CocaCola Company (The) $KO Position Increased by Sequoia Financial Advisors LLC

Posted by Stanley Muller on Sep 10th, 2026

Sequoia Financial Advisors LLC boosted its holdings in CocaCola Company (The) (NYSE:KO – Free Report) by 3.4% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 283,607 shares of the company’s stock after purchasing an additional 9,323 shares during the period. Sequoia Financial Advisors LLC’s holdings in CocaCola were worth $23,049,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of KO. Louisbourg Investments Inc. acquired a new stake in shares of CocaCola in the first quarter worth $25,000. Guardian Partners Inc. acquired a new position in CocaCola during the 2nd quarter valued at $27,000. Headlands Technologies LLC bought a new stake in CocaCola in the 2nd quarter valued at $26,000. Evolution Wealth Management Inc. boosted its holdings 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, Ankerstar Wealth LLC acquired a new stake in CocaCola in the 4th quarter worth $30,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on KO shares. Sanford C. Bernstein restated a “market perform” rating and set a $93.00 price objective on shares of CocaCola in a report on Wednesday, July 29th. Weiss Ratings upgraded shares of CocaCola from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Thursday, September 3rd. Wells Fargo & Company boosted their price target on CocaCola from $90.00 to $95.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Jefferies Financial Group upped their price target on CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Finally, Royal Bank Of Canada raised their price objective on CocaCola from $87.00 to $96.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $95.76.

Check Out Our Latest Research Report on KO

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

Positive Sentiment: Higher FY2027 earnings estimate: Zacks Research raised its forecast for Coca-Cola’s fiscal 2027 earnings to $3.52 per share from $3.51. Although the increase is modest, it reinforces expectations for continued earnings growth beyond the company’s current-year consensus estimate of $3.29. Zacks Research raises Coca-Cola FY2027 earnings estimate
Positive Sentiment: Dividend durability supports the defensive case: Coca-Cola has reportedly increased its dividend for 64 consecutive years, strengthening its appeal to income-oriented investors. Its established brands, pricing power and global distribution also position the company as a potential hedge against inflation and a weaker dollar. Coca-Cola’s 64-year dividend increase Coca-Cola as a pricing-power stock
Positive Sentiment: Management investor presentation: Coca-Cola presented at Barclays’ Global Consumer Staples Conference, giving investors an updated view of strategy and operating priorities. The supplied report does not identify a new guidance change or specific catalyst. Coca-Cola Barclays conference transcript
Neutral Sentiment: Premiumization strategy: Coca-Cola is using pricing, packaging variety and brand strength to sell higher-value products while retaining affordable options. The approach could lift revenue and margins, but investors will monitor whether higher prices weaken demand. Coca-Cola’s premiumization strategy
Neutral Sentiment: Competitive and historical coverage: Articles comparing Coca-Cola with PepsiCo highlight ongoing competition for consumer spending and dividend investors. A report on former executive Brian Dyson’s death is historical and is unlikely to affect current fundamentals. Pepsi versus Coca-Cola comparison Brian Dyson obituary

CocaCola Price Performance

NYSE:KO opened at $87.53 on Thursday. The company has a 50-day moving average of $86.47 and a 200-day moving average of $81.38. The company has a market capitalization of $376.59 billion, a price-to-earnings ratio of 26.28, a PEG ratio of 3.44 and a beta of 0.34. 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.

CocaCola (NYSE:KO – Get Free Report) last posted 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 business had revenue of $13.37 billion for the quarter, compared to analysts’ expectations of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The firm’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities research analysts anticipate that CocaCola Company will post 3.29 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be paid a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.4%. The ex-dividend date is Tuesday, September 15th. CocaCola’s dividend payout ratio is currently 63.66%.

Insider Activity at CocaCola

In other news, insider Bruno Pietracci sold 111,365 shares of the company’s stock in a transaction dated 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 sale, the insider owned 41,365 shares of the company’s stock, valued at approximately $3,761,319.45. This represents a 72.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 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 dated 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 $5,372,082.50. This trade represents a 13.82% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 926,620 shares of company stock valued at $83,075,714. Insiders own 0.90% of the company’s stock.

About CocaCola

(Free Report)

The Coca-Cola Company (NYSE: KO) is a global beverage company best known for its Coca-Cola soft drink, which was first introduced in 1886. The company was incorporated in 1892 and has grown into one of the world’s largest beverage businesses.

Its portfolio includes sparkling soft drinks such as Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite and Fanta, along with water, sports drinks, coffee, tea, juice and dairy-based beverages. Other brands associated with the company include Dasani, smartwater, Powerade, Minute Maid, Simply, Costa Coffee, fairlife and Topo Chico.

The Coca-Cola Company primarily develops, owns and markets beverage brands, while relying on a global network of independent bottling partners and distributors to manufacture, package and deliver many of its products.