KMG Fiduciary Partners LLC Has $12.89 Million Stake in CocaCola Company (The) $KO

KMG Fiduciary Partners LLC reduced its position in shares of CocaCola Company (The) (NYSE:KO) by 10.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 158,556 shares of the company’s stock after selling 18,569 shares during the quarter. CocaCola accounts for approximately 1.2% of KMG Fiduciary Partners LLC’s investment portfolio, making the stock its 22nd biggest holding. KMG Fiduciary Partners LLC’s holdings in CocaCola were worth $12,886,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in KO. Anfield Capital Management LLC lifted 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 purchasing an additional 294 shares during the last quarter. Louisbourg Investments Inc. bought a new position in CocaCola during the first quarter worth about $25,000. Headlands Technologies LLC acquired a new position in CocaCola during the second quarter worth approximately $26,000. Evolution Wealth Management Inc. increased 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 buying an additional 357 shares during the last quarter. Finally, Elevated Capital Advisors LLC bought a new stake in CocaCola in the fourth quarter valued at approximately $30,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Volume-led growth supports the bullish case. Coca-Cola’s second-quarter organic revenue increased 6%, led by a 5% rise in unit case volume, while price and mix contributed about 2%. The stronger volume performance suggests demand remains healthy rather than growth being driven mainly by higher prices. Coca-Cola’s Revenue Growth: Organic Strength or Pricing-Led?
• Positive Sentiment: Recent earnings continue to provide support. Coca-Cola exceeded quarterly expectations, reporting $0.97 in adjusted earnings per share versus a $0.93 consensus estimate and $13.37 billion in revenue versus $13.17 billion expected. Analysts and market coverage also point to sustained earnings strength, resilient demand and the company’s long record of dividend increases as reasons for investor interest. 5 Stocks the Market Rewarded After Strong Earnings Results
• Neutral Sentiment: Coca-Cola İçecek reported strong first-half results, but the read-through to KO is limited. The bottling affiliate cited international growth and margin gains, while PwC and the company’s board confirmed the accuracy and compliance of its interim financial statements. These developments are supportive for the broader Coca-Cola system but concern Coca-Cola İçecek A.Ş. directly, not necessarily KO’s consolidated results. Coca-Cola İçecek Delivers Strong H1 2026 Results
• Negative Sentiment: Valuation is the main pressure point. After a substantial multiyear gain and a move near its all-time high, analysts argue that KO is close to fair value or modestly expensive. At approximately 26 times earnings, the stock’s premium may already reflect much of its earnings, dividend and defensive-growth appeal. Coca-Cola Stock Recently Hit a New All-Time High

Analyst Ratings Changes

A number of research firms have recently issued reports on KO. Royal Bank Of Canada raised 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. Truist Financial set a $88.00 target price on CocaCola in a report on Friday, June 26th. Piper Sandler increased their price target on CocaCola from $88.00 to $95.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $86.00 price target (up from $82.00) on shares of CocaCola in a report on Tuesday, July 28th. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and set a $93.00 price objective on shares of CocaCola in a research report on Wednesday, July 29th. Fifteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $95.76.

CocaCola Stock Down 0.3%

KO stock opened at $86.82 on Tuesday. 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 stock has a market capitalization of $373.55 billion, a price-to-earnings ratio of 26.07, a PEG ratio of 3.04 and a beta of 0.33. The business’s fifty day moving average price is $82.82 and its two-hundred day moving average price is $79.44. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $90.92.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The company 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 company’s revenue was up 6.2% on a year-over-year basis. During the same quarter last year, the firm earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. On average, equities analysts anticipate that CocaCola Company will post 3.29 earnings per share for the current 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 paid a $0.53 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $2.12 annualized dividend and a yield of 2.4%. CocaCola’s payout ratio is 63.66%.

Insiders Place Their Bets

In other CocaCola news, EVP Jennifer K. Mann sold 23,984 shares of the business’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 completion of the sale, the executive vice president owned 157,400 shares of the company’s stock, valued at $13,128,734. The trade was a 13.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Murphy sold 152,483 shares of the stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the transaction, the chief financial officer owned 279,917 shares in the company, valued at approximately $24,439,553.27. The trade was a 35.26% decrease in their position. 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. Over the last ninety days, insiders have sold 1,455,202 shares of company stock worth $123,620,742. 0.90% of the stock is currently owned by insiders.

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.