakened, while the company’s industry-leading margins, reliable dividend and global brand continue to support demand for the stock. Defensive consumer stocks article
• Positive Sentiment: KFC plans to move roughly 3,600 U.S. restaurants back to Coca-Cola products beginning in early 2027, potentially adding fountain-volume growth and strengthening KO’s restaurant-channel presence. Coca-Cola KFC agreement article
• Positive Sentiment: Coca-Cola selected agency partners and reaffirmed its global marketing strategy, including expanded use of data, technology and artificial intelligence. Management expects the initiative to improve consumer engagement and support long-term growth. Coca-Cola marketing agency announcement
• Positive Sentiment: KO has beaten earnings-per-share estimates for six consecutive quarters. Wall Street expects third-quarter results before the market opens on October 27, with projected sales above $12.9 billion; another beat could extend the stock’s momentum. Coca-Cola third-quarter earnings preview
• Neutral Sentiment: Coca-Cola’s shares have gained roughly one-third in 2026 and recently entered the $400 billion market-capitalization group. Historical analysis suggests strong calendar-year gains have often been followed by additional advances, although the comparison does not guarantee future performance. Coca-Cola historical performance article
• Negative Sentiment: KO’s premium valuation leaves limited room for an earnings disappointment. Analysts see benefits from pricing and margin expansion, but weak volumes in some key markets remain a concern. A reported data-breach investigation and potential class-action claims also introduce legal and reputational risk. Coca-Cola data breach investigation

CocaCola 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.

The Coca-Cola Company serves consumers in more than 200 countries and territories through a system that includes company-operated operations, independent bottling partners, distributors, retailers, and food-service providers.

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