Evelyn Partners Investment Management LLP Grows Stock Holdings in CocaCola Company (The) $KO

Evelyn Partners Investment Management LLP grew its position in CocaCola Company (The) (NYSE:KO) by 2.5% in the first quarter, HoldingsChannel reports. The institutional investor owned 993,773 shares of the company’s stock after acquiring an additional 23,903 shares during the period. CocaCola makes up 2.1% of Evelyn Partners Investment Management LLP’s portfolio, making the stock its 14th biggest holding. Evelyn Partners Investment Management LLP’s holdings in CocaCola were worth $75,576,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of KO. Eurizon SLJ Capital Ltd purchased a new stake in CocaCola during the 4th quarter worth about $552,000. Farther Finance Advisors LLC boosted its stake in shares of CocaCola by 38.1% in the 4th quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock valued at $7,802,000 after buying an additional 30,786 shares during the period. Greenberg Financial Group acquired a new position in shares of CocaCola during the fourth quarter worth about $507,000. King Luther Capital Management Corp grew its position in shares of CocaCola by 0.8% during the fourth quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock worth $269,330,000 after buying an additional 31,694 shares in the last quarter. Finally, Retirement Guys Formula LLC increased its stake in shares of CocaCola by 40.5% during the fourth quarter. Retirement Guys Formula LLC now owns 49,056 shares of the company’s stock worth $3,429,000 after buying an additional 14,130 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Retail investors have reportedly been buying KO ahead of earnings, adding to bullish momentum. Analysts expect approximately $0.92–$0.93 in quarterly EPS and $13.17 billion in revenue. Smart Investors Snap Up Coca-Cola Stock Ahead of Q2 Earnings
• Positive Sentiment: Coca-Cola’s defensive profile and dividend history continue to attract income-oriented investors. Its 2.58% dividend yield and record of maintaining payouts through market downturns support demand for the stock. Dividend Kings and Market Crashes
• Positive Sentiment: Investors are watching whether Coca-Cola can extend its recent performance advantage over PepsiCo. Strong brand equity and sustained demand remain key reasons for optimism before the results. Coca-Cola Q2 Preview
• Neutral Sentiment: The options market indicates that earnings could produce a significant move, with roughly $10.7 billion in market value potentially at stake. This signals elevated volatility rather than a clear directional outcome. Coca-Cola Earnings and Options Market
• Neutral Sentiment: Valuation signals are mixed: discounted-cash-flow analysis suggests KO may be undervalued, while earnings-based multiples appear expensive after a 67.7% five-year return. Coca-Cola Valuation Analysis
• Negative Sentiment: The elevated share price increases the risk of a disappointing reaction if Coca-Cola’s results, margins or forward guidance fail to meet expectations. Investors are specifically focused on margin pressure and whether full-year 2026 EPS guidance of $3.24–$3.27 remains achievable. Coca-Cola Earnings Preview and Risks

Insiders Place Their Bets

In other news, EVP Jennifer K. Mann sold 100,000 shares of the company’s stock in a transaction 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 transaction, the executive vice president directly owned 181,384 shares of the company’s stock, valued at $14,412,772.64. This represents a 35.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, 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, EVP Nancy Quan sold 31,625 shares of the stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the completion of the transaction, the executive vice president owned 223,330 shares of the company’s stock, valued at $18,074,096.90. This represents a 12.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is owned by corporate insiders.

CocaCola Trading Up 2.2%

NYSE KO opened at $84.08 on Tuesday. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09. The stock has a market capitalization of $361.77 billion, a P/E ratio of 26.44, a P/E/G ratio of 3.33 and a beta of 0.34. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $85.68. The firm has a 50-day moving average price of $81.49 and a 200 day moving average price of $78.24.

CocaCola (NYSE:KO) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, beating analysts’ consensus estimates of $0.81 by $0.05. The company had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The firm’s revenue for the quarter was up 11.4% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.73 EPS. Equities research analysts expect that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

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 issued a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s dividend payout ratio is currently 66.67%.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on KO shares. Morgan Stanley set a $89.00 price target on shares of CocaCola in a research note on Wednesday, June 10th. UBS Group raised their price objective on shares of CocaCola from $92.00 to $98.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Sanford C. Bernstein set a $83.00 price objective on CocaCola in a research report on Thursday, July 9th. Weiss Ratings raised CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Finally, Bank of America upped their price target on CocaCola from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Fourteen research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, CocaCola currently has an average rating of “Moderate Buy” and an average target price of $89.33.

CocaCola Profile

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.