Iams Wealth Management LLC Makes New Investment in CocaCola Company (The) $KO

Iams Wealth Management LLC purchased a new stake in shares of CocaCola Company (The) (NYSE:KO) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 9,489 shares of the company’s stock, valued at approximately $817,000.

A number of other hedge funds have also modified their holdings of KO. Louisbourg Investments Inc. acquired a new stake in CocaCola during the first quarter valued at $25,000. Guardian Partners Inc. purchased a new position in CocaCola in the second quarter valued at about $27,000. Horizons Wealth Management purchased a new position in CocaCola in the third quarter valued at about $31,000. Atomic Invest LLC increased its position in CocaCola by 38.7% in the 2nd quarter. Atomic Invest LLC now owns 437 shares of the company’s stock worth $36,000 after purchasing an additional 122 shares during the last quarter. Finally, Timbuktu Capital Management LLC acquired a new position in CocaCola in the 2nd quarter worth about $41,000. 70.26% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

KO has been the subject of a number of recent research reports. Daiwa Securities Group raised their price target on CocaCola from $83.00 to $93.00 and gave the stock an “outperform” rating in a research note on Thursday, July 30th. Jefferies Financial Group lifted their price target on CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Bank of America boosted their price target on CocaCola from $95.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Evercore restated an “outperform” rating and issued a $100.00 price objective (up from $88.00) on shares of CocaCola in a report on Tuesday, July 28th. Finally, Argus increased their price objective on CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a report on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $96.05.

Insider Activity at CocaCola

In other CocaCola news, insider Sanket Ray sold 9,958 shares of the stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $86.50, for a total transaction of $861,367.00. Following the transaction, the insider owned 62,105 shares in the company, valued at $5,372,082.50. This trade represents a 13.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO John Murphy sold 152,483 shares of CocaCola stock in a transaction that occurred on 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 transaction, the chief financial officer directly owned 279,917 shares in the company, valued at approximately $24,439,553.27. This 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. Insiders have sold a total of 926,620 shares of company stock worth $83,075,714 in the last 90 days. Insiders own 0.90% of the company’s stock.

CocaCola Stock Down 0.0%

KO stock opened at $91.78 on Friday. The firm has a market cap of $394.87 billion, a PE ratio of 27.56, a PEG ratio of 3.57 and a beta of 0.32. CocaCola Company has a 1 year low of $67.16 and a 1 year high of $94.10. The company has a fifty day simple moving average of $88.34 and a 200 day simple moving average of $83.27. 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) last posted its earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, topping the consensus estimate of $0.93 by $0.04. The firm had revenue of $13.37 billion for the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period in the prior year, the business posted $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Sell-side analysts anticipate that CocaCola Company will post 3.30 EPS for the current fiscal year.

CocaCola Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be given a $0.53 dividend. The ex-dividend date of this dividend is Tuesday, December 1st. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.3%. CocaCola’s payout ratio is currently 63.66%.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: KFC is switching to Coca-Cola. KFC will replace PepsiCo beverages with Coca-Cola products at its U.S. restaurants, ending a partnership that dates back to 1986. The agreement gives KO additional fountain-drink distribution and represents a competitive win, although the financial contribution was not disclosed. KFC to switch to Coca-Cola beverages in U.S. restaurants
• Positive Sentiment: Momentum remains strong. KO has risen about 34% in 2026 and has outperformed the so-called Magnificent Seven technology stocks. Shares have also held above their 50-day moving average, supporting the bullish technical trend. Coca-Cola stock is up 34% in 2026
• Positive Sentiment: Dividend income remains a core attraction. Coca-Cola’s board declared its regular quarterly dividend, reinforcing the company’s long record of annual payout increases and its appeal to income-focused investors. Coca-Cola Board declares quarterly dividend
• Neutral Sentiment: Analyst and earnings context is mixed. Bernstein maintained a Hold rating, while broader brokerage recommendations remain favorable. Coca-Cola’s latest quarter exceeded EPS and revenue expectations, but investors will look to the scheduled Oct. 27 results for evidence that growth can support the elevated share price.
• Negative Sentiment: Valuation is a potential constraint. KO trades at a premium earnings multiple after its strong run, prompting questions about whether future growth justifies the price. Commentary also highlights the need for continued pricing power, innovation and volume growth to sustain performance. Coca-Cola’s dividend growth streak faces a valuation reality check

CocaCola Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Its portfolio includes sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and other ready-to-drink products. The company’s best-known brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, Powerade, Minute Maid, fairlife, and Georgia Coffee.

Founded in 1886, the company develops, owns, licenses, markets, and distributes beverage brands through a network of bottling partners, distributors, retailers, and food-service operators.