Mosley Wealth Management reduced its holdings in CocaCola Company (The) (NYSE:KO – Free Report) by 82.4% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,384 shares of the company’s stock after selling 6,482 shares during the quarter. Mosley Wealth Management’s holdings in CocaCola were worth $112,000 at the end of the most recent quarter.
Other institutional investors have also recently added to or reduced their stakes in the company. Anfield Capital Management LLC grew its holdings in CocaCola by 438.8% in the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after purchasing an additional 294 shares during the period. Louisbourg Investments Inc. acquired a new position in shares of CocaCola during the first quarter valued at about $25,000. Headlands Technologies LLC bought a new position in shares of CocaCola during the 2nd quarter worth about $26,000. Evolution Wealth Management Inc. boosted its position in shares of CocaCola by 1,081.8% during the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after purchasing an additional 357 shares in the last quarter. Finally, Elevated Capital Advisors LLC acquired a new stake in shares of CocaCola in the 4th quarter valued at about $30,000. 70.26% of the stock is owned by institutional investors and hedge funds.
Insider Buying and Selling
In related news, CFO John Murphy sold 152,483 shares of the stock in a transaction on Friday, July 31st. The stock was sold at an average price of $87.31, for a total value of $13,313,290.73. Following the completion of the sale, the chief financial officer directly owned 279,917 shares of the company’s stock, valued at approximately $24,439,553.27. This represents a 35.26% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 436,296 shares of the stock in a transaction on Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at $9,842,608.29. The trade was a 78.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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. Over the last ninety days, insiders have sold 1,433,535 shares of company stock valued at $121,922,698. 0.90% of the stock is currently owned by company insiders.
CocaCola Trading Down 0.1%
CocaCola (NYSE:KO – Get Free Report) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, beating the consensus estimate 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% compared to the same quarter last year. During the same quarter last year, the firm earned $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, research analysts predict that CocaCola Company will post 3.29 earnings per share for the current fiscal year.
CocaCola Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be issued a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Tuesday, September 15th. CocaCola’s dividend payout ratio (DPR) is currently 63.66%.
Wall Street Analysts Forecast Growth
KO has been the subject of a number of research analyst reports. HSBC lowered CocaCola from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, July 28th. Barclays increased their price target on CocaCola from $91.00 to $93.00 and gave the stock an “overweight” rating in a report on Thursday, July 30th. 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. The Goldman Sachs Group restated a “neutral” rating and set a $86.00 price objective (up from $82.00) on shares of CocaCola in a report on Tuesday, July 28th. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $100.00 target price (up from $89.00) on shares of CocaCola in a research report on Wednesday, July 29th. Fifteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $95.76.
Key Headlines Impacting CocaCola
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Raised outlook and margin gains: Coca-Cola’s improved full-year revenue and earnings guidance, expanding margins, broad-based volume growth and market-share gains reinforce confidence in its operating momentum. Coca-Cola’s Raised Guidance And Margin Gains Might Change the Case for Investing in Coca-Cola
- Positive Sentiment: Volume growth supports demand: Recent analysis points to steady global volume growth, suggesting consumers continue to purchase Coca-Cola products despite broader economic pressure. Coca-Cola in Focus as Volume Growth Anchors a Steady Picture
- Positive Sentiment: Analyst expectations remain supportive: Analysts have issued higher earnings forecasts and are preparing for third-quarter results, extending the positive reaction to the company’s latest earnings beat. Coca-Cola reported $0.97 in quarterly EPS versus a $0.93 consensus estimate, with revenue up 6.2% year over year.
- Positive Sentiment: Defensive and income appeal: Commentary continues to highlight KO as a Dividend King and a long-term Warren Buffett-backed holding. That reputation may support demand from investors seeking reliable dividends and relatively defensive consumer-staples exposure. 5 Dividend Kings to Buy and Hold Forever in August
- Neutral Sentiment: Valuation and sustainability are under debate: Investors are weighing Coca-Cola’s stronger results against whether its recent momentum can persist through the second half of the year. With the stock trading at a premium earnings multiple, further gains may depend on continued execution. The Debates That Matter for KO Stock
- Neutral Sentiment: Macro risks remain: Coverage is monitoring inflation, gasoline prices and consumer spending because higher household costs could pressure demand or reduce purchasing power. Why Is Coca-Cola in Focus as Gasoline Prices Pressure Consumers?
- Neutral Sentiment: Bottler financing news: Coca-Cola İçecek authorized management to seek up to $1 billion in overseas debt for refinancing and growth. The development concerns the regional bottler rather than Coca-Cola directly, so its immediate effect on KO is likely limited. Coca-Cola İçecek Seeks Up to USD 1 Billion in Overseas Debt
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.
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