Piper Sandler Initiates Coverage of Coca-Cola (SWX:KO) with Overweight Recommendation

Fintel reports that on January 7, 2025, Piper Sandler initiated coverage of Coca-Cola (SWX:KO) with a Overweight recommendation.

What is the Fund Sentiment?

There are 4,359 funds or institutions reporting positions in Coca-Cola. This is an increase of 118 owner(s) or 2.78% in the last quarter. Average portfolio weight of all funds dedicated to KO is 0.56%, an increase of 0.48%. Total shares owned by institutions increased in the last three months by 2.55% to 3,437,855K shares.

What are Other Shareholders Doing?

CH:KO / The Coca-Cola Company Shares Held by Institutions

Berkshire Hathaway holds 400,000K shares representing 9.29% ownership of the company. No change in the last quarter.

VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 122,955K shares representing 2.85% ownership of the company. In its prior filing, the firm reported owning 122,404K shares , representing an increase of 0.45%. The firm increased its portfolio allocation in KO by 6.52% over the last quarter.

VFINX - Vanguard 500 Index Fund Investor Shares holds 101,588K shares representing 2.36% ownership of the company. In its prior filing, the firm reported owning 99,510K shares , representing an increase of 2.05%. The firm increased its portfolio allocation in KO by 6.07% over the last quarter.

Geode Capital Management holds 92,957K shares representing 2.16% ownership of the company. In its prior filing, the firm reported owning 89,990K shares , representing an increase of 3.19%. The firm increased its portfolio allocation in KO by 7.54% over the last quarter.

Jpmorgan Chase holds 86,954K shares representing 2.02% ownership of the company. In its prior filing, the firm reported owning 67,862K shares , representing an increase of 21.96%. The firm increased its portfolio allocation in KO by 1,407.70% over the last quarter.

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This story originally appeared on Fintel.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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