Wealthcare Advisory Partners LLC Has $3.48 Million Stock Holdings in CocaCola Company (The) $KO

Wealthcare Advisory Partners LLC trimmed its holdings in shares of CocaCola Company (The) (NYSE:KO) by 12.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 42,824 shares of the company’s stock after selling 5,956 shares during the quarter. Wealthcare Advisory Partners LLC’s holdings in CocaCola were worth $3,480,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in KO. Everpar Advisors LLC lifted its holdings in shares of CocaCola by 0.9% during the second quarter. Everpar Advisors LLC now owns 14,504 shares of the company’s stock worth $1,179,000 after purchasing an additional 125 shares during the period. Geneos Wealth Management Inc. increased its holdings in CocaCola by 0.3% in the first quarter. Geneos Wealth Management Inc. now owns 40,879 shares of the company’s stock valued at $3,109,000 after purchasing an additional 129 shares during the period. HORAN Wealth LLC raised its position in CocaCola by 3.9% during the 1st quarter. HORAN Wealth LLC now owns 3,458 shares of the company’s stock worth $263,000 after purchasing an additional 130 shares during the last quarter. Wills Financial Group LLC lifted its holdings in CocaCola by 1.3% during the 1st quarter. Wills Financial Group LLC now owns 10,170 shares of the company’s stock worth $816,000 after buying an additional 133 shares during the period. Finally, Beacon Financial Advisory LLC lifted its holdings in CocaCola by 0.5% during the 1st quarter. Beacon Financial Advisory LLC now owns 26,844 shares of the company’s stock worth $2,041,000 after buying an additional 136 shares during the period. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola Stock Performance

KO stock opened at $86.78 on Thursday. The firm has a market cap of $373.38 billion, a PE ratio of 26.06, a price-to-earnings-growth ratio of 3.02 and a beta of 0.33. The company has a current ratio of 1.30, a quick ratio of 1.12 and a debt-to-equity ratio of 0.97. The stock has a 50-day moving average price of $83.14 and a 200-day moving average price of $79.65. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $90.92.

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

CocaCola Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be issued a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Tuesday, September 15th. CocaCola’s dividend payout ratio is presently 63.66%.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong results and outlook support the rally: Coca-Cola’s latest quarter exceeded consensus estimates, with $0.97 in EPS and $13.37 billion in revenue. Sales increased 6.2% year over year, and management’s 2026 EPS guidance remains above $3.27 at the midpoint. Investors are now focused on whether momentum can continue through the second half. The debates that matter for KO stock
• Positive Sentiment: Analysts raised longer-term estimates: Zacks Research increased its FY2026 EPS estimate to $3.29 from $3.26, FY2027 to $3.51 from $3.47, and FY2028 to $3.74 from $3.71. It also lifted several quarterly forecasts, signaling confidence in Coca-Cola’s earnings trajectory despite a modest reduction to its Q3 2026 estimate. Coca-Cola analyst estimates
• Positive Sentiment: Income and defensive characteristics remain attractive: Coca-Cola’s long dividend-growth record, approximately 2.4% indicated yield, and status as a major Berkshire Hathaway holding continue to appeal to income-oriented investors. Coca-Cola dividend streak
• Neutral Sentiment: Valuation is the key debate: KO trades at a premium multiple of roughly 26 times earnings. Strong growth and margin expansion may justify part of that premium, but the elevated valuation leaves less room for execution disappointments or slowing consumer demand. Coca-Cola valuation analysis
• Negative Sentiment: Insider selling could weigh on sentiment: Insider Sanket Ray sold 9,958 shares worth approximately $861,000, reducing his direct holdings by 13.8%. The transaction is not necessarily a fundamental warning, but it adds a cautionary signal after the stock’s strong advance. Coca-Cola insider stock sale

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on KO. Wells Fargo & Company increased their price target on CocaCola from $90.00 to $95.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. JPMorgan Chase & Co. lifted their price objective on CocaCola from $90.00 to $96.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. TD Cowen upped their target price on CocaCola from $90.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Argus increased their target price on shares of CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research report on Thursday, July 30th. Finally, Weiss Ratings restated a “buy (b+)” rating on shares of CocaCola in a report on Friday, July 31st. Fifteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $95.76.

Insider Activity at CocaCola

In other news, insider Bruno Pietracci sold 75,727 shares of CocaCola stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $89.65, for a total value of $6,788,925.55. Following the completion of the sale, the insider owned 35,393 shares in the company, valued at $3,172,982.45. The trade was a 68.15% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 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. Also, insider Sanket Ray sold 9,958 shares of the business’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $86.50, for a total transaction of $861,367.00. Following the transaction, the insider owned 62,105 shares in the company, valued at $5,372,082.50. The trade was a 13.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,465,160 shares of company stock worth $124,482,109. Corporate insiders own 0.90% of the company’s stock.

CocaCola 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.