Coca-Cola Company (The) $KO Stake Raised by Partners Wealth Management LLC

Partners Wealth Management LLC raised its holdings in shares of Coca-Cola Company (The) (NYSE:KO) by 91.4% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 18,971 shares of the company’s stock after buying an additional 9,061 shares during the period. Partners Wealth Management LLC’s holdings in Coca-Cola were worth $1,643,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the business. Soltis Investment Advisors LLC boosted its position in Coca-Cola by 30.2% during the 3rd quarter. Soltis Investment Advisors LLC now owns 167,813 shares of the company’s stock worth $14,445,000 after acquiring an additional 38,878 shares during the period. Founders Financial Securities LLC increased its holdings in shares of Coca-Cola by 3.4% in the 3rd quarter. Founders Financial Securities LLC now owns 36,216 shares of the company’s stock valued at $3,118,000 after purchasing an additional 1,200 shares during the period. Blueprint Investment Partners LLC increased its holdings in shares of Coca-Cola by 3.5% in the 3rd quarter. Blueprint Investment Partners LLC now owns 26,069 shares of the company’s stock valued at $2,244,000 after purchasing an additional 890 shares during the period. Choreo LLC lifted its position in shares of Coca-Cola by 7.5% in the third quarter. Choreo LLC now owns 268,303 shares of the company’s stock worth $23,236,000 after purchasing an additional 18,710 shares in the last quarter. Finally, Interchange Capital Partners LLC lifted its position in shares of Coca-Cola by 12.1% in the third quarter. Interchange Capital Partners LLC now owns 12,301 shares of the company’s stock worth $1,059,000 after purchasing an additional 1,326 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors.

Coca-Cola Stock Performance

Shares of KO opened at $92.84 on Friday. The company’s fifty day moving average is $89.40 and its 200-day moving average is $81.96. Coca-Cola Company has a 12 month low of $67.27 and a 12 month high of $95.37. The firm has a market cap of $399.47 billion, a price-to-earnings ratio of 27.31, a price-to-earnings-growth ratio of 3.52 and a beta of 0.32. The company has a quick ratio of 1.12, a current ratio of 1.38 and a debt-to-equity ratio of 0.93.

Coca-Cola (NYSE:KO) last announced its quarterly earnings results on Tuesday, October 27th. The company reported $0.91 earnings per share for the quarter, topping 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 return on equity of 38.79% and a net margin of 28.65%. The business’s quarterly revenue was up 7.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.82 earnings per share. Equities analysts expect that Coca-Cola Company will post 3.34 EPS for the current fiscal year.

Coca-Cola Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Investors 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 is Tuesday, December 1st. Coca-Cola’s payout ratio is 63.66%.

Key Coca-Cola News

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

• Positive Sentiment: Coca-Cola reported its sixth consecutive earnings beat, with third-quarter revenue of $13.35 billion and adjusted EPS of $0.91, ahead of estimates. Global unit case volume increased 5%, and management raised its 2026 comparable EPS growth forecast to at least 11%. KO Q3 Earnings Call Highlights
• Positive Sentiment: Analysts remained constructive following the results. Citigroup raised its target to $103, JPMorgan to $98, and TD Cowen to $104; the firms maintained Buy or Overweight ratings. TD Cowen Coca-Cola Rating
• Positive Sentiment: Jim Cramer endorsed Coca-Cola, while investors continue to view its global distribution network, iconic brands and emerging-market opportunity as long-term growth advantages. India’s strong performance and potential 2027 IPO of Hindustan Coca-Cola Holdings could also unlock value. Jim Cramer Says Buy Coca-Cola
• Neutral Sentiment: Coca-Cola’s 64-year record of dividend increases and approximately 2.3% yield support its appeal as an income and defensive investment, though the lower yield provides less immediate income after the stock’s strong rally.
• Negative Sentiment: Some commentary suggests waiting for a better entry point because the shares trade at a premium valuation after a roughly 31%–35% 2026 advance. Flat North American volume, potential revenue pressure from divestitures and ongoing IRS litigation remain concerns. Coca-Cola Raised Its 2026 Outlook
• Negative Sentiment: Freedom Broker raised its price target to $89 but kept a Hold rating, implying that the stock may already exceed near-term fair value. Comparisons with higher-yielding beverage or consumer-staple alternatives may further limit buying enthusiasm.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on KO. Jefferies Financial Group boosted their price objective on shares of Coca-Cola from $95.00 to $104.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Citigroup increased their target price on shares of Coca-Cola from $102.00 to $103.00 and gave the stock a “buy” rating in a research report on Wednesday. TD Cowen lifted their target price on shares of Coca-Cola from $100.00 to $104.00 and gave the company a “buy” rating in a research note on Wednesday. Rothschild & Co Redburn boosted their price target on shares of Coca-Cola from $86.00 to $92.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Finally, Daiwa Securities Group upped their price target 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. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Coca-Cola currently has an average rating of “Moderate Buy” and an average target price of $97.26.

Insider Buying and Selling

In other news, insider Bruno Pietracci sold 111,365 shares of Coca-Cola stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $90.93, for a total value of $10,126,419.45. Following the transaction, the insider owned 41,365 shares of the company’s stock, valued at $3,761,319.45. This trade represents a 72.92% decrease in their ownership of the stock. The transaction 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, insider Sanket Ray sold 9,958 shares of the business’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $86.50, for a total transaction of $861,367.00. Following the completion of the sale, the insider owned 62,105 shares of the company’s stock, valued at $5,372,082.50. The trade was a 13.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 171,323 shares of company stock worth $15,507,286. 0.90% of the stock is currently owned by insiders.

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.