Payden & Rygel Has $7.35 Million Stock Holdings in CocaCola Company (The) $KO

Payden & Rygel lifted its holdings in shares of CocaCola Company (The) (NYSE:KO) by 361.0% during the 2nd quarter, Holdings Channel reports. The firm owned 90,410 shares of the company’s stock after purchasing an additional 70,800 shares during the quarter. Payden & Rygel’s holdings in CocaCola were worth $7,348,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Anfield Capital Management LLC lifted its stake in CocaCola by 438.8% in the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after buying an additional 294 shares during the period. Louisbourg Investments Inc. bought a new position in CocaCola during the first quarter worth $25,000. Headlands Technologies LLC bought a new position in shares of CocaCola during the 2nd quarter worth about $26,000. Evolution Wealth Management Inc. boosted its holdings in CocaCola by 1,081.8% in the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after acquiring an additional 357 shares in the last quarter. Finally, Guardian Partners Inc. acquired a new stake in CocaCola in the 2nd quarter valued at $27,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analyst coverage remains generally supportive, with brokers highlighting Coca-Cola as an investment candidate. Recent quarterly results also exceeded expectations, with earnings and revenue above consensus and revenue growth of 6.2% year over year. Brokers Suggest Investing in Coca-Cola
• Positive Sentiment: Investors have been seeking established, lower-volatility companies, helping Coca-Cola reach an all-time high and break above $90 for the first time. Its strong brand portfolio and defensive characteristics may be attractive amid market uncertainty. Coca-Cola Hits All-Time High
• Positive Sentiment: Coca-Cola’s long dividend record continues to support its appeal to income-focused investors. Berkshire Hathaway reportedly receives approximately $848 million annually from its Coca-Cola holdings, underscoring the scale and consistency of the payout. Dividend King Pays Berkshire
• Neutral Sentiment: Coverage is also examining Coca-Cola’s cash flow and dividend sustainability as interest rates and bond yields rise. Higher yields could increase the relative appeal of fixed-income investments, although Coca-Cola’s recurring cash generation remains central to its income-investor case. Coca-Cola Cash Flow as Yields Rise
• Negative Sentiment: Executive Vice President Nancy Quan sold 50,000 shares worth about $4.5 million. The filing states the sale covered tax withholding tied to vested equity awards, reducing its negative signaling value, though it may create modest near-term selling pressure.

CocaCola Stock Performance

KO stock opened at $90.91 on Monday. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97. The firm has a market cap of $391.14 billion, a PE ratio of 27.30, a P/E/G ratio of 3.18 and a beta of 0.33. The business has a 50 day moving average of $84.27 and a 200-day moving average of $80.41. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $91.86.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The business had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. During the same period last year, the company posted $0.87 earnings per share. CocaCola’s quarterly revenue 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, sell-side analysts expect that CocaCola Company will post 3.29 earnings per share for the current year.

CocaCola Dividend Announcement

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 paid a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Tuesday, September 15th. CocaCola’s payout ratio is presently 63.66%.

Insider Activity at CocaCola

In related news, EVP Nancy Quan sold 50,000 shares of the firm’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the completion of the sale, the executive vice president owned 223,330 shares in the company, valued at approximately $20,186,798.70. This trade represents a 18.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Bruno Pietracci sold 75,727 shares of the firm’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $89.65, for a total transaction of $6,788,925.55. Following the sale, the insider owned 35,393 shares of the company’s stock, valued at $3,172,982.45. This trade represents a 68.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. Over the last ninety days, insiders sold 1,483,535 shares of company stock worth $126,442,198. 0.90% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on KO shares. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of CocaCola in a research report on Friday, July 31st. Jefferies Financial Group increased their price target on CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Evercore restated an “outperform” rating and set a $100.00 price objective on shares of CocaCola in a research note on Tuesday, July 28th. Truist Financial set a $88.00 target price on shares of CocaCola in a research note on Friday, June 26th. Finally, Sanford C. Bernstein reissued a “market perform” rating and set a $93.00 price target on shares of CocaCola in a research report on Wednesday, July 29th. Fifteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $95.76.

About CocaCola

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.