CocaCola Company (The) $KO Position Lifted by Focused Alpha LLC

Focused Alpha LLC raised its position in CocaCola Company (The) (NYSE:KO) by 249.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 10,300 shares of the company’s stock after purchasing an additional 7,350 shares during the period. Focused Alpha LLC’s holdings in CocaCola were worth $887,000 as of its most recent filing with the SEC.

Other hedge funds also recently bought and sold shares of the company. Lantern Wealth Advisors LLC increased its position in shares of CocaCola by 3.6% in the 2nd quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company’s stock valued at $270,000 after buying an additional 115 shares in the last quarter. New Wave Wealth Advisors LLC raised its stake in CocaCola by 4.4% during the 3rd quarter. New Wave Wealth Advisors LLC now owns 2,747 shares of the company’s stock worth $248,000 after buying an additional 116 shares during the period. Gill Capital Partners LLC raised its stake in CocaCola by 4.1% during the 2nd quarter. Gill Capital Partners LLC now owns 2,992 shares of the company’s stock worth $243,000 after buying an additional 117 shares during the period. Atomic Invest LLC lifted its holdings in CocaCola by 38.7% during the second quarter. Atomic Invest LLC now owns 437 shares of the company’s stock worth $36,000 after acquiring an additional 122 shares in the last quarter. Finally, Paragon Private Wealth Management LLC lifted its holdings in CocaCola by 1.4% during the second quarter. Paragon Private Wealth Management LLC now owns 8,726 shares of the company’s stock worth $709,000 after acquiring an additional 123 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several brokerages have issued reports on KO. DZ Bank restated a “buy” rating on shares of CocaCola in a report on Wednesday, July 29th. Seaport Research Partners set a $95.00 price objective on CocaCola in a report on Friday, August 14th. HSBC boosted their price objective on CocaCola from $90.00 to $98.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Truist Financial set a $88.00 target price on CocaCola in a research note on Friday, June 26th. Finally, Royal Bank Of Canada raised their target price on shares of CocaCola from $87.00 to $96.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $96.27.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: KFC will switch its U.S. beverage partnership to Coca-Cola beginning in January 2027, bringing Coca-Cola products to roughly 3,700–4,000 restaurants by spring. Although the direct revenue impact is expected to be modest, the agreement expands fountain distribution, foodservice visibility and marketing opportunities at PepsiCo’s expense. Is KFC Drink Deal Altering The Investment Case For Coca Cola
• Positive Sentiment: Analysts and financial commentators continue to highlight Coca-Cola’s low beta, global scale, brand strength and 64-year streak of annual dividend increases, making KO attractive to investors seeking income and stability during market volatility. Buy 5 Stocks to Stay Safe as Volatility Reappears on Wall Street
• Neutral Sentiment: Coca-Cola is expected to report quarterly earnings on Tuesday. The release is the immediate catalyst for the stock, with investors likely focused on organic sales, consumer demand, margins and whether management maintains its fiscal 2026 earnings outlook. CocaCola Expected to Announce Quarterly Earnings on Tuesday
• Neutral Sentiment: Articles emphasizing Warren Buffett’s long-term ownership and Coca-Cola’s dividend-compounding potential reinforce the company’s appeal as a long-duration income investment, but they are largely historical and unlikely to provide a near-term trading catalyst. Warren Buffett Has Held Coca-Cola for Decades
• Negative Sentiment: KO has already gained substantially over the past year and trades near its 52-week high at a valuation of about 28 times earnings. That leaves less room for disappointment if results, guidance or consumer trends fall short of expectations.
• Negative Sentiment: Commentary notes persistent financial strain on shoppers, which could pressure volumes, product mix and pricing power even as Coca-Cola benefits from major sporting events and broader distribution. What Are Coca-Cola Stock Bulls Not Worried About?

CocaCola Stock Performance

KO opened at $93.36 on Tuesday. The company has a market capitalization of $401.69 billion, a price-to-earnings ratio of 28.04, a P/E/G ratio of 3.65 and a beta of 0.32. The business’s 50-day moving average price is $88.60 and its two-hundred day moving average price is $83.51. CocaCola Company has a 1 year low of $67.27 and a 1 year high of $94.10. 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 posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. CocaCola had a return on equity of 39.38% and a net margin of 28.56%. The business had revenue of $13.37 billion during the quarter, compared to the consensus estimate of $13.17 billion. During the same period last year, the company earned $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. Equities analysts expect that CocaCola Company will post 3.30 EPS for the current fiscal year.

CocaCola Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be given a dividend of $0.53 per share. The ex-dividend date of this dividend is Tuesday, December 1st. This represents a $2.12 dividend on an annualized basis and a yield of 2.3%. CocaCola’s dividend payout ratio is 63.66%.

Insider Activity at CocaCola

In other news, EVP Nancy Quan sold 50,000 shares of CocaCola stock in a transaction that occurred 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 in the company, valued at $20,186,798.70. This trade represents a 18.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 381,140 shares of the business’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $90.04, for a total transaction of $34,317,845.60. Following the completion of the sale, the chairman directly owned 122,833 shares in the company, valued at approximately $11,059,883.32. This represents a 75.63% decrease in their position. The disclosure for this sale is available in the SEC filing. 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 ninety days, insiders sold 926,620 shares of company stock worth $83,075,714. 0.90% of the stock is currently owned by corporate insiders.

CocaCola Company Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Founded in 1886, it is best known for Coca-Cola, one of the world’s most recognized soft drink brands.

The company owns, licenses, and markets a broad portfolio of beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, smartwater, Powerade, Minute Maid, Simply, fairlife, and Costa Coffee, among others.

The Coca-Cola Company serves consumers in more than 200 countries and territories through a system that includes company-operated operations, independent bottling partners, distributors, retailers, and food-service providers.