MASTERINVEST Kapitalanlage GmbH Trims Position in CocaCola Company (The) $KO

MASTERINVEST Kapitalanlage GmbH decreased its stake in shares of CocaCola Company (The) (NYSE:KO) by 24.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 118,512 shares of the company’s stock after selling 38,969 shares during the quarter. CocaCola makes up 0.8% of MASTERINVEST Kapitalanlage GmbH’s portfolio, making the stock its 22nd largest position. MASTERINVEST Kapitalanlage GmbH’s holdings in CocaCola were worth $9,631,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently added to or reduced their stakes in the company. Lantern Wealth Advisors LLC boosted its holdings in shares of CocaCola by 3.6% in the second quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company’s stock valued at $270,000 after purchasing an additional 115 shares during the period. Paragon Private Wealth Management LLC increased its holdings in CocaCola by 1.4% during the 2nd quarter. Paragon Private Wealth Management LLC now owns 8,726 shares of the company’s stock worth $709,000 after purchasing an additional 123 shares during the period. Everpar Advisors LLC increased its holdings in CocaCola by 0.9% during the 2nd 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. raised its position in CocaCola by 0.3% during the 1st 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 in the last quarter. Finally, 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 valued at $263,000 after purchasing an additional 130 shares in the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analyst-model upgrade supports the shares. Zacks upgraded Coca-Cola to Rank #2 (Buy), citing improving earnings prospects. The company’s latest quarter also showed momentum, with revenue up 6.2% year over year and EPS of $0.97 exceeding consensus by $0.04. Coca-Cola Upgraded to Buy: Here’s What You Should Know
• Positive Sentiment: Defensive positioning is attracting demand. Market commentary indicates investors are favoring staples such as KO amid a more defensive trading environment. Coca-Cola’s relatively stable demand, strong margins and dividend profile can benefit from this rotation. Why is Coca-Cola drawing steady demand as staples turn defensive today?
• Positive Sentiment: Brand marketing could support seasonal sales. Coca-Cola launched a Fanta Halloween campaign designed to expand the brand’s presence during another major holiday period. The initiative is strategically positive, although its direct financial impact is not yet quantified. Coca-Cola launches Fanta Halloween campaign
• Neutral Sentiment: Post-earnings momentum is being reassessed. KO has gained since its latest earnings report, but analysts are watching estimate revisions and forward guidance to determine whether that performance can continue. Management’s full-year 2026 EPS guidance is $3.27–$3.30. Coca-Cola Up 1.1% Since Last Earnings Report: Can It Continue?
• Negative Sentiment: Higher bond yields pressure dividend-stock valuations. The 30-year Treasury yield has moved above 5.2%, making government bonds more competitive with Coca-Cola’s dividend and potentially weighing on income-oriented demand. The 30-Year U.S. Treasury Bond Now Has a Higher Yield Than Ford and Coca-Cola

Analysts Set New Price Targets

A number of research firms have recently issued reports on KO. Royal Bank Of Canada increased their price target on CocaCola from $87.00 to $96.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. Morgan Stanley reaffirmed an “overweight” rating and issued a $100.00 price objective (up from $89.00) on shares of CocaCola in a research note on Wednesday, July 29th. Sanford C. Bernstein reiterated a “market perform” rating and set a $93.00 target price on shares of CocaCola in a report on Wednesday, July 29th. Jefferies Financial Group raised their target price on shares of CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Finally, Truist Financial set a $88.00 price target on shares of CocaCola in a report on Friday, June 26th. Fifteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, CocaCola currently has a consensus rating of “Moderate Buy” and an average price target of $95.76.

CocaCola Trading Down 1.0%

Shares of NYSE:KO opened at $89.16 on Friday. The company has a market capitalization of $383.59 billion, a PE ratio of 26.77, a P/E/G ratio of 3.14 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. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $92.49. The business’s fifty day simple moving average is $85.12 and its 200-day simple moving average is $80.76.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share 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 firm had revenue of $13.37 billion during the quarter, compared to analysts’ expectations of $13.17 billion. During the same period in the prior year, the business posted $0.87 EPS. The firm’s quarterly revenue was up 6.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities research analysts predict that CocaCola Company will post 3.29 earnings per share for the current fiscal year.

CocaCola Announces Dividend

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

Insider Buying and Selling at CocaCola

In related news, Chairman James Quincey sold 145,947 shares of the business’s stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $90.09, for a total transaction of $13,148,365.23. Following the completion of the transaction, the chairman owned 122,833 shares in the company, valued at $11,066,024.97. The trade was a 54.30% 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 stock in a transaction that occurred 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 sale, the insider directly owned 62,105 shares of the company’s stock, 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. In the last quarter, insiders sold 1,594,900 shares of company stock valued at $136,568,617. 0.90% of the stock is currently owned by corporate insiders.

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.