WealthPlan Investment Management LLC Purchases 7,611 Shares of CocaCola Company (The) $KO

WealthPlan Investment Management LLC increased its position in CocaCola Company (The) (NYSE:KO) by 9.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 89,110 shares of the company’s stock after purchasing an additional 7,611 shares during the period. WealthPlan Investment Management LLC’s holdings in CocaCola were worth $7,671,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the business. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its position in shares of CocaCola by 6.1% during the 3rd quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 6,721 shares of the company’s stock valued at $579,000 after purchasing an additional 384 shares during the last quarter. Kellett Wealth Advisors LLC raised its stake in shares of CocaCola by 3.3% during the 3rd quarter. Kellett Wealth Advisors LLC now owns 5,884 shares of the company’s stock worth $507,000 after purchasing an additional 188 shares during the period. HBW Advisory Services LLC raised its stake in shares of CocaCola by 8.0% during the 3rd quarter. HBW Advisory Services LLC now owns 20,092 shares of the company’s stock worth $1,730,000 after purchasing an additional 1,483 shares during the period. KG Capital Management raised its stake in shares of CocaCola by 36.8% during the 3rd quarter. KG Capital Management now owns 5,623 shares of the company’s stock worth $484,000 after purchasing an additional 1,514 shares during the period. Finally, B.A. Schrock Wealth Management Inc. purchased a new position in shares of CocaCola in the 3rd quarter worth about $883,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on KO shares. Jefferies Financial Group lifted their price target on shares of CocaCola from $95.00 to $104.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. BNP Paribas Exane upped their price objective on CocaCola from $90.00 to $98.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Bank of America increased their price objective on CocaCola from $95.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. HSBC raised their target price on CocaCola from $90.00 to $98.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Finally, Sanford C. Bernstein restated a “market perform” rating and issued a $93.00 target price (up from $83.00) on shares of CocaCola in a research note on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, CocaCola has a consensus rating of “Moderate Buy” and a consensus price target of $96.05.

CocaCola Price Performance

CocaCola stock traded up $0.77 during mid-day trading on Thursday, hitting $92.55. 7,158,180 shares of the company traded hands, compared to its average volume of 16,811,186. CocaCola Company has a one year low of $67.16 and a one year high of $94.10. The stock has a market cap of $398.22 billion, a price-to-earnings ratio of 27.79, a price-to-earnings-growth ratio of 3.51 and a beta of 0.32. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.12 and a current ratio of 1.30. The stock has a fifty day moving average price of $88.24 and a 200-day moving average price of $83.16.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.04. CocaCola had a return on equity of 39.38% and a net margin of 28.56%. The firm had revenue of $13.37 billion during the quarter, compared to analyst estimates of $13.17 billion. During the same quarter in the previous year, the company posted $0.87 earnings per share. The company’s revenue 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 predict that CocaCola Company will post 3.30 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, insider Bruno Pietracci sold 111,365 shares of CocaCola stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $90.93, for a total value of $10,126,419.45. Following the sale, the insider owned 41,365 shares in the company, valued at $3,761,319.45. The trade was a 72.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 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 CocaCola stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the sale, the executive vice president directly owned 223,330 shares in the company, valued at $20,186,798.70. The trade was a 18.29% decrease in their position. 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. In the last quarter, insiders have sold 926,620 shares of company stock worth $83,075,714. Insiders own 0.90% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong market momentum: KO has gained about 34% in 2026 and recently outperformed broader consumer-staples benchmarks. The move above its 50-day moving average is viewed as a bullish technical signal, reflecting investor confidence in Coca-Cola’s brand strength, pricing power, product innovation and operational efficiency. Coca-Cola Stock Breaks Above 50-Day Moving Average
• Positive Sentiment: Favorable analyst and sector sentiment: Coca-Cola’s average brokerage recommendation remains equivalent to “Buy,” while the company was highlighted among high-performing consumer-staples stocks with favorable earnings trends and defensive portfolio characteristics. Brokers Suggest Investing in Coca-Cola
• Positive Sentiment: Relative defensive appeal: KO gained while the broader market declined, reinforcing its reputation as a lower-volatility consumer-staples holding. Its beta of 0.32 and long dividend-growth record may be attracting investors seeking stability. Coca-Cola Gains As Market Dips
• Neutral Sentiment: Upcoming catalysts: Investors are monitoring Coca-Cola’s third-quarter earnings report, expected October 27, along with reports about a possible Costa Coffee sale. Heavy investor searches and ongoing portfolio discussions may increase attention but do not represent a fundamental change by themselves. Coca-Cola Stock Today and Upcoming Catalysts
• Negative Sentiment: Valuation and cash-flow risks: With a P/E ratio near 28 and shares close to the 52-week high, further gains may require continued earnings growth. Commentary also notes that Coca-Cola’s dividend payments exceeded free cash flow by billions last year, raising questions about long-term dividend sustainability despite its 63-year increase streak. Coca-Cola Dividend Sustainability

About CocaCola

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Its portfolio includes sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and other ready-to-drink products. The company’s best-known brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, Powerade, Minute Maid, fairlife, and Georgia Coffee.

Founded in 1886, the company develops, owns, licenses, markets, and distributes beverage brands through a network of bottling partners, distributors, retailers, and food-service operators.