Nichols & Pratt Advisers LLP MA lessened its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 1.4% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 427,580 shares of the company’s stock after selling 5,985 shares during the period. CocaCola accounts for approximately 2.1% of Nichols & Pratt Advisers LLP MA’s holdings, making the stock its 15th biggest position. Nichols & Pratt Advisers LLP MA’s holdings in CocaCola were worth $34,749,000 at the end of the most recent reporting period.
A number of other institutional investors have also recently made changes to their positions in KO. Lantern Wealth Advisors LLC lifted its position in shares of CocaCola by 3.6% in the second quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company’s stock worth $270,000 after buying an additional 115 shares in the last quarter. Paragon Private Wealth Management LLC boosted its stake in CocaCola by 1.4% during the second quarter. Paragon Private Wealth Management LLC now owns 8,726 shares of the company’s stock valued at $709,000 after buying an additional 123 shares during the last quarter. Everpar Advisors LLC grew its holdings in CocaCola by 0.9% during the 2nd quarter. Everpar Advisors LLC now owns 14,504 shares of the company’s stock valued at $1,179,000 after buying an additional 125 shares in the last quarter. Geneos Wealth Management Inc. grew its holdings in CocaCola by 0.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 40,879 shares of the company’s stock valued at $3,109,000 after buying an additional 129 shares in the last quarter. Finally, HORAN Wealth LLC increased its stake in CocaCola by 3.9% in the 1st quarter. HORAN Wealth LLC now owns 3,458 shares of the company’s stock worth $263,000 after acquiring an additional 130 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.
Insider Buying and Selling at CocaCola
In related news, CFO John Murphy sold 152,483 shares of the firm’s stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $87.31, for a total value of $13,313,290.73. Following the transaction, the chief financial officer owned 279,917 shares of the company’s stock, valued at $24,439,553.27. This trade represents a 35.26% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible 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 145,947 shares of CocaCola stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $90.09, for a total transaction of $13,148,365.23. Following the sale, the chairman owned 122,833 shares of the company’s stock, valued at $11,066,024.97. The trade was a 54.30% decrease in their position. 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. In the last 90 days, insiders sold 1,594,900 shares of company stock valued at $136,568,617. 0.90% of the stock is owned by company insiders.
Wall Street Analysts Forecast Growth
Read Our Latest Stock Report on CocaCola
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.
CocaCola Stock Up 0.6%
Shares of KO opened at $89.63 on Friday. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $92.49. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97. The business has a fifty day moving average of $85.32 and a 200 day moving average of $80.83. 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.
CocaCola (NYSE:KO – Get Free Report) last posted its quarterly earnings data 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. The company had revenue of $13.37 billion for the quarter, compared to analyst estimates 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 period in the prior year, the company posted $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. On average, sell-side analysts expect that CocaCola Company will post 3.29 EPS for the current year.
CocaCola Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be given a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, September 15th. CocaCola’s dividend payout ratio (DPR) is 63.66%.
CocaCola 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.
Read More
- Five stocks we like better than CocaCola
- From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens
- These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash
- Venture Into High-Volatility Corners of the Market With These 3 ETFs
- 3 Retail Stocks to Watch After a Big Consumer Earnings Week
Want to see what other hedge funds are holding KO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CocaCola Company (The) (NYSE:KO – Free Report).
Receive News & Ratings for CocaCola Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for CocaCola and related companies with MarketBeat.com's FREE daily email newsletter.
