19,029 Shares in CocaCola Company (The) $KO Acquired by Proficio Capital Partners LLC

Proficio Capital Partners LLC bought a new stake in shares of CocaCola Company (The) (NYSE:KO) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 19,029 shares of the company’s stock, valued at approximately $1,546,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. State Street Corp raised its holdings in shares of CocaCola by 1.2% in the fourth quarter. State Street Corp now owns 167,850,330 shares of the company’s stock valued at $11,734,417,000 after acquiring an additional 1,992,327 shares in the last quarter. Geode Capital Management LLC grew its holdings in CocaCola by 0.5% during the 4th quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock worth $6,273,037,000 after acquiring an additional 433,547 shares in the last quarter. Norges Bank bought a new position in CocaCola during the 4th quarter worth about $3,865,807,000. Bank of America Corp DE increased its position in CocaCola by 4.4% during the 2nd quarter. Bank of America Corp DE now owns 45,958,636 shares of the company’s stock valued at $3,735,058,000 after purchasing an additional 1,939,673 shares during the period. Finally, Franklin Resources Inc. increased its position in CocaCola by 3.1% during the 4th quarter. Franklin Resources Inc. now owns 40,289,857 shares of the company’s stock valued at $2,816,697,000 after purchasing an additional 1,195,581 shares during the period. Institutional investors own 70.26% of the company’s stock.

Insider Buying and Selling at CocaCola

In related news, insider Sanket Ray sold 9,958 shares of the business’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $86.50, for a total value of $861,367.00. Following the completion of the sale, the insider directly owned 62,105 shares of the company’s stock, valued at $5,372,082.50. The trade was a 13.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Bruno Pietracci sold 111,365 shares of the firm’s stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $90.93, for a total transaction of $10,126,419.45. Following the transaction, the insider directly owned 41,365 shares in the company, valued at $3,761,319.45. The trade was a 72.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders have sold 1,594,900 shares of company stock valued at $136,568,617. Insiders own 0.90% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently issued reports on KO shares. Bank of America lifted their price objective on shares of CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a report on Friday, July 10th. TD Cowen increased their target price on CocaCola from $90.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Weiss Ratings reiterated a “buy (b+)” rating on shares of CocaCola in a report on Friday, July 31st. Royal Bank Of Canada boosted their price target on CocaCola from $87.00 to $96.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. Finally, Morgan Stanley reaffirmed 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 assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $95.76.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola launched a new Fanta Halloween campaign aimed at making the brand a larger part of seasonal consumer spending. The initiative could support marketing engagement and incremental sales, although its near-term financial impact is uncertain. Coca-Cola launches the Fanta Halloween campaign
• Positive Sentiment: Analyst coverage remains generally favorable, with Coca-Cola carrying an average “Moderate Buy” rating. Recent quarterly earnings beats, global brand strength and full-year 2026 EPS guidance of $3.27-$3.30 continue to support the growth-compounder narrative. Coca-Cola receives Moderate Buy recommendation
• Neutral Sentiment: Coca-Cola’s quarterly dividend remains an important part of the investment case, with a declared payment of $0.53 per share and an annualized yield of about 2.3%. However, higher bond yields may make income-oriented investors less willing to pay a premium for defensive dividend stocks. 5 Blue-Chip Dividend Stocks to Buy
• Negative Sentiment: The 30-year Treasury yield has risen above 5.2%, increasing competition for Coca-Cola’s dividend and potentially pressuring the valuation of this low-beta, defensive stock. 30-Year Treasury yield rises above Coca-Cola yield
• Negative Sentiment: Recent market commentary says Coca-Cola is declining more than the broader market, while comparisons with PepsiCo highlight concerns about relative growth and performance. With KO trading at roughly 27 times earnings and after a strong rally, investors may be taking profits or demanding faster growth. Coca-Cola declines more than the market

CocaCola Price Performance

CocaCola stock opened at $90.07 on Thursday. The firm has a market capitalization of $387.53 billion, a price-to-earnings ratio of 27.05, a PEG ratio of 3.20 and a beta of 0.33. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $92.49. The company has a fifty day simple moving average of $84.93 and a 200-day simple moving average of $80.69.

CocaCola (NYSE:KO) last issued 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 company 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%. CocaCola’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.87 earnings per share. 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 EPS for the current fiscal year.

CocaCola Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be given a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s payout ratio is currently 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.