Rathbones Group PLC Grows Stock Position in CocaCola Company (The) $KO

Rathbones Group PLC lifted its holdings in CocaCola Company (The) (NYSE:KO) by 0.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,752,319 shares of the company’s stock after buying an additional 48,098 shares during the period. CocaCola makes up 1.5% of Rathbones Group PLC’s holdings, making the stock its 13th biggest position. Rathbones Group PLC’s holdings in CocaCola were worth $381,494,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the company. Norges Bank purchased a new position in shares of CocaCola during the second quarter worth $3,846,270,000. Vanguard Group Inc. grew its holdings 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 during the last quarter. Laurel Wealth Advisors LLC increased its holdings in shares of CocaCola by 7,239.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 6,149,632 shares of the company’s stock valued at $435,086,000 after acquiring an additional 6,065,840 shares during the period. Assenagon Asset Management S.A. raised its stake in CocaCola by 343.3% during 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 acquiring an additional 3,474,015 shares during the last quarter. Finally, Schroder Investment Management Group lifted its stake in shares of CocaCola by 28.7% in the 2nd quarter. Schroder Investment Management Group now owns 11,713,984 shares of the company’s stock worth $828,764,000 after acquiring an additional 2,613,316 shares during the period. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola Price Performance

NYSE KO opened at $77.11 on Friday. The stock’s 50-day moving average price is $74.86 and its two-hundred day moving average price is $71.12. The company has a market cap of $331.63 billion, a PE ratio of 25.37, a PEG ratio of 3.23 and a beta of 0.35. 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 1 year low of $65.35 and a 1 year high of $82.00.

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

CocaCola Increases Dividend

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

Analyst Ratings Changes

A number of research firms have commented on KO. Morgan Stanley reissued an “overweight” rating and issued a $87.00 target price on shares of CocaCola in a report on Wednesday, February 11th. UBS Group upped their target price on CocaCola from $82.00 to $87.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Royal Bank Of Canada set a $87.00 price objective on CocaCola in a report on Wednesday, February 11th. Weiss Ratings reissued a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. Finally, Wells Fargo & Company raised their price target on shares of CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $84.33.

Insider Activity

In other CocaCola news, insider Bruno Pietracci sold 28,765 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total transaction of $2,284,228.65. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO James Quincey sold 337,824 shares of the company’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total value of $26,046,230.40. Following the completion of the sale, the chief executive officer directly owned 342,546 shares of the company’s stock, valued at approximately $26,410,296.60. This trade represents a 49.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 869,045 shares of company stock worth $68,407,201 over the last ninety days. Corporate insiders own 0.97% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Citi reaffirmed a buy on KO / stayed constructive on the name, which supports demand from institutional and growth‑oriented analysts. Read More.
• Positive Sentiment: Coca‑Cola’s recent dividend raise and coverage as a Dividend King/Aristocrat reinforce its appeal to income investors and conservative portfolios; that steady payout profile is a structural positive for valuation support. Read More.
• Positive Sentiment: Analysts and trade pieces highlight KO’s digital transformation (marketing, supply‑chain, analytics) as a potential multi‑quarter margin catalyst — a reason for longer‑term upside if execution cuts costs and boosts mix. Read More.
• Positive Sentiment: Street support and raised targets (multiple firms have buy/overweight ratings and higher price targets, leaving a consensus target above the current price) provide analyst backing for the shares. Read More.
• Neutral Sentiment: Feature pieces show KO is a “trending” name and gets investor attention — useful context for flows but not an immediate fundamental catalyst. Read More.
• Neutral Sentiment: Commentary on an alternate Coca‑Cola‑related listing described as a “monster stock” may attract growth‑oriented flows to related tickers but doesn’t materially change KO’s staples profile. Read More.
• Negative Sentiment: Large, disclosed insider sales this week (CEO James Quincey, EVP Nancy Quan, Bruno Pietracci, CFO reports) represent a clear near‑term sentiment headwind and likely source of fresh supply into the market. Read More.
• Negative Sentiment: Coverage tied these insider sells to immediate selling pressure and short‑term price drops in several headlines, amplifying downside risk for traders focused on near‑term momentum. Read More.

CocaCola Company 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.