Valeo Financial Advisors LLC Has $6.32 Million Stock Holdings in CocaCola Company (The) $KO

Valeo Financial Advisors LLC boosted its position in shares of CocaCola Company (The) (NYSE:KO) by 8.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 77,730 shares of the company’s stock after acquiring an additional 5,928 shares during the period. Valeo Financial Advisors LLC’s holdings in CocaCola were worth $6,317,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. MRA Advisory Group grew its holdings in shares of CocaCola by 375.7% during the 2nd quarter. MRA Advisory Group now owns 18,980 shares of the company’s stock worth $1,543,000 after purchasing an additional 14,990 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. raised its stake in shares of CocaCola by 2.0% in the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 9,592 shares of the company’s stock valued at $780,000 after purchasing an additional 186 shares in the last quarter. Trust Point Inc. raised its stake in shares of CocaCola by 33.8% in the second quarter. Trust Point Inc. now owns 25,319 shares of the company’s stock valued at $2,058,000 after purchasing an additional 6,397 shares in the last quarter. Aurora Investment Managers LLC. bought a new position in CocaCola in the second quarter worth $353,000. Finally, Community Trust & Investment Co. lifted its position in CocaCola by 1.5% in the second quarter. Community Trust & Investment Co. now owns 49,147 shares of the company’s stock worth $3,994,000 after purchasing an additional 732 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola is highlighted as a leading beverage-industry company, with brand strength and global distribution positioning it to benefit from continued demand and industry innovation. Zacks Industry Outlook The Coca-Cola, Monster, Fomento, Primo and The Vita Coco
• Positive Sentiment: Analysts and market commentary point to steady beverage demand, volume growth, margin improvement and a stronger cash-flow outlook as reasons Coca-Cola remains attractive among consumer-staples stocks. Coca-Cola Draws Focus As Beverage Demand Steadies Today
• Positive Sentiment: Emerging-market momentum and Coca-Cola’s affordability strategy may cushion weaker U.S. demand. Global growth is also cited as a support for the company’s raised 2026 outlook. Will Coca-Cola’s Emerging Market Expansion Offset U.S. Slowdown?
• Positive Sentiment: Coca-Cola’s long dividend-growth record continues to appeal to income-focused investors, although maintaining the payout depends on sustained earnings and cash-flow growth. Can Coca-Cola Keep Its Steady Payout Streak Intact This Year?
• Neutral Sentiment: Recent analyst coverage examines Coca-Cola’s target price and compares it with other major companies, suggesting investor sentiment remains constructive but dependent on valuation and future execution. What are Wall Street Analysts’ Target Price for Coca-Cola Stock?
• Negative Sentiment: After a roughly 24% gain in 2026, Coca-Cola is trading near a record high, leaving less room for disappointment. Its premium valuation could limit additional upside if growth slows. Up 24% in 2026, Is Coca-Cola a Buy Near an All-Time High?

CocaCola Stock Performance

CocaCola stock opened at $87.06 on Friday. The firm has a market capitalization of $374.58 billion, a P/E ratio of 26.14, a P/E/G ratio of 3.04 and a beta of 0.33. The stock has a fifty day moving average price of $82.66 and a two-hundred day moving average price of $79.27. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $90.92. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12.

CocaCola (NYSE:KO) last issued its earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, beating the consensus estimate of $0.93 by $0.04. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The company had revenue of $13.37 billion for the quarter, compared to the consensus estimate of $13.17 billion. During the same quarter in the previous year, the company earned $0.87 EPS. The firm’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. As a group, analysts anticipate that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Announces Dividend

The company also recently declared 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. The ex-dividend date is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.4%. CocaCola’s payout ratio is 63.66%.

Insider Transactions at CocaCola

In other CocaCola news, insider Bruno Pietracci sold 75,727 shares of the company’s stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $89.65, for a total transaction of $6,788,925.55. Following the sale, the insider directly owned 35,393 shares of the company’s stock, valued at approximately $3,172,982.45. This represents a 68.15% decrease in their ownership of the stock. The sale was disclosed in a 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, Chairman James Quincey sold 436,296 shares of the firm’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 transaction of $34,960,398.48. Following the sale, the chairman directly 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. 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 90 days, insiders sold 1,455,202 shares of company stock valued at $123,620,742. 0.90% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

KO has been the topic of several analyst reports. Barclays boosted their price target on shares of CocaCola from $91.00 to $93.00 and gave the company an “overweight” rating in a report on Thursday, July 30th. Piper Sandler lifted their target price on shares of CocaCola from $88.00 to $95.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Wells Fargo & Company upped their target price on shares of CocaCola from $90.00 to $95.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. UBS Group set a $104.00 price target on shares of CocaCola and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Finally, Citigroup raised their price target on shares of CocaCola from $97.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Fifteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, CocaCola has an average rating of “Moderate Buy” and a consensus target price of $95.76.

CocaCola 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.