12,923 Shares in CocaCola Company (The) $KO Acquired by Montchanin Asset Management LLC

Montchanin Asset Management LLC acquired a new stake in CocaCola Company (The) (NYSE:KO) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 12,923 shares of the company’s stock, valued at approximately $983,000. CocaCola comprises approximately 1.0% of Montchanin Asset Management LLC’s investment portfolio, making the stock its 26th biggest holding.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Eurizon SLJ Capital Ltd acquired a new stake in CocaCola during the fourth quarter worth about $552,000. Farther Finance Advisors LLC boosted its holdings in CocaCola by 38.1% in the 4th 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 purchased a new stake in shares of CocaCola in the 4th quarter valued at approximately $507,000. King Luther Capital Management Corp grew its stake in shares of CocaCola by 0.8% in the 4th quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock valued at $269,330,000 after buying an additional 31,694 shares during the period. Finally, Retirement Guys Formula LLC increased its holdings in shares of 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 buying an additional 14,130 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong second-quarter results remain the primary catalyst. Coca-Cola reported adjusted earnings of $0.97 per share, above the $0.93 consensus, while revenue increased 6.2% year over year to $13.37 billion, topping the $13.17 billion estimate. Global unit-case volume rose 5%, and management raised its 2026 earnings outlook to $3.27-$3.30 per share. Coca-Cola Q2 2026 Earnings Call Highlights
• Positive Sentiment: Premium beverages could support future revenue growth. Coca-Cola is using innovation, pricing and packaging to expand premium offerings and capture higher-value consumption occasions. Growth in Fairlife, zero-sugar products and favorable product mix also contributed to recent momentum. Can Coca-Cola’s Premium Beverage Strategy Boost Revenues?
• Positive Sentiment: Analyst targets moved higher. Jefferies raised its target to $104, TD Cowen to $100 and Argus to $97 with a Buy rating. Citigroup also forecast meaningful appreciation, helping reinforce the broadly Moderate Buy consensus.
• Neutral Sentiment: The dividend remains an income-supporting feature. Coca-Cola declared a quarterly dividend of $0.53 per share, or $2.12 annualized, representing an approximately 2.4% yield at recent prices. The company’s long dividend-growth record continues to appeal to defensive and income-focused investors. Coca-Cola Raised Its Full-Year Guidance
• Negative Sentiment: Valuation may be limiting near-term upside. With KO trading near its 52-week high at roughly 26 times earnings, HSBC cut the stock to Hold and argued that PepsiCo may offer better value. Coca-Cola Cut to Hold at HSBC
• Negative Sentiment: Insider selling creates a modest sentiment overhang. Chairman James Quincey sold approximately $13.1 million of shares, following a larger sale the prior day. The transactions were conducted under pre-arranged Rule 10b5-1 plans to cover tax withholding, making them less concerning than discretionary sales but still notable.

CocaCola Stock Performance

Shares of CocaCola stock opened at $87.67 on Friday. The stock has a market capitalization of $377.18 billion, a price-to-earnings ratio of 26.33, a price-to-earnings-growth ratio of 3.09 and a beta of 0.34. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.15. The business has a 50-day moving average of $82.04 and a 200 day moving average of $78.72. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $90.92.

CocaCola (NYSE:KO) last issued its quarterly earnings results 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. The company had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The business’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, sell-side analysts forecast that CocaCola Company will post 3.29 earnings per share for the current year.

CocaCola Announces Dividend

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

Insider Buying and Selling at CocaCola

In other CocaCola news, EVP Jennifer K. Mann sold 23,984 shares of the business’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $83.41, for a total value of $2,000,505.44. Following the completion of the transaction, the executive vice president owned 157,400 shares in the company, valued at $13,128,734. The trade was a 13.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman James Quincey sold 145,947 shares of the company’s stock in a transaction 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 sale, the chairman directly owned 122,833 shares in the company, valued at $11,066,024.97. This represents a 54.30% decrease in their position. The SEC filing for this sale provides additional information. 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. Insiders sold 1,502,719 shares of company stock valued at $126,087,452 in the last 90 days. Corporate insiders own 0.90% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently commented on KO. Bank of America lifted their price target on shares of CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Morgan Stanley reiterated an “overweight” rating and issued a $100.00 price objective (up from $89.00) on shares of CocaCola in a research report on Wednesday. TD Cowen raised their target price on CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday. Wells Fargo & Company lifted their target price on CocaCola from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Wednesday. Finally, Jefferies Financial Group upped their price target on CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a research note on Wednesday. Fifteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $95.76.

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.