CX Institutional Sells 5,887 Shares of CocaCola Company (The) $KO

CX Institutional trimmed its position in CocaCola Company (The) (NYSE:KO) by 15.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 32,502 shares of the company’s stock after selling 5,887 shares during the quarter. CX Institutional’s holdings in CocaCola were worth $2,641,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC increased its holdings in CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after buying an additional 4,591 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of CocaCola by 3.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after acquiring an additional 293 shares during the period. Dynamic Technology Lab Private Ltd bought a new position in shares of CocaCola during the 1st quarter worth about $210,000. Jump Financial LLC boosted its position in shares of CocaCola by 450.5% during the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock valued at $2,800,000 after acquiring an additional 32,392 shares in the last quarter. Finally, Osterweis Capital Management Inc. increased its stake in CocaCola by 548.2% in the second quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock valued at $75,000 after acquiring an additional 899 shares during the period. 70.26% of the stock is owned by institutional investors.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Improved Middle East geopolitical tensions helped lift broader markets, providing a supportive backdrop for large-cap defensive stocks such as Coca-Cola. Coca-Cola in Focus as Eased Middle East Tension Lifts Markets
• Positive Sentiment: Coca-Cola remains a favored consumer-staples and dividend-growth name as weak consumer confidence and market volatility encourage investors to seek stable cash flow. Recent coverage also highlighted its strong second-quarter results and long dividend-growth record. Consumer Staples Stocks to Play Safe Amid Sinking Consumer Confidence
• Positive Sentiment: The latest quarter beat expectations, with earnings of $0.97 per share versus a $0.93 consensus and revenue of $13.37 billion versus $13.17 billion. Revenue rose 6.2% year over year, while full-year 2026 EPS guidance remains $3.27-$3.30. Coca-Cola Earnings and Guidance
• Neutral Sentiment: Coca-Cola appointed Luca Santandrea as general director for Poland and the Baltic operations. The change could support regional execution, although investors are also questioning whether KO is fully valued after its substantial gains this year. Coca-Cola Valuation Following Leadership Change
• Negative Sentiment: Expansion in China is creating near-term margin pressure. Investors may view the investment as strategically positive, but the added costs could weigh on profitability until growth scales. Coca-Cola Margin Hit From China Expansion
• Negative Sentiment: CFO John Murphy sold 152,483 shares worth approximately $13.3 million, reducing his direct holdings by about 35%. The filing attributed the sale to tax withholding on vested equity awards, which limits its bearish significance but may still weigh on sentiment. Coca-Cola CFO SEC Form 4 Filing

CocaCola Trading Down 0.5%

Shares of CocaCola stock opened at $86.47 on Wednesday. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $90.92. The stock has a market capitalization of $372.03 billion, a P/E ratio of 25.97, a price-to-earnings-growth ratio of 3.04 and a beta of 0.33. The company has a 50-day simple moving average of $82.26 and a 200 day simple moving average of $78.99. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The firm had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The company’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same period in the previous year, the business earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Research analysts expect that CocaCola Company will post 3.29 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be issued a $0.53 dividend. This represents a $2.12 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s payout ratio is presently 63.66%.

Insiders Place Their Bets

In related news, CFO John Murphy sold 152,483 shares of the stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the sale, the chief financial officer directly owned 279,917 shares in the company, valued at $24,439,553.27. This represents a 35.26% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 436,296 shares of the firm’s stock in a transaction on Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at $9,842,608.29. This represents a 78.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 1,655,202 shares of company stock worth $139,400,742 over the last ninety days. 0.90% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on KO shares. Wells Fargo & Company increased their price target on shares of CocaCola from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Argus lifted their price objective on CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a report on Thursday, July 30th. Piper Sandler upped their price objective on CocaCola from $88.00 to $95.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Jefferies Financial Group increased their target price on CocaCola from $95.00 to $104.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Finally, The Goldman Sachs Group restated a “neutral” rating and set a $86.00 target price (up from $82.00) on shares of CocaCola in a research report on Tuesday, July 28th. Fifteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $95.76.

CocaCola Company Profile

The Coca‑Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca‑Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready‑to‑drink teas and coffees, and other still beverages, marketed under both global and regional brand names.

Coca‑Cola’s brand portfolio includes widely recognized names such as Coca‑Cola, Diet Coke, Coca‑Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.