Camarda Financial Advisors LLC Acquires Shares of 48,469 CocaCola Company (The) $KO

Camarda Financial Advisors LLC bought a new position in shares of CocaCola Company (The) (NYSE:KO) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 48,469 shares of the company’s stock, valued at approximately $3,939,000. CocaCola makes up about 1.2% of Camarda Financial Advisors LLC’s holdings, making the stock its 26th biggest holding.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Anfield Capital Management LLC increased its position in shares of CocaCola by 438.8% during the fourth 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 last quarter. Louisbourg Investments Inc. bought a new stake in CocaCola during the first quarter worth $25,000. Headlands Technologies LLC purchased a new position in CocaCola in the second quarter worth $26,000. Evolution Wealth Management Inc. grew its stake in CocaCola by 1,081.8% in the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after purchasing an additional 357 shares during the period. Finally, Guardian Partners Inc. bought a new position in CocaCola in the 2nd quarter valued at $27,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Insider Activity

In other news, CFO John Murphy sold 152,483 shares of CocaCola stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $87.31, for a total value of $13,313,290.73. Following the completion of the transaction, the chief financial officer owned 279,917 shares in the company, valued at $24,439,553.27. This trade represents a 35.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 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 business’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 transaction of $34,960,398.48. Following the completion of the sale, the chairman directly owned 122,833 shares in the company, valued at approximately $9,842,608.29. This trade represents a 78.03% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 1,594,900 shares of company stock valued at $136,568,617. 0.90% of the stock is currently owned by corporate insiders.

Key Headlines Impacting CocaCola

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 Stock Performance

Shares of KO opened at $89.16 on Friday. The firm has a market cap of $383.59 billion, a PE ratio of 26.77, a PEG ratio of 3.14 and a beta of 0.33. The stock’s fifty day moving average price is $85.12 and its two-hundred day moving average price 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 1 year low of $65.35 and a 1 year high of $92.49.

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

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the company. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $93.00 target price on shares of CocaCola in a research report on Wednesday, July 29th. Wells Fargo & Company increased their price target on shares of CocaCola from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Piper Sandler raised their price objective on shares of CocaCola from $88.00 to $95.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of CocaCola in a research report on Friday, July 31st. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $100.00 target price (up from $89.00) on shares of CocaCola in a research note 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. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $95.76.

CocaCola Company 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.