NTV Asset Management 13F: Adds $1.3M to The Coca-Cola (KO) Stake
Key Points
- NTV Asset Management increased its stake in The Coca-Cola Company by 24.2%, ending the period with 77,993 shares valued at about $6.7 million.
- Other large holders adjusted their positions as well, with Verity & Verity trimming its stake and Berkshire Hathaway holding steady at 400 million shares.
- Wall Street analysts maintain a consensus buy rating on the beverage maker with a mean price target of $95.13 ahead of earnings.
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NTV Asset Management expanded its position in The Coca-Cola Company NYSE:KO by purchasing an additional 15,218 shares during the quarter, according to a Form 13F filing with the SEC on October 23, 2026.
What Changed in NTV Asset Management's The Coca-Cola Company Position
The fund lifted its holdings by 24.2% to finish the period with 77,993 shares. The reported value of the stake reached approximately $6.7 million. In the previous quarter, the firm held 62,775 shares.
Other Institutional Activity in The Coca-Cola Company
Other institutional investors made notable adjustments to their holdings in the beverage giant during the same filing window. Verity & Verity lowered its stake by 10,905 shares, ending with 44,860 shares worth about $3.9 million. Wilmington Savings Fund Society, FSB cut its position by 40,891 shares, leaving it with 135,055 shares valued at roughly $11.6 million. Meanwhile, Berkshire Hathaway, Inc kept its massive holding steady at 400,000,000 shares, worth about $37.1 billion.
The Coca-Cola Company Stock Holds Steady
The shares recently traded at $92.71 as of October 24, 2026, remaining near the level where they closed on the filing date. The stock sits above its 50-day moving average of $88.99 and well above its 200-day moving average of $81.46. Shares trade below their 52-week high of $95.37 and well above their 52-week low of $67.27.
Recent Earnings
The company reported trailing twelve-month revenue of $50.1 billion and earnings of $3.33 per share. The business maintains a net profit margin of 28.6% and a return on equity of 42.1%. The next earnings report is scheduled for October 27, 2026.
Dividend
The company pays an annual dividend rate of $2.12 per share, yielding 2.22% with a payout ratio of 62.5% of earnings.
Insider Buying and Selling at The Coca-Cola Company
Company insiders completed several transactions prior to the filing. Chairman of the Board James R. Quincey disposed of 527,087 shares valued at $47.5 million on July 29, 2026. President John Murphy sold 152,483 shares at $87.31 per share for a total of $13.3 million on July 31, 2026. Divisional Officer Luisa Ortega sold 55,755 shares valued at $4.8 million on August 6, 2026. Officer Nancy W. Quan sold 50,000 shares at $90.39 per share for a total of $4.5 million on August 19, 2026.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock ahead of the filing. On July 30, 2026, Argus Research maintained its buy rating while raising its price target from $91.00 to $97.00. JP Morgan maintained an overweight rating on September 28, 2026, adjusting its price target from $96.00 to $95.00. Wells Fargo maintained an overweight rating on October 5, 2026, moving its target from $95.00 to $90.00. Citigroup maintained a buy rating on October 14, 2026, lifting its target from $100.00 to $102.00. Barclays maintained an overweight rating on October 16, 2026, raising its target from $93.00 to $98.00. Overall, the stock holds a consensus buy rating and a mean price target of $95.13 across 24 analyst opinions.
About The Coca-Cola Company
Headquartered in Atlanta, Georgia, The Coca-Cola Company manufactures and sells nonalcoholic beverages around the world. The company provides sparkling soft drinks, water, sports drinks, coffee, tea, juices, dairy, and plant-based beverages, alongside fountain syrups and beverage concentrates supplied to restaurants and convenience stores.
Bottom Line
Investors are keeping an eye on the upcoming earnings release on October 27, 2026, for fresh details on revenue growth and profit margins. Institutional reports like this one offer a look at how professional money managers are positioning their portfolios ahead of corporate updates.
Source: NTV Asset Management's 13F filing on $KO (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts