Sumitomo Mitsui DS Asset Management Company Ltd Grows Stake in CocaCola Company (The) $KO

Key Points

• Sumitomo Mitsui DS Asset Management increased its stake in Coca‑Cola by 1.9%, buying 14,957 shares to hold 806,135 shares worth about $56.36 million.
• Q1 results beat expectations — Coca‑Cola reported $0.86 EPS vs $0.81 consensus and revenue of $12.47B (up 11.4% year‑over‑year), and set FY2026 EPS guidance of 3.24–3.27.
• The board announced a quarterly dividend of $0.53 (annualized $2.12, ~2.7% yield), while insiders — including the CEO and CFO — have materially reduced positions, with 555,101 shares sold in the last 90 days.

Sumitomo Mitsui DS Asset Management Company Ltd grew its position in CocaCola Company (The) (NYSE:KO - Free Report) by 1.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 806,135 shares of the company's stock after purchasing an additional 14,957 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd's holdings in CocaCola were worth $56,357,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Farther Finance Advisors LLC grew its holdings in CocaCola by 38.1% in the fourth quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company's stock worth $7,802,000 after purchasing an additional 30,786 shares during the last quarter. Dynamic Technology Lab Private Ltd grew its holdings in shares of CocaCola by 82.3% during the third quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company's stock valued at $3,296,000 after buying an additional 22,444 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of CocaCola by 2.9% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company's stock valued at $136,086,000 after buying an additional 57,407 shares during the last quarter. Nicola Wealth Management LTD. grew its holdings in shares of CocaCola by 42.3% during the third quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company's stock valued at $12,269,000 after buying an additional 55,000 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. grew its holdings in shares of CocaCola by 1.9% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 10,408,798 shares of the company's stock valued at $690,311,000 after buying an additional 198,886 shares during the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola News Roundup

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

Analyst Ratings Changes

KO has been the topic of a number of research analyst reports. Morgan Stanley set a $88.00 price objective on shares of CocaCola in a report on Wednesday, March 11th. UBS Group boosted their price objective on shares of CocaCola from $90.00 to $92.00 and gave the company a "buy" rating in a report on Wednesday, April 29th. Jefferies Financial Group boosted their price objective on shares of CocaCola from $87.00 to $90.00 and gave the company a "buy" rating in a report on Monday, March 16th. Barclays boosted their price objective on shares of CocaCola from $83.00 to $85.00 and gave the company an "overweight" rating in a report on Thursday, April 30th. Finally, Wells Fargo & Company boosted their price objective on shares of CocaCola from $79.00 to $87.00 and gave the company an "overweight" rating in a report on Monday, February 9th. Fifteen investment analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, CocaCola presently has an average rating of "Buy" and an average target price of $86.27.

CocaCola Stock Up 0.5%

KO opened at $78.55 on Wednesday. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $82.00. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09. The company has a 50-day moving average price of $77.10 and a 200 day moving average price of $73.69. The company has a market cap 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.

CocaCola (NYSE:KO - Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, topping the consensus estimate of $0.81 by $0.05. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The firm had revenue of $12.47 billion during the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter in the prior year, the firm earned $0.73 EPS. The company's revenue for the quarter was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Sell-side analysts expect that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Announces Dividend

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

Insider Buying and Selling

In other CocaCola news, CFO John Murphy sold 72,449 shares of the stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $80.52, for a total value of $5,833,593.48. Following the completion of the sale, the chief financial officer owned 279,917 shares in the company, valued at approximately $22,538,916.84. This represents a 20.56% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO James Quincey sold 250,688 shares of the stock in a transaction dated 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 completion of the sale, the chief executive officer owned 278,155 shares of the company's stock, valued at approximately $22,013,186.70. The trade was a 47.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 555,101 shares of company stock worth $44,208,566 in the last 90 days. Corporate insiders own 0.90% of the company's stock.

CocaCola Profile

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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