Empowered Funds LLC Acquires 60,180 Shares of CocaCola Company (The) $KO

Empowered Funds LLC raised its holdings in CocaCola Company (The) (NYSE:KO) by 11.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 567,041 shares of the company’s stock after acquiring an additional 60,180 shares during the period. Empowered Funds LLC’s holdings in CocaCola were worth $46,083,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of KO. Brighton Jones LLC increased its stake in CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after purchasing an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in CocaCola by 3.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after buying an additional 293 shares in the last quarter. Dynamic Technology Lab Private Ltd acquired a new position in shares of CocaCola in the first quarter valued at approximately $210,000. Jump Financial LLC boosted its holdings in shares of CocaCola by 450.5% in the second quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock valued at $2,800,000 after buying an additional 32,392 shares during the period. Finally, Osterweis Capital Management Inc. increased its position in shares of CocaCola by 548.2% during the second quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock worth $75,000 after acquiring an additional 899 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors.

CocaCola Price Performance

Shares of KO opened at $89.16 on Friday. The firm has a market capitalization of $383.59 billion, a PE ratio of 26.77, a PEG ratio of 3.14 and a beta of 0.33. The company’s 50-day moving average is $85.12 and its 200-day moving average is $80.76. 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 fifty-two week low of $65.35 and a fifty-two week high of $92.49.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04. The business had revenue of $13.37 billion during the quarter, compared to the consensus estimate of $13.17 billion. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The firm’s quarterly revenue was up 6.2% on a year-over-year basis. During the same period in the previous year, the company posted $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Equities analysts forecast that CocaCola Company will post 3.29 EPS for the current year.

CocaCola Announces Dividend

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 of this dividend is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.4%. CocaCola’s payout ratio is currently 63.66%.

Insider Activity

In related news, EVP Nancy Quan sold 50,000 shares of the stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at $20,186,798.70. This represents a 18.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 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 value of $10,126,419.45. Following the transaction, the insider owned 41,365 shares in the company, valued at approximately $3,761,319.45. This trade represents a 72.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 1,594,900 shares of company stock worth $136,568,617. Insiders own 0.90% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the stock. HSBC cut shares of CocaCola from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, July 28th. Royal Bank Of Canada lifted their price target on CocaCola from $87.00 to $96.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Evercore restated an “outperform” rating and issued a $100.00 price target on shares of CocaCola in a report on Tuesday, July 28th. UBS Group set a $104.00 price objective on CocaCola and gave the stock a “buy” rating in a report on Wednesday, July 29th. Finally, Argus raised their target price on shares of CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research report on Thursday, July 30th. Fifteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $95.76.

CocaCola News Roundup

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 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.