Coca-Cola Company (The) $KO Stock Position Reduced by Point Windward Advisors Inc.

Point Windward Advisors Inc. decreased its position in Coca-Cola Company (The) (NYSE:KO) by 19.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 29,759 shares of the company’s stock after selling 7,020 shares during the quarter. Point Windward Advisors Inc.’s holdings in Coca-Cola were worth $2,562,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in the company. Bank of America Corp DE boosted its stake in shares of Coca-Cola by 4.4% during the 2nd quarter. Bank of America Corp DE now owns 45,958,636 shares of the company’s stock worth $3,735,058,000 after purchasing an additional 1,939,673 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of Coca-Cola by 0.4% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 36,354,414 shares of the company’s stock worth $2,954,523,000 after buying an additional 162,097 shares in the last quarter. Wellington Management Group LLP raised its position in shares of Coca-Cola by 9.2% in the second quarter. Wellington Management Group LLP now owns 29,053,752 shares of the company’s stock valued at $2,361,198,000 after buying an additional 2,439,026 shares during the last quarter. Dimensional Fund Advisors LP raised its position in shares of Coca-Cola by 1.3% in the first quarter. Dimensional Fund Advisors LP now owns 18,822,295 shares of the company’s stock valued at $1,431,495,000 after buying an additional 235,785 shares during the last quarter. Finally, Fayez Sarofim & Co lifted its stake in shares of Coca-Cola by 0.7% during the second quarter. Fayez Sarofim & Co now owns 15,272,831 shares of the company’s stock valued at $1,241,223,000 after buying an additional 113,599 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

Insiders Place Their Bets

In other news, insider Bruno Pietracci sold 111,365 shares of the business’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $90.93, for a total transaction of $10,126,419.45. Following the completion of the sale, the insider directly owned 41,365 shares of the company’s stock, valued at $3,761,319.45. The trade was a 72.92% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Beatriz R. Perez sold 67,548 shares of the company’s stock in a transaction on Monday, November 2nd. The stock was sold at an average price of $94.91, for a total value of $6,410,980.68. Following the sale, the executive vice president owned 160,428 shares of the company’s stock, valued at approximately $15,226,221.48. The trade was a 29.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 249,498 shares of company stock valued at $23,025,238 over the last quarter. Company insiders own 0.90% of the company’s stock.

Wall Street Analyst Weigh In

KO has been the topic of a number of analyst reports. UBS Group raised their target price on shares of Coca-Cola from $104.00 to $106.00 and gave the stock a “buy” rating in a research report on Wednesday, October 28th. Seaport Research Partners set a $95.00 target price on shares of Coca-Cola in a research note on Friday, August 14th. DZ Bank reiterated a “buy” rating on shares of Coca-Cola in a report on Wednesday, July 29th. HSBC increased their price target on Coca-Cola from $90.00 to $98.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Finally, Bank of America raised their price objective on Coca-Cola from $95.00 to $100.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Coca-Cola presently has a consensus rating of “Moderate Buy” and a consensus target price of $97.26.

Coca-Cola Stock Down 0.2%

KO opened at $97.40 on Friday. Coca-Cola Company has a 12 month low of $67.27 and a 12 month high of $98.38. The business has a 50-day moving average of $90.62 and a two-hundred day moving average of $83.18. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.38 and a quick ratio of 1.19. The stock has a market capitalization of $419.02 billion, a price-to-earnings ratio of 28.65, a price-to-earnings-growth ratio of 3.81 and a beta of 0.28.

Coca-Cola (NYSE:KO) last announced its quarterly earnings data on Tuesday, October 27th. The company reported $0.91 earnings per share for the quarter, topping the consensus estimate of $0.88 by $0.03. Coca-Cola had a net margin of 28.65% and a return on equity of 38.79%. The business had revenue of $13.35 billion for the quarter, compared to analyst estimates of $12.92 billion. During the same period in the prior year, the firm posted $0.82 EPS. The company’s revenue was up 7.2% on a year-over-year basis. On average, research analysts expect that Coca-Cola Company will post 3.34 earnings per share for the current year.

Coca-Cola Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Tuesday, December 1st will be given a dividend of $0.53 per share. The ex-dividend date of this dividend is Tuesday, December 1st. This represents a $2.12 annualized dividend and a yield of 2.2%. Coca-Cola’s dividend payout ratio is 62.35%.

Coca-Cola News Roundup

These are some of the KO news items that stood out recently:

• Positive Sentiment: Coverage highlighted revenue growth, rising volumes, brand innovation and the company’s positive 2026 outlook as drivers behind KO reaching a 52-week high. Its global distribution network also underpins its growth prospects. Coca-Cola Stock Hits 52-Week High: Should You Buy Now or Wait?
• Positive Sentiment: Zacks Research raised several earnings forecasts, including FY2026 EPS to $3.34 from $3.29 and FY2028 EPS to $3.78 from $3.74, signaling improved expectations for longer-term earnings. Zacks Research earnings estimate updates
• Neutral Sentiment: Coca-Cola announced that President and CFO John Murphy will speak at the Morgan Stanley Global Consumer & Retail Conference on December 2. The notice did not include new financial guidance. The Coca-Cola Company Announces Participation in Morgan Stanley Global Consumer & Retail Conference

Coca-Cola Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Founded in 1886, it is best known for Coca-Cola, one of the world’s most recognized soft drink brands. The company owns, licenses, and markets a broad portfolio of beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, smartwater, Powerade, Minute Maid, Simply, fairlife, and Costa Coffee, among others.