CocaCola Company (The) $KO Position Trimmed by TrueWealth Advisors LLC

TrueWealth Advisors LLC decreased its holdings in CocaCola Company (The) (NYSE:KO) by 53.3% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 6,564 shares of the company’s stock after selling 7,497 shares during the quarter. TrueWealth Advisors LLC’s holdings in CocaCola were worth $533,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of KO. Louisbourg Investments Inc. acquired a new position in shares of CocaCola in the first quarter worth about $25,000. Anfield Capital Management LLC raised its holdings in shares of CocaCola by 438.8% during the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after acquiring an additional 294 shares during the period. Headlands Technologies LLC acquired a new stake in shares of CocaCola during the second quarter valued at approximately $26,000. Evolution Wealth Management Inc. lifted its position 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 acquiring an additional 357 shares in the last quarter. Finally, Ankerstar Wealth LLC purchased a new stake in shares of CocaCola in the 4th quarter valued at approximately $30,000. Institutional investors own 70.26% of the company’s stock.

Insider Transactions at CocaCola

In other news, EVP Jennifer K. Mann sold 23,984 shares of the firm’s stock in a transaction on Wednesday, June 10th. The shares were 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 in the company, valued at approximately $13,128,734. This trade represents a 13.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman James Quincey sold 145,947 shares of CocaCola stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $90.09, for a total transaction of $13,148,365.23. Following the completion of the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at approximately $11,066,024.97. The trade was a 54.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. Over the last three months, insiders sold 1,455,202 shares of company stock valued at $123,620,742. Insiders own 0.90% of the company’s stock.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola is highlighted as a leading beverage-industry company, with brand strength and global distribution positioning it to benefit from continued demand and industry innovation. Zacks Industry Outlook The Coca-Cola, Monster, Fomento, Primo and The Vita Coco
• Positive Sentiment: Analysts and market commentary point to steady beverage demand, volume growth, margin improvement and a stronger cash-flow outlook as reasons Coca-Cola remains attractive among consumer-staples stocks. Coca-Cola Draws Focus As Beverage Demand Steadies Today
• Positive Sentiment: Emerging-market momentum and Coca-Cola’s affordability strategy may cushion weaker U.S. demand. Global growth is also cited as a support for the company’s raised 2026 outlook. Will Coca-Cola’s Emerging Market Expansion Offset U.S. Slowdown?
• Positive Sentiment: Coca-Cola’s long dividend-growth record continues to appeal to income-focused investors, although maintaining the payout depends on sustained earnings and cash-flow growth. Can Coca-Cola Keep Its Steady Payout Streak Intact This Year?
• Neutral Sentiment: Recent analyst coverage examines Coca-Cola’s target price and compares it with other major companies, suggesting investor sentiment remains constructive but dependent on valuation and future execution. What are Wall Street Analysts’ Target Price for Coca-Cola Stock?
• Negative Sentiment: After a roughly 24% gain in 2026, Coca-Cola is trading near a record high, leaving less room for disappointment. Its premium valuation could limit additional upside if growth slows. Up 24% in 2026, Is Coca-Cola a Buy Near an All-Time High?

CocaCola Stock Performance

Shares of KO stock opened at $87.06 on Friday. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $90.92. The stock’s 50-day moving average is $82.66 and its two-hundred day moving average is $79.27. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The firm has a market cap of $374.58 billion, a P/E ratio of 26.14, a PEG ratio of 3.04 and a beta of 0.33.

CocaCola (NYSE:KO) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04. The business had revenue of $13.37 billion during 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%.The firm’s revenue was up 6.2% on a year-over-year basis. During the same period in the previous year, the company earned $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Analysts predict that CocaCola Company will post 3.29 earnings per share for the current fiscal year.

CocaCola Announces Dividend

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

Wall Street Analyst Weigh In

Several research firms have weighed in on KO. Evercore reiterated an “outperform” rating and set a $100.00 price objective on shares of CocaCola in a research report on Tuesday, July 28th. Citigroup increased their target price on CocaCola from $97.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Argus raised their target price on CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a research report on Thursday, July 30th. Wells Fargo & Company lifted their price target on CocaCola from $90.00 to $95.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Finally, JPMorgan Chase & Co. lifted their price target on CocaCola from $90.00 to $96.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Fifteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $95.76.

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.