{"id":3239,"date":"2025-10-20T16:01:29","date_gmt":"2025-10-20T16:01:29","guid":{"rendered":"https:\/\/igorsplayground.com\/appcheckr\/constitution-capital-unloads-3-5-million-worth-of-coca-cola-nyse-ko-shares-should-investors-sell-too\/"},"modified":"2025-10-20T16:01:29","modified_gmt":"2025-10-20T16:01:29","slug":"constitution-capital-unloads-3-5-million-worth-of-coca-cola-nyse-ko-shares-should-investors-sell-too","status":"publish","type":"post","link":"https:\/\/igorsplayground.com\/appcheckr\/constitution-capital-unloads-3-5-million-worth-of-coca-cola-nyse-ko-shares-should-investors-sell-too\/","title":{"rendered":"Constitution Capital Unloads $3.5 Million Worth of Coca-Cola (NYSE: KO) Shares: Should Investors Sell Too?"},"content":{"rendered":"<p><\/p>\n<div>\n<p>On October 17, 2025, Constitution Capital revealed in a U.S. Securities and Exchange Commission filing that it sold shares of The Coca-Cola Company, with the estimated transaction valued at approximately $3.46 million, based on the average price for the quarter.<\/p>\n<h2 id=\"what-happened\">What happened<\/h2>\n<p>According to an <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1845531\/000195175725001173\/0001951757-25-001173-index.html\" target=\"_blank\">SEC filing<\/a> dated October 17, 2025, Constitution Capital reduced its position in <strong>The Coca-Cola Company<\/strong> <span class=\"font-bold whitespace-nowrap\" data-id=\"204186\">(<a class=\"ticker-symbol\" href=\"https:\/\/www.fool.com\/quote\/nyse\/ko\/\">KO<\/a><span class=\"text-red-900 ticker-change\"> -0.06%<\/span>)<\/span> by 50,233 shares during the quarter. <\/p>\n<p>The estimated value of the transaction was $3.46 million, based on the average closing price for the quarter. Following the sale, the fund&#8217;s holding stood at 57,436 shares, valued at $3.81 million at quarter-end.<\/p>\n<h2 id=\"what-else-to-know\">What else to know<\/h2>\n<p>This was a sell; The Coca-Cola Company now accounts for 1.78% of Constitution Capital&#8217;s 13F AUM as of September 30, 2025.<\/p>\n<p>Top holdings after the filing:<\/p>\n<ol>\n<li><strong>Microsoft<\/strong>: $62.76 million (29.3% of AUM) as of September 30, 2025<\/li>\n<li><strong>JPMorgan Chase<\/strong>: $12.49 million (5.8% of AUM) as of September 30, 2025<\/li>\n<li><strong>Home Depot<\/strong>: $9.74 million (4.6% of AUM) as of September 30, 2025<\/li>\n<li><strong>Nvidia<\/strong>: $9.01 million (4.2% of AUM) as of September 30, 2025<\/li>\n<li><strong>Walmart<\/strong>: $8.96 million (4.2% of AUM) as of September 30, 2025<\/li>\n<\/ol>\n<p>As of October 17, 2025, shares were priced at $68.44, down 2.1% over the prior year, underperforming the S&#038;P 500 by 14 percentage points over the past year.<\/p>\n<h2 id=\"company-overview\">Company Overview<\/h2>\n<div class=\"table-responsive\">\n<table>\n<tr>\n<th>Metric<\/th>\n<th>Value<\/th>\n<\/tr>\n<tr>\n<td>Price (as of market close 2025-10-17)<\/td>\n<td>$68.44<\/td>\n<\/tr>\n<tr>\n<td>Market Capitalization<\/td>\n<td>$294.54 billion<\/td>\n<\/tr>\n<tr>\n<td>Revenue (TTM)<\/td>\n<td>$47.06 billion<\/td>\n<\/tr>\n<tr>\n<td>Net Income (TTM)<\/td>\n<td>$12.18 billion<\/td>\n<\/tr>\n<\/table><\/div>\n<h2 id=\"company-snapshot\">Company Snapshot<\/h2>\n<p>The Coca-Cola Company:<\/p>\n<ul>\n<li>Offers a diversified portfolio of non-alcoholic beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy, and plant-based beverages under globally recognized brands such as Coca-Cola, Fanta, Sprite, Minute Maid, and Dasani.<\/li>\n<li>Generates revenue primarily through the manufacture and sale of beverage concentrates and syrups to bottling partners, as well as direct sales of finished beverages to retailers and distributors worldwide.<\/li>\n<li>Serves a broad customer base, including independent bottlers, distributors, wholesalers, restaurants, and convenience stores.<\/li>\n<\/ul>\n<p>The Coca-Cola Company is a global leader in the non-alcoholic beverage industry, leveraging an extensive brand portfolio and a vast distribution network to maintain significant market presence. Its strategy centers on brand strength and partnerships with independent bottlers to maximize reach and efficiency. Consistent profitability and a resilient business model underpin its competitive advantage in the consumer defensive sector.