Rockland Trust Co. decreased its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 8.1% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 138,535 shares of the company’s stock after selling 12,132 shares during the period. Rockland Trust Co.’s holdings in CocaCola were worth $11,259,000 at the end of the most recent reporting period.
A number of other institutional investors also recently made changes to their positions in the stock. Geneos Wealth Management Inc. lifted its holdings in shares of CocaCola by 0.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 40,879 shares of the company’s stock worth $3,109,000 after acquiring an additional 129 shares during the last quarter. HORAN Wealth LLC increased its stake in CocaCola by 3.9% in the first quarter. HORAN Wealth LLC now owns 3,458 shares of the company’s stock valued at $263,000 after acquiring an additional 130 shares during the last quarter. Wills Financial Group LLC raised its position in CocaCola by 1.3% during the first quarter. Wills Financial Group LLC now owns 10,170 shares of the company’s stock valued at $816,000 after purchasing an additional 133 shares in the last quarter. Beacon Financial Advisory LLC raised its position in CocaCola by 0.5% during the first quarter. Beacon Financial Advisory LLC now owns 26,844 shares of the company’s stock valued at $2,041,000 after purchasing an additional 136 shares in the last quarter. Finally, Vestia Personal Wealth Advisors lifted its stake in CocaCola by 3.8% during the fourth quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock worth $275,000 after purchasing an additional 140 shares during the last quarter. 70.26% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes
A number of equities analysts have recently issued reports on the company. Jefferies Financial Group upped their price objective on CocaCola from $95.00 to $104.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. The Goldman Sachs Group reissued a “neutral” rating and set a $86.00 price objective (up from $82.00) on shares of CocaCola in a report on Tuesday, July 28th. UBS Group set a $104.00 target price on CocaCola and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Argus upped their target price on CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. Finally, Wells Fargo & Company increased their price target on shares of CocaCola from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Fifteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $95.76.
Insider Transactions at CocaCola
In other CocaCola news, Chairman James Quincey sold 145,947 shares of the business’s stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $90.09, for a total value of $13,148,365.23. Following the completion of the sale, the chairman owned 122,833 shares in the company, valued at approximately $11,066,024.97. The trade was a 54.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed 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 stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $80.93, for a total value of $2,559,411.25. Following the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their position. 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. In the last ninety days, insiders have sold 1,455,202 shares of company stock valued at $123,620,742. Insiders own 0.90% of the company’s stock.
CocaCola Stock Up 0.2%
Shares of NYSE:KO opened at $87.06 on Friday. The stock’s 50-day moving average price is $82.66 and its 200-day moving average price is $79.27. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $90.92. The stock has a market capitalization of $374.58 billion, a P/E ratio of 26.14, a price-to-earnings-growth ratio of 3.04 and a beta of 0.33. The company has a current ratio of 1.30, a quick ratio of 1.12 and a debt-to-equity ratio of 0.97.
CocaCola (NYSE:KO – Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, topping the consensus estimate of $0.93 by $0.04. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The firm had revenue of $13.37 billion for the quarter, compared to the consensus estimate of $13.17 billion. During the same quarter in the previous year, the business earned $0.87 earnings per share. The company’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. On average, equities analysts anticipate that CocaCola Company will post 3.29 earnings per share for the current year.
CocaCola Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be paid a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s payout ratio is 63.66%.
CocaCola News Summary
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Coca-Cola is highlighted as a leading beverage-industry company, with brand strength and global distribution positioning it to benefit from continued demand and industry innovation. Zacks Industry Outlook The Coca-Cola, Monster, Fomento, Primo and The Vita Coco
- Positive Sentiment: Analysts and market commentary point to steady beverage demand, volume growth, margin improvement and a stronger cash-flow outlook as reasons Coca-Cola remains attractive among consumer-staples stocks. Coca-Cola Draws Focus As Beverage Demand Steadies Today
- Positive Sentiment: Emerging-market momentum and Coca-Cola’s affordability strategy may cushion weaker U.S. demand. Global growth is also cited as a support for the company’s raised 2026 outlook. Will Coca-Cola’s Emerging Market Expansion Offset U.S. Slowdown?
- Positive Sentiment: Coca-Cola’s long dividend-growth record continues to appeal to income-focused investors, although maintaining the payout depends on sustained earnings and cash-flow growth. Can Coca-Cola Keep Its Steady Payout Streak Intact This Year?
- Neutral Sentiment: Recent analyst coverage examines Coca-Cola’s target price and compares it with other major companies, suggesting investor sentiment remains constructive but dependent on valuation and future execution. What are Wall Street Analysts’ Target Price for Coca-Cola Stock?
- Negative Sentiment: After a roughly 24% gain in 2026, Coca-Cola is trading near a record high, leaving less room for disappointment. Its premium valuation could limit additional upside if growth slows. Up 24% in 2026, Is Coca-Cola a Buy Near an All-Time High?
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.
See Also
- Five stocks we like better than CocaCola
- Datadog’s Drop Says More About Expectations Than Earnings
- D-Wave’s Quantum Breakthrough Couldn’t Save QBTS From a Sell-Off
- Cloudflare’s Beat-and-Raise Quarter Puts Its AI Edge Story in Focus
- Solventum Nears Inflection Point As It Begins to Unlock Value
Want to see what other hedge funds are holding KO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CocaCola Company (The) (NYSE:KO – Free Report).
Receive News & Ratings for CocaCola Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for CocaCola and related companies with MarketBeat.com's FREE daily email newsletter.
