United Capital Financial Advisors LLC Acquires 5,969 Shares of CocaCola Company (The) $KO

United Capital Financial Advisors LLC grew its holdings in CocaCola Company (The) (NYSE:KO) by 3.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 172,916 shares of the company’s stock after buying an additional 5,969 shares during the period. United Capital Financial Advisors LLC’s holdings in CocaCola were worth $14,053,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Anfield Capital Management LLC raised its stake in CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after acquiring an additional 294 shares during the period. Louisbourg Investments Inc. bought a new position in CocaCola during the first quarter worth $25,000. Headlands Technologies LLC bought a new position in CocaCola during the second quarter worth $26,000. Evolution Wealth Management Inc. boosted its position in CocaCola by 1,081.8% during the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after purchasing an additional 357 shares during the period. Finally, Guardian Partners Inc. acquired a new position in shares of CocaCola in the second quarter valued at $27,000. 70.26% of the stock is currently owned by institutional investors.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analyst-model upgrade supports the shares. Zacks upgraded Coca-Cola to Rank #2 (Buy), citing improving earnings prospects. The company’s latest quarter also showed momentum, with revenue up 6.2% year over year and EPS of $0.97 exceeding consensus by $0.04. Coca-Cola Upgraded to Buy: Here’s What You Should Know
• Positive Sentiment: Defensive positioning is attracting demand. Market commentary indicates investors are favoring staples such as KO amid a more defensive trading environment. Coca-Cola’s relatively stable demand, strong margins and dividend profile can benefit from this rotation. Why is Coca-Cola drawing steady demand as staples turn defensive today?
• Positive Sentiment: Brand marketing could support seasonal sales. Coca-Cola launched a Fanta Halloween campaign designed to expand the brand’s presence during another major holiday period. The initiative is strategically positive, although its direct financial impact is not yet quantified. Coca-Cola launches Fanta Halloween campaign
• Neutral Sentiment: Post-earnings momentum is being reassessed. KO has gained since its latest earnings report, but analysts are watching estimate revisions and forward guidance to determine whether that performance can continue. Management’s full-year 2026 EPS guidance is $3.27–$3.30. Coca-Cola Up 1.1% Since Last Earnings Report: Can It Continue?
• Negative Sentiment: Higher bond yields pressure dividend-stock valuations. The 30-year Treasury yield has moved above 5.2%, making government bonds more competitive with Coca-Cola’s dividend and potentially weighing on income-oriented demand. The 30-Year U.S. Treasury Bond Now Has a Higher Yield Than Ford and Coca-Cola

CocaCola Price Performance

KO stock opened at $89.16 on Friday. The stock has a market cap of $383.59 billion, a price-to-earnings ratio of 26.77, a P/E/G ratio of 3.14 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 has a 50 day simple moving average of $85.12 and a 200 day simple moving average of $80.76. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $92.49.

CocaCola (NYSE:KO) last issued its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The firm had revenue of $13.37 billion for 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 company’s quarterly revenue was up 6.2% on a year-over-year basis. During the same quarter last year, the business posted $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Research analysts anticipate that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Dividend Announcement

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 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 of this dividend is Tuesday, September 15th. CocaCola’s dividend payout ratio is presently 63.66%.

Insiders Place Their Bets

In other news, EVP Jennifer K. Mann sold 100,000 shares of the business’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the sale, the executive vice president directly owned 181,384 shares in the company, valued at approximately $14,412,772.64. The trade was a 35.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 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, Chairman James Quincey sold 436,296 shares of the company’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the transaction, the chairman directly owned 122,833 shares of the company’s stock, valued at $9,842,608.29. This represents a 78.03% decrease in their position. The SEC filing for this sale provides additional information. 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. Over the last quarter, insiders have sold 1,594,900 shares of company stock worth $136,568,617. Company insiders own 0.90% of the company’s stock.

Wall Street Analysts Forecast Growth

KO has been the topic of several research analyst reports. Truist Financial set a $88.00 price objective on shares of CocaCola in a research report on Friday, June 26th. Argus lifted their target price on shares of CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a report on Thursday, July 30th. Bank of America upped their price target on shares of CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a research note on Friday, July 10th. HSBC cut shares of CocaCola from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 28th. Finally, Morgan Stanley restated an “overweight” rating and set a $100.00 price objective (up from $89.00) on shares of CocaCola in a research report on Wednesday, July 29th. Fifteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average 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.