9,483 Shares in CocaCola Company (The) $KO Bought by Strategic Investment Advisors MI

Strategic Investment Advisors MI purchased a new position in shares of CocaCola Company (The) (NYSE:KO) during the 1st quarter, HoldingsChannel reports. The firm purchased 9,483 shares of the company’s stock, valued at approximately $721,000.

Several other hedge funds and other institutional investors have also made changes to their positions in KO. Anfield Capital Management LLC lifted its stake in CocaCola by 438.8% in the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after acquiring an additional 294 shares during the last quarter. Louisbourg Investments Inc. purchased a new stake in shares of CocaCola in the 1st quarter valued at approximately $25,000. Headlands Technologies LLC purchased a new stake in shares of CocaCola in the 2nd quarter valued at approximately $26,000. Evolution Wealth Management Inc. raised its holdings in shares of CocaCola by 1,081.8% in the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after purchasing an additional 357 shares in the last quarter. Finally, Daytona Street Capital LLC acquired a new stake in shares of CocaCola in the 4th quarter valued at $29,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong second-quarter results remain the main catalyst. Coca-Cola reported adjusted EPS of $0.97, topping the $0.93 consensus, while revenue rose 6.2% year over year to $13.37 billion, ahead of the $13.17 billion estimate. Global unit-case volume increased 5%, and management raised its 2026 outlook, supporting expectations for continued earnings growth. Coca-Cola Q2 2026 Earnings Call Highlights
• Positive Sentiment: World Cup marketing boosted demand. Management credited FIFA World Cup activation with helping deliver the company’s strongest quarterly volume growth in 17 years. Pricing, product mix, zero-sugar beverages and Fairlife also contributed to broad-based growth across regions. KO Q2 Earnings Call Highlights
• Positive Sentiment: Analyst sentiment improved. Jefferies raised its price target to $104, while TD Cowen and Citigroup moved to $100 and JPMorgan increased its target to $96. Argus also raised its target to $97 and assigned a Buy rating, reinforcing the bullish response to the earnings report.
• Neutral Sentiment: Fairlife’s ransomware disruption appears contained. A cyberattack shut down all four U.S. Fairlife plants for 11 days in July, but Coca-Cola said most production has resumed, reducing the risk of a prolonged supply or financial impact. Coca-Cola keeps beating its rivals, and Wall Street noticed
• Negative Sentiment: Valuation is limiting additional upside. After a substantial 2026 rally and trading near its yearly high, Coca-Cola’s P/E near 27 has prompted caution. HSBC downgraded the stock to Hold, arguing that PepsiCo may offer better value.
• Negative Sentiment: Recent insider sales add a modest overhang. Chairman James Quincey sold roughly $47.5 million of shares, and insider Bruno Pietracci sold about $6.8 million. The transactions were made under pre-arranged Rule 10b5-1 plans to cover tax withholding on vested equity awards, making them less concerning than discretionary selling but still a potential sentiment headwind.

Analyst Ratings Changes

A number of equities analysts recently commented on KO shares. HSBC downgraded shares of CocaCola from a “strong-buy” rating to a “hold” rating in a research note on Tuesday. Piper Sandler raised their price target on CocaCola from $88.00 to $95.00 and gave the company an “overweight” rating in a research note on Wednesday. UBS Group set a $104.00 price target on CocaCola and gave the stock a “buy” rating in a report on Wednesday. Truist Financial set a $88.00 price objective on CocaCola in a research report on Friday, June 26th. Finally, Bank of America increased their price objective on CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a report on Friday, July 10th. Fifteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, CocaCola has an average rating of “Moderate Buy” and an average target price of $95.76.

Insider Transactions at CocaCola

In other CocaCola news, EVP Jennifer K. Mann sold 23,984 shares of CocaCola stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total transaction of $2,000,505.44. Following the transaction, the executive vice president owned 157,400 shares of the company’s stock, valued at $13,128,734. The trade was a 13.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Nancy Quan sold 31,625 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $80.93, for a total value of $2,559,411.25. Following the completion of the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at approximately $18,074,096.90. This represents a 12.40% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 1,502,719 shares of company stock worth $126,087,452 over the last three months. 0.90% of the stock is currently owned by company insiders.

CocaCola Trading Down 0.6%

Shares of CocaCola stock opened at $88.53 on Friday. The company has a fifty day simple moving average of $81.92 and a 200-day simple moving average of $78.65. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $90.92. The company has a current ratio of 1.30, a quick ratio of 1.15 and a debt-to-equity ratio of 0.97. The stock has a market cap of $380.90 billion, a price-to-earnings ratio of 26.59, a PEG ratio of 3.59 and a beta of 0.34.

CocaCola (NYSE:KO) last announced its quarterly 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 net margin of 28.56% and a return on equity of 39.38%. The firm had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. During the same period last year, the business earned $0.87 EPS. CocaCola’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 3.28 EPS for the current fiscal year.

CocaCola Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be issued a dividend of $0.53 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.4%. CocaCola’s dividend payout ratio (DPR) is presently 66.67%.

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.