Meiji Yasuda Asset Management Co Ltd. Has $20.73 Million Stake in CocaCola Company (The) $KO

Meiji Yasuda Asset Management Co Ltd. boosted its position in shares of CocaCola Company (The) (NYSE:KO) by 4.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 312,519 shares of the company’s stock after acquiring an additional 12,771 shares during the quarter. CocaCola accounts for approximately 1.0% of Meiji Yasuda Asset Management Co Ltd.’s investment portfolio, making the stock its 16th biggest holding. Meiji Yasuda Asset Management Co Ltd.’s holdings in CocaCola were worth $20,726,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Headlands Technologies LLC acquired a new position in shares of CocaCola during the 2nd quarter worth about $26,000. Marquette Asset Management LLC bought a new position in CocaCola during the third quarter worth about $27,000. Cloud Capital Management LLC acquired a new position in CocaCola during the third quarter worth approximately $27,000. Redmont Wealth Advisors LLC acquired a new position in CocaCola during the third quarter worth approximately $30,000. Finally, Winnow Wealth LLC bought a new stake in CocaCola in the second quarter valued at approximately $43,000. Institutional investors own 70.26% of the company’s stock.

Insider Buying and Selling

In other CocaCola news, insider Bruno Pietracci sold 28,765 shares of CocaCola stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total value of $2,284,228.65. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Beatriz R. Perez sold 21,326 shares of the company’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $80.75, for a total value of $1,722,074.50. Following the sale, the executive vice president owned 173,728 shares of the company’s stock, valued at approximately $14,028,536. The trade was a 10.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 869,045 shares of company stock valued at $68,407,201 in the last quarter. Corporate insiders own 0.97% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Citi reaffirmed a buy on KO / stayed constructive on the name, which supports demand from institutional and growth‑oriented analysts. Read More.
• Positive Sentiment: Coca‑Cola’s recent dividend raise and coverage as a Dividend King/Aristocrat reinforce its appeal to income investors and conservative portfolios; that steady payout profile is a structural positive for valuation support. Read More.
• Positive Sentiment: Analysts and trade pieces highlight KO’s digital transformation (marketing, supply‑chain, analytics) as a potential multi‑quarter margin catalyst — a reason for longer‑term upside if execution cuts costs and boosts mix. Read More.
• Positive Sentiment: Street support and raised targets (multiple firms have buy/overweight ratings and higher price targets, leaving a consensus target above the current price) provide analyst backing for the shares. Read More.
• Neutral Sentiment: Feature pieces show KO is a “trending” name and gets investor attention — useful context for flows but not an immediate fundamental catalyst. Read More.
• Neutral Sentiment: Commentary on an alternate Coca‑Cola‑related listing described as a “monster stock” may attract growth‑oriented flows to related tickers but doesn’t materially change KO’s staples profile. Read More.
• Negative Sentiment: Large, disclosed insider sales this week (CEO James Quincey, EVP Nancy Quan, Bruno Pietracci, CFO reports) represent a clear near‑term sentiment headwind and likely source of fresh supply into the market. Read More.
• Negative Sentiment: Coverage tied these insider sells to immediate selling pressure and short‑term price drops in several headlines, amplifying downside risk for traders focused on near‑term momentum. Read More.

CocaCola Stock Performance

NYSE:KO opened at $77.11 on Friday. The stock has a 50 day simple moving average of $74.86 and a 200 day simple moving average of $71.12. The stock has a market cap of $331.63 billion, a P/E ratio of 25.37, a PEG ratio of 3.23 and a beta of 0.35. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $82.00. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23.

CocaCola (NYSE:KO) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share for the quarter, topping the consensus estimate of $0.56 by $0.02. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The firm had revenue of $11.82 billion for the quarter, compared to analysts’ expectations of $12.04 billion. During the same quarter last year, the business earned $0.55 EPS. The company’s quarterly revenue was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Research analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Friday, March 13th will be given a dividend of $0.53 per share. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend is Friday, March 13th. CocaCola’s payout ratio is 67.11%.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on KO. Jefferies Financial Group reduced their target price on CocaCola from $88.00 to $87.00 and set a “buy” rating for the company in a research note on Wednesday, February 11th. Wells Fargo & Company increased their price target on CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a research note on Monday, February 9th. Citigroup lifted their price objective on shares of CocaCola from $85.00 to $87.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Morgan Stanley reiterated an “overweight” rating and issued a $87.00 price objective on shares of CocaCola in a report on Wednesday, February 11th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $83.00 target price on shares of CocaCola in a research note on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $84.33.

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.