Prevail Innovative Wealth Advisors LLC Increases Stake in CocaCola Company (The) $KO

Prevail Innovative Wealth Advisors LLC lifted its holdings in shares of CocaCola Company (The) (NYSE:KO) by 52.5% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 43,896 shares of the company’s stock after purchasing an additional 15,103 shares during the period. Prevail Innovative Wealth Advisors LLC’s holdings in CocaCola were worth $3,567,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in KO. Brighton Jones LLC grew its stake in shares of CocaCola by 13.3% during the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after buying an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of CocaCola by 3.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after buying an additional 293 shares during the period. Dynamic Technology Lab Private Ltd bought a new stake in shares of CocaCola in the 1st quarter valued at about $210,000. Jump Financial LLC lifted its stake in shares of CocaCola by 450.5% in the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock valued at $2,800,000 after acquiring an additional 32,392 shares during the last quarter. Finally, Osterweis Capital Management Inc. boosted its holdings in CocaCola by 548.2% during the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock valued at $75,000 after acquiring an additional 899 shares during the period. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Insider Buying and Selling

In related news, EVP Jennifer K. Mann sold 23,984 shares of CocaCola stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $83.41, for a total value of $2,000,505.44. Following the sale, the executive vice president owned 157,400 shares in the company, valued at $13,128,734. The trade was a 13.22% 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 transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman James Quincey sold 145,947 shares of the business’s stock in a transaction 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 directly owned 122,833 shares in the company, valued at approximately $11,066,024.97. The trade was a 54.30% decrease in their ownership of the stock. 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 1,465,160 shares of company stock valued at $124,482,109 over the last three months. Insiders own 0.90% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on KO shares. Morgan Stanley restated an “overweight” rating and set a $100.00 price target (up from $89.00) on shares of CocaCola in a research report on Wednesday, July 29th. Piper Sandler boosted their price objective on CocaCola from $88.00 to $95.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Citigroup increased their price objective on CocaCola from $97.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Argus raised their target price on shares of CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a report on Thursday, July 30th. Finally, TD Cowen lifted their target price on shares of CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Fifteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, CocaCola currently has a consensus rating of “Moderate Buy” and a consensus price target of $95.76.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong results and outlook support the rally: Coca-Cola’s latest quarter exceeded consensus estimates, with $0.97 in EPS and $13.37 billion in revenue. Sales increased 6.2% year over year, and management’s 2026 EPS guidance remains above $3.27 at the midpoint. Investors are now focused on whether momentum can continue through the second half. The debates that matter for KO stock
• Positive Sentiment: Analysts raised longer-term estimates: Zacks Research increased its FY2026 EPS estimate to $3.29 from $3.26, FY2027 to $3.51 from $3.47, and FY2028 to $3.74 from $3.71. It also lifted several quarterly forecasts, signaling confidence in Coca-Cola’s earnings trajectory despite a modest reduction to its Q3 2026 estimate. Coca-Cola analyst estimates
• Positive Sentiment: Income and defensive characteristics remain attractive: Coca-Cola’s long dividend-growth record, approximately 2.4% indicated yield, and status as a major Berkshire Hathaway holding continue to appeal to income-oriented investors. Coca-Cola dividend streak
• Neutral Sentiment: Valuation is the key debate: KO trades at a premium multiple of roughly 26 times earnings. Strong growth and margin expansion may justify part of that premium, but the elevated valuation leaves less room for execution disappointments or slowing consumer demand. Coca-Cola valuation analysis
• Negative Sentiment: Insider selling could weigh on sentiment: Insider Sanket Ray sold 9,958 shares worth approximately $861,000, reducing his direct holdings by 13.8%. The transaction is not necessarily a fundamental warning, but it adds a cautionary signal after the stock’s strong advance. Coca-Cola insider stock sale

CocaCola Stock Up 0.3%

Shares of NYSE:KO opened at $86.78 on Thursday. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $90.92. The company has a market cap of $373.38 billion, a PE ratio of 26.06, a P/E/G ratio of 3.02 and a beta of 0.33. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The stock’s 50-day moving average is $83.14 and its 200 day moving average is $79.65.

CocaCola (NYSE:KO) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.04. The business had revenue of $13.37 billion during the quarter, compared to analysts’ expectations of $13.17 billion. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The business’s revenue was up 6.2% on a year-over-year basis. During the same quarter last year, the business posted $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Sell-side analysts anticipate that CocaCola Company will post 3.29 EPS for the current year.

CocaCola Dividend Announcement

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

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.