CocaCola Company (The) $KO Stock Bought by Ninety One UK Ltd

Key Points

• Ninety One UK Ltd increased its Coca-Cola stake by 439.5% in the third quarter, owning 17,851 shares valued at approximately $1.54 million. Institutional investors collectively hold 70.26% of KO’s outstanding stock.
• Coca-Cola insiders sold 926,620 shares worth about $83.1 million over the past quarter, including substantial sales by Chairman James Quincey and insider Sanket Ray. Corporate insiders own just 0.90% of the company.
• Analysts maintain a generally favorable outlook, with a consensus “Moderate Buy” rating and an average price target of $96.05. Coca-Cola also exceeded quarterly EPS and revenue expectations, reporting $0.97 EPS and $13.37 billion in revenue.

Ninety One UK Ltd increased its holdings in CocaCola Company (The) (NYSE:KO - Free Report) by 439.5% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 17,851 shares of the company's stock after buying an additional 14,542 shares during the quarter. Ninety One UK Ltd's holdings in CocaCola were worth $1,537,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Auto Owners Insurance Co lifted its stake in CocaCola by 10,842.4% during the 4th quarter. Auto Owners Insurance Co now owns 4,781,844 shares of the company's stock valued at $33,430,000 after acquiring an additional 4,738,144 shares during the period. Bank of America Corp DE boosted its holdings in shares of CocaCola by 9.5% during the 1st quarter. Bank of America Corp DE now owns 44,018,963 shares of the company's stock valued at $3,347,642,000 after acquiring an additional 3,836,640 shares during the last quarter. OMERS ADMINISTRATION Corp boosted its holdings 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 valued at $257,302,000 after acquiring an additional 3,201,742 shares during the last quarter. Wellington Management Group LLP grew its stake in shares of CocaCola by 9.2% in the second 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 during the period. Finally, Alecta Tjanstepension Omsesidigt bought a new stake in shares of CocaCola in the second quarter worth approximately $197,470,000. Hedge funds and other institutional investors own 70.26% of the company's stock.

Insider Buying and Selling at CocaCola

In other news, Chairman James Quincey sold 145,947 shares of the company's stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $90.09, for a total transaction of $13,148,365.23. Following the completion of the sale, the chairman owned 122,833 shares of the company's stock, valued at $11,066,024.97. This represents a 54.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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. Also, insider Sanket Ray sold 9,958 shares of the company's stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $86.50, for a total transaction of $861,367.00. Following the sale, the insider directly owned 62,105 shares of the company's stock, valued at $5,372,082.50. The trade was a 13.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 926,620 shares of company stock worth $83,075,714. 0.90% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. Argus boosted their price objective on shares of CocaCola from $91.00 to $97.00 and gave the company a "buy" rating in a report on Thursday, July 30th. The Goldman Sachs Group restated a "neutral" rating and set a $86.00 price objective (up from $82.00) on shares of CocaCola in a research report on Tuesday, July 28th. Wells Fargo & Company dropped their target price on shares of CocaCola from $95.00 to $90.00 and set an "overweight" rating on the stock in a report on Monday, October 5th. Rothschild & Co Redburn lifted their target price on shares of CocaCola from $86.00 to $92.00 and gave the stock a "buy" rating in a research report on Wednesday, July 29th. Finally, Morgan Stanley reaffirmed an "overweight" rating and issued a $100.00 target price (up from $89.00) on shares of CocaCola in a research report on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $96.05.

CocaCola Stock Down 0.0%

CocaCola stock opened at $91.78 on Friday. The stock has a market cap of $394.87 billion, a PE ratio of 27.56, a price-to-earnings-growth ratio of 3.57 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. CocaCola Company has a one year low of $67.16 and a one year high of $94.10. The stock has a fifty day moving average of $88.34 and a 200 day moving average of $83.27.

CocaCola (NYSE:KO - Get Free Report) last posted its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, beating analysts' consensus estimates of $0.93 by $0.04. The company had revenue of $13.37 billion for the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, sell-side analysts predict that CocaCola Company will post 3.30 EPS for the current year.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: KFC is switching to Coca-Cola. KFC will replace PepsiCo beverages with Coca-Cola products at its U.S. restaurants, ending a partnership that dates back to 1986. The agreement gives KO additional fountain-drink distribution and represents a competitive win, although the financial contribution was not disclosed. KFC to switch to Coca-Cola beverages in U.S. restaurants
• Positive Sentiment: Momentum remains strong. KO has risen about 34% in 2026 and has outperformed the so-called Magnificent Seven technology stocks. Shares have also held above their 50-day moving average, supporting the bullish technical trend. Coca-Cola stock is up 34% in 2026
• Positive Sentiment: Dividend income remains a core attraction. Coca-Cola’s board declared its regular quarterly dividend, reinforcing the company’s long record of annual payout increases and its appeal to income-focused investors. Coca-Cola Board declares quarterly dividend
• Neutral Sentiment: Analyst and earnings context is mixed. Bernstein maintained a Hold rating, while broader brokerage recommendations remain favorable. Coca-Cola’s latest quarter exceeded EPS and revenue expectations, but investors will look to the scheduled Oct. 27 results for evidence that growth can support the elevated share price.
• Negative Sentiment: Valuation is a potential constraint. KO trades at a premium earnings multiple after its strong run, prompting questions about whether future growth justifies the price. Commentary also highlights the need for continued pricing power, innovation and volume growth to sustain performance. Coca-Cola’s dividend growth streak faces a valuation reality check

About CocaCola

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.

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