Mission Wealth Management LP Purchases 51,797 Shares of CocaCola Company (The) $KO

Mission Wealth Management LP raised its holdings in CocaCola Company (The) (NYSE:KOFree Report) by 128.6% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 92,075 shares of the company’s stock after purchasing an additional 51,797 shares during the period. Mission Wealth Management LP’s holdings in CocaCola were worth $7,483,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently made changes to their positions in the business. Brighton Jones LLC raised its holdings in shares of CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after buying an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in CocaCola by 3.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after buying an additional 293 shares in the last quarter. Dynamic Technology Lab Private Ltd acquired a new stake in CocaCola in the 1st quarter valued at $210,000. Jump Financial LLC boosted its position in CocaCola by 450.5% in the second quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock valued at $2,800,000 after buying an additional 32,392 shares in the last quarter. Finally, Osterweis Capital Management Inc. boosted its position in CocaCola by 548.2% in the second 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 in the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the stock. JPMorgan Chase & Co. upped their target price on shares of CocaCola from $90.00 to $96.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Argus upped their target price on shares of CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research report on Thursday, July 30th. Morgan Stanley reissued an “overweight” rating and set a $100.00 price target (up from $89.00) on shares of CocaCola in a research report on Wednesday, July 29th. TD Cowen increased their target price on CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Finally, Truist Financial set a $88.00 price objective on CocaCola in a report on Friday, June 26th. Fifteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $95.76.

Check Out Our Latest Research Report on KO

CocaCola Price Performance

Shares of NYSE:KO opened at $86.78 on Thursday. The firm has a 50 day moving average of $83.14 and a 200-day moving average of $79.65. The company has a current ratio of 1.30, a quick ratio of 1.12 and a debt-to-equity ratio of 0.97. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $90.92. The stock has a market capitalization of $373.38 billion, a PE ratio of 26.06, a PEG ratio of 3.02 and a beta of 0.33.

CocaCola (NYSE:KOGet Free Report) last issued its 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 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 was up 6.2% compared to the same quarter last year. During the same quarter last year, the business posted $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. On average, equities research analysts predict that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Announces Dividend

The firm 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 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 dividend yield of 2.4%. CocaCola’s dividend payout ratio (DPR) is presently 63.66%.

Insiders Place Their Bets

In other CocaCola news, insider Bruno Pietracci sold 75,727 shares of CocaCola stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $89.65, for a total transaction of $6,788,925.55. Following the transaction, the insider directly owned 35,393 shares of the company’s stock, valued at approximately $3,172,982.45. The trade was a 68.15% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through 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, insider Sanket Ray sold 9,958 shares of the stock in a transaction on Monday, August 10th. The stock was sold at an average price of $86.50, for a total transaction of $861,367.00. Following the sale, the insider owned 62,105 shares of the company’s stock, valued at approximately $5,372,082.50. This trade represents a 13.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,465,160 shares of company stock valued at $124,482,109 over the last ninety days. 0.90% of the stock is currently owned by corporate insiders.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

  • Positive Sentiment: Strong results and outlook support the rally: Coca-Cola’s latest quarter exceeded consensus estimates, with $0.97 in EPS and $13.37 billion in revenue. Sales increased 6.2% year over year, and management’s 2026 EPS guidance remains above $3.27 at the midpoint. Investors are now focused on whether momentum can continue through the second half. The debates that matter for KO stock
  • Positive Sentiment: Analysts raised longer-term estimates: Zacks Research increased its FY2026 EPS estimate to $3.29 from $3.26, FY2027 to $3.51 from $3.47, and FY2028 to $3.74 from $3.71. It also lifted several quarterly forecasts, signaling confidence in Coca-Cola’s earnings trajectory despite a modest reduction to its Q3 2026 estimate. Coca-Cola analyst estimates
  • Positive Sentiment: Income and defensive characteristics remain attractive: Coca-Cola’s long dividend-growth record, approximately 2.4% indicated yield, and status as a major Berkshire Hathaway holding continue to appeal to income-oriented investors. Coca-Cola dividend streak
  • Neutral Sentiment: Valuation is the key debate: KO trades at a premium multiple of roughly 26 times earnings. Strong growth and margin expansion may justify part of that premium, but the elevated valuation leaves less room for execution disappointments or slowing consumer demand. Coca-Cola valuation analysis
  • Negative Sentiment: Insider selling could weigh on sentiment: Insider Sanket Ray sold 9,958 shares worth approximately $861,000, reducing his direct holdings by 13.8%. The transaction is not necessarily a fundamental warning, but it adds a cautionary signal after the stock’s strong advance. Coca-Cola insider stock sale

CocaCola Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for CocaCola (NYSE:KO)

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