Invesco Ltd. Has $1.99 Billion Stock Position in CocaCola Company (The) $KO

Invesco Ltd. grew its holdings in shares of CocaCola Company (The) (NYSE:KO) by 6.7% during the fourth quarter, Holdings Channel reports. The firm owned 28,520,214 shares of the company’s stock after purchasing an additional 1,798,371 shares during the period. Invesco Ltd.’s holdings in CocaCola were worth $1,993,848,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Norges Bank acquired a new stake in shares of CocaCola in the fourth quarter worth about $3,865,807,000. Cardano Risk Management B.V. increased its holdings in shares of CocaCola by 867.2% during the 4th quarter. Cardano Risk Management B.V. now owns 14,432,190 shares of the company’s stock valued at $1,008,954,000 after acquiring an additional 12,939,959 shares during the last quarter. Marshall Wace LLP raised its stake in shares of CocaCola by 1,206.9% in the 4th quarter. Marshall Wace LLP now owns 10,641,007 shares of the company’s stock valued at $743,913,000 after acquiring an additional 9,826,768 shares in the last quarter. Bank of America Corp DE raised its stake in shares of CocaCola by 29.2% in the 4th quarter. Bank of America Corp DE now owns 40,182,323 shares of the company’s stock valued at $2,809,146,000 after acquiring an additional 9,078,447 shares in the last quarter. Finally, Capital World Investors lifted its holdings in CocaCola by 98.7% in the 4th quarter. Capital World Investors now owns 12,573,527 shares of the company’s stock worth $879,015,000 after purchasing an additional 6,246,627 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on KO. Deutsche Bank Aktiengesellschaft upped their target price on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research report on Monday, March 30th. Jefferies Financial Group boosted their price objective on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research note on Monday, March 16th. Barclays upped their price objective on shares of CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a report on Thursday, May 21st. JPMorgan Chase & Co. raised their target price on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. Finally, Morgan Stanley set a $89.00 target price on shares of CocaCola in a report on Wednesday, June 10th. Fifteen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $86.69.

Insider Buying and Selling

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $80.93, for a total value of $2,559,411.25. Following the completion of the sale, the executive vice president owned 223,330 shares in the company, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 23,984 shares of CocaCola stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total value of $2,000,505.44. Following the sale, the executive vice president directly owned 157,400 shares in the company, valued at $13,128,734. The trade was a 13.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 899,905 shares of company stock valued at $71,832,315 over the last three months. 0.90% of the stock is owned by corporate insiders.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola remains a favorite among dividend and blue-chip investors, with multiple recent articles highlighting its durable business model, strong free-cash-flow generation, and long track record of dividend growth. Several analysts and commentary pieces also describe KO as a solid long-term holding despite market volatility.
• Positive Sentiment: One Seeking Alpha piece argued that Coca-Cola still has upside, pointing to Q1 2026 double-digit revenue growth, margin expansion, pricing power, and valuation targets above current levels. Another noted the company’s strong Q1 results, including 10% organic revenue growth and 18% EPS growth, along with continued market share gains.
• Positive Sentiment: KO is also getting attention from stock screeners and analyst-focused articles that list it among attractive blue-chip or “must-own” dividend names, which can support sentiment for a defensive consumer-staples stock.
• Neutral Sentiment: News that Coca-Cola is exploring a potential IPO for its India bottling arm is being watched as a strategic refranchising move. Investors may see this as a way to streamline operations and unlock value, but details are still limited and the impact is uncertain.
• Negative Sentiment: Some recent commentary is more cautious on valuation, arguing that KO’s share price already reflects much of its quality and that the dividend yield has become less compelling at current levels. Technical caution was also mentioned in one article, suggesting limited near-term upside after the stock’s strong run.

CocaCola Trading Down 0.6%

Shares of KO stock opened at $79.43 on Friday. The firm has a market capitalization of $341.75 billion, a P/E ratio of 24.98, a price-to-earnings-growth ratio of 3.19 and a beta of 0.35. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $84.04. The firm’s fifty day simple moving average is $78.98 and its 200 day simple moving average is $75.91. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09.

CocaCola (NYSE:KO) last posted its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) 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 company had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. During the same period last year, the business posted $0.73 EPS. The business’s quarterly revenue was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, sell-side analysts predict that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be given a dividend of $0.53 per share. The ex-dividend date of this dividend 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 (DPR) is 66.67%.

About CocaCola

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.