CocaCola Company (The) $KO Shares Purchased by Confluence Wealth Services Inc.

Confluence Wealth Services Inc. increased its position in shares of CocaCola Company (The) (NYSE:KO) by 58.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 29,747 shares of the company’s stock after purchasing an additional 11,018 shares during the quarter. Confluence Wealth Services Inc.’s holdings in CocaCola were worth $1,973,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in KO. Vanguard Group Inc. raised its position in shares of CocaCola by 1.7% in the second 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 last quarter. Norges Bank acquired a new stake in CocaCola in the 2nd quarter valued at about $3,846,270,000. Legal & General Group Plc lifted its stake in CocaCola by 1.1% in the 2nd quarter. Legal & General Group Plc now owns 27,281,552 shares of the company’s stock worth $1,930,170,000 after purchasing an additional 285,794 shares in the last quarter. Invesco Ltd. boosted its holdings in shares of CocaCola by 10.9% during the 2nd quarter. Invesco Ltd. now owns 25,328,083 shares of the company’s stock worth $1,791,962,000 after purchasing an additional 2,497,585 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its position in shares of CocaCola by 15.0% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 18,557,659 shares of the company’s stock valued at $1,312,954,000 after purchasing an additional 2,423,914 shares in the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola Trading Down 0.1%

Shares of KO stock opened at $70.44 on Friday. CocaCola Company has a 1-year low of $61.37 and a 1-year high of $74.38. The firm has a market cap of $303.01 billion, a PE ratio of 23.32, a price-to-earnings-growth ratio of 3.62 and a beta of 0.39. The company has a 50-day moving average of $70.60 and a two-hundred day moving average of $69.35. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.21 and a quick ratio of 1.00.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, October 21st. The company reported $0.82 EPS for the quarter, topping 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 firm had revenue of $12.46 billion for the quarter, compared to analyst estimates of $12.46 billion. During the same period in the prior year, the business posted $0.77 EPS. The business’s revenue for the quarter was up 5.4% compared to the same quarter last year. CocaCola has set its FY 2025 guidance at 2.966-2.966 EPS. On average, analysts predict that CocaCola Company will post 2.96 EPS for the current year.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Management shakeup and new chief digital officer announced, aimed at stepping up digital marketing, consumer data capabilities and e‑commerce — could help accelerate top‑line growth and margin expansion over time. 1 Prediction for KO in 2026
• Positive Sentiment: Dividend durability and Buffett association continue to support investor demand: KO remains a Dividend King with 63+ years of increases, attracting income‑oriented and long‑term holders. This background reduces downside in uncertain markets. 1 Prediction for KO in 2026
• Positive Sentiment: Short‑term attention from a viral Lionel Messi video has driven incremental retail interest and helped lift sentiment and trading volume recently. Such publicity can create near‑term positive momentum. 1 Prediction for KO in 2026
• Neutral Sentiment: Planned IPO of Hindustan Coca‑Cola Beverages (HCCB) in India (targeting roughly $1B) could unlock value and raise capital for brand initiatives, but the benefit depends on deal structure and use of proceeds. Execution timeline and proceeds are uncertain. Coca-Cola plans to pop the cap on $1 billion HCCB IPO this year
• Neutral Sentiment: Valuation is middling for a defensive consumer name (P/E in the mid‑20s in recent coverage). That tradeoff — steady cash flow and dividends vs. limited high‑growth upside — makes KO more attractive to income investors than growth seekers. 2 Buffett Stocks to Load Up On—And 1 to Ditch
• Negative Sentiment: Potential risks: the HCCB IPO and continued strategy of asset‑light brand focus could reduce consolidated revenue growth and introduce short‑term execution/market‑reaction risk; if growth remains reliant on pricing rather than volume, margin and volume sensitivity could cap upside. Coca‑Cola is on track for a $1B summer IPO of its India bottler

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the company. Wells Fargo & Company lifted their price objective on CocaCola from $75.00 to $79.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 22nd. Barclays reissued an “overweight” rating on shares of CocaCola in a research report on Thursday, October 23rd. Evercore ISI restated an “outperform” rating on shares of CocaCola in a research report on Tuesday, October 21st. Cowen reiterated a “buy” rating on shares of CocaCola in a report on Wednesday, October 22nd. Finally, UBS Group restated a “buy” rating on shares of CocaCola in a report on Friday, December 5th. One analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company. According to data from MarketBeat.com, CocaCola currently has an average rating of “Buy” and a consensus target price of $79.08.

Insider Buying and Selling

In other CocaCola news, EVP Monica Howard Douglas sold 13,548 shares of CocaCola stock in a transaction dated Friday, October 24th. The stock was sold at an average price of $69.93, for a total transaction of $947,411.64. Following the completion of the sale, the executive vice president directly owned 37,725 shares of the company’s stock, valued at $2,638,109.25. The trade was a 26.42% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Nancy Quan sold 31,625 shares of the stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $71.17, for a total value of $2,250,751.25. Following the completion of the transaction, the executive vice president owned 223,330 shares in the company, valued at approximately $15,894,396.10. The trade was a 12.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 225,252 shares of company stock valued at $15,953,007 over the last 90 days. 0.97% of the stock is currently owned by corporate insiders.

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.