Natural Investments LLC trimmed its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 45.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,739 shares of the company’s stock after selling 5,665 shares during the period. Natural Investments LLC’s holdings in CocaCola were worth $547,000 at the end of the most recent reporting period.
Several other institutional investors have also modified their holdings of KO. Brighton Jones LLC increased its stake in CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after purchasing an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in CocaCola by 3.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after purchasing an additional 293 shares in the last quarter. Dynamic Technology Lab Private Ltd purchased a new stake in CocaCola during the first quarter worth $210,000. Jump Financial LLC grew its holdings 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 purchasing an additional 32,392 shares during the last quarter. Finally, Osterweis Capital Management Inc. grew its holdings 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 purchasing an additional 899 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.
Insider Activity at CocaCola
In other CocaCola news, EVP Nancy Quan sold 50,000 shares of the company’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total value of $4,519,500.00. Following the completion of the transaction, the executive vice president directly owned 223,330 shares of the company’s stock, valued at $20,186,798.70. This represents a 18.29% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 100,000 shares of the firm’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $79.46, for a total value of $7,946,000.00. Following the sale, the executive vice president owned 181,384 shares of the company’s stock, valued at $14,412,772.64. This represents a 35.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. Insiders have sold a total of 1,483,535 shares of company stock valued at $126,442,198 over the last 90 days. Corporate insiders own 0.90% of the company’s stock.
CocaCola News Summary
- Positive Sentiment: Analyst coverage remains generally supportive, with brokers highlighting Coca-Cola as an investment candidate. Recent quarterly results also exceeded expectations, with earnings and revenue above consensus and revenue growth of 6.2% year over year. Brokers Suggest Investing in Coca-Cola
- Positive Sentiment: Investors have been seeking established, lower-volatility companies, helping Coca-Cola reach an all-time high and break above $90 for the first time. Its strong brand portfolio and defensive characteristics may be attractive amid market uncertainty. Coca-Cola Hits All-Time High
- Positive Sentiment: Coca-Cola’s long dividend record continues to support its appeal to income-focused investors. Berkshire Hathaway reportedly receives approximately $848 million annually from its Coca-Cola holdings, underscoring the scale and consistency of the payout. Dividend King Pays Berkshire
- Neutral Sentiment: Coverage is also examining Coca-Cola’s cash flow and dividend sustainability as interest rates and bond yields rise. Higher yields could increase the relative appeal of fixed-income investments, although Coca-Cola’s recurring cash generation remains central to its income-investor case. Coca-Cola Cash Flow as Yields Rise
- Negative Sentiment: Executive Vice President Nancy Quan sold 50,000 shares worth about $4.5 million. The filing states the sale covered tax withholding tied to vested equity awards, reducing its negative signaling value, though it may create modest near-term selling pressure.
CocaCola Stock Performance
CocaCola stock opened at $90.91 on Monday. The stock has a fifty day moving average price of $84.27 and a 200 day moving average price of $80.41. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $91.86. The firm has a market capitalization of $391.14 billion, a P/E ratio of 27.30, a PEG ratio of 3.18 and a beta of 0.33. 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 (NYSE:KO – Get Free Report) last released its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $13.37 billion during the quarter, compared to the consensus estimate of $13.17 billion. During the same period in the previous year, the firm earned $0.87 earnings per share. CocaCola’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. Equities research analysts anticipate that CocaCola Company will post 3.29 earnings per share for the current 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 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Tuesday, September 15th. CocaCola’s payout ratio is currently 63.66%.
Wall Street Analysts Forecast Growth
Several research firms have recently issued reports on KO. Seaport Research Partners set a $95.00 price target on CocaCola in a research note on Friday, August 14th. Jefferies Financial Group increased their price objective on shares of CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. UBS Group set a $104.00 target price on shares of CocaCola and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Bank of America upped their price target on shares of CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a report on Friday, July 10th. Finally, TD Cowen increased their price target on shares of CocaCola from $90.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Fifteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, CocaCola currently has an average rating of “Moderate Buy” and a consensus target price of $95.76.
Check Out Our Latest Stock Report on CocaCola
CocaCola Company Profile
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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