9,049 CocaCola Company (The) $KO Shares Acquired by Turtle Creek Wealth Advisors LLC

Turtle Creek Wealth Advisors LLC raised its stake in CocaCola Company (The) (NYSE:KO) by 4.1% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 228,439 shares of the company’s stock after purchasing an additional 9,049 shares during the period. CocaCola accounts for approximately 1.0% of Turtle Creek Wealth Advisors LLC’s holdings, making the stock its 23rd biggest holding. Turtle Creek Wealth Advisors LLC’s holdings in CocaCola were worth $19,664,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of KO. WealthPlan Investment Management LLC increased its holdings in shares of CocaCola by 9.3% in the 3rd quarter. WealthPlan Investment Management LLC now owns 89,110 shares of the company’s stock valued at $7,671,000 after acquiring an additional 7,611 shares during the last quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors lifted its stake in CocaCola by 6.1% during the third quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 6,721 shares of the company’s stock worth $579,000 after purchasing an additional 384 shares during the last quarter. Kellett Wealth Advisors LLC lifted its stake in CocaCola by 3.3% during the third quarter. Kellett Wealth Advisors LLC now owns 5,884 shares of the company’s stock worth $507,000 after purchasing an additional 188 shares during the last quarter. HBW Advisory Services LLC boosted its holdings in CocaCola by 8.0% in the third quarter. HBW Advisory Services LLC now owns 20,092 shares of the company’s stock worth $1,730,000 after purchasing an additional 1,483 shares during the period. Finally, KG Capital Management boosted its holdings in CocaCola by 36.8% in the third quarter. KG Capital Management now owns 5,623 shares of the company’s stock worth $484,000 after purchasing an additional 1,514 shares during the period. Institutional investors own 70.26% of the company’s stock.

CocaCola Price Performance

Shares of NYSE:KO traded up $0.73 during trading on Thursday, reaching $92.51. The company had a trading volume of 7,469,588 shares, compared to its average volume of 16,812,227. The firm’s fifty day moving average is $88.24 and its 200 day moving average is $83.16. The firm has a market capitalization of $398.02 billion, a PE ratio of 27.78, a price-to-earnings-growth ratio of 3.51 and a beta of 0.32. CocaCola Company has a twelve month low of $67.16 and a twelve month high of $94.10. 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 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The firm had revenue of $13.37 billion during the quarter, compared to analysts’ expectations of $13.17 billion. During the same period last year, the firm posted $0.87 earnings per share. 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. On average, equities analysts forecast that CocaCola Company will post 3.30 EPS for the current year.

Analyst Ratings Changes

A number of analysts have weighed in on KO shares. UBS Group set a $104.00 target price on shares of CocaCola and gave the stock a “buy” rating in a report on Wednesday, July 29th. DZ Bank reaffirmed a “buy” rating on shares of CocaCola in a report on Wednesday, July 29th. Weiss Ratings raised shares of CocaCola from a “buy (a-)” rating to a “buy (a+)” rating in a research report on Thursday, October 8th. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of CocaCola from $92.00 to $98.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Finally, Royal Bank Of Canada increased their price objective on shares of CocaCola from $87.00 to $96.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $96.05.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong market momentum: KO has gained about 34% in 2026 and recently outperformed broader consumer-staples benchmarks. The move above its 50-day moving average is viewed as a bullish technical signal, reflecting investor confidence in Coca-Cola’s brand strength, pricing power, product innovation and operational efficiency. Coca-Cola Stock Breaks Above 50-Day Moving Average
• Positive Sentiment: Favorable analyst and sector sentiment: Coca-Cola’s average brokerage recommendation remains equivalent to “Buy,” while the company was highlighted among high-performing consumer-staples stocks with favorable earnings trends and defensive portfolio characteristics. Brokers Suggest Investing in Coca-Cola
• Positive Sentiment: Relative defensive appeal: KO gained while the broader market declined, reinforcing its reputation as a lower-volatility consumer-staples holding. Its beta of 0.32 and long dividend-growth record may be attracting investors seeking stability. Coca-Cola Gains As Market Dips
• Neutral Sentiment: Upcoming catalysts: Investors are monitoring Coca-Cola’s third-quarter earnings report, expected October 27, along with reports about a possible Costa Coffee sale. Heavy investor searches and ongoing portfolio discussions may increase attention but do not represent a fundamental change by themselves. Coca-Cola Stock Today and Upcoming Catalysts
• Negative Sentiment: Valuation and cash-flow risks: With a P/E ratio near 28 and shares close to the 52-week high, further gains may require continued earnings growth. Commentary also notes that Coca-Cola’s dividend payments exceeded free cash flow by billions last year, raising questions about long-term dividend sustainability despite its 63-year increase streak. Coca-Cola Dividend Sustainability

Insider Activity at CocaCola

In other news, CFO John Murphy sold 152,483 shares of the company’s 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. This represents a 35.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 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 on Monday, August 10th. The shares were sold at an average price of $86.50, for a total value of $861,367.00. Following the completion of the transaction, the insider owned 62,105 shares of the company’s stock, valued at $5,372,082.50. This trade represents a 13.82% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 926,620 shares of company stock valued at $83,075,714 over the last ninety days. Company insiders own 0.90% of the company’s stock.

CocaCola Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Its portfolio includes sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and other ready-to-drink products. The company’s best-known brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, Powerade, Minute Maid, fairlife, and Georgia Coffee.

Founded in 1886, the company develops, owns, licenses, markets, and distributes beverage brands through a network of bottling partners, distributors, retailers, and food-service operators.