CocaCola Company (The) $KO Shares Bought by Dimensional Fund Advisors LP

Dimensional Fund Advisors LP lifted its holdings in shares of CocaCola Company (The) (NYSE:KO) by 5.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,302,828 shares of the company’s stock after buying an additional 1,027,774 shares during the quarter. Dimensional Fund Advisors LP’s holdings in CocaCola were worth $1,213,819,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Norges Bank acquired a new position in CocaCola during the second quarter worth $3,846,270,000. Vanguard Group Inc. increased its stake in shares of CocaCola by 1.7% during the second quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock worth $25,996,519,000 after purchasing an additional 6,241,163 shares in the last quarter. Laurel Wealth Advisors LLC raised its position in shares of CocaCola by 7,239.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 6,149,632 shares of the company’s stock worth $435,086,000 after purchasing an additional 6,065,840 shares during the last quarter. Assenagon Asset Management S.A. lifted its stake in CocaCola by 343.3% in the 3rd quarter. Assenagon Asset Management S.A. now owns 4,486,096 shares of the company’s stock valued at $297,518,000 after buying an additional 3,474,015 shares in the last quarter. Finally, Schroder Investment Management Group lifted its stake in CocaCola by 28.7% in the 2nd quarter. Schroder Investment Management Group now owns 11,713,984 shares of the company’s stock valued at $828,764,000 after buying an additional 2,613,316 shares in the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have commented on KO. Weiss Ratings reissued a “buy (b-)” rating on shares of CocaCola in a report on Thursday, January 22nd. Truist Financial set a $85.00 price target on CocaCola in a research report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $83.00 price objective on shares of CocaCola in a report on Thursday, January 29th. Evercore reaffirmed an “outperform” rating and set a $85.00 target price on shares of CocaCola in a report on Wednesday, February 11th. Finally, Citigroup increased their target price on shares of CocaCola from $85.00 to $87.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $84.33.

CocaCola Trading Down 1.1%

Shares of KO stock opened at $79.32 on Wednesday. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $82.00. The company’s 50-day moving average price is $74.41 and its 200-day moving average price is $70.96. The stock has a market cap of $341.13 billion, a price-to-earnings ratio of 26.09, a PEG ratio of 3.36 and a beta of 0.35.

CocaCola (NYSE:KO) last released its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.56 by $0.02. The firm had revenue of $11.82 billion during the quarter, compared to analysts’ expectations of $12.04 billion. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. CocaCola’s revenue was up 2.2% compared to the same quarter last year. During the same period last year, the business earned $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, equities analysts predict that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be given a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.7%. The ex-dividend date of this dividend is Friday, March 13th. This is a boost from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio is presently 67.11%.

Insiders Place Their Bets

In other news, EVP Monica Howard Douglas sold 20,000 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $80.16, for a total value of $1,603,200.00. Following the transaction, the executive vice president owned 57,532 shares of the company’s stock, valued at $4,611,765.12. This represents a 25.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO James Quincey sold 337,824 shares of the stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total value of $26,046,230.40. Following the transaction, the chief executive officer owned 342,546 shares of the company’s stock, valued at approximately $26,410,296.60. This represents a 49.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 566,036 shares of company stock valued at $44,410,822. Insiders own 0.90% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Major brokerages maintain a favorable view—KO was given a consensus “Buy” rating by brokerages, which supports investor confidence and may limit downside pressure. Brokerage Consensus
• Positive Sentiment: KO continues to appear in dividend-focused lists (e.g., retirement/dividend growth roundups), reinforcing its reputation as a dependable income stock for yield-oriented investors and likely supporting long-term demand. Fool: Dividend Stocks
• Neutral Sentiment: Coverage pieces and sector screens highlight consumer staples (including KO) as potential earnings-beaters, offering a watchlist signal but not a direct catalyst. These articles may attract attention from dividend and defensive‑fund flows rather than trigger immediate price moves. Zacks: Consumer Staples
• Neutral Sentiment: Articles revisiting Berkshire Hathaway’s portfolio moves mention KO in the context of Buffett-era shifts; this is informational and can influence sentiment among value investors but is not a company-specific catalyst. MarketBeat: Berkshire Review
• Neutral Sentiment: Coca‑Cola FEMSA (KOF) proposed a 2026 ordinary dividend payable quarterly—positive for the Coca‑Cola system’s franchise/partner stability, but the direct impact on KO PLC’s stock is limited. TipRanks: KOF Dividend
• Neutral Sentiment: Coverage on KO’s long dividend streak and a new investor‑relations chief frames a valuation debate—this keeps the stock in focus for income investors but may prolong volatility as market participants reassess fair value. Yahoo Finance: Dividend Streak & IR
• Negative Sentiment: Insider selling: CFO John Murphy sold 72,449 shares (~$5.8M at ~\$80.52), reducing his holding by ~20.6%. Large insider sales can weigh on sentiment and are likely a key driver behind intraday weakness. SEC Form 4

CocaCola Profile

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.