CocaCola Company (The) $KO Stake Boosted by Allworth Financial LP

Allworth Financial LP raised its holdings in shares of CocaCola Company (The) (NYSE:KO) by 16.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 732,270 shares of the company’s stock after purchasing an additional 105,770 shares during the period. Allworth Financial LP’s holdings in CocaCola were worth $59,512,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. California State Teachers Retirement System boosted its holdings in shares of CocaCola by 7,365.2% in the 2nd quarter. California State Teachers Retirement System now owns 487,509,960 shares of the company’s stock valued at $39,619,934,000 after buying an additional 480,979,487 shares during the period. Norges Bank acquired a new stake in shares of CocaCola in the fourth quarter valued at approximately $3,865,807,000. Cardano Risk Management B.V. raised its stake in CocaCola by 867.2% during the 4th quarter. Cardano Risk Management B.V. now owns 14,432,190 shares of the company’s stock valued at $1,008,954,000 after acquiring an additional 12,939,959 shares in the last quarter. Marshall Wace LLP raised its stake in shares of CocaCola by 1,206.9% during the fourth quarter. Marshall Wace LLP now owns 10,641,007 shares of the company’s stock valued at $743,913,000 after purchasing an additional 9,826,768 shares in the last quarter. Finally, Bank of America Corp DE raised its position in shares of CocaCola by 29.2% during the 4th quarter. Bank of America Corp DE now owns 40,182,323 shares of the company’s stock worth $2,809,146,000 after buying an additional 9,078,447 shares in the last quarter. 70.26% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the company. UBS Group set a $104.00 price objective on CocaCola and gave the company a “buy” rating in a report on Wednesday, July 29th. Sanford C. Bernstein reiterated a “market perform” rating and set a $93.00 price objective on shares of CocaCola in a research report on Wednesday, July 29th. Evercore reiterated an “outperform” rating and issued a $100.00 target price on shares of CocaCola in a report on Tuesday, July 28th. Jefferies Financial Group increased their price objective on CocaCola from $95.00 to $104.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Finally, Citigroup upped their target price on CocaCola from $97.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, CocaCola presently has an average rating of “Moderate Buy” and a consensus target price of $95.76.

CocaCola Stock Up 0.4%

Shares of KO stock traded up $0.31 on Tuesday, hitting $88.38. The company’s stock had a trading volume of 19,405,566 shares, compared to its average volume of 17,077,551. The stock has a market capitalization of $380.27 billion, a price-to-earnings ratio of 26.54, a P/E/G ratio of 3.43 and a beta of 0.34. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $92.49. The firm’s fifty day moving average price is $86.20 and its 200-day moving average price is $81.26. 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 (NYSE:KO) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, beating the consensus estimate of $0.93 by $0.04. The company had revenue of $13.37 billion for 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 for the quarter was up 6.2% compared to the same quarter last year. During the same quarter last year, the company posted $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Research analysts anticipate that CocaCola Company will post 3.29 EPS for the current year.

CocaCola Dividend Announcement

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 given a dividend of $0.53 per share. 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 dividend payout ratio (DPR) is 63.66%.

Insider Activity

In other news, Chairman James Quincey sold 381,140 shares of CocaCola stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $90.04, for a total transaction of $34,317,845.60. Following the sale, the chairman owned 122,833 shares of the company’s stock, valued at approximately $11,059,883.32. This trade represents a 75.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 business’s stock in a transaction that occurred on 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 sale, the chief financial officer owned 279,917 shares in the company, valued at approximately $24,439,553.27. This 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. Over the last ninety days, insiders sold 950,604 shares of company stock valued at $85,076,219. Corporate insiders own 0.90% of the company’s stock.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola’s premiumization strategy is expanding sales through higher-priced products, varied packaging and brand strength, while maintaining lower-priced options to preserve affordability. The strategy could support revenue and margins, although execution remains important. Coca-Cola’s Premiumization Push: Smart Strategy or Risky Move?
• Positive Sentiment: Analysts and market commentators point to two return drivers for KO: business growth and shareholder distributions, including dividends and potential compounding from reinvestment. This helps explain the stock’s strong 2026 performance. Why Coca-Cola Is Outperforming
• Positive Sentiment: Coca-Cola is being highlighted as a pricing-power stock that may offer defensive protection against inflation and a weaker U.S. dollar. Its global brand portfolio and ability to adjust prices remain key investor attractions. Safety Stocks Built for a Weaker Dollar
• Positive Sentiment: KO is featured among dividend-focused alternatives to JEPI, emphasizing Coca-Cola’s long-term income appeal without the same potential limits on capital appreciation. Dividend Stocks Versus JEPI
• Neutral Sentiment: Recent comparisons portray Coca-Cola as the strongest-performing defensive consumer stock in 2026, but the stock’s roughly 26% gain and valuation near 26.5 times earnings raise questions about how much optimism is already reflected. Is Coca-Cola a Buy Near an All-Time High?
• Neutral Sentiment: News of former Coca-Cola executive Brian Dyson’s death is historically notable because of his role during the New Coke episode, but it has no apparent effect on KO’s current fundamentals. Brian Dyson Dies at Age 90
• Neutral Sentiment: Announcements concerning Coca-Cola İçecek’s regional subsidiaries and approval to issue up to $1 billion of overseas debt relate primarily to the bottling partner, not directly to KO. The funding could support expansion but also increases leverage considerations. Coca-Cola Icecek Debt Issuance

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.