Mitsubishi UFJ Asset Management Co. Ltd. Has $1.35 Billion Stake in CocaCola Company (The) $KO

Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 0.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,564,124 shares of the company's stock after buying an additional 68,349 shares during the quarter. CocaCola comprises approximately 0.9% of Mitsubishi UFJ Asset Management Co. Ltd.'s investment portfolio, making the stock its 15th biggest position. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.45% of CocaCola worth $1,352,272,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of the stock. Headlands Technologies LLC acquired a new position in shares of CocaCola in the 2nd quarter valued at approximately $26,000. Marquette Asset Management LLC bought a new stake in shares of CocaCola during the 3rd quarter valued at approximately $27,000. Cloud Capital Management LLC acquired a new position in CocaCola during the 3rd quarter worth approximately $27,000. Daytona Street Capital LLC acquired a new stake in CocaCola in the fourth quarter valued at approximately $29,000. Finally, Redmont Wealth Advisors LLC acquired a new position in shares of CocaCola during the third quarter worth $30,000. 70.26% of the stock is currently owned by institutional investors.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Q1 outperformance and dividend stability reinforce the investment case — coverage notes Coca‑Cola’s stronger-than-expected Q1 results and steady dividend policy, which help justify investor demand and income-oriented positioning. Is Coca‑Cola’s Strong Q1 2026 Beat and Dividend Steadiness Altering The Investment Case For Coca‑Cola (KO)?
• Positive Sentiment: Innovation pipeline seen lifting revenues — new SKUs (Cherry Float, Zero Zero, POWERADE Power Water) are cited as contributors to recent top-line momentum; execution and pricing will determine sustainability. Coca‑Cola's Innovation Pipeline: Is it Enough to Drive Demand?
• Neutral Sentiment: Analyst Q&A highlights points investors should monitor — the earnings call produced several insightful analyst questions around growth drivers, margins and execution that could guide near-term expectations. 5 insightful analyst questions from Coca‑Cola’s Q1 earnings call
• Neutral Sentiment: Coca‑Cola Femsa (KOF) Q1 call shows mixed regional performance — bottler commentary points to Mexico as a drag, which can transmit to KO’s Latin America exposure but is more of a regional bottler risk than a corporate earnings surprise. Coca‑Cola Femsa Q1 Call: Growth, Margins, Mexico Drag
• Negative Sentiment: Valuation premium raises entry concerns — analyses argue KO trades at a premium vs. fair-value estimates, which could cap upside if growth or margin beats fade. Coca‑Cola Trades at Valuation Premium: Overvalued or Apt for Entry?
• Negative Sentiment: Competitive gap to PepsiCo highlighted — coverage comparing PEP vs KO suggests PepsiCo may be pulling ahead on certain execution and efficiency fronts, a risk for KO’s relative performance. PepsiCo vs Coca‑Cola: A Decade‑Long Fight for Dominance
• Negative Sentiment: Conflicting fair-value checks — recent writeups flag differing valuation conclusions after recent share moves, adding short-term volatility risk as investors reconcile models. Coca‑Cola (KO) Valuation Check After Recent Share Price Moves And Conflicting Fair Value Estimates

Insider Activity

In other CocaCola news, CEO James Quincey sold 250,688 shares of the business's stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.14, for a total transaction of $19,839,448.32. Following the sale, the chief executive officer owned 278,155 shares of the company's stock, valued at $22,013,186.70. The trade was a 47.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO John Murphy sold 99,437 shares of the company's stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $80.42, for a total transaction of $7,996,723.54. Following the completion of the transaction, the chief financial officer directly owned 410,550 shares in the company, valued at approximately $33,016,431. The trade was a 19.50% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 555,101 shares of company stock valued at $44,208,566. 0.90% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on KO shares. Weiss Ratings upgraded shares of CocaCola from a "buy (b)" rating to a "buy (b+)" rating in a research report on Monday. Jefferies Financial Group upped their target price on CocaCola from $87.00 to $90.00 and gave the stock a "buy" rating in a research report on Monday, March 16th. Citigroup upped their target price on shares of CocaCola from $87.00 to $90.00 and gave the stock a "buy" rating in a report on Wednesday, April 29th. Royal Bank Of Canada set a $87.00 price objective on CocaCola in a report on Wednesday, February 11th. Finally, JPMorgan Chase & Co. raised their price objective on CocaCola from $83.00 to $85.00 and gave the company an "overweight" rating in a research note on Wednesday, April 29th. Fifteen investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock has an average rating of "Buy" and a consensus target price of $86.27.

CocaCola Stock Performance

NYSE KO opened at $78.55 on Wednesday. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.00. The company has a 50-day simple moving average of $77.10 and a 200 day simple moving average of $73.69. The company has a market capitalization of $337.96 billion, a PE ratio of 24.70, a price-to-earnings-growth ratio of 3.12 and a beta of 0.35. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36.

CocaCola (NYSE:KO - Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, beating the consensus estimate of $0.81 by $0.05. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The business had revenue of $12.47 billion during the quarter, compared to analyst estimates of $12.24 billion. During the same period in the prior year, the company earned $0.73 earnings per share. CocaCola's revenue was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, research analysts predict that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be issued a $0.53 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 annualized dividend and a yield of 2.7%. CocaCola's dividend payout ratio (DPR) is 66.67%.

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.

Want to see what other hedge funds are holding KO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CocaCola Company (The) (NYSE:KO - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.