Coca-Cola Company (The) $KO Stock Purchased by Kestra Advisory Services LLC

Kestra Advisory Services LLC lifted its stake in shares of Coca-Cola Company (The) (NYSE:KO) by 7.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 806,777 shares of the company’s stock after acquiring an additional 57,561 shares during the quarter. Kestra Advisory Services LLC’s holdings in Coca-Cola were worth $69,447,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Claro Advisors Inc. increased its holdings in Coca-Cola by 23.2% in the 3rd quarter. Claro Advisors Inc. now owns 24,875 shares of the company’s stock worth $2,141,000 after acquiring an additional 4,689 shares in the last quarter. REAP Financial Group LLC lifted its holdings in Coca-Cola by 8.1% during the third quarter. REAP Financial Group LLC now owns 2,190 shares of the company’s stock valued at $189,000 after purchasing an additional 165 shares in the last quarter. Cora Capital Advisors LLC purchased a new position in Coca-Cola during the third quarter valued at approximately $202,000. Quadcap Wealth Management LLC boosted its position in shares of Coca-Cola by 15.2% in the third quarter. Quadcap Wealth Management LLC now owns 8,916 shares of the company’s stock worth $767,000 after purchasing an additional 1,177 shares during the period. Finally, Paulson Wealth Management Inc. boosted its position in shares of Coca-Cola by 14.4% in the third quarter. Paulson Wealth Management Inc. now owns 5,321 shares of the company’s stock worth $458,000 after purchasing an additional 669 shares during the period. 70.26% of the stock is owned by hedge funds and other institutional investors.

Key Coca-Cola News

Here are the key news stories impacting Coca-Cola this week:

• Positive Sentiment: Coca-Cola’s third-quarter sales and earnings beat expectations, and the company raised its 2026 earnings outlook and lifted its dividend for the 64th consecutive year. The results and guidance reinforce the company’s earnings and income appeal. Does Raised 2026 Guidance Change The Bull Case For Coca Cola Stock?
• Positive Sentiment: Analysts highlighted continued margin expansion despite higher marketing spending, supported by productivity improvements and disciplined pricing—an encouraging sign that Coca-Cola can invest in growth while protecting profitability. Can Coca-Cola Keep Expanding Margins While Investing More?
• Positive Sentiment: Pricing power has not come at the expense of demand: a separate report noted that price increases contributed to sales growth while beverage volume also rose. That combination supports the durability of Coca-Cola’s growth. 1 Reason to Hold Coca-Cola Stock for 10 Years
• Neutral Sentiment: Coca-Cola is reportedly considering an IPO for its India bottling operations, but discussions are preliminary and no decision or timeline has been announced. Coca-Cola Weighs India Bottling IPO
• Neutral Sentiment: EVP Beatriz Perez sold shares, but the transaction was reported as covering tax withholding on vested equity awards, which makes it less informative as a signal about the company’s prospects. Coca-Cola EVP Share Sale

Insider Transactions at Coca-Cola

In related news, EVP Beatriz Perez sold 67,548 shares of the business’s stock in a transaction dated 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 directly owned 160,428 shares in the company, valued at approximately $15,226,221.48. The trade was a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Bruno Pietracci sold 111,365 shares of the business’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $90.93, for a total value of $10,126,419.45. Following the completion of the sale, the insider owned 41,365 shares in the company, valued at $3,761,319.45. This represents a 72.92% 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 ninety days, insiders sold 238,871 shares of company stock valued at $21,918,267. 0.90% of the stock is owned by company insiders.

Coca-Cola Price Performance

Shares of NYSE:KO opened at $95.83 on Friday. The firm has a market cap of $412.23 billion, a price-to-earnings ratio of 28.18, a P/E/G ratio of 3.74 and a beta of 0.28. The firm has a fifty day moving average price of $89.83 and a 200 day moving average price of $82.57. Coca-Cola Company has a fifty-two week low of $67.27 and a fifty-two week high of $97.39. The company has a debt-to-equity ratio of 0.93, a quick ratio of 1.19 and a current ratio of 1.38.

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

Coca-Cola Dividend Announcement

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

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. Daiwa Securities Group increased their price objective on shares of Coca-Cola from $83.00 to $93.00 and gave the stock an “outperform” rating in a research note on Thursday, July 30th. Wells Fargo & Company lifted their target price on shares of Coca-Cola from $90.00 to $100.00 and gave the company an “overweight” rating in a research note on Wednesday, October 28th. Piper Sandler upped their target price on shares of Coca-Cola from $95.00 to $102.00 and gave the stock an “overweight” rating in a report on Monday, October 26th. Barclays increased their price target on Coca-Cola from $93.00 to $98.00 and gave the stock an “overweight” rating in a research note on Friday, October 16th. Finally, HSBC raised their price target on Coca-Cola from $90.00 to $98.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $97.26.

Coca-Cola Company 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.

The Coca-Cola Company serves consumers in more than 200 countries and territories through a system that includes company-operated operations, independent bottling partners, distributors, retailers, and food-service providers.