CocaCola Company (The) $KO Stock Bought by Ninety One UK Ltd

Ninety One UK Ltd increased its stake in CocaCola Company (The) (NYSE:KO) by 439.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 17,851 shares of the company’s stock after purchasing an additional 14,542 shares during the quarter. Ninety One UK Ltd’s holdings in CocaCola were worth $1,537,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Louisbourg Investments Inc. purchased a new stake in CocaCola in the first quarter worth about $25,000. Guardian Partners Inc. bought a new position in shares of CocaCola in the second quarter worth about $27,000. Horizons Wealth Management purchased a new position in shares of CocaCola during the 3rd quarter valued at about $31,000. Atomic Invest LLC lifted its position in shares of CocaCola by 38.7% during the 2nd quarter. Atomic Invest LLC now owns 437 shares of the company’s stock valued at $36,000 after buying an additional 122 shares in the last quarter. Finally, Timbuktu Capital Management LLC bought a new position in shares of CocaCola during the 2nd quarter valued at approximately $41,000. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

CocaCola Price Performance

NYSE:KO opened at $91.78 on Friday. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97. The business’s 50-day simple moving average is $88.34 and its two-hundred day simple moving average is $83.27. The stock has a market cap of $394.87 billion, a PE ratio of 27.56, a P/E/G ratio of 3.57 and a beta of 0.32. CocaCola Company has a 52 week low of $67.16 and a 52 week high of $94.10.

CocaCola (NYSE:KO) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The firm had revenue of $13.37 billion during 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 business’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, analysts forecast that CocaCola Company will post 3.30 EPS for the current fiscal year.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: KFC is switching to Coca-Cola. KFC will replace PepsiCo beverages with Coca-Cola products at its U.S. restaurants, ending a partnership that dates back to 1986. The agreement gives KO additional fountain-drink distribution and represents a competitive win, although the financial contribution was not disclosed. KFC to switch to Coca-Cola beverages in U.S. restaurants
• Positive Sentiment: Momentum remains strong. KO has risen about 34% in 2026 and has outperformed the so-called Magnificent Seven technology stocks. Shares have also held above their 50-day moving average, supporting the bullish technical trend. Coca-Cola stock is up 34% in 2026
• Positive Sentiment: Dividend income remains a core attraction. Coca-Cola’s board declared its regular quarterly dividend, reinforcing the company’s long record of annual payout increases and its appeal to income-focused investors. Coca-Cola Board declares quarterly dividend
• Neutral Sentiment: Analyst and earnings context is mixed. Bernstein maintained a Hold rating, while broader brokerage recommendations remain favorable. Coca-Cola’s latest quarter exceeded EPS and revenue expectations, but investors will look to the scheduled Oct. 27 results for evidence that growth can support the elevated share price.
• Negative Sentiment: Valuation is a potential constraint. KO trades at a premium earnings multiple after its strong run, prompting questions about whether future growth justifies the price. Commentary also highlights the need for continued pricing power, innovation and volume growth to sustain performance. Coca-Cola’s dividend growth streak faces a valuation reality check

Insider Activity at CocaCola

In related news, insider Sanket Ray sold 9,958 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $86.50, for a total value of $861,367.00. Following the transaction, the insider directly owned 62,105 shares of the company’s stock, valued at approximately $5,372,082.50. The trade was a 13.82% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Chairman James Quincey sold 145,947 shares of the company’s stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $90.09, for a total value of $13,148,365.23. Following the completion of the transaction, the chairman owned 122,833 shares of the company’s stock, valued at $11,066,024.97. The trade was a 54.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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. Insiders have sold 926,620 shares of company stock worth $83,075,714 in the last three months. Corporate insiders own 0.90% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently issued reports on KO shares. Barclays increased their target price on shares of CocaCola from $91.00 to $93.00 and gave the stock an “overweight” rating in a report on Thursday, July 30th. UBS Group set a $104.00 target price on shares of CocaCola and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Truist Financial set a $88.00 price target on shares of CocaCola in a report on Friday, June 26th. Wells Fargo & Company dropped their price target on shares of CocaCola from $95.00 to $90.00 and set an “overweight” rating for the company in a research report on Monday, October 5th. Finally, TD Cowen upped their price target on shares of CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $96.05.

CocaCola Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Its portfolio includes sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and other ready-to-drink products. The company’s best-known brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, Powerade, Minute Maid, fairlife, and Georgia Coffee.

Founded in 1886, the company develops, owns, licenses, markets, and distributes beverage brands through a network of bottling partners, distributors, retailers, and food-service operators.