Charles Schwab Trust 13F: New $398K Stake in The Coca-Cola (KO)

Charles Schwab Trust has initiated a new position in The Coca-Cola Company (KO) with a purchase of 4,625 shares, valued at approximately $398,120. This filing was disclosed on October 15, 2026, and reflects positions as of the last quarter, which may not represent current holdings.

What Changed in Charles Schwab Trust's Coca-Cola Position

Charles Schwab Trust opened a new stake in Coca-Cola, marking its first position in the company with 4,625 shares after having no previous holdings. This move signals a new interest in one of the largest beverage companies globally.

Other Institutional Activity in Coca-Cola

Several other institutional investors hold significant stakes in Coca-Cola. Berkshire Hathaway, Inc. continues to hold 400 million shares valued at approximately $37.6 billion. Meanwhile, Blackrock Inc. reduced its holdings by about 10.8 million shares, now owning around 322.7 million shares worth about $30.3 billion. Vanguard Capital Management LLC saw a small increase, adding 1.35 million shares to bring its total to about 238.8 million, valued at approximately $22.4 billion. State Street Corporation and FMR, LLC also maintain substantial positions, with 167.4 million and 109.2 million shares, respectively.

The Coca-Cola Company Stock Up 1.3%

Coca-Cola shares have recently traded around $93.00, which is above their 50-day moving average by about 5.3%, indicating strong performance relative to recent trends. This price is also about 15% above the 200-day moving average but still slightly below the 52-week high of $94.10. The stock currently trades below its mean price target of $94.74, presenting potential upside according to analysts.

Recent Earnings

Coca-Cola reported trailing twelve-month revenue of approximately $50.1 billion, alongside an earnings per share (EPS) of $3.33. The company has shown a year-over-year revenue growth of 6.7% and boasts a net margin of 28.6%, indicating solid profitability. Investors can expect the next earnings report on October 27, 2026.

Analysts Set New Price Targets

On October 14, 2026, Citigroup maintained its 'Buy' rating for Coca-Cola, raising the price target to $102. Earlier, JP Morgan and Barclays also reaffirmed their 'Overweight' ratings with price targets of $95 and $93, respectively. The consensus recommendation remains a 'Buy', with a mean target price of $94.74 based on 23 analyst opinions.

About The Coca-Cola Company

The Coca-Cola Company is a leading beverage manufacturer known for its wide range of non-alcoholic drinks, including sparkling soft drinks, juices, and water. The company operates globally and is headquartered in Atlanta, GA. With a market cap of about $395.8 billion, Coca-Cola continues to be a dominant player in the beverage industry.

Bottom Line

Looking ahead, investors should watch for Coca-Cola's upcoming earnings report on October 27, 2026, to see how the company continues to perform in a competitive market. This new position by Charles Schwab Trust reflects ongoing interest in established companies in the consumer defensive sector, though it may not represent their current stance following the filing date.