Valeo Financial Advisors LLC Acquires 5,928 Shares of CocaCola Company (The) $KO

Valeo Financial Advisors LLC increased its stake in shares of CocaCola Company (The) (NYSE:KO) by 8.3% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 77,730 shares of the company’s stock after buying an additional 5,928 shares during the period. Valeo Financial Advisors LLC’s holdings in CocaCola were worth $6,317,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Anfield Capital Management LLC raised its stake in shares of CocaCola by 438.8% in the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after acquiring an additional 294 shares during the last quarter. Louisbourg Investments Inc. bought a new stake in shares of CocaCola during the first quarter valued at approximately $25,000. Headlands Technologies LLC bought a new stake in shares of CocaCola during the second quarter valued at approximately $26,000. Evolution Wealth Management Inc. increased its holdings in shares of CocaCola by 1,081.8% in the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after purchasing an additional 357 shares in the last quarter. Finally, Elevated Capital Advisors LLC acquired a new stake in shares of CocaCola in the fourth quarter valued at approximately $30,000. Institutional investors own 70.26% of the company’s stock.

Key CocaCola News

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?

Insider Buying and Selling at CocaCola

In related news, Chairman James Quincey sold 145,947 shares of the company’s stock in a transaction dated 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. This represents a 54.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. 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 Jennifer K. Mann sold 23,984 shares of the stock in a transaction dated 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 directly owned 157,400 shares in the company, valued at $13,128,734. The trade was a 13.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,455,202 shares of company stock valued at $123,620,742 over the last quarter. 0.90% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms have issued reports on KO. Bank of America upped their price objective on CocaCola from $90.00 to $95.00 and gave the stock a “buy” rating in a report on Friday, July 10th. The Goldman Sachs Group reissued a “neutral” rating and issued a $86.00 target price (up from $82.00) on shares of CocaCola in a research note on Tuesday, July 28th. Barclays boosted their target price on CocaCola from $91.00 to $93.00 and gave the stock an “overweight” rating in a research report on Thursday, July 30th. Evercore reaffirmed an “outperform” rating and set a $100.00 price target on shares of CocaCola in a research note on Tuesday, July 28th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $100.00 price target (up from $89.00) on shares of CocaCola in a report on Wednesday, July 29th. Fifteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $95.76.

CocaCola Trading Up 0.2%

Shares of NYSE KO opened at $87.06 on Friday. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $90.92. The firm has a market capitalization of $374.58 billion, a P/E ratio of 26.14, a P/E/G ratio of 3.04 and a beta of 0.33. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The company’s 50 day simple moving average is $82.66 and its 200 day simple moving average is $79.27.

CocaCola (NYSE:KO) last released its earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The firm had revenue of $13.37 billion during 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 quarterly revenue was up 6.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. On average, analysts predict that CocaCola Company will post 3.29 EPS for the current year.

CocaCola Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Investors 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 payout ratio is 63.66%.

CocaCola Company 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.