CocaCola Company (The) $KO Shares Bought by JSF Financial LLC

JSF Financial LLC raised its holdings in shares of CocaCola Company (The) (NYSE:KO) by 514.4% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 19,840 shares of the company’s stock after buying an additional 16,611 shares during the quarter. JSF Financial LLC’s holdings in CocaCola were worth $1,708,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Louisbourg Investments Inc. acquired a new stake in shares of CocaCola in the first quarter worth $25,000. Guardian Partners Inc. purchased a new position in shares of CocaCola during the second quarter worth $27,000. Horizons Wealth Management purchased a new position in shares of CocaCola during the third quarter worth $31,000. Atomic Invest LLC lifted its position in CocaCola by 38.7% during the second quarter. Atomic Invest LLC now owns 437 shares of the company’s stock valued at $36,000 after purchasing an additional 122 shares during the period. Finally, Timbuktu Capital Management LLC acquired a new position in CocaCola during the second quarter valued at $41,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other CocaCola news, Chairman James Quincey sold 381,140 shares of the company’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $90.04, for a total transaction of $34,317,845.60. Following the completion of the transaction, the chairman directly owned 122,833 shares in the company, valued at approximately $11,059,883.32. This represents a 75.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible 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, insider Sanket Ray sold 9,958 shares of the company’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $86.50, for a total transaction of $861,367.00. Following the transaction, the insider owned 62,105 shares of the company’s stock, valued at $5,372,082.50. This represents a 13.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 926,620 shares of company stock worth $83,075,714. Insiders own 0.90% of the company’s stock.

CocaCola Stock Performance

Shares of KO stock opened at $95.32 on Friday. The company has a market capitalization of $410.12 billion, a P/E ratio of 28.63, a P/E/G ratio of 3.61 and a beta of 0.32. The business’s 50 day moving average is $89.01 and its two-hundred day moving average is $83.88. The company has a current ratio of 1.30, a quick ratio of 1.12 and a debt-to-equity ratio of 0.97. CocaCola Company has a 12-month low of $67.27 and a 12-month high of $95.37.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, beating the consensus estimate of $0.93 by $0.04. The company had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. CocaCola had a return on equity of 39.38% and a net margin of 28.56%. CocaCola’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period last year, the company earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Analysts expect that CocaCola Company will post 3.30 EPS for the current fiscal year.

CocaCola Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Tuesday, December 1st will be given a dividend of $0.53 per share. The ex-dividend date is Tuesday, December 1st. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.2%. CocaCola’s dividend payout ratio (DPR) is 63.66%.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Defensive-sector rotation: Investors moved toward reliable, dividend-paying consumer and healthcare companies as broader large-cap stocks weakened, benefiting Coca-Cola’s safe-haven profile. Defensive consumer stocks article
• Positive Sentiment: Encouraging earnings setup: Coca-Cola reports third-quarter results before the market opens on October 27. Analysts are looking for more than $12.9 billion in sales, while the company enters the report after six consecutive EPS beats and previously raised its 2026 organic-revenue and earnings-growth outlook. Coca-Cola third-quarter earnings preview
• Positive Sentiment: KFC distribution win: KFC plans to return Coca-Cola beverages to roughly 3,600 U.S. restaurants beginning in early 2027, replacing PepsiCo products. The agreement could provide incremental fountain-volume growth and reinforce Coca-Cola’s commercial momentum. Coca-Cola KFC agreement article
• Positive Sentiment: Marketing investment: Coca-Cola selected agency partners as part of a global marketing review focused on data, technology and artificial intelligence, while retaining WPP Open X as its global media partner in most markets. Management expects the effort to strengthen consumer connections and support long-term growth. Coca-Cola marketing agency announcement
• Neutral Sentiment: Valuation limits upside: After a roughly 30%-plus annual gain, Coca-Cola trades at about 28 times earnings. Investors increasingly need evidence that pricing power, volume growth and margins can justify the premium.
• Negative Sentiment: Operational and legal risks: Pre-earnings analysis points to weak volumes in some key markets, while a law firm is investigating potential class-action claims related to a reported data breach. These issues could pressure results or create reputational and financial costs. Coca-Cola data breach investigation

Analyst Ratings Changes

Several equities research analysts have commented on KO shares. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $93.00 price target (up from $83.00) on shares of CocaCola in a report on Wednesday, July 29th. Piper Sandler reaffirmed an “overweight” rating and set a $95.00 price target (up from $88.00) on shares of CocaCola in a research report on Wednesday, September 16th. Rothschild & Co Redburn lifted their price objective on CocaCola from $86.00 to $92.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. DZ Bank reissued a “buy” rating on shares of CocaCola in a report on Wednesday, July 29th. Finally, Evercore restated an “outperform” rating and issued a $100.00 target price (up from $88.00) on shares of CocaCola in a research note on Tuesday, July 28th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, CocaCola has a consensus rating of “Moderate Buy” and an average price target of $96.27.

CocaCola Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Founded in 1886, it is best known for Coca-Cola, one of the world’s most recognized soft drink brands.

The company owns, licenses, and markets a broad portfolio of beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, smartwater, Powerade, Minute Maid, Simply, fairlife, and Costa Coffee, among others.

The Coca-Cola Company serves consumers in more than 200 countries and territories through a system that includes company-operated operations, independent bottling partners, distributors, retailers, and food-service providers.