QRG Capital Management Inc. Has $40.78 Million Position in CocaCola Company (The) $KO

QRG Capital Management Inc. boosted its holdings in shares of CocaCola Company (The) (NYSE:KO) by 9.7% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 501,734 shares of the company’s stock after acquiring an additional 44,386 shares during the quarter. QRG Capital Management Inc.’s holdings in CocaCola were worth $40,776,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Lantern Wealth Advisors LLC lifted its stake in shares of CocaCola by 3.6% in the 2nd quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company’s stock valued at $270,000 after purchasing an additional 115 shares during the last quarter. Gill Capital Partners LLC increased its position in CocaCola by 4.1% during the second quarter. Gill Capital Partners LLC now owns 2,992 shares of the company’s stock worth $243,000 after buying an additional 117 shares during the last quarter. Paragon Private Wealth Management LLC increased its position in CocaCola by 1.4% during the second quarter. Paragon Private Wealth Management LLC now owns 8,726 shares of the company’s stock worth $709,000 after buying an additional 123 shares during the last quarter. Everpar Advisors LLC raised its holdings in 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 buying an additional 125 shares in the last quarter. Finally, Geneos Wealth Management Inc. raised its holdings in CocaCola by 0.3% during the first quarter. Geneos Wealth Management Inc. now owns 40,879 shares of the company’s stock valued at $3,109,000 after buying an additional 129 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola Stock Performance

KO stock traded down $0.54 during mid-day trading on Wednesday, reaching $88.07. 13,002,112 shares of the stock traded hands, compared to its average volume of 16,992,680. The firm has a market capitalization of $378.91 billion, a PE ratio of 26.45, a P/E/G ratio of 3.39 and a beta of 0.34. The business has a 50-day moving average of $87.33 and a two-hundred day moving average of $81.90. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $92.49. 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 (NYSE:KO) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The business had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. During the same period in the previous year, the company posted $0.87 earnings per share. The firm’s revenue for the quarter was up 6.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities analysts predict that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Announces Dividend

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

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: TD Cowen maintained its Buy rating on Coca-Cola, providing continued analyst support for the stock. TD Cowen Keeps Their Buy Rating on Coca-Cola
• Positive Sentiment: Coca-Cola’s record of raising its dividend every year since 1962, including through market crashes, reinforces its appeal to income-focused investors and supports the stock’s defensive profile. Coca-Cola Has Raised Its Dividend Through Every Market Crash
• Positive Sentiment: Consumer staples are outperforming discretionary stocks in 2026, a favorable backdrop for Coca-Cola’s recession-resistant beverage business. Staples ETF Widens Gap Over Discretionary
• Neutral Sentiment: The company’s announced $10 billion investment may be less significant than the headline suggests, limiting its near-term impact as a growth catalyst while indicating Coca-Cola is not embarking on an aggressive spending program. Coca-Cola’s $10 Billion Investment Announcement
• Negative Sentiment: An unresolved IRS case could create tax-related financial risk or uncertainty for Coca-Cola, potentially pressuring shares if investors anticipate a sizable liability. Coca-Cola Stock IRS Case
• Negative Sentiment: Recent selling suggests some profit-taking after a strong year-long advance. With KO trading at a premium earnings multiple and below its recent high, investors may be demanding clearer evidence of further upside. Coca-Cola Stock Falls Amid Market Uptick

Insider Activity at CocaCola

In other news, EVP Nancy Quan sold 50,000 shares of the stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $90.39, for a total value of $4,519,500.00. Following the completion of the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $20,186,798.70. This represents a 18.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 381,140 shares of the firm’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $90.04, for a total transaction of $34,317,845.60. Following the completion of the sale, the chairman owned 122,833 shares in the company, valued at approximately $11,059,883.32. The trade was a 75.63% 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 quarter, insiders sold 926,620 shares of company stock valued at $83,075,714. 0.90% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on KO shares. Wells Fargo & Company upped their price target on CocaCola from $90.00 to $95.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Truist Financial set a $88.00 price objective on CocaCola in a research note on Friday, June 26th. Argus boosted their target price on CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a report on Thursday, July 30th. 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. Finally, UBS Group set a $104.00 target price on CocaCola and gave the stock a “buy” rating in a research report on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $95.76.

CocaCola Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company best known for its Coca-Cola soft drink, which was first introduced in 1886. The company was incorporated in 1892 and has grown into one of the world’s largest beverage businesses.

Its portfolio includes sparkling soft drinks such as Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite and Fanta, along with water, sports drinks, coffee, tea, juice and dairy-based beverages. Other brands associated with the company include Dasani, smartwater, Powerade, Minute Maid, Simply, Costa Coffee, fairlife and Topo Chico.

The Coca-Cola Company primarily develops, owns and markets beverage brands, while relying on a global network of independent bottling partners and distributors to manufacture, package and deliver many of its products.