Allworth Financial LP boosted its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 16.9% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 732,270 shares of the company’s stock after purchasing an additional 105,770 shares during the quarter. Allworth Financial LP’s holdings in CocaCola were worth $59,512,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. West Family Investments Inc. boosted its stake in shares of CocaCola by 8.9% in the 2nd quarter. West Family Investments Inc. now owns 21,005 shares of the company’s stock valued at $1,707,000 after purchasing an additional 1,710 shares in the last quarter. Empirical Finance LLC increased its position in shares of CocaCola by 3.5% during the 2nd quarter. Empirical Finance LLC now owns 134,955 shares of the company’s stock worth $10,968,000 after purchasing an additional 4,536 shares in the last quarter. Nykredit A S bought a new position in CocaCola during the 2nd quarter valued at about $76,321,000. Parkside Financial Bank & Trust lifted its holdings in CocaCola by 0.5% during the 2nd quarter. Parkside Financial Bank & Trust now owns 35,550 shares of the company’s stock valued at $2,889,000 after purchasing an additional 182 shares during the last quarter. Finally, Second Line Capital LLC boosted its position in CocaCola by 17.6% in the second quarter. Second Line Capital LLC now owns 9,713 shares of the company’s stock valued at $795,000 after buying an additional 1,454 shares in the last quarter. 70.26% of the stock is owned by institutional investors.
CocaCola Price Performance
Shares of CocaCola stock traded up $0.31 during midday trading on Tuesday, reaching $88.38. The company had a trading volume of 19,405,566 shares, compared to its average volume of 17,077,551. The company has a current ratio of 1.30, a quick ratio of 1.12 and a debt-to-equity ratio of 0.97. The company has a market capitalization of $380.27 billion, a price-to-earnings ratio of 26.54, a price-to-earnings-growth ratio of 3.43 and a beta of 0.34. The stock has a fifty day simple moving average of $86.20 and a 200 day simple moving average of $81.26. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $92.49.
CocaCola Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be given a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, September 15th. CocaCola’s payout ratio is presently 63.66%.
Insider Buying and Selling
In related news, Chairman James Quincey sold 145,947 shares of CocaCola stock in a transaction that occurred 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 transaction, the chairman owned 122,833 shares of the company’s stock, valued at $11,066,024.97. This trade represents a 54.30% decrease in their position. The transaction was disclosed in a legal filing 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Nancy Quan sold 50,000 shares of the stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the completion of the sale, the executive vice president owned 223,330 shares in the company, valued at approximately $20,186,798.70. This trade represents a 18.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 950,604 shares of company stock worth $85,076,219 over the last quarter. Insiders own 0.90% of the company’s stock.
Trending Headlines about CocaCola
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Coca-Cola’s premiumization strategy is expanding sales through higher-priced products, varied packaging and brand strength, while maintaining lower-priced options to preserve affordability. The strategy could support revenue and margins, although execution remains important. Coca-Cola’s Premiumization Push: Smart Strategy or Risky Move?
- Positive Sentiment: Analysts and market commentators point to two return drivers for KO: business growth and shareholder distributions, including dividends and potential compounding from reinvestment. This helps explain the stock’s strong 2026 performance. Why Coca-Cola Is Outperforming
- Positive Sentiment: Coca-Cola is being highlighted as a pricing-power stock that may offer defensive protection against inflation and a weaker U.S. dollar. Its global brand portfolio and ability to adjust prices remain key investor attractions. Safety Stocks Built for a Weaker Dollar
- Positive Sentiment: KO is featured among dividend-focused alternatives to JEPI, emphasizing Coca-Cola’s long-term income appeal without the same potential limits on capital appreciation. Dividend Stocks Versus JEPI
- Neutral Sentiment: Recent comparisons portray Coca-Cola as the strongest-performing defensive consumer stock in 2026, but the stock’s roughly 26% gain and valuation near 26.5 times earnings raise questions about how much optimism is already reflected. Is Coca-Cola a Buy Near an All-Time High?
- Neutral Sentiment: News of former Coca-Cola executive Brian Dyson’s death is historically notable because of his role during the New Coke episode, but it has no apparent effect on KO’s current fundamentals. Brian Dyson Dies at Age 90
- Neutral Sentiment: Announcements concerning Coca-Cola İçecek’s regional subsidiaries and approval to issue up to $1 billion of overseas debt relate primarily to the bottling partner, not directly to KO. The funding could support expansion but also increases leverage considerations. Coca-Cola Icecek Debt Issuance
Analyst Ratings Changes
Several analysts have recently weighed in on KO shares. Piper Sandler raised their price objective on shares of CocaCola from $88.00 to $95.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Royal Bank Of Canada increased their price target on CocaCola from $87.00 to $96.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. TD Cowen raised their price target on CocaCola from $90.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Citigroup lifted their price objective on CocaCola from $97.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Finally, Wells Fargo & Company boosted their price objective on CocaCola from $90.00 to $95.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $95.76.
Read Our Latest Research Report on KO
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.
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