Birmingham Capital Management Reduces Stake in Coca-Cola

Birmingham AL, September 13, 2025

News Summary

Birmingham Capital Management has decreased its holdings in The Coca-Cola Company by 6.2%, now owning approximately 73,889 shares. This move positions Coca-Cola as 2.0% of their investment portfolio. Other institutional investors have also made changes, with UBS Asset Management increasing its stake by 6.2%. Coca-Cola’s performance has shown fluctuations in stock price, with recent earnings surpassing estimates but revenue falling slightly short. The company announced a quarterly dividend as it anticipates earnings growth for the upcoming fiscal year.

Birmingham

Birmingham Capital Management Co. Inc. AL has decreased its stake in The Coca-Cola Company (NYSE: KO) by 6.2% during the first quarter of 2024. The firm now holds 73,889 shares of Coca-Cola after selling 4,900 shares in that timeframe. This adjustment positions Coca-Cola as 2.0% of Birmingham Capital Management’s investment portfolio, marking it as the firm’s 18th largest holding.

According to the latest SEC filing, the total value of Birmingham Capital Management’s Coca-Cola holdings is approximately $5,292,000. Other institutional investors have shown varying levels of engagement with Coca-Cola’s stock in recent months. Sage Financial Management Group Inc. has acquired a new position valued at $216,000, while Cornerstone Wealth Management LLC increased its holdings by 3.3%, now owning 121,279 shares worth about $8,686,000 after an additional purchase of 3,920 shares.

UBS Asset Management has also raised its stake in Coca-Cola by 6.2%, now possessing 30,889,415 shares valued at $2,212,300,000 after acquiring an additional 1,794,561 shares. Other notable movements include IFM Investors Pty Ltd, which increased its stake by 0.5% (now holding 762,841 shares worth $54,635,000), and Fosun International Ltd., which also purchased a new position in Coca-Cola valued at $216,000. Overall, institutional investors and hedge funds own approximately 70.26% of Coca-Cola’s stock.

Coca-Cola’s Current Performance and Analyst Ratings

Coca-Cola’s shares recently fell by $0.62, bringing the stock price to $67.00 amidst a trading volume of 18,684,181 shares. The company has a market capitalization of $288.35 billion, with a P/E ratio of 23.76 and a P/E/G ratio of 3.52. Over the past year, Coca-Cola’s stock has fluctuated, with a fifty-two week low of $60.62 and a high of $74.38.

The company recently reported earnings of $0.87 per share, surpassing the consensus estimate of $0.83. Coca-Cola’s quarterly revenue totaled $12.50 billion, slightly below the expected $12.55 billion but reflecting a 2.5% increase year-over-year. The company issued guidance for FY 2025, expecting an EPS of 2.970, while analysts predict an average EPS of 2.96 for the current fiscal year.

Looking ahead, Coca-Cola has announced a quarterly dividend of $0.51 per share, which is set for payment on October 1st, 2024, to shareholders of record by September 15th. The dividend yield is currently at 3.0%, based on an annualized payout of $2.04 with a payout ratio of 72.34%.

Insider Transactions

In other news, Coca-Cola insider Nikolaos Koumettis sold 37,396 shares at an average price of $69.10 for a total of $2,584,063.60 on August 5th. Following this transaction, he maintains ownership of 209,513 shares valued at approximately $14,477,348.30, indicating a decrease of 15.15% in ownership. Company insiders hold a mere 0.97% of Coca-Cola’s stock.

Company Overview

The Coca-Cola Company is known for its extensive range of beverages, including soft drinks, water, tea, coffee, and juice. The company has received several price target adjustments from various research analysts, maintaining a collective consensus rating of “Buy” and an average target price of $76.93.

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Additional Resources

• MarketBeat: Coca-Cola Stake Change by Birmingham Capital
• Wikipedia: Coca-Cola
• AL.com: Mayor Woodfin Honors Big Brother Griffin Lassiter
• Google Search: Coca-Cola financial performance
• 1819 News: State Boasts $7 Billion in Investments

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