TD Private Client Wealth LLC Decreases Stock Holdings in CocaCola Company (The) $KO

TD Private Client Wealth LLC lessened its stake in CocaCola Company (The) (NYSE:KO) by 39.4% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 56,529 shares of the company’s stock after selling 36,802 shares during the quarter. TD Private Client Wealth LLC’s holdings in CocaCola were worth $3,749,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after buying an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of CocaCola by 3.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after acquiring an additional 293 shares during the last quarter. Dynamic Technology Lab Private Ltd acquired a new stake in shares of CocaCola in the first quarter worth approximately $210,000. Parallel Advisors LLC increased its position in shares of CocaCola by 4.7% during the second quarter. Parallel Advisors LLC now owns 89,819 shares of the company’s stock worth $6,355,000 after purchasing an additional 4,046 shares in the last quarter. Finally, Apella Capital LLC raised its stake in CocaCola by 14.0% in the 2nd quarter. Apella Capital LLC now owns 20,192 shares of the company’s stock valued at $1,434,000 after purchasing an additional 2,483 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca‑Cola outperformed as the broader market weakened, attracting buyers looking for defensive, dividend‑paying names; that relative strength is helping KO trade up today. Coca‑Cola (KO) gains as market dips: What you should know
• Positive Sentiment: Analysts and investors are highlighting Coca‑Cola’s innovation pipeline (zero‑sugar SKUs, hydration, and RTD coffee) as a volume catalyst that could support revenue/volume growth if execution continues. This gives upside potential to operational outlooks ahead of earnings. Coca‑Cola’s Innovation Pipeline: Catalyst for Volume Acceleration?
• Neutral Sentiment: Analysts show mixed views on KO — some highlight steady cash flow and dividends while others flag valuation and margin pressure; differing analyst takes can sustain trading volatility but don’t force a clear directional bias. Analysts Have Conflicting Sentiments on These Consumer Goods Companies
• Neutral Sentiment: Market commentary is focused on Q4 2025 expectations ahead of earnings — investors are positioning around guidance and EPS cadence, so results and management commentary could swing short‑term sentiment. Coca‑Cola’s Q4 2025 earnings: What to expect
• Negative Sentiment: Coca‑Cola has stopped the sale process for Costa Coffee after private‑equity bids came in below expectations, which signals weaker buyer interest and means the company foregoes near‑term sale proceeds; that raises questions about asset valuation and strategic optionality. Coca‑Cola scraps Costa Coffee sale, FT reports

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on KO shares. UBS Group reaffirmed a “buy” rating on shares of CocaCola in a research note on Friday, December 5th. Bank of America boosted their price target on shares of CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Evercore ISI reaffirmed an “outperform” rating on shares of CocaCola in a research note on Tuesday, October 21st. TD Cowen raised their target price on shares of CocaCola from $75.00 to $80.00 and gave the stock a “buy” rating in a research note on Wednesday, October 22nd. Finally, Piper Sandler boosted their target price on CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a report on Wednesday, October 22nd. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $79.08.

Insider Buying and Selling

In other CocaCola news, EVP Manuel Arroyo sold 139,689 shares of the firm’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $70.80, for a total transaction of $9,889,981.20. Following the completion of the sale, the executive vice president owned 58,067 shares of the company’s stock, valued at $4,111,143.60. This trade represents a 70.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Henrique Braun sold 40,390 shares of the company’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $70.93, for a total value of $2,864,862.70. Following the completion of the transaction, the chief operating officer directly owned 62,621 shares in the company, valued at approximately $4,441,707.53. This trade represents a 39.21% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 225,252 shares of company stock valued at $15,953,007 in the last ninety days. Company insiders own 0.90% of the company’s stock.

CocaCola Trading Up 1.0%

Shares of KO opened at $71.17 on Wednesday. CocaCola Company has a 12-month low of $61.30 and a 12-month high of $74.38. The firm has a market capitalization of $306.16 billion, a P/E ratio of 23.57, a P/E/G ratio of 3.63 and a beta of 0.39. The firm has a 50-day moving average price of $70.52 and a 200 day moving average price of $69.33. The company has a current ratio of 1.21, a quick ratio of 1.00 and a debt-to-equity ratio of 1.30.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, October 21st. The company reported $0.82 earnings per share for the quarter, beating the consensus estimate of $0.78 by $0.04. CocaCola had a net margin of 27.34% and a return on equity of 43.62%. The company had revenue of $12.46 billion for the quarter, compared to analyst estimates of $12.46 billion. During the same period in the previous year, the business posted $0.77 EPS. CocaCola’s revenue was up 5.4% on a year-over-year basis. CocaCola has set its FY 2025 guidance at 2.966-2.966 EPS. Sell-side analysts forecast that CocaCola Company will post 2.96 EPS for the current year.

CocaCola Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 1st were given a $0.51 dividend. This represents a $2.04 annualized dividend and a yield of 2.9%. The ex-dividend date was Monday, December 1st. CocaCola’s dividend payout ratio is presently 67.55%.

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.