E. Ohman J:or Asset Management 13F: Cuts KO Stake by $3.8M

E. Ohman J:or Asset Management lowered its exposure to The Coca-Cola Company KO, according to a Form 13F filing with the SEC on October 22, 2026. The stock closed at $95.14 on the filing date.

KO The Coca-Cola Company

$94.84 ▲ +39.88% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in E. Ohman J:or Asset Management's The Coca-Cola Company Position

The firm trimmed its stake in the beverage giant by 43,880 shares, marking a 29.4% reduction from the previous quarter. After the sale, the asset manager held 105,385 shares valued at approximately $9.07 million.

Other Institutional Activity in The Coca-Cola Company

Other large investors adjusted their portfolios around the same time. James Hambro & Partners grew its holdings by 22,314 shares, ending with 1,328,539 shares worth about $114.37 million. Charles Schwab Trust opened a new position with 4,625 shares valued at roughly $398,120. Financial Synergies Wealth Advisors established a stake of 2,681 shares worth about $230,819. Kmg Fiduciary Partners trimmed its holdings by 5,536 shares, leaving it with 153,020 shares valued at approximately $13.17 million. SBI Securities boosted its position by 40,010 shares, or 16.4%, to hold 284,080 shares worth about $24.45 million.

The Coca-Cola Company Stock Up 0.4%

The company shares recently traded around $93.91 as of October 22, 2026, sitting 1.3% below the day's close of $95.14. The stock trades above its 50-day moving average of $88.82 and well above its 200-day moving average of $81.33.

Recent Earnings

The beverage maker reported trailing twelve month revenue of $50.13 billion and earnings of $3.33 per share. The company generated a net profit margin of 28.6% and a return on equity of 42.1%. Its next earnings report is scheduled for October 27, 2026.

Dividend

The company pays an annual dividend rate of $2.12 per share, translating to a dividend yield of 2.29%. Its dividend payout ratio stands at 62.5%.

Insider Buying and Selling at The Coca-Cola Company

Company insiders executed several sales during the summer months. Chairman of the Board James R. Quincey sold 527,087 shares valued at $47.47 million on July 29, 2026. President John Murphy sold 152,483 shares at an average price of $87.31 for a total value of $13.31 million on July 31, 2026. Divisional Officer Luisa Ortega sold 55,755 shares worth $4.83 million on August 6, 2026. Officer Nancy W Quan sold 50,000 shares at $90.39 for a total of $4.52 million on August 19, 2026.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. Argus Research maintained a buy rating with a target of $97.00 on July 30, 2026. JP Morgan maintained an overweight rating, lowering its target from $96.00 to $95.00 on September 28, 2026. Wells Fargo maintained an overweight rating while lowering its target from $95.00 to $90.00 on October 5, 2026. Citigroup maintained a buy rating, raising its target from $100.00 to $102.00 on October 14, 2026. Barclays maintained an overweight rating and raised its target from $93.00 to $98.00 on October 16, 2026. Overall, the stock carries a consensus buy rating with a mean price target of $95.12 across 24 analyst opinions.

About The Coca-Cola Company

Headquartered in Atlanta, Georgia, The Coca-Cola Company manufactures and distributes non-alcoholic beverages worldwide. The firm offers sparkling soft drinks, waters, sports drinks, coffees, teas, juices, and dairy beverages, along with syrups supplied to restaurants and convenience stores. Institutional portfolio adjustments like this one highlight how major investors continually reallocate capital within the consumer defensive sector.

Bottom Line

Investors will watch the upcoming earnings release on October 27, 2026, for further updates on margins and revenue growth. Institutional filings provide a look at where major asset managers stand, though they reflect past positioning rather than real-time trades.