Strategic Advisors LLC Reduces Stock Holdings in CocaCola Company (The) $KO

Posted by Brian Himes on Aug 31st, 2026

Strategic Advisors LLC cut its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 48.7% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 10,718 shares of the company’s stock after selling 10,189 shares during the period. Strategic Advisors LLC’s holdings in CocaCola were worth $871,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Eurizon SLJ Capital Ltd acquired a new position in shares of CocaCola in the 4th quarter valued at approximately $552,000. Banco Santander S.A. grew its position in shares of CocaCola by 3.1% during the second quarter. Banco Santander S.A. now owns 1,090,758 shares of the company’s stock worth $88,646,000 after buying an additional 32,723 shares in the last quarter. King Luther Capital Management Corp grew its position in shares of CocaCola by 0.8% during the fourth quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock worth $269,330,000 after buying an additional 31,694 shares in the last quarter. Daymark Wealth Partners LLC increased its stake in shares of CocaCola by 68.5% in the second quarter. Daymark Wealth Partners LLC now owns 218,199 shares of the company’s stock worth $17,733,000 after buying an additional 88,690 shares during the last quarter. Finally, Cibc World Market Inc. increased its stake in shares of CocaCola by 4.8% in the fourth quarter. Cibc World Market Inc. now owns 1,759,546 shares of the company’s stock worth $123,010,000 after buying an additional 79,946 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Insider Activity

In other CocaCola news, Chairman James Quincey sold 145,947 shares of the firm’s stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $90.09, for a total value of $13,148,365.23. Following the transaction, the chairman owned 122,833 shares of the company’s stock, valued at $11,066,024.97. This trade represents a 54.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at 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 Bruno Pietracci sold 111,365 shares of CocaCola stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $90.93, for a total value of $10,126,419.45. Following the completion of the transaction, the insider owned 41,365 shares of the company’s stock, valued at approximately $3,761,319.45. The trade was a 72.92% 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 have sold 1,594,900 shares of company stock valued at $136,568,617 over the last quarter. Corporate insiders own 0.90% of the company’s stock.

CocaCola Stock Performance

CocaCola stock opened at $89.63 on Monday. The company has a market cap of $385.64 billion, a PE ratio of 26.92, a P/E/G ratio of 3.13 and a beta of 0.33. The company has a fifty day moving average price of $85.32 and a two-hundred day moving average price of $80.85. 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 12 month low of $65.35 and a 12 month high of $92.49.

CocaCola (NYSE:KO – Get Free Report) last issued 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. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The company had revenue of $13.37 billion for the quarter, compared to analysts’ expectations of $13.17 billion. During the same period in the prior year, the company earned $0.87 earnings per share. The firm’s revenue was up 6.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Research analysts expect 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. Investors of record on Tuesday, September 15th will be given a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s dividend payout ratio is currently 63.66%.

Key Headlines Impacting CocaCola

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 Ratings Changes

A number of research analysts have commented on KO shares. The Goldman Sachs Group reiterated a “neutral” rating and set a $86.00 price objective (up from $82.00) on shares of CocaCola in a research note on Tuesday, July 28th. Barclays boosted their target price on shares of CocaCola from $91.00 to $93.00 and gave the stock an “overweight” rating in a research report on Thursday, July 30th. Seaport Research Partners set a $95.00 target price on shares of CocaCola in a research note on Friday, August 14th. Morgan Stanley reaffirmed 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. Finally, TD Cowen lifted their price target on CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Fifteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, CocaCola presently has an average rating of “Moderate Buy” and a consensus target price of $95.76.

Check Out Our Latest Stock Analysis on CocaCola

CocaCola 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.