Proficio Capital Partners LLC Purchases New Shares in CocaCola Company (The) $KO

Proficio Capital Partners LLC acquired a new position in CocaCola Company (The) (NYSE:KO) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 19,029 shares of the company’s stock, valued at approximately $1,546,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of KO. Louisbourg Investments Inc. purchased a new stake in shares of CocaCola in the first quarter worth $25,000. Guardian Partners Inc. bought a new position in CocaCola in the 2nd quarter worth about $27,000. Anfield Capital Management LLC grew its position in CocaCola by 438.8% during the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after purchasing an additional 294 shares during the last quarter. Headlands Technologies LLC bought a new stake in CocaCola during the 2nd quarter valued at about $26,000. Finally, Evolution Wealth Management Inc. lifted its stake in shares of CocaCola by 1,081.8% in the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after buying an additional 357 shares in the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on KO. Sanford C. Bernstein restated a “market perform” rating and issued a $93.00 price objective on shares of CocaCola in a report on Wednesday, July 29th. JPMorgan Chase & Co. boosted their price target on CocaCola from $90.00 to $96.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. UBS Group set a $104.00 price objective on CocaCola and gave the company a “buy” rating in a research report on Wednesday, July 29th. Evercore restated an “outperform” rating and set a $100.00 target price on shares of CocaCola in a research note on Tuesday, July 28th. Finally, Jefferies Financial Group raised their price target on shares of CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Fifteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $95.76.

Insider Buying and Selling at CocaCola

In other news, EVP Nancy Quan sold 50,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the transaction, the executive vice president 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 filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Bruno Pietracci sold 111,365 shares of the stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $90.93, for a total value of $10,126,419.45. Following the completion of the sale, the insider owned 41,365 shares in the company, valued at approximately $3,761,319.45. The trade was a 72.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 1,594,900 shares of company stock valued at $136,568,617. Corporate insiders own 0.90% of the company’s stock.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola launched a new Fanta Halloween campaign aimed at making the brand a larger part of seasonal consumer spending. The initiative could support marketing engagement and incremental sales, although its near-term financial impact is uncertain. Coca-Cola launches the Fanta Halloween campaign
• Positive Sentiment: Analyst coverage remains generally favorable, with Coca-Cola carrying an average “Moderate Buy” rating. Recent quarterly earnings beats, global brand strength and full-year 2026 EPS guidance of $3.27-$3.30 continue to support the growth-compounder narrative. Coca-Cola receives Moderate Buy recommendation
• Neutral Sentiment: Coca-Cola’s quarterly dividend remains an important part of the investment case, with a declared payment of $0.53 per share and an annualized yield of about 2.3%. However, higher bond yields may make income-oriented investors less willing to pay a premium for defensive dividend stocks. 5 Blue-Chip Dividend Stocks to Buy
• Negative Sentiment: The 30-year Treasury yield has risen above 5.2%, increasing competition for Coca-Cola’s dividend and potentially pressuring the valuation of this low-beta, defensive stock. 30-Year Treasury yield rises above Coca-Cola yield
• Negative Sentiment: Recent market commentary says Coca-Cola is declining more than the broader market, while comparisons with PepsiCo highlight concerns about relative growth and performance. With KO trading at roughly 27 times earnings and after a strong rally, investors may be taking profits or demanding faster growth. Coca-Cola declines more than the market

CocaCola Price Performance

Shares of NYSE:KO opened at $90.07 on Thursday. 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 Company has a 1-year low of $65.35 and a 1-year high of $92.49. The company has a market capitalization of $387.53 billion, a P/E ratio of 27.05, a P/E/G ratio of 3.20 and a beta of 0.33. The firm’s 50 day simple moving average is $84.93 and its two-hundred day simple moving average is $80.69.

CocaCola (NYSE:KO) last posted its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The business had revenue of $13.37 billion for 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 quarterly revenue was up 6.2% on a year-over-year basis. During the same period last year, the firm earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Research analysts expect that CocaCola Company will post 3.29 EPS 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 2.4%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s payout ratio is presently 63.66%.

About CocaCola

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.