Wellington Management Group LLP Has $2.36 Billion Stock Holdings in CocaCola Company (The) $KO

Wellington Management Group LLP raised its holdings in shares of CocaCola Company (The) (NYSE:KO) by 9.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 29,053,752 shares of the company’s stock after buying an additional 2,439,026 shares during the quarter. Wellington Management Group LLP owned about 0.68% of CocaCola worth $2,361,198,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in KO. Eurizon SLJ Capital Ltd bought a new stake in CocaCola in the fourth quarter worth $552,000. Banco Santander S.A. boosted its stake in CocaCola by 3.1% during the 2nd quarter. Banco Santander S.A. now owns 1,090,758 shares of the company’s stock valued at $88,646,000 after purchasing an additional 32,723 shares during the last quarter. King Luther Capital Management Corp increased its holdings in CocaCola by 0.8% in the 4th quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock worth $269,330,000 after buying an additional 31,694 shares in the last quarter. Cibc World Market Inc. grew its stake in shares of CocaCola by 4.8% in the fourth quarter. Cibc World Market Inc. now owns 1,759,546 shares of the company’s stock worth $123,010,000 after acquiring an additional 79,946 shares during the period. Finally, Daymark Wealth Partners LLC grew its position in CocaCola by 68.5% in the 2nd quarter. Daymark Wealth Partners LLC now owns 218,199 shares of the company’s stock worth $17,733,000 after purchasing an additional 88,690 shares during the period. Institutional investors own 70.26% of the company’s stock.

CocaCola News Roundup

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.

Wall Street Analyst Weigh In

KO has been the subject of a number of recent research reports. Barclays boosted their price target on CocaCola from $91.00 to $93.00 and gave the company an “overweight” rating in a research note on Thursday, July 30th. TD Cowen upped their price objective on CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Argus raised their price objective on CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. The Goldman Sachs Group restated a “neutral” rating and set a $86.00 price objective (up from $82.00) on shares of CocaCola in a research report on Tuesday, July 28th. Finally, Wells Fargo & Company lifted their target price on CocaCola from $90.00 to $95.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Fifteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, CocaCola presently has a consensus rating of “Moderate Buy” and an average target price of $95.76.

CocaCola Stock Up 0.6%

Shares of NYSE:KO opened at $89.63 on Friday. 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 Company has a 12 month low of $65.35 and a 12 month high of $92.49. The company has a 50-day moving average price of $85.32 and a 200 day moving average price of $80.83. The company has a market cap of $385.64 billion, a price-to-earnings ratio of 26.92, a PEG ratio of 3.11 and a beta of 0.33.

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

CocaCola Announces Dividend

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

Insider Transactions at CocaCola

In related news, EVP Jennifer K. Mann sold 100,000 shares of the stock in a transaction on Monday, June 8th. The stock was sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the sale, the executive vice president owned 181,384 shares in the company, valued at approximately $14,412,772.64. This represents a 35.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 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, EVP Nancy Quan sold 50,000 shares of the firm’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $90.39, for a total value of $4,519,500.00. Following the completion of the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at approximately $20,186,798.70. This represents a 18.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 1,594,900 shares of company stock worth $136,568,617. 0.90% of the stock is currently owned by corporate 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.