CocaCola Company (The) $KO Shares Purchased by Financial & Tax Architects LLC

Financial & Tax Architects LLC raised its position in CocaCola Company (The) (NYSE:KO) by 6.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 108,495 shares of the company’s stock after acquiring an additional 6,970 shares during the quarter. CocaCola makes up about 1.6% of Financial & Tax Architects LLC’s holdings, making the stock its 25th biggest holding. Financial & Tax Architects LLC’s holdings in CocaCola were worth $7,195,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Vanguard Group Inc. increased its holdings 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 purchasing an additional 6,241,163 shares during the period. Aberdeen Group plc grew its position in CocaCola by 5.0% in the 2nd quarter. Aberdeen Group plc now owns 4,557,668 shares of the company’s stock valued at $322,455,000 after buying an additional 216,752 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in CocaCola in the 2nd quarter valued at $22,443,000. Mirae Asset Global Investments Co. Ltd. increased its stake in CocaCola by 2.9% in the 3rd 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 period. Finally, Nicola Wealth Management LTD. raised its position in CocaCola by 42.3% during the 3rd quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company’s stock worth $12,269,000 after buying an additional 55,000 shares during the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts are bullish overall: KO has an average “Buy” rating from analysts, supporting upward momentum ahead of Q4 results. CocaCola Company (The) (NYSE:KO) Receives Average Rating of “Buy” from Analysts
• Positive Sentiment: Jefferies raised its price target (reported coverage noted a raise to $88) and analysts have been nudging targets higher, lending price-support and suggesting further upside vs. current levels. Jefferies price target raise report
• Positive Sentiment: Deutsche Bank bumped its KO target to $83 and reaffirmed a Buy rating ahead of the quarter, another sign of bullish analyst positioning into earnings. Deutsche Bank Lifts Coca-Cola (KO) Target Ahead of Q4 Earnings
• Neutral Sentiment: Street is focused on Q4 metrics — previews and modelers expect KO’s pricing power and margins to be central to the beat/miss debate for EPS and revenue. Investors are watching guidance closely. Seeking Clues to Coca‑Cola (KO) Q4 Earnings
• Neutral Sentiment: Investor interest and ownership trends are in focus heading into results — institutional ownership breakdowns and insider holdings are being highlighted. Ahead of Q4 Earnings, Let’s Look at Who Owns Coca‑Cola Stock (KO)
• Neutral Sentiment: Analysis pieces on KO’s dividend, pricing power and “all‑weather” strategy are reinforcing the income/defensive narrative that attracts yield-focused buyers. How Dividend Expectations And Pricing Power At Coca‑Cola (KO) Have Changed Its Investment Story
• Negative Sentiment: Big insider sale: CEO James Quincey sold 337,824 shares (filed with the SEC), which may raise short‑term investor concern about insider liquidity timing even though such sales can be for diversification or tax planning. SEC Form 4 — Quincey sale
• Negative Sentiment: Coca‑Cola will discontinue frozen Minute Maid products in the U.S. and Canada — a small brand/portfolio contraction that may modestly reduce revenues in specialty categories and signals portfolio pruning. Coca‑Cola to discontinue frozen products in US and Canada

Insider Buying and Selling at CocaCola

In other CocaCola news, EVP Manuel Arroyo sold 139,689 shares of the company’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $70.80, for a total value of $9,889,981.20. Following the sale, the executive vice president owned 58,067 shares of the company’s stock, valued at $4,111,143.60. This represents a 70.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $15,894,396.10. This trade represents a 12.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 549,528 shares of company stock worth $41,051,826. 0.97% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on KO shares. Evercore ISI reaffirmed an “outperform” rating on shares of CocaCola in a report on Tuesday, October 21st. UBS Group reaffirmed a “buy” rating and issued a $82.00 price objective on shares of CocaCola in a report on Tuesday. Barclays reiterated an “overweight” rating on shares of CocaCola in a research report on Thursday, October 23rd. Jefferies Financial Group raised their price target on CocaCola from $84.00 to $88.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Bank of America lifted their price target on CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a research note on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $80.43.

CocaCola Stock Up 1.4%

CocaCola stock opened at $78.46 on Friday. CocaCola Company has a fifty-two week low of $62.91 and a fifty-two week high of $78.86. The firm has a market capitalization of $337.48 billion, a price-to-earnings ratio of 25.98, a price-to-earnings-growth ratio of 3.97 and a beta of 0.36. The stock’s fifty day moving average is $71.21 and its two-hundred day moving average is $69.70. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.00 and a current ratio of 1.21.

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.