Simplicity Wealth LLC Sells 44,246 Shares of CocaCola Company (The) $KO

Simplicity Wealth LLC reduced its holdings in shares of CocaCola Company (The) (NYSE:KO) by 42.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 58,867 shares of the company’s stock after selling 44,246 shares during the quarter. Simplicity Wealth LLC’s holdings in CocaCola were worth $3,904,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in KO. Caitong International Asset Management Co. Ltd grew its stake in CocaCola by 5,142.9% in the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 367 shares of the company’s stock valued at $26,000 after purchasing an additional 360 shares during the period. Headlands Technologies LLC bought a new position in CocaCola in the 2nd quarter worth about $26,000. Marquette Asset Management LLC bought a new stake in CocaCola during the 3rd quarter worth approximately $27,000. GFG Capital LLC purchased a new stake in shares of CocaCola in the second quarter worth $34,000. Finally, MMA Asset Management LLC bought a new stake in shares of CocaCola during the 2nd quarter valued at about $34,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on KO shares. Evercore ISI restated an “outperform” rating on shares of CocaCola in a research report on Tuesday, October 21st. Barclays reissued an “overweight” rating on shares of CocaCola in a research report on Thursday, October 23rd. UBS Group reaffirmed a “buy” rating on shares of CocaCola in a report on Friday, December 5th. Bank of America lifted their price objective on shares of CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a report on Friday, November 7th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a report on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating and fourteen have issued a Buy rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $79.08.

Insider Activity at CocaCola

In other CocaCola news, EVP Manuel Arroyo sold 139,689 shares of the business’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $70.80, for a total transaction of $9,889,981.20. Following the sale, the executive vice president owned 58,067 shares of the company’s stock, valued at approximately $4,111,143.60. The trade was a 70.64% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $71.17, for a total transaction of $2,250,751.25. Following the completion of the transaction, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $15,894,396.10. This represents a 12.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 225,252 shares of company stock worth $15,953,007 over the last ninety days. Corporate insiders own 0.97% of the company’s stock.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Barclays reaffirmed its buy rating on KO, reinforcing analyst support that can boost investor confidence and buying interest. Barclays Reaffirms Their Buy Rating on Coca-Cola (KO)
• Positive Sentiment: Coca‑Cola named a new Chief Digital Officer and announced a global reorganization — moves investors view as aimed at accelerating digital sales, marketing efficiency and cost discipline, which support margin expansion over time. What Coca-Cola (KO)’s New Chief Digital Officer and Global Reorg Mean For Shareholders
• Positive Sentiment: CEO James Quincey signaled product innovation — testing fiber‑fortified Diet Coke in some markets — which supports portfolio diversification into “better‑for‑you” trends and potential new growth avenues. Coca-Cola’s CEO said the company is eyeing a big healthy food trend — and it’s not protein
• Neutral Sentiment: Market pieces and investor guides continue to highlight KO as a dividend/income holding (covered‑call strategies and dividend‑king lists), which supports steady demand from income investors but doesn’t change fundamentals quickly. How To Boost The Dividend Yield On Coke Stock
• Neutral Sentiment: Analyst and investor commentary (Fool, Buffett‑themed lists, Dividend Aristocrat pieces) reiterate KO’s defensive, long‑term appeal — supportive for the stock’s premium valuation but less likely to spur big near‑term moves. I Predicted Coca-Cola Was a Better Buy Than Procter & Gamble in 2025, and I Was Right. Here Is My New Prediction for 2026.
• Negative Sentiment: The company reportedly dropped plans to sell Costa Coffee after bids came in below expectations — a near‑term negative because it removes a potential source of cash and simplifies portfolio pruning that some investors had expected. Coca-Cola (KO) Drops Costa Sale Plans After Bids Fall Short, FT Reports
• Negative Sentiment: Broader market risk: coverage of a sharp market sell‑off and a move toward “fear” on the Fear & Greed Index could pressure discretionary trading and weigh on even defensive names if volatility persists. 2 dividend stock to buy right now

CocaCola Trading Up 0.4%

NYSE:KO opened at $72.00 on Thursday. The stock has a market capitalization of $309.73 billion, a price-to-earnings ratio of 23.84, a PEG ratio of 3.69 and a beta of 0.39. CocaCola Company has a 52 week low of $61.37 and a 52 week high of $74.38. The company has a quick ratio of 1.00, a current ratio of 1.21 and a debt-to-equity ratio of 1.30. The firm has a 50 day moving average of $70.61 and a 200 day moving average of $69.34.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, October 21st. The company reported $0.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.78 by $0.04. The business had revenue of $12.46 billion for the quarter, compared to the consensus estimate of $12.46 billion. CocaCola had a return on equity of 43.62% and a net margin of 27.34%.The business’s quarterly revenue was up 5.4% on a year-over-year basis. During the same period in the prior year, the firm posted $0.77 earnings per share. As a group, sell-side analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Company 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.