Diversified Management Inc. Sells 9,955 Shares of CocaCola Company (The) $KO

Diversified Management Inc. reduced its stake in shares of CocaCola Company (The) (NYSE:KO) by 53.0% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,832 shares of the company’s stock after selling 9,955 shares during the period. Diversified Management Inc.’s holdings in CocaCola were worth $718,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Everpar Advisors LLC raised its stake in CocaCola by 0.9% during the 2nd quarter. Everpar Advisors LLC now owns 14,504 shares of the company’s stock worth $1,179,000 after acquiring an additional 125 shares during the period. Geneos Wealth Management Inc. boosted its position in shares of CocaCola by 0.3% in the first quarter. Geneos Wealth Management Inc. now owns 40,879 shares of the company’s stock worth $3,109,000 after purchasing an additional 129 shares during the period. HORAN Wealth LLC boosted its position in shares of CocaCola by 3.9% in the first quarter. HORAN Wealth LLC now owns 3,458 shares of the company’s stock worth $263,000 after purchasing an additional 130 shares during the period. Wills Financial Group LLC increased its stake in shares of CocaCola by 1.3% in the first quarter. Wills Financial Group LLC now owns 10,170 shares of the company’s stock worth $816,000 after purchasing an additional 133 shares in the last quarter. Finally, Beacon Financial Advisory LLC increased its stake in shares of CocaCola by 0.5% in the first quarter. Beacon Financial Advisory LLC now owns 26,844 shares of the company’s stock worth $2,041,000 after purchasing an additional 136 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors.

CocaCola Trading Down 0.3%

Shares of KO opened at $86.58 on Wednesday. The firm has a market cap of $372.51 billion, a P/E ratio of 26.00, a price-to-earnings-growth ratio of 3.03 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. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $90.92. The company has a 50 day simple moving average of $82.98 and a two-hundred day simple moving average of $79.55.

CocaCola (NYSE:KO) last released 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. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The firm had revenue of $13.37 billion for the quarter, compared to the consensus estimate of $13.17 billion. During the same quarter in the previous year, the firm earned $0.87 earnings per share. The company’s quarterly revenue was up 6.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. On average, equities analysts expect that CocaCola Company will post 3.29 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The business also recently declared 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. This represents a $2.12 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date is Tuesday, September 15th. CocaCola’s payout ratio is currently 63.66%.

Insiders Place Their Bets

In other CocaCola 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 sale, the insider owned 62,105 shares in the company, valued at $5,372,082.50. The trade was a 13.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Jennifer K. Mann sold 23,984 shares of the firm’s 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 transaction, the executive vice president owned 157,400 shares of the company’s stock, valued at approximately $13,128,734. The trade was a 13.22% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 1,465,160 shares of company stock worth $124,482,109. 0.90% of the stock is owned by corporate insiders.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Solid earnings momentum: Coca-Cola’s latest quarterly results exceeded expectations, with earnings of $0.97 per share versus a $0.93 consensus and revenue of $13.37 billion versus $13.17 billion expected. Revenue increased 6.2% year over year. Coca-Cola earnings and stock information
• Positive Sentiment: Organic growth appears volume-supported: Second-quarter organic revenue rose 6%, while unit case volume increased 5%; price and mix contributed only 2%. This suggests demand—not just pricing—is supporting growth. Coca-Cola revenue growth analysis
• Positive Sentiment: Analyst estimates were raised: Erste Group increased its FY2026 EPS forecast to $3.30 from $3.27 and its FY2027 forecast to $3.53 from $3.49, reinforcing expectations for continued earnings growth. Coca-Cola analyst estimates
• Positive Sentiment: Dividend and defensive appeal remain supportive: Coca-Cola’s decades-long dividend-growth record and status as a major Berkshire Hathaway holding continue to attract income-focused and defensive investors. Coca-Cola dividend streak
• Neutral Sentiment: Business reinvention continues: Coverage highlights Coca-Cola’s expansion beyond traditional soda into water, energy drinks, juices and lower-sugar products as consumer preferences evolve. The strategy supports long-term relevance, although execution and competition remain important. Coca-Cola workforce and business strategy
• Negative Sentiment: Valuation is limiting upside: After a strong run, KO trades at roughly 26 times trailing earnings. Analysts describe the shares as near fair value or somewhat expensive relative to Coca-Cola’s moderate growth rate. Coca-Cola valuation analysis
• Negative Sentiment: Insider selling adds pressure: Sanket Ray sold 9,958 shares for approximately $861,000, reducing his position by 13.8%. While one insider transaction is not necessarily a fundamental warning, it may weigh on sentiment near record valuation levels. Coca-Cola SEC insider filing

Analyst Ratings Changes

Several analysts have recently commented on the stock. HSBC downgraded shares of CocaCola from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, July 28th. TD Cowen increased their price target on CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. JPMorgan Chase & Co. increased their price target on CocaCola from $90.00 to $96.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Royal Bank Of Canada raised their price target on CocaCola from $87.00 to $96.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Finally, Wells Fargo & Company boosted their price objective on CocaCola from $90.00 to $95.00 and gave the company an “overweight” rating in a research 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 company’s stock. Based on data from MarketBeat.com, CocaCola currently has an average rating of “Moderate Buy” and a consensus 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.