CTC Alternative Strategies Ltd. Takes $943,000 Position in CocaCola Company (The) $KO

CTC Alternative Strategies Ltd. bought a new position in shares of CocaCola Company (The) (NYSE:KO) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 11,600 shares of the company’s stock, valued at approximately $943,000. CocaCola comprises 1.4% of CTC Alternative Strategies Ltd.’s portfolio, making the stock its 18th biggest position.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Eurizon SLJ Capital Ltd purchased a new position in shares of CocaCola in the 4th quarter worth approximately $552,000. Banco Santander S.A. raised its holdings in CocaCola by 3.1% during the 2nd quarter. Banco Santander S.A. now owns 1,090,758 shares of the company’s stock valued at $88,646,000 after buying an additional 32,723 shares during the period. King Luther Capital Management Corp raised its holdings in CocaCola by 0.8% during the 4th quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock valued at $269,330,000 after buying an additional 31,694 shares during the period. Cibc World Market Inc. lifted its position in CocaCola by 4.8% in the fourth quarter. Cibc World Market Inc. now owns 1,759,546 shares of the company’s stock worth $123,010,000 after buying an additional 79,946 shares during the last quarter. Finally, Daymark Wealth Partners LLC lifted its position in CocaCola by 68.5% in the second quarter. Daymark Wealth Partners LLC now owns 218,199 shares of the company’s stock worth $17,733,000 after buying an additional 88,690 shares during the last quarter. Institutional investors own 70.26% of the company’s stock.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Defensive-sector demand is supporting KO. Market commentary points to Coca-Cola’s stable cash flows and relatively low volatility as attractive while investors seek safety and quality amid changing interest-rate expectations. Why is Coca-Cola drawing steady demand as staples turn defensive today?
• Positive Sentiment: Zacks upgraded Coca-Cola to Rank #2, or “Buy.” The upgrade reflects improving expectations for the company’s earnings prospects and could provide a near-term sentiment boost. Coca-Cola upgraded to Buy
• Positive Sentiment: Recent operating momentum remains constructive. Coca-Cola’s latest quarter included revenue growth of about 6% year over year and an earnings beat, while the company maintains fiscal 2026 EPS guidance of $3.27–$3.30.
• Neutral Sentiment: Institutional positioning is mixed but leans supportive. More institutions added KO shares than reduced them in the latest quarter, with notable additions from JPMorgan, Geode and Capital World Investors, although BlackRock, Capital Research and Invesco trimmed positions.
• Neutral Sentiment: Analyst support is positive, but valuation may limit upside. Barclays and JPMorgan maintain “Overweight” ratings, while the reported median price target of $89.50 is close to the current trading level. Commentary also describes the valuation as stretched. Coca-Cola upgraded to Buy
• Negative Sentiment: Insider selling is a cautionary signal. Company insiders made 30 open-market sales and no purchases over the past six months, including substantial sales by Chairman James Quincey and other senior executives.

Insider Transactions at CocaCola

In related news, CFO John Murphy sold 152,483 shares of the stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $87.31, for a total value of $13,313,290.73. Following the transaction, the chief financial officer owned 279,917 shares of the company’s stock, valued at $24,439,553.27. This represents a 35.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 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 on Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total value of $4,519,500.00. Following the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $20,186,798.70. This trade represents a 18.29% decrease in their ownership of the stock. 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. Insiders have sold 1,594,900 shares of company stock valued at $136,568,617 in the last ninety days. Corporate insiders own 0.90% of the company’s stock.

Analyst Ratings Changes

A number of research firms have weighed in on KO. TD Cowen boosted their price objective on shares of CocaCola from $90.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Wells Fargo & Company lifted their price target on shares of CocaCola from $90.00 to $95.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Piper Sandler upped their price target on shares of CocaCola from $88.00 to $95.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Morgan Stanley reissued an “overweight” rating and issued a $100.00 price objective (up from $89.00) on shares of CocaCola in a research report on Wednesday, July 29th. Finally, Evercore reaffirmed an “outperform” rating and set a $100.00 target price on shares of CocaCola in a research note on Tuesday, July 28th. Fifteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, CocaCola presently has an average rating of “Moderate Buy” and a consensus target price of $95.76.

CocaCola Trading Down 0.0%

NYSE KO opened at $89.63 on Monday. The company’s 50-day moving average price is $85.32 and its 200-day moving average price is $80.85. The company has a current ratio of 1.30, a quick ratio of 1.12 and a debt-to-equity ratio of 0.97. The stock has a market cap of $385.64 billion, a PE ratio of 26.92, a PEG ratio of 3.13 and a beta of 0.33. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $92.49.

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

CocaCola Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders 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 dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s payout ratio is currently 63.66%.

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.