CocaCola Company (The) $KO Shares Sold by Bell Bank

Bell Bank reduced its stake in CocaCola Company (The) (NYSE:KO) by 42.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 16,964 shares of the company’s stock after selling 12,387 shares during the quarter. Bell Bank’s holdings in CocaCola were worth $1,460,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Lantern Wealth Advisors LLC raised its position in shares of CocaCola by 3.6% in the second quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company’s stock valued at $270,000 after purchasing an additional 115 shares during the period. New Wave Wealth Advisors LLC boosted its holdings in CocaCola by 4.4% in the 3rd quarter. New Wave Wealth Advisors LLC now owns 2,747 shares of the company’s stock valued at $248,000 after purchasing an additional 116 shares during the period. Gill Capital Partners LLC raised its position in shares of CocaCola by 4.1% in the second quarter. Gill Capital Partners LLC now owns 2,992 shares of the company’s stock worth $243,000 after buying an additional 117 shares in the last quarter. Atomic Invest LLC raised its holdings in shares of CocaCola by 38.7% in the 2nd quarter. Atomic Invest LLC now owns 437 shares of the company’s stock valued at $36,000 after acquiring an additional 122 shares in the last quarter. Finally, Paragon Private Wealth Management LLC grew its holdings in shares of CocaCola by 1.4% during the second quarter. Paragon Private Wealth Management LLC now owns 8,726 shares of the company’s stock worth $709,000 after purchasing an additional 123 shares in the last quarter. 70.26% of the stock is owned by institutional investors.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts remain bullish: Wells Fargo and UBS both maintained their Buy ratings on Coca-Cola, reinforcing confidence in the company’s growth outlook and defensive qualities. Wells Fargo Coca-Cola rating UBS Coca-Cola rating
• Positive Sentiment: KFC partnership expands foodservice reach: KFC will replace Pepsi with Coca-Cola beverages in its U.S. restaurants beginning in January 2027, eventually covering roughly 3,700–4,000 locations. The direct revenue impact may be limited, but the deal improves fountain distribution, brand visibility and consumer occasions. Coca-Cola KFC partnership
• Positive Sentiment: Defensive-investment appeal persists: Articles continue to highlight Coca-Cola’s 64-year record of dividend increases, global scale and low-beta profile, which may attract investors amid renewed market volatility. Defensive stocks article
• Neutral Sentiment: Coffee strategy is under review: Coverage questions what Coca-Cola may change in its coffee business, signaling potential portfolio adjustments but no clearly identified near-term financial impact. Coca-Cola coffee business
• Negative Sentiment: Valuation and earnings concerns are emerging: After rising roughly 35%–40% this year, Coca-Cola’s dividend yield has compressed to about 2.2%. Zacks also says the company may lack the usual indicators for an upcoming earnings beat, creating a risk that expectations have outpaced near-term results. Coca-Cola earnings expectations

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on KO shares. Daiwa Securities Group lifted their target price on shares of CocaCola from $83.00 to $93.00 and gave the company an “outperform” rating in a research report on Thursday, July 30th. BNP Paribas Exane upped their price objective on CocaCola from $90.00 to $98.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Royal Bank Of Canada increased their price target on shares of CocaCola from $87.00 to $96.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. The Goldman Sachs Group restated a “neutral” rating and set a $86.00 price target (up from $82.00) on shares of CocaCola in a research report on Tuesday, July 28th. Finally, Jefferies Financial Group boosted their target price on CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, CocaCola presently has an average rating of “Moderate Buy” and an average target price of $96.27.

Insider Activity

In other news, Chairman James Quincey sold 381,140 shares of the company’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $90.04, for a total transaction of $34,317,845.60. Following the transaction, the chairman directly owned 122,833 shares of the company’s stock, valued at $11,059,883.32. This represents a 75.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 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, insider Sanket Ray sold 9,958 shares of the firm’s stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $86.50, for a total transaction of $861,367.00. Following the sale, the insider directly owned 62,105 shares in the company, valued at approximately $5,372,082.50. The trade was a 13.82% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 926,620 shares of company stock valued at $83,075,714. 0.90% of the stock is currently owned by insiders.

CocaCola Stock Up 0.0%

Shares of CocaCola stock opened at $93.44 on Wednesday. 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 $67.27 and a 12-month high of $94.10. The company has a market cap of $402.04 billion, a P/E ratio of 28.06, a PEG ratio of 3.63 and a beta of 0.32. The company’s fifty day simple moving average is $88.74 and its two-hundred day simple moving average is $83.64.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, topping the consensus estimate of $0.93 by $0.04. The business had revenue of $13.37 billion during the quarter, compared to analyst estimates of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. CocaCola’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period last year, the business posted $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Research analysts anticipate that CocaCola Company will post 3.30 EPS for the current year.

CocaCola Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be issued a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, December 1st. CocaCola’s payout ratio is 63.66%.

CocaCola 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.