Rothschild Capital Partners LLC Invests $707,000 in CocaCola Company (The) $KO

Posted by Brenda Bartman on Aug 31st, 2026

Rothschild Capital Partners LLC bought a new stake in CocaCola Company (The) (NYSE:KO – Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund bought 8,701 shares of the company’s stock, valued at approximately $707,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Louisbourg Investments Inc. acquired a new stake in shares of CocaCola during the 1st quarter valued at about $25,000. Guardian Partners Inc. purchased a new position in CocaCola during the second quarter worth approximately $27,000. Anfield Capital Management LLC boosted its position in CocaCola by 438.8% during 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 in the last quarter. Headlands Technologies LLC acquired a new stake in CocaCola in the second quarter valued at approximately $26,000. Finally, Evolution Wealth Management Inc. increased its position in shares of CocaCola by 1,081.8% in the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after buying an additional 357 shares in the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola Trading Down 0.0%

Shares of KO opened at $89.63 on Monday. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $92.49. The stock has a market cap of $385.64 billion, a PE ratio of 26.92, a price-to-earnings-growth ratio of 3.13 and a beta of 0.33. The firm’s fifty day moving average is $85.32 and its two-hundred day moving average is $80.85. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97.

CocaCola (NYSE:KO – Get Free Report) last issued its earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The business had revenue of $13.37 billion during 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 company’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period in the prior year, the business earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Research analysts forecast that CocaCola Company will post 3.29 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The firm also recently announced 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 yield of 2.4%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s dividend payout ratio (DPR) is 63.66%.

Analyst Ratings Changes

Several research analysts have recently weighed in on KO shares. TD Cowen upped their target price on CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Truist Financial set a $88.00 price target on shares of CocaCola in a report on Friday, June 26th. Morgan Stanley restated an “overweight” rating and set a $100.00 price objective (up from $89.00) on shares of CocaCola in a research report on Wednesday, July 29th. Citigroup increased their price objective on shares of CocaCola from $97.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Finally, Piper Sandler lifted their price objective on CocaCola from $88.00 to $95.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Fifteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $95.76.

View Our Latest Report on CocaCola

CocaCola News Roundup

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.

Insider Buying and Selling at CocaCola

In other CocaCola news, EVP Jennifer K. Mann sold 100,000 shares of the firm’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $79.46, for a total value of $7,946,000.00. Following the completion of the sale, the executive vice president directly owned 181,384 shares of the company’s stock, valued at $14,412,772.64. This trade represents a 35.54% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 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. Also, insider Bruno Pietracci sold 111,365 shares of the firm’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $90.93, for a total transaction 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. The trade was a 72.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders sold 1,594,900 shares of company stock worth $136,568,617. 0.90% of the stock is owned by company 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.