Maverick Capital Ltd. Sells 277,675 Shares of CocaCola Company (The) $KO

Maverick Capital Ltd. trimmed its holdings in CocaCola Company (The) (NYSE:KO) by 17.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,284,612 shares of the company’s stock after selling 277,675 shares during the period. Maverick Capital Ltd.’s holdings in CocaCola were worth $97,695,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in KO. Geneos Wealth Management Inc. lifted its holdings 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 in the last quarter. HORAN Wealth LLC grew its holdings in CocaCola by 3.9% during the 1st quarter. HORAN Wealth LLC now owns 3,458 shares of the company’s stock valued at $263,000 after buying an additional 130 shares in the last quarter. Wills Financial Group LLC raised its position in shares of CocaCola by 1.3% during the first quarter. Wills Financial Group LLC now owns 10,170 shares of the company’s stock valued at $816,000 after buying an additional 133 shares during the last quarter. Beacon Financial Advisory LLC lifted its holdings in shares of CocaCola by 0.5% in the first quarter. Beacon Financial Advisory LLC now owns 26,844 shares of the company’s stock worth $2,041,000 after buying an additional 136 shares in the last quarter. Finally, Vestia Personal Wealth Advisors lifted its holdings in shares of CocaCola by 3.8% in the fourth quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock worth $275,000 after buying an additional 140 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Retail investors have reportedly been buying KO ahead of earnings, adding to bullish momentum. Analysts expect approximately $0.92–$0.93 in quarterly EPS and $13.17 billion in revenue. Smart Investors Snap Up Coca-Cola Stock Ahead of Q2 Earnings
• Positive Sentiment: Coca-Cola’s defensive profile and dividend history continue to attract income-oriented investors. Its 2.58% dividend yield and record of maintaining payouts through market downturns support demand for the stock. Dividend Kings and Market Crashes
• Positive Sentiment: Investors are watching whether Coca-Cola can extend its recent performance advantage over PepsiCo. Strong brand equity and sustained demand remain key reasons for optimism before the results. Coca-Cola Q2 Preview
• Neutral Sentiment: The options market indicates that earnings could produce a significant move, with roughly $10.7 billion in market value potentially at stake. This signals elevated volatility rather than a clear directional outcome. Coca-Cola Earnings and Options Market
• Neutral Sentiment: Valuation signals are mixed: discounted-cash-flow analysis suggests KO may be undervalued, while earnings-based multiples appear expensive after a 67.7% five-year return. Coca-Cola Valuation Analysis
• Negative Sentiment: The elevated share price increases the risk of a disappointing reaction if Coca-Cola’s results, margins or forward guidance fail to meet expectations. Investors are specifically focused on margin pressure and whether full-year 2026 EPS guidance of $3.24–$3.27 remains achievable. Coca-Cola Earnings Preview and Risks

Analyst Ratings Changes

Several research firms recently weighed in on KO. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of CocaCola in a research note on Friday. Morgan Stanley set a $89.00 price objective on shares of CocaCola in a report on Wednesday, June 10th. Bank of America lifted their target price on CocaCola from $90.00 to $95.00 and gave the stock a “buy” rating in a report on Friday, July 10th. Wells Fargo & Company boosted their target price on CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a research report on Monday, May 18th. Finally, Deutsche Bank Aktiengesellschaft increased their price target on CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research note on Monday, March 30th. Fourteen investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $89.33.

CocaCola Stock Performance

Shares of NYSE:KO opened at $84.08 on Tuesday. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $85.68. The stock has a market capitalization of $361.77 billion, a P/E ratio of 26.44, a PEG ratio of 3.33 and a beta of 0.34. The firm has a fifty day simple moving average of $81.49 and a two-hundred day simple moving average of $78.24. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09.

CocaCola (NYSE:KO) last announced its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.81 by $0.05. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The firm had revenue of $12.47 billion for the quarter, compared to analysts’ expectations of $12.24 billion. During the same period in the prior year, the company earned $0.73 EPS. The business’s revenue was up 11.4% compared to the same quarter last year. On average, analysts expect that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be paid a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s payout ratio is presently 66.67%.

Insider Buying and Selling at CocaCola

In other news, EVP Jennifer K. Mann sold 23,984 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total value of $2,000,505.44. Following the completion of the sale, the executive vice president directly owned 157,400 shares of the company’s stock, valued at $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 is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman James Quincey sold 436,296 shares of CocaCola 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 transaction, the chairman owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. This trade represents a 78.03% decrease in their position. The SEC filing for this sale provides additional information. 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. Insiders have sold a total of 899,905 shares of company stock worth $71,832,315 over the last ninety days. Company insiders own 0.90% of the company’s stock.

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.