CocaCola Company (The) $KO Shares Purchased by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in CocaCola Company (The) (NYSE:KO) by 0.4% in the 2nd quarter, HoldingsChannel reports. The fund owned 36,354,414 shares of the company’s stock after acquiring an additional 162,097 shares during the quarter. CocaCola comprises about 0.5% of UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s investment portfolio, making the stock its 29th biggest holding. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in CocaCola were worth $2,954,523,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Louisbourg Investments Inc. purchased a new position in CocaCola in the first quarter valued at about $25,000. Guardian Partners Inc. acquired a new position in shares of CocaCola in the second quarter worth $27,000. Anfield Capital Management LLC boosted its stake in shares of CocaCola by 438.8% during the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after acquiring an additional 294 shares during the last quarter. Headlands Technologies LLC purchased a new stake in CocaCola during the 2nd quarter worth about $26,000. Finally, Evolution Wealth Management Inc. increased its position in CocaCola by 1,081.8% during the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after purchasing an additional 357 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola Stock Performance

CocaCola stock opened at $89.63 on Friday. The firm has a market capitalization of $385.64 billion, a P/E ratio of 26.92, a PEG ratio of 3.13 and a beta of 0.33. The stock has a fifty day moving average price of $85.32 and a 200 day moving average price of $80.83. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $92.49. The company has a current ratio of 1.30, a quick ratio of 1.12 and a debt-to-equity ratio of 0.97.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The firm had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The firm’s quarterly revenue was up 6.2% on a year-over-year basis. During the same period last year, the company earned $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Equities research analysts anticipate that CocaCola Company will post 3.29 earnings per share for the current year.

CocaCola Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be issued a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, September 15th. CocaCola’s dividend payout ratio is presently 63.66%.

Analyst Ratings Changes

A number of research firms have issued reports on KO. TD Cowen upped their target price on shares of CocaCola from $90.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Evercore reiterated an “outperform” rating and set a $100.00 price target on shares of CocaCola in a report on Tuesday, July 28th. UBS Group set a $104.00 price objective on shares of CocaCola and gave the company a “buy” rating in a research report on Wednesday, July 29th. Seaport Research Partners set a $95.00 price objective on shares of CocaCola in a research note on Friday, August 14th. Finally, Piper Sandler raised their target price on shares of CocaCola from $88.00 to $95.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Fifteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, CocaCola has a consensus rating of “Moderate Buy” and a consensus price target of $95.76.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Defensive-sector demand is supporting KO. Market commentary points to Coca-Cola’s stable cash flows and relatively low volatility as attractive while investors seek safety and quality amid changing interest-rate expectations. Why is Coca-Cola drawing steady demand as staples turn defensive today?
• Positive Sentiment: Zacks upgraded Coca-Cola to Rank #2, or “Buy.” The upgrade reflects improving expectations for the company’s earnings prospects and could provide a near-term sentiment boost. Coca-Cola upgraded to Buy
• Positive Sentiment: Recent operating momentum remains constructive. Coca-Cola’s latest quarter included revenue growth of about 6% year over year and an earnings beat, while the company maintains fiscal 2026 EPS guidance of $3.27–$3.30.
• Neutral Sentiment: Institutional positioning is mixed but leans supportive. More institutions added KO shares than reduced them in the latest quarter, with notable additions from JPMorgan, Geode and Capital World Investors, although BlackRock, Capital Research and Invesco trimmed positions.
• Neutral Sentiment: Analyst support is positive, but valuation may limit upside. Barclays and JPMorgan maintain “Overweight” ratings, while the reported median price target of $89.50 is close to the current trading level. Commentary also describes the valuation as stretched. Coca-Cola upgraded to Buy
• Negative Sentiment: Insider selling is a cautionary signal. Company insiders made 30 open-market sales and no purchases over the past six months, including substantial sales by Chairman James Quincey and other senior executives.

Insider Buying and Selling at CocaCola

In related news, Chairman James Quincey sold 436,296 shares of the firm’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. This trade represents a 78.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO John Murphy sold 152,483 shares of the business’s stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the completion of the sale, the chief financial officer owned 279,917 shares of the company’s stock, valued at approximately $24,439,553.27. The trade was a 35.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 1,594,900 shares of company stock worth $136,568,617. 0.90% of the stock is currently owned by insiders.

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.