Strategic Advisors LLC Trims Position in CocaCola Company (The) $KO

Strategic Advisors LLC cut its holdings in CocaCola Company (The) (NYSE:KO) by 48.7% in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 10,718 shares of the company’s stock after selling 10,189 shares during the period. Strategic Advisors LLC’s holdings in CocaCola were worth $871,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Norges Bank acquired a new position in CocaCola in the fourth quarter valued at $3,865,807,000. Cardano Risk Management B.V. boosted its stake in CocaCola by 867.2% in the 4th quarter. Cardano Risk Management B.V. now owns 14,432,190 shares of the company’s stock worth $1,008,954,000 after buying an additional 12,939,959 shares during the last quarter. Marshall Wace LLP boosted its stake in CocaCola by 1,206.9% in the 4th quarter. Marshall Wace LLP now owns 10,641,007 shares of the company’s stock worth $743,913,000 after buying an additional 9,826,768 shares during the last quarter. Bank of America Corp DE grew its holdings in CocaCola by 29.2% in the 4th quarter. Bank of America Corp DE now owns 40,182,323 shares of the company’s stock valued at $2,809,146,000 after buying an additional 9,078,447 shares during the period. Finally, Capital World Investors grew its holdings in CocaCola by 98.7% in the 4th quarter. Capital World Investors now owns 12,573,527 shares of the company’s stock valued at $879,015,000 after buying an additional 6,246,627 shares during the period. Hedge funds and other institutional investors own 70.26% of the company’s stock.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Defensive-sector demand is supporting KO. Market commentary points to Coca-Cola’s stable cash flows and relatively low volatility as attractive while investors seek safety and quality amid changing interest-rate expectations. Why is Coca-Cola drawing steady demand as staples turn defensive today?
• Positive Sentiment: Zacks upgraded Coca-Cola to Rank #2, or “Buy.” The upgrade reflects improving expectations for the company’s earnings prospects and could provide a near-term sentiment boost. Coca-Cola upgraded to Buy
• Positive Sentiment: Recent operating momentum remains constructive. Coca-Cola’s latest quarter included revenue growth of about 6% year over year and an earnings beat, while the company maintains fiscal 2026 EPS guidance of $3.27–$3.30.
• Neutral Sentiment: Institutional positioning is mixed but leans supportive. More institutions added KO shares than reduced them in the latest quarter, with notable additions from JPMorgan, Geode and Capital World Investors, although BlackRock, Capital Research and Invesco trimmed positions.
• Neutral Sentiment: Analyst support is positive, but valuation may limit upside. Barclays and JPMorgan maintain “Overweight” ratings, while the reported median price target of $89.50 is close to the current trading level. Commentary also describes the valuation as stretched. Coca-Cola upgraded to Buy
• Negative Sentiment: Insider selling is a cautionary signal. Company insiders made 30 open-market sales and no purchases over the past six months, including substantial sales by Chairman James Quincey and other senior executives.

CocaCola Stock Performance

CocaCola stock opened at $89.63 on Monday. The stock’s 50-day moving average is $85.32 and its 200-day moving average is $80.85. The company has a market cap of $385.64 billion, a price-to-earnings ratio of 26.92, a price-to-earnings-growth ratio of 3.13 and a beta of 0.33. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $92.49.

CocaCola (NYSE:KO) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share 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 business had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. During the same period in the previous year, the company posted $0.87 EPS. The company’s 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. Equities analysts anticipate that CocaCola Company will post 3.29 earnings per share for the current year.

CocaCola Dividend Announcement

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 given a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s payout ratio is 63.66%.

Insider Activity

In other CocaCola news, EVP Jennifer K. Mann sold 100,000 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the completion of the sale, the executive vice president directly owned 181,384 shares in the company, valued at $14,412,772.64. The trade was a 35.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 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, CFO John Murphy sold 152,483 shares of the stock in a transaction 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 completion of the sale, the chief financial officer directly owned 279,917 shares of the company’s stock, valued at $24,439,553.27. The trade was a 35.26% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 1,594,900 shares of company stock valued at $136,568,617 over the last quarter. 0.90% of the stock is owned by insiders.

Wall Street Analyst Weigh In

KO has been the topic of several recent analyst reports. Barclays increased their price objective on shares of CocaCola from $91.00 to $93.00 and gave the stock an “overweight” rating in a report on Thursday, July 30th. Piper Sandler boosted their target price on shares of CocaCola from $88.00 to $95.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Seaport Research Partners set a $95.00 price target on shares of CocaCola in a research report on Friday, August 14th. Morgan Stanley reaffirmed an “overweight” rating and set a $100.00 price target (up from $89.00) on shares of CocaCola in a research note on Wednesday, July 29th. Finally, Wells Fargo & Company lifted their price target on shares of CocaCola from $90.00 to $95.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Fifteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price 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.