CocaCola Company (The) $KO Shares Sold by Socorro Asset Management LP

Socorro Asset Management LP trimmed its holdings in CocaCola Company (The) (NYSE:KO) by 15.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 118,995 shares of the company’s stock after selling 21,848 shares during the quarter. CocaCola accounts for 4.1% of Socorro Asset Management LP’s portfolio, making the stock its 5th largest holding. Socorro Asset Management LP’s holdings in CocaCola were worth $9,050,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Eurizon SLJ Capital Ltd acquired a new position in CocaCola during the 4th quarter worth about $552,000. Farther Finance Advisors LLC increased its holdings in CocaCola by 38.1% in the fourth quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock valued at $7,802,000 after purchasing an additional 30,786 shares during the last quarter. Greenberg Financial Group bought a new position in CocaCola during the 4th quarter worth approximately $507,000. King Luther Capital Management Corp grew its stake in CocaCola by 0.8% in the fourth quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock valued at $269,330,000 after acquiring an additional 31,694 shares during the period. Finally, Retirement Guys Formula LLC increased its stake in CocaCola by 40.5% during the 4th quarter. Retirement Guys Formula LLC now owns 49,056 shares of the company’s stock worth $3,429,000 after purchasing an additional 14,130 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Retail investors have reportedly been buying KO ahead of earnings, adding to bullish momentum. Analysts expect approximately $0.92–$0.93 in quarterly EPS and $13.17 billion in revenue. Smart Investors Snap Up Coca-Cola Stock Ahead of Q2 Earnings
• Positive Sentiment: Coca-Cola’s defensive profile and dividend history continue to attract income-oriented investors. Its 2.58% dividend yield and record of maintaining payouts through market downturns support demand for the stock. Dividend Kings and Market Crashes
• Positive Sentiment: Investors are watching whether Coca-Cola can extend its recent performance advantage over PepsiCo. Strong brand equity and sustained demand remain key reasons for optimism before the results. Coca-Cola Q2 Preview
• Neutral Sentiment: The options market indicates that earnings could produce a significant move, with roughly $10.7 billion in market value potentially at stake. This signals elevated volatility rather than a clear directional outcome. Coca-Cola Earnings and Options Market
• Neutral Sentiment: Valuation signals are mixed: discounted-cash-flow analysis suggests KO may be undervalued, while earnings-based multiples appear expensive after a 67.7% five-year return. Coca-Cola Valuation Analysis
• Negative Sentiment: The elevated share price increases the risk of a disappointing reaction if Coca-Cola’s results, margins or forward guidance fail to meet expectations. Investors are specifically focused on margin pressure and whether full-year 2026 EPS guidance of $3.24–$3.27 remains achievable. Coca-Cola Earnings Preview and Risks

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on KO. Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Citigroup raised their target price on shares of CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Piper Sandler reiterated an “overweight” rating on shares of CocaCola in a research note on Friday, June 26th. Morgan Stanley set a $89.00 price target on shares of CocaCola in a research report on Wednesday, June 10th. Finally, Wells Fargo & Company raised their price objective on CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a report on Monday, May 18th. Fourteen research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $89.33.

Insider Activity at CocaCola

In other CocaCola news, Chairman James Quincey sold 436,296 shares of the stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the transaction, the chairman directly owned 122,833 shares of the company’s stock, valued at $9,842,608.29. This represents a 78.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 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. Also, EVP Nancy Quan sold 31,625 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $80.93, for a total value of $2,559,411.25. Following the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at approximately $18,074,096.90. This represents a 12.40% decrease in their position. 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. In the last 90 days, insiders have sold 899,905 shares of company stock worth $71,832,315. Insiders own 0.90% of the company’s stock.

CocaCola Trading Up 2.2%

Shares of CocaCola stock opened at $84.08 on Tuesday. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. The business has a fifty day simple moving average of $81.49 and a two-hundred day simple moving average of $78.24. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $85.68. The company has a market capitalization of $361.77 billion, a price-to-earnings ratio of 26.44, a P/E/G ratio of 3.33 and a beta of 0.34.

CocaCola (NYSE:KO) last released its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, beating the consensus estimate of $0.81 by $0.05. The firm had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The company’s quarterly revenue was up 11.4% on a year-over-year basis. During the same period in the previous year, the company earned $0.73 earnings per share. Research analysts forecast that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

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 paid a $0.53 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.5%. CocaCola’s dividend payout ratio is 66.67%.

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.