<\/p>\n<h2 id=\"foolish-take\">Foolish take<\/h2>\n<p>Constitution Capital has grown its portfolio allocation in Coca-Cola from 0.9% to 1.8% over the last two years\u2014even after last quarter&#8217;s sale. Along the way, it has had five quarters where it added shares and four quarters where it sold the stock, making it challenging to discern their strategy with Coca-Cola.<\/p>\n<p>Due to these varied trades on an otherwise incredibly steady stock, I don&#8217;t think investors should worry about the firm&#8217;s Coca-Cola sale last quarter. In fact, there&#8217;s an argument that the world&#8217;s largest beverage company is currently a &#8220;<a href=\"https:\/\/www.fool.com\/terms\/b\/buy-the-dip\/\">buy the dip<\/a>&#8221; candidate with its stock down 8% from its high this year. Lending credence to this notion, the company&#8217;s <a href=\"https:\/\/www.fool.com\/terms\/p\/pe-ratio\/\">price-to-earnings ratio<\/a> of 24 is also below its 5-year average of 27.<\/p>\n<p>That said, Coca-Cola&#8217;s days of outperforming the market are likely in the rearview mirror, so investors should temper their expectations for the company. Over the last decade, sales have only increased by 1% annually. However, with a 3% <a href=\"https:\/\/www.fool.com\/terms\/d\/dividend-yield\/\">dividend yield<\/a> and dividend payments that have been raised for 62 consecutive years, Coca-Cola could be a perfect bedrock holding for investors seeking passive income and stability.<\/p>\n<h2 id=\"glossary\">Glossary<\/h2>\n<p><strong>13F reportable assets:<\/strong> Securities holdings that institutional investment managers must disclose quarterly to the SEC on Form 13F.<br \/>\n    <strong>Assets under management (AUM):<\/strong> The total market value of investments managed on behalf of clients by a fund or firm.<br \/>\n    <strong>Quarter-end:<\/strong> The last day of a fiscal quarter, used as a reference point for financial reporting.<br \/>\n    <strong>Top holdings:<\/strong> The largest investments in a fund&#8217;s portfolio, typically ranked by market value or portfolio weight.<br \/>\n    <strong>Consumer defensive sector:<\/strong> Industry segment comprising companies that produce essential goods, less affected by economic cycles.<br \/>\n    <strong>Bottling partners:<\/strong> Independent companies licensed to manufacture, bottle, and distribute beverages for a brand owner.<br \/>\n    <strong>Distribution network:<\/strong> The system of channels and partners used to deliver products from manufacturers to end customers.<br \/>\n    <strong>Portfolio weight:<\/strong> The percentage of a portfolio&#8217;s total value allocated to a specific asset or holding.<br \/>\n    <strong>TTM:<\/strong> The 12-month period ending with the most recent quarterly report.<\/p>\n<\/div>\n<div>\n    <span class=\"article-disclosure\"><\/p>\n<p><em>JPMorgan Chase is an advertising partner of Motley Fool Money. <a href=\"https:\/\/www.fool.com\/author\/2146\/\">Josh Kohn-Lindquist<\/a> has positions in Coca-Cola and Nvidia. The Motley Fool has positions in and recommends Home Depot, JPMorgan Chase, Microsoft, Nvidia, and Walmart. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a <a href=\"https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/\">disclosure policy<\/a>.<\/em><\/p>\n<p><\/span>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>On October 17, 2025, Constitution Capital revealed in a U.S. Securities and Exchange Commission filing that it sold shares of The Coca-Cola Company, with the estimated transaction valued at approximately $3.46 million, based on the average price for the quarter. What happened According to an SEC filing dated October 17, 2025, Constitution Capital reduced its [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":3240,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[],"class_list":["post-3239","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stocks"],"_links":{"self":[{"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/posts\/3239","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/comments?post=3239"}],"version-history":[{"count":0,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/posts\/3239\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/media\/3240"}],"wp:attachment":[{"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/media?parent=3239"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/categories?post=3239"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/tags?post=3239"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}