Rakuten Investment Management Inc. Increases Stock Position in CocaCola Company (The) $KO

Rakuten Investment Management Inc. grew its position in shares of CocaCola Company (The) (NYSE:KO) by 8.2% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 633,433 shares of the company’s stock after buying an additional 48,134 shares during the quarter. Rakuten Investment Management Inc.’s holdings in CocaCola were worth $52,353,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC grew its stake in CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after buying an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC increased its position in CocaCola by 3.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after buying an additional 293 shares during the period. Dynamic Technology Lab Private Ltd purchased a new stake in CocaCola in the first quarter valued at approximately $210,000. Jump Financial LLC lifted its stake in CocaCola by 450.5% in the second quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock valued at $2,800,000 after buying an additional 32,392 shares during the last quarter. Finally, Osterweis Capital Management Inc. boosted its holdings in shares of CocaCola by 548.2% in the second quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock valued at $75,000 after acquiring an additional 899 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola News Summary

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.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. TD Cowen raised their target price on shares of CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Barclays upped their price target on shares of CocaCola from $91.00 to $93.00 and gave the company an “overweight” rating in a research report on Thursday, July 30th. Morgan Stanley reissued an “overweight” rating and set a $100.00 price objective (up from $89.00) on shares of CocaCola in a research report on Wednesday, July 29th. Weiss Ratings restated a “buy (b+)” rating on shares of CocaCola in a research note on Friday, July 31st. Finally, HSBC cut shares of CocaCola from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 28th. Fifteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, CocaCola presently has an average rating of “Moderate Buy” and a consensus target price of $95.76.

CocaCola Stock Performance

Shares of KO stock opened at $89.63 on Friday. 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 50 day simple moving average of $85.32 and a 200-day simple moving average of $80.83. The company has a market cap of $385.64 billion, a price-to-earnings ratio of 26.92, a price-to-earnings-growth ratio of 3.11 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 earnings per share for the quarter, beating 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 firm had revenue of $13.37 billion for the quarter, compared to the consensus estimate of $13.17 billion. During the same period in the previous year, the business earned $0.87 earnings per share. The company’s revenue for the quarter was up 6.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. On average, equities analysts forecast 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. Stockholders of record on Tuesday, September 15th will be paid a dividend of $0.53 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.4%. CocaCola’s dividend payout ratio is 63.66%.

Insider Buying and Selling at CocaCola

In other news, EVP Jennifer K. Mann sold 100,000 shares of the stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $79.46, for a total value of $7,946,000.00. Following the completion of the transaction, the executive vice president owned 181,384 shares in the company, valued at $14,412,772.64. This trade represents a 35.54% decrease in their position. The sale was disclosed in a document filed with the SEC, 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, CFO John Murphy sold 152,483 shares of the firm’s stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the completion of 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 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. Over the last 90 days, insiders sold 1,594,900 shares of company stock worth $136,568,617. Company insiders own 0.90% of the company’s stock.

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.