Coca-Cola Company (The) $KO Shares Sold by Diversified Trust Co

Diversified Trust Co trimmed its holdings in shares of Coca-Cola Company (The) (NYSE:KO) by 1.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 670,293 shares of the company’s stock after selling 9,470 shares during the period. Coca-Cola makes up about 1.2% of Diversified Trust Co’s portfolio, making the stock its 12th biggest position. Diversified Trust Co’s holdings in Coca-Cola were worth $57,699,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. Guardian Partners Inc. purchased a new position in shares of Coca-Cola during the second quarter worth $27,000. Horizons Wealth Management acquired a new position in Coca-Cola during the third quarter valued at $31,000. Atomic Invest LLC boosted its holdings in Coca-Cola by 38.7% in the second quarter. Atomic Invest LLC now owns 437 shares of the company’s stock valued at $36,000 after purchasing an additional 122 shares during the last quarter. Timbuktu Capital Management LLC purchased a new stake in Coca-Cola in the second quarter valued at $41,000. Finally, Putney Financial Group LLC purchased a new stake in Coca-Cola in the third quarter valued at $43,000. 70.26% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Coca-Cola news, EVP Beatriz R. Perez sold 67,548 shares of the stock in a transaction that occurred on Monday, November 2nd. The stock was sold at an average price of $94.91, for a total transaction of $6,410,980.68. Following the transaction, the executive vice president owned 160,428 shares in the company, valued at approximately $15,226,221.48. This represents a 29.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Nancy Quan sold 20,585 shares of the stock in a transaction that occurred on Thursday, November 5th. The stock was sold at an average price of $95.62, for a total value of $1,968,337.70. Following the transaction, the executive vice president owned 223,330 shares in the company, valued at $21,354,814.60. This represents a 8.44% decrease in their position. 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. Insiders have sold 249,498 shares of company stock worth $23,025,238 in the last ninety days. Company insiders own 0.90% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on KO shares. Seaport Research Partners set a $95.00 price objective on Coca-Cola in a research note on Friday, August 14th. The Goldman Sachs Group reissued a “neutral” rating and issued a $86.00 price objective (up from $82.00) on shares of Coca-Cola in a report on Tuesday, July 28th. Evercore restated an “outperform” rating and issued a $100.00 target price (up from $88.00) on shares of Coca-Cola in a research note on Tuesday, July 28th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $93.00 target price (up from $83.00) on shares of Coca-Cola in a report on Wednesday, July 29th. Finally, Daiwa Securities Group lifted their price target on Coca-Cola from $83.00 to $93.00 and gave the company an “outperform” rating in a research report on Thursday, July 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, Coca-Cola has an average rating of “Moderate Buy” and an average target price of $97.26.

Coca-Cola Stock Performance

Shares of NYSE KO opened at $99.08 on Friday. The company has a market capitalization of $426.24 billion, a PE ratio of 29.14, a price-to-earnings-growth ratio of 3.80 and a beta of 0.28. The company has a debt-to-equity ratio of 0.93, a quick ratio of 1.19 and a current ratio of 1.38. The company’s fifty day moving average price is $90.83 and its 200 day moving average price is $83.31. Coca-Cola Company has a 1 year low of $67.27 and a 1 year high of $99.30.

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

Coca-Cola Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Tuesday, December 1st will be given a dividend of $0.53 per share. The ex-dividend date is Tuesday, December 1st. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.1%. Coca-Cola’s dividend payout ratio (DPR) is 62.35%.

Key Headlines Impacting Coca-Cola

These are some of the KO headlines that stood out recently:

• Positive Sentiment: Shares reached a fresh all-time high near $100, reflecting continued investor demand and extending the stock’s recent run. KO Stock Alert: Coca-Cola Just Hit a New All-Time High
• Positive Sentiment: Call-option activity was unusually high, with traders acquiring about 60,740 contracts—roughly 18% above typical volume. This may signal increased bullish positioning, though options activity is not a guarantee of future performance.
• Neutral Sentiment: The latest analyst estimate updates are mixed: FY2026 estimates were lifted, while Zacks Research trimmed its Q1 2028 EPS estimate slightly, from $0.95 to $0.94. FY2026 EPS Estimates for Coca-Cola Lifted by Zacks Research

About Coca-Cola

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.