Asset Management One 13F: Adds $8.6M to The Coca-Cola (KO) Stake

On October 27, 2026, Asset Management One increased its stake in The Coca-Cola Company (KO) by 100,179 shares, bringing its total to 2,155,033 shares valued at approximately $185.5 million. This information comes from the fund's latest Form 13F filing with the SEC, covering the period ending September 30, 2026.

KO The Coca-Cola Company

$91.18 ▲ +34.48% year to date

1M 3M YTD

Daily close · Oct 27, 2026

What Changed in Asset Management One's Coca-Cola Position

Asset Management One boosted its position in Coca-Cola by 100,179 shares, a 4.9% increase from its previous total of 2,054,854 shares. This change represents a value increase of about $8.6 million, with Coca-Cola now making up 1.33% of the fund's overall portfolio, ranking 18th among its holdings.

Where Coca-Cola Fits in Asset Management One's Portfolio

Coca-Cola's position is significant for Asset Management One, accounting for 1.33% of its reported 13F book.

Other Institutional Activity in Coca-Cola

Berkshire Hathaway, Inc. holds 400 million shares of Coca-Cola, valued at approximately $36.47 billion, but did not change its position in the recent quarter.

The Coca-Cola Company Stock Down 1.7%

Coca-Cola recently traded at $91.18, which is about equal to its closing price on October 27, 2026. The stock is currently above its 50-day moving average by 2.2% and its 200-day moving average by 11.6%, indicating a strong trend.

Recent Earnings

Coca-Cola reported trailing twelve-month revenue of approximately $50.13 billion, with an EPS of $3.33. The company has a net margin of 28.6% and a return on equity of 42.1%. The next earnings report is expected on October 30, 2026.

Dividend

Coca-Cola pays an annual dividend rate of $2.12 per share, with a dividend yield of 2.29% and a payout ratio of 62.5%.

Insider Buying and Selling at The Coca-Cola Company

Several insiders sold shares earlier this year, including Chairman James R. Quincey, who sold 527,087 shares on July 29, 2026, valued at about $47.47 million. President John Murphy sold 152,483 shares on July 31, 2026, for approximately $13.31 million, while Divisional Officer Luisa Ortega sold 55,755 shares on August 6, 2026. These sales were not part of a planned trading strategy.

Analysts Set New Price Targets

Analysts have maintained various price targets for Coca-Cola. On October 26, 2026, Piper Sandler maintained an Overweight rating with a target of $102.00, while Barclays set a target of $98.00 on October 16, 2026. The consensus recommendation for Coca-Cola is a buy, with a mean price target of $95.63.

About Coca-Cola

The Coca-Cola Company manufactures and sells a wide range of non-alcoholic beverages worldwide, including soft drinks, juices, and plant-based drinks. The company continues to innovate in the beverage sector, which is reflected in its stable financial performance and market position.

Bottom Line

Investors should watch for Coca-Cola's upcoming earnings report on October 30, 2026, to gauge the company's ongoing performance and potential future growth. Asset Management One's boost in its Coca-Cola stake suggests a positive outlook, but market conditions can change rapidly.