HUB Investment Partners LLC Raises Stock Position in CocaCola Company (The) $KO

Posted by Francis Steltz on Aug 25th, 2026

HUB Investment Partners LLC raised its holdings in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 14.5% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 83,653 shares of the company’s stock after acquiring an additional 10,607 shares during the quarter. HUB Investment Partners LLC’s holdings in CocaCola were worth $6,798,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in KO. State Street Corp lifted its holdings in CocaCola by 1.2% in the 4th quarter. State Street Corp now owns 167,850,330 shares of the company’s stock worth $11,734,417,000 after purchasing an additional 1,992,327 shares in the last quarter. Geode Capital Management LLC boosted its stake in CocaCola by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock worth $6,273,037,000 after purchasing an additional 433,547 shares during the period. Norges Bank purchased a new stake in CocaCola during the 4th quarter valued at approximately $3,865,807,000. Bank of America Corp DE grew its holdings in CocaCola by 9.5% during the 1st quarter. Bank of America Corp DE now owns 44,018,963 shares of the company’s stock valued at $3,347,642,000 after buying an additional 3,836,640 shares in the last quarter. Finally, Franklin Resources Inc. raised its position in shares of CocaCola by 3.1% during the fourth quarter. Franklin Resources Inc. now owns 40,289,857 shares of the company’s stock valued at $2,816,697,000 after buying an additional 1,195,581 shares during the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Argus boosted their target price on shares of CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a report on Thursday, July 30th. Royal Bank Of Canada raised their target price on shares of CocaCola from $87.00 to $96.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Bank of America lifted 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. HSBC cut shares of CocaCola from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 28th. Finally, Truist Financial set a $88.00 price objective on CocaCola in a research report on Friday, June 26th. Fifteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $95.76.

Get Our Latest Research Report on KO

CocaCola Stock Up 0.9%

NYSE KO opened at $91.94 on Tuesday. The stock has a 50 day moving average price of $84.49 and a 200-day moving average price of $80.51. CocaCola Company has a one year low of $65.35 and a one year 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. The company has a market capitalization of $395.59 billion, a P/E ratio of 27.61, a P/E/G ratio of 3.18 and a beta of 0.33.

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, topping the consensus estimate of $0.93 by $0.04. The company 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%. CocaCola’s quarterly revenue was up 6.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities analysts predict that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Announces Dividend

The firm 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 $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s dividend payout ratio (DPR) is presently 63.66%.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

Positive Sentiment: Coca-Cola ranked among the leading consumer-staples companies for growth, reinforcing confidence in its ability to expand despite a relatively mature market. Coca-Cola leads consumer staples growth rankings
Positive Sentiment: Analysts noted that Coca-Cola is adapting to changing consumer health preferences through flagship brands, product diversification and innovation across more beverage occasions. This may help protect long-term sales as consumers reduce consumption of traditional sugary drinks. Coca-Cola Faces Consumer Health Trend Shifts
Positive Sentiment: Coca-Cola continues to attract attention as a potential long-term dividend compounder, appealing to investors seeking dependable income and stability amid a market environment that has favored speculation. 3 Dividend Stocks to Buy Before August Ends
Neutral Sentiment: Executive Bruno Pietracci sold 111,365 KO shares for approximately $10.1 million, reducing his position by about 73%. The filing said the sale covered tax-withholding obligations tied to vested equity awards, making it less concerning than a discretionary sale but still a potential short-term sentiment overhang. Top Coca-Cola Executive Makes a Major Move
Negative Sentiment: Valuation analysis suggests KO is closer to fairly valued than clearly undervalued. Its discounted-cash-flow estimate is near the current market price, while earnings multiples appear expensive after an 88% five-year return, potentially limiting upside for new buyers. Coca-Cola Stock Looks Cheap on Cash Flow but Pricey on Earnings

Insider Transactions at CocaCola

In other news, insider Sanket Ray sold 9,958 shares of the business’s stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $86.50, for a total value of $861,367.00. Following the sale, the insider directly owned 62,105 shares in the company, valued at $5,372,082.50. The trade was a 13.82% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO John Murphy sold 152,483 shares of the company’s stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the sale, the chief financial officer owned 279,917 shares in the company, valued at $24,439,553.27. This represents a 35.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 1,594,900 shares of company stock worth $136,568,617. 0.90% of the stock is currently owned by corporate insiders.

About CocaCola

(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.