Clear Trail Advisors LLC Has $3.98 Million Holdings in CocaCola Company (The) $KO

Clear Trail Advisors LLC raised its position in shares of CocaCola Company (The) (NYSE:KO) by 15.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 48,924 shares of the company’s stock after buying an additional 6,502 shares during the quarter. Clear Trail Advisors LLC’s holdings in CocaCola were worth $3,976,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in KO. Everpar Advisors LLC raised its holdings in shares of CocaCola by 0.9% during the second quarter. Everpar Advisors LLC now owns 14,504 shares of the company’s stock valued at $1,179,000 after acquiring an additional 125 shares during the period. Geneos Wealth Management Inc. boosted its stake in CocaCola by 0.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 40,879 shares of the company’s stock worth $3,109,000 after purchasing an additional 129 shares during the period. HORAN Wealth LLC boosted its stake in CocaCola by 3.9% in the 1st quarter. HORAN Wealth LLC now owns 3,458 shares of the company’s stock worth $263,000 after purchasing an additional 130 shares during the period. Wills Financial Group LLC grew its position in CocaCola by 1.3% during the 1st quarter. Wills Financial Group LLC now owns 10,170 shares of the company’s stock worth $816,000 after purchasing an additional 133 shares in the last quarter. Finally, Beacon Financial Advisory LLC grew its position in CocaCola by 0.5% during the 1st quarter. Beacon Financial Advisory LLC now owns 26,844 shares of the company’s stock worth $2,041,000 after purchasing an additional 136 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong earnings underpin investor confidence: Coca-Cola’s latest quarter exceeded expectations, with EPS of $0.97 versus the $0.93 consensus and revenue of $13.37 billion versus $13.17 billion expected. Revenue increased 6.2% year over year, while full-year 2026 guidance remains $3.27–$3.30 in EPS. The debates that matter for KO stock
• Positive Sentiment: Profit estimates are moving higher: Zacks Research raised its FY2026 EPS forecast to $3.29 from $3.26, FY2027 to $3.51 from $3.47 and FY2028 to $3.74 from $3.71. Several quarterly estimates were also increased, suggesting analysts see continued earnings momentum. Coca-Cola analyst estimates
• Positive Sentiment: Defensive and dividend characteristics remain attractive: Coca-Cola’s globally recognized brands, approximately 2.4% dividend yield and long dividend-growth record make KO appealing to income-oriented investors seeking stability while markets become less certain. Its long-standing Berkshire Hathaway holding also reinforces the stock’s “buy and hold” reputation. Warren Buffett stocks to buy and hold
• Neutral Sentiment: Investors are monitoring consumer pressure: Articles focus on gasoline prices, inflation data and their potential effect on household spending. Coca-Cola’s affordable beverage portfolio may prove relatively resilient, although sustained cost-of-living pressure could affect volumes or product mix. Coca-Cola and gasoline prices
• Neutral Sentiment: International bottler updates have limited direct impact: Coca-Cola İçecek’s disclosures about its regional bottling network and debt redemption relate primarily to the separate bottler, COLZF, rather than directly to KO. Coca-Cola Icecek bottling network
• Negative Sentiment: Valuation creates downside risk: After its recent rally, KO trades near 26 times earnings. Analysts are debating whether the premium is justified by Coca-Cola’s growth and margin performance, leaving less room for disappointment. Coca-Cola valuation analysis
• Negative Sentiment: Insider selling may weigh modestly on sentiment: Insider Sanket Ray sold 9,958 shares for about $861,000, reducing his direct holding by 13.8%. The transaction is not necessarily a fundamental warning, but it could attract attention at elevated share-price levels. Coca-Cola insider sale

Insider Buying and Selling

In related news, Chairman James Quincey sold 436,296 shares of the business’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the sale, the chairman owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. The trade was a 78.03% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 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, CFO John Murphy sold 152,483 shares of the stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $87.31, for a total value of $13,313,290.73. Following the completion of the transaction, the chief financial officer owned 279,917 shares in the company, valued at $24,439,553.27. This represents a 35.26% 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 90 days, insiders sold 1,433,535 shares of company stock worth $121,922,698. Insiders own 0.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the company. Morgan Stanley restated an “overweight” rating and issued a $100.00 target price (up from $89.00) on shares of CocaCola in a report on Wednesday, July 29th. Piper Sandler lifted their price target on CocaCola from $88.00 to $95.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Barclays upped their price target on CocaCola from $91.00 to $93.00 and gave the company an “overweight” rating in a research report on Thursday, July 30th. Evercore restated an “outperform” rating and set a $100.00 price objective on shares of CocaCola in a research report on Tuesday, July 28th. Finally, HSBC cut CocaCola from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 28th. Fifteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, CocaCola currently has an average rating of “Moderate Buy” and a consensus target price of $95.76.

CocaCola Trading Up 1.0%

Shares of NYSE:KO opened at $87.57 on Friday. The firm has a fifty day moving average of $83.35 and a two-hundred day moving average of $79.75. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $90.92. The firm has a market capitalization of $376.77 billion, a P/E ratio of 26.30, a price-to-earnings-growth ratio of 3.03 and a beta of 0.33.

CocaCola (NYSE:KO) last posted its quarterly 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 business had revenue of $13.37 billion for the quarter, compared to the consensus estimate of $13.17 billion. During the same period in the prior year, the business posted $0.87 earnings per share. 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 expect that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Announces Dividend

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

CocaCola Company 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.