Rothschild Capital Partners LLC Invests $707,000 in CocaCola Company (The) $KO

Rothschild Capital Partners LLC bought a new stake in CocaCola Company (The) (NYSE:KO) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 8,701 shares of the company’s stock, valued at approximately $707,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of KO. State Street Corp grew its holdings in CocaCola by 1.2% during the 4th quarter. State Street Corp now owns 167,850,330 shares of the company’s stock worth $11,734,417,000 after acquiring an additional 1,992,327 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of CocaCola by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock valued at $6,273,037,000 after purchasing an additional 433,547 shares in the last quarter. Norges Bank purchased a new stake in shares of CocaCola during the 4th quarter worth $3,865,807,000. Bank of America Corp DE lifted its position in shares of CocaCola by 4.4% during the 2nd quarter. Bank of America Corp DE now owns 45,958,636 shares of the company’s stock worth $3,735,058,000 after purchasing an additional 1,939,673 shares during the last quarter. Finally, Franklin Resources Inc. grew its stake in shares of CocaCola by 3.1% during the fourth quarter. Franklin Resources Inc. now owns 40,289,857 shares of the company’s stock worth $2,816,697,000 after purchasing an additional 1,195,581 shares in the last quarter. 70.26% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, insider Sanket Ray sold 9,958 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $86.50, for a total value of $861,367.00. Following the transaction, the insider owned 62,105 shares of the company’s stock, valued at approximately $5,372,082.50. The trade was a 13.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO John Murphy sold 152,483 shares of the company’s 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 sale, the chief financial officer owned 279,917 shares of the company’s stock, valued at $24,439,553.27. This trade represents a 35.26% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 1,594,900 shares of company stock worth $136,568,617 over the last quarter. 0.90% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the company. Argus raised their price target on CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Truist Financial set a $88.00 target price on CocaCola in a research note on Friday, June 26th. HSBC downgraded CocaCola from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 28th. Citigroup increased their price target on shares of CocaCola from $97.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Finally, Sanford C. Bernstein reissued a “market perform” rating and set a $93.00 price objective on shares of CocaCola in a report on Wednesday, July 29th. Fifteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $95.76.

CocaCola Stock Down 0.0%

Shares of NYSE:KO opened at $89.63 on Monday. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $92.49. 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 has a market cap of $385.64 billion, a P/E ratio of 26.92, a P/E/G ratio of 3.13 and a beta of 0.33. The firm has a fifty day moving average price of $85.32 and a 200 day moving average price of $80.85.

CocaCola (NYSE:KO) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $13.17 billion. During the same period in the previous year, the business posted $0.87 earnings per share. CocaCola’s quarterly revenue was up 6.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Sell-side analysts predict that CocaCola Company will post 3.29 EPS for the current year.

CocaCola Dividend Announcement

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

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.

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.