CocaCola Company (The) $KO Shares Sold by Richard C. Young & CO. LTD.

Richard C. Young & CO. LTD. cut its position in shares of CocaCola Company (The) (NYSE:KO) by 5.1% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 156,250 shares of the company’s stock after selling 8,424 shares during the period. Richard C. Young & CO. LTD.’s holdings in CocaCola were worth $12,698,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of CocaCola in the fourth quarter worth about $3,865,807,000. Cardano Risk Management B.V. grew its position in shares of CocaCola by 867.2% during the 4th quarter. Cardano Risk Management B.V. now owns 14,432,190 shares of the company’s stock valued at $1,008,954,000 after acquiring an additional 12,939,959 shares during the period. Marshall Wace LLP grew its position in shares of CocaCola by 1,206.9% during the 4th quarter. Marshall Wace LLP now owns 10,641,007 shares of the company’s stock valued at $743,913,000 after acquiring an additional 9,826,768 shares during the period. Bank of America Corp DE increased its stake in shares of CocaCola by 29.2% in the 4th quarter. Bank of America Corp DE now owns 40,182,323 shares of the company’s stock valued at $2,809,146,000 after purchasing an additional 9,078,447 shares in the last quarter. Finally, Capital World Investors increased its stake in shares of CocaCola by 98.7% in the 4th quarter. Capital World Investors now owns 12,573,527 shares of the company’s stock valued at $879,015,000 after purchasing an additional 6,246,627 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Insider Buying and Selling

In other CocaCola news, EVP Jennifer K. Mann sold 23,984 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 157,400 shares of the company’s stock, valued at $13,128,734. This trade represents a 13.22% decrease in their position. The transaction 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. Also, insider Bruno Pietracci sold 75,727 shares of the business’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $89.65, for a total value of $6,788,925.55. Following the transaction, the insider owned 35,393 shares in the company, valued at approximately $3,172,982.45. This represents a 68.15% decrease in their ownership of the stock. 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 1,433,535 shares of company stock worth $121,922,698 in the last 90 days. Corporate insiders own 0.90% of the company’s stock.

Analyst Upgrades and Downgrades

KO has been the topic of a number of recent analyst reports. Wells Fargo & Company increased their price target on CocaCola from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Evercore restated an “outperform” rating and issued a $100.00 price objective on shares of CocaCola in a research report on Tuesday, July 28th. Morgan Stanley reaffirmed an “overweight” rating and set a $100.00 target price (up from $89.00) on shares of CocaCola in a research note on Wednesday, July 29th. HSBC lowered CocaCola from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, July 28th. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $93.00 price target on shares of CocaCola in a report on Wednesday, July 29th. Fifteen 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 currently has a consensus rating of “Moderate Buy” and an average target price of $95.76.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong Q2 performance supports the stock. Coca-Cola reported adjusted earnings of $0.97 per share, exceeding the $0.93 analyst consensus, while revenue increased 6.2% year over year to $13.37 billion, ahead of expectations. The company maintained fiscal 2026 earnings guidance of $3.27-$3.30 per share. Reflecting on beverages, alcohol, and tobacco stocks’ Q2 earnings: Coca-Cola
• Positive Sentiment: Dividend reliability is attracting income-focused investors. Coverage highlights Coca-Cola’s status as a long-running “Dividend King,” with a decades-long record of annual dividend increases. Berkshire Hathaway, Warren Buffett’s investment company, receives approximately $848 million annually from its Coca-Cola holding, underscoring the scale and consistency of the payout. Does Coca-Cola pay dividends? Its yield and payout explained Dividend King pays Warren Buffett’s Berkshire $848 million each year
• Positive Sentiment: Momentum and defensive demand remain favorable. Coca-Cola recently moved above $90 and reached a new 52-week high, while reports say investors are seeking established blue-chip names. This supports the view that KO is benefiting from its defensive consumer-staples profile. Coca-Cola Stock Hits All-Time High as Investors Seek Out Blue-Chip Names
• Negative Sentiment: Valuation is a potential headwind. At roughly 28 times earnings and near its 52-week high, KO already reflects substantial optimism. Investors may require continued earnings growth and dividend support to justify additional gains. Coca-Cola Breaks $90 for the First Time

CocaCola Trading Up 0.3%

Shares of KO opened at $90.58 on Friday. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $91.87. The stock has a market cap of $389.72 billion, a PE ratio of 27.20, a price-to-earnings-growth ratio of 3.15 and a beta of 0.33. The firm’s fifty day moving average is $84.11 and its two-hundred day moving average is $80.30. 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 (NYSE:KO) last issued its earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The business had revenue of $13.37 billion during the quarter, compared to analysts’ expectations of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The company’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period in the prior year, the business earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Research analysts forecast that CocaCola Company will post 3.29 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders 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 yield of 2.3%. CocaCola’s dividend payout ratio is presently 63.66%.

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.