CocaCola Company (The) $KO Shares Acquired by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC boosted its position in shares of CocaCola Company (The) (NYSE:KO) by 3.4% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 283,607 shares of the company’s stock after buying an additional 9,323 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in CocaCola were worth $23,049,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of KO. MCF Advisors LLC raised its position in CocaCola by 3.7% in the second quarter. MCF Advisors LLC now owns 36,196 shares of the company’s stock worth $2,959,000 after acquiring an additional 1,294 shares in the last quarter. Archford Capital Strategies LLC boosted its position in shares of CocaCola by 6.5% during the 2nd quarter. Archford Capital Strategies LLC now owns 6,017 shares of the company’s stock valued at $489,000 after purchasing an additional 368 shares in the last quarter. National Pension Service boosted its position in shares of CocaCola by 0.7% during the 2nd quarter. National Pension Service now owns 9,350,248 shares of the company’s stock valued at $759,895,000 after purchasing an additional 62,470 shares in the last quarter. Cidel Asset Management Inc. grew its stake in shares of CocaCola by 2,091.3% in the 2nd quarter. Cidel Asset Management Inc. now owns 361,934 shares of the company’s stock worth $29,414,000 after purchasing an additional 345,417 shares during the last quarter. Finally, Insight Wealth Partners LLC grew its stake in shares of CocaCola by 5.3% in the 2nd quarter. Insight Wealth Partners LLC now owns 3,636 shares of the company’s stock worth $296,000 after purchasing an additional 184 shares during the last quarter. 70.26% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

KO has been the topic of a number of research reports. Argus boosted their target price on shares of CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a report on Thursday, July 30th. Citigroup lifted their price target on shares of CocaCola from $97.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. JPMorgan Chase & Co. increased their price objective on CocaCola from $90.00 to $96.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Jefferies Financial Group increased their price objective on CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Finally, TD Cowen raised their price objective on CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $95.76.

CocaCola Trading Down 0.9%

NYSE KO opened at $87.53 on Thursday. The firm’s 50 day moving average price is $86.47 and its two-hundred day moving average price is $81.38. The stock has a market cap of $376.59 billion, a price-to-earnings ratio of 26.28, a PEG ratio of 3.44 and a beta of 0.34. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $92.49. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.12 and a current ratio of 1.30.

CocaCola (NYSE:KO) last issued its earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $13.17 billion. During the same quarter last year, the firm posted $0.87 earnings per share. CocaCola’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 EPS for the current year.

CocaCola Dividend Announcement

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

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Higher FY2027 earnings estimate: Zacks Research raised its forecast for Coca-Cola’s fiscal 2027 earnings to $3.52 per share from $3.51. Although the increase is modest, it reinforces expectations for continued earnings growth beyond the company’s current-year consensus estimate of $3.29. Zacks Research raises Coca-Cola FY2027 earnings estimate
• Positive Sentiment: Dividend durability supports the defensive case: Coca-Cola has reportedly increased its dividend for 64 consecutive years, strengthening its appeal to income-oriented investors. Its established brands, pricing power and global distribution also position the company as a potential hedge against inflation and a weaker dollar. Coca-Cola’s 64-year dividend increase Coca-Cola as a pricing-power stock
• Positive Sentiment: Management investor presentation: Coca-Cola presented at Barclays’ Global Consumer Staples Conference, giving investors an updated view of strategy and operating priorities. The supplied report does not identify a new guidance change or specific catalyst. Coca-Cola Barclays conference transcript
• Neutral Sentiment: Premiumization strategy: Coca-Cola is using pricing, packaging variety and brand strength to sell higher-value products while retaining affordable options. The approach could lift revenue and margins, but investors will monitor whether higher prices weaken demand. Coca-Cola’s premiumization strategy
• Neutral Sentiment: Competitive and historical coverage: Articles comparing Coca-Cola with PepsiCo highlight ongoing competition for consumer spending and dividend investors. A report on former executive Brian Dyson’s death is historical and is unlikely to affect current fundamentals. Pepsi versus Coca-Cola comparison Brian Dyson obituary

Insider Activity

In other CocaCola news, insider Bruno Pietracci sold 111,365 shares of the firm’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $90.93, for a total transaction of $10,126,419.45. Following the completion of the sale, the insider directly owned 41,365 shares in the company, valued at approximately $3,761,319.45. This trade represents a 72.92% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 145,947 shares of CocaCola stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $90.09, for a total value of $13,148,365.23. Following the transaction, the chairman directly owned 122,833 shares in the company, valued at approximately $11,066,024.97. This trade represents a 54.30% decrease in their position. The SEC filing for this sale provides additional information. 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. In the last three months, insiders sold 926,620 shares of company stock worth $83,075,714. Corporate insiders own 0.90% of the company’s stock.

About CocaCola

The Coca-Cola Company (NYSE: KO) is a global beverage company best known for its Coca-Cola soft drink, which was first introduced in 1886. The company was incorporated in 1892 and has grown into one of the world’s largest beverage businesses.

Its portfolio includes sparkling soft drinks such as Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite and Fanta, along with water, sports drinks, coffee, tea, juice and dairy-based beverages. Other brands associated with the company include Dasani, smartwater, Powerade, Minute Maid, Simply, Costa Coffee, fairlife and Topo Chico.

The Coca-Cola Company primarily develops, owns and markets beverage brands, while relying on a global network of independent bottling partners and distributors to manufacture, package and deliver many of its products.