LGT Group Foundation Cuts Stock Position in CocaCola Company (The) $KO

Key Points

• LGT Group Foundation trimmed its Coca‑Cola stake by 6.9% in Q3, selling 117,854 shares and now holds 1,595,156 shares worth about $106.5 million (roughly 1.2% of its portfolio).
• Significant insider selling has occurred recently — insiders sold 869,045 shares (~$68.4M) over the last three months, including EVP Nancy Quan and Beatriz R. Perez, which may pressure near‑term sentiment.
• Coca‑Cola raised its quarterly dividend to $0.53 (annualized $2.12, a 2.7% yield) while analysts remain broadly positive, with a consensus "Buy" and an average price target of $84.33.

LGT Group Foundation lessened its holdings in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 6.9% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,595,156 shares of the company's stock after selling 117,854 shares during the quarter. CocaCola comprises about 1.2% of LGT Group Foundation's holdings, making the stock its 19th biggest holding. LGT Group Foundation's holdings in CocaCola were worth $106,525,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the business. Vanguard Group Inc. boosted its stake in shares of CocaCola by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company's stock valued at $25,996,519,000 after buying an additional 6,241,163 shares during the period. Dynamic Technology Lab Private Ltd raised its holdings in CocaCola by 82.3% in the third quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company's stock valued at $3,296,000 after acquiring an additional 22,444 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its stake in CocaCola by 2.9% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company's stock worth $136,086,000 after acquiring an additional 57,407 shares during the last quarter. Nicola Wealth Management LTD. lifted its stake in CocaCola by 42.3% in the third quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company's stock worth $12,269,000 after acquiring an additional 55,000 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. grew its holdings in CocaCola by 1.9% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 10,408,798 shares of the company's stock worth $690,311,000 after acquiring an additional 198,886 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company's stock.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Citi reaffirmed a buy on KO / stayed constructive on the name, which supports demand from institutional and growth‑oriented analysts. Read More.
• Positive Sentiment: Coca‑Cola’s recent dividend raise and coverage as a Dividend King/Aristocrat reinforce its appeal to income investors and conservative portfolios; that steady payout profile is a structural positive for valuation support. Read More.
• Positive Sentiment: Analysts and trade pieces highlight KO’s digital transformation (marketing, supply‑chain, analytics) as a potential multi‑quarter margin catalyst — a reason for longer‑term upside if execution cuts costs and boosts mix. Read More.
• Positive Sentiment: Street support and raised targets (multiple firms have buy/overweight ratings and higher price targets, leaving a consensus target above the current price) provide analyst backing for the shares. Read More.
• Neutral Sentiment: Feature pieces show KO is a “trending” name and gets investor attention — useful context for flows but not an immediate fundamental catalyst. Read More.
• Neutral Sentiment: Commentary on an alternate Coca‑Cola‑related listing described as a “monster stock” may attract growth‑oriented flows to related tickers but doesn’t materially change KO’s staples profile. Read More.
• Negative Sentiment: Large, disclosed insider sales this week (CEO James Quincey, EVP Nancy Quan, Bruno Pietracci, CFO reports) represent a clear near‑term sentiment headwind and likely source of fresh supply into the market. Read More.
• Negative Sentiment: Coverage tied these insider sells to immediate selling pressure and short‑term price drops in several headlines, amplifying downside risk for traders focused on near‑term momentum. Read More.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the stock. Royal Bank Of Canada set a $87.00 price objective on shares of CocaCola in a research report on Wednesday, February 11th. UBS Group lifted their price target on CocaCola from $82.00 to $87.00 and gave the stock a "buy" rating in a report on Wednesday, February 11th. Jefferies Financial Group dropped their price objective on CocaCola from $88.00 to $87.00 and set a "buy" rating on the stock in a report on Wednesday, February 11th. Evercore restated an "outperform" rating and set a $85.00 target price on shares of CocaCola in a research note on Wednesday, February 11th. Finally, Truist Financial set a $85.00 price target on CocaCola in a report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company. According to MarketBeat.com, the company presently has an average rating of "Buy" and a consensus target price of $84.33.

CocaCola Trading Up 0.1%

Shares of CocaCola stock opened at $77.11 on Monday. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46. The company has a market capitalization of $331.63 billion, a P/E ratio of 25.37, a PEG ratio of 3.23 and a beta of 0.35. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.00. The company's fifty day moving average is $74.86 and its two-hundred day moving average is $71.12.

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

CocaCola Increases Dividend

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

Insider Buying and Selling at CocaCola

In related news, EVP Nancy Quan sold 23,556 shares of the stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the completion of the sale, the executive vice president directly owned 223,330 shares of the company's stock, valued at $17,754,735. This trade represents a 9.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Beatriz R. Perez sold 21,326 shares of the business's stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $80.75, for a total transaction of $1,722,074.50. Following the completion of the transaction, the executive vice president directly owned 173,728 shares in the company, valued at $14,028,536. This represents a 10.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 869,045 shares of company stock valued at $68,407,201. Corporate 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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