Braun Stacey Associates Inc. Has $30.23 Million Stake in CocaCola Company (The) $KO

Braun Stacey Associates Inc. boosted its stake in CocaCola Company (The) (NYSE:KO) by 6.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 371,977 shares of the company’s stock after acquiring an additional 22,588 shares during the quarter. Braun Stacey Associates Inc.’s holdings in CocaCola were worth $30,231,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in KO. Brighton Jones LLC lifted its holdings in shares of CocaCola by 13.3% in the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after purchasing an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of CocaCola by 3.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after buying an additional 293 shares during the period. Dynamic Technology Lab Private Ltd bought a new position in shares of CocaCola during the first quarter worth about $210,000. Jump Financial LLC grew its holdings 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 buying an additional 32,392 shares in the last quarter. Finally, Osterweis Capital Management Inc. raised its position in CocaCola by 548.2% in the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock valued at $75,000 after buying an additional 899 shares during the last quarter. 70.26% of the stock is owned by institutional investors and hedge funds.

CocaCola News Summary

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.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on KO shares. Morgan Stanley restated 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. HSBC downgraded shares of CocaCola from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 28th. Seaport Research Partners set a $95.00 price objective on shares of CocaCola in a research report on Friday, August 14th. Barclays increased their target price on shares of CocaCola from $91.00 to $93.00 and gave the stock an “overweight” rating in a report on Thursday, July 30th. Finally, UBS Group set a $104.00 target price on shares of CocaCola and gave the company a “buy” rating in a research report on Wednesday, July 29th. Fifteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, CocaCola currently has a consensus rating of “Moderate Buy” and an average price target of $95.76.

CocaCola Stock Performance

KO opened at $89.63 on Friday. The business’s 50-day simple moving average is $85.32 and its 200 day simple moving average is $80.83. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $92.49. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.12 and a current ratio of 1.30. The firm has a market capitalization of $385.64 billion, a PE ratio of 26.92, a PEG ratio of 3.11 and a beta of 0.33.

CocaCola (NYSE:KO) last posted its quarterly 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 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 business’s revenue was up 6.2% compared to the same quarter last year. During the same period last year, the company earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, sell-side analysts expect that CocaCola Company will post 3.29 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Investors 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 annualized dividend and a dividend yield of 2.4%. CocaCola’s dividend payout ratio (DPR) is currently 63.66%.

Insiders Place Their Bets

In related news, Chairman James Quincey sold 436,296 shares of the business’s stock in a transaction 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 transaction, the chairman directly owned 122,833 shares in the company, valued at approximately $9,842,608.29. The trade was a 78.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 the company’s stock in a transaction 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 sale, the chief financial officer directly 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 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 valued at $136,568,617 in the last ninety days. 0.90% of the stock is currently owned by insiders.

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.