Kingsview Wealth Management LLC Has $12.80 Million Position in CocaCola Company (The) $KO

Kingsview Wealth Management LLC lifted its holdings in shares of CocaCola Company (The) (NYSE:KO) by 9.7% during the 2nd quarter, Holdings Channel.com reports. The firm owned 157,475 shares of the company’s stock after purchasing an additional 13,959 shares during the period. Kingsview Wealth Management LLC’s holdings in CocaCola were worth $12,798,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Brighton Jones LLC grew its holdings 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 acquiring an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in shares of CocaCola by 3.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after acquiring an additional 293 shares during the last quarter. Dynamic Technology Lab Private Ltd acquired a new position in shares of CocaCola during the first quarter worth approximately $210,000. Jump Financial LLC lifted its position in shares of CocaCola by 450.5% during the second quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock worth $2,800,000 after purchasing an additional 32,392 shares in the last quarter. Finally, Osterweis Capital Management Inc. grew its stake 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 valued at $75,000 after purchasing an additional 899 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola Trading Up 0.6%

KO opened at $89.63 on Friday. 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 market cap of $385.64 billion, a price-to-earnings ratio of 26.92, a price-to-earnings-growth ratio of 3.11 and a beta of 0.33. The firm has a 50 day simple moving average of $85.32 and a 200 day simple moving average of $80.83. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $92.49.

CocaCola (NYSE:KO) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $13.17 billion. During the same period last year, the firm earned $0.87 earnings per share. The business’s revenue for the quarter was up 6.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. On average, sell-side analysts anticipate that CocaCola Company will post 3.29 earnings per share for the current year.

CocaCola Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be paid 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 dividend yield of 2.4%. CocaCola’s dividend payout ratio is 63.66%.

Analyst Upgrades and Downgrades

KO has been the subject of a number of research reports. TD Cowen raised their price target on shares of CocaCola from $90.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Morgan Stanley reaffirmed an “overweight” rating and set a $100.00 price objective (up from $89.00) on shares of CocaCola in a report on Wednesday, July 29th. Royal Bank Of Canada increased their price objective on CocaCola from $87.00 to $96.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. Piper Sandler lifted their target price on CocaCola from $88.00 to $95.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Finally, Argus upped their price target on CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. 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, 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: Defensive-sector demand is supporting KO. Market commentary points to Coca-Cola’s stable cash flows and relatively low volatility as attractive while investors seek safety and quality amid changing interest-rate expectations. Why is Coca-Cola drawing steady demand as staples turn defensive today?
• Positive Sentiment: Zacks upgraded Coca-Cola to Rank #2, or “Buy.” The upgrade reflects improving expectations for the company’s earnings prospects and could provide a near-term sentiment boost. Coca-Cola upgraded to Buy
• Positive Sentiment: Recent operating momentum remains constructive. Coca-Cola’s latest quarter included revenue growth of about 6% year over year and an earnings beat, while the company maintains fiscal 2026 EPS guidance of $3.27–$3.30.
• Neutral Sentiment: Institutional positioning is mixed but leans supportive. More institutions added KO shares than reduced them in the latest quarter, with notable additions from JPMorgan, Geode and Capital World Investors, although BlackRock, Capital Research and Invesco trimmed positions.
• Neutral Sentiment: Analyst support is positive, but valuation may limit upside. Barclays and JPMorgan maintain “Overweight” ratings, while the reported median price target of $89.50 is close to the current trading level. Commentary also describes the valuation as stretched. Coca-Cola upgraded to Buy
• Negative Sentiment: Insider selling is a cautionary signal. Company insiders made 30 open-market sales and no purchases over the past six months, including substantial sales by Chairman James Quincey and other senior executives.

Insiders Place Their Bets

In other news, Chairman James Quincey sold 436,296 shares of the firm’s stock in a transaction on Friday, June 5th. The stock was sold at an average price of $80.13, for a total value of $34,960,398.48. Following the transaction, the chairman directly owned 122,833 shares in the company, valued at $9,842,608.29. This trade represents a 78.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 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, CFO John Murphy sold 152,483 shares of CocaCola stock in a transaction on Friday, July 31st. The stock was sold at an average price of $87.31, for a total value of $13,313,290.73. Following the sale, the chief financial officer directly owned 279,917 shares of the company’s stock, valued at approximately $24,439,553.27. This trade represents a 35.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 1,594,900 shares of company stock worth $136,568,617 over the last three months. Insiders own 0.90% of the company’s stock.

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.