CX Institutional Sells 5,887 Shares of CocaCola Company (The) $KO

CX Institutional lessened its holdings in CocaCola Company (The) (NYSE:KO) by 15.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 32,502 shares of the company’s stock after selling 5,887 shares during the period. CX Institutional’s holdings in CocaCola were worth $2,641,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the business. Brighton Jones LLC lifted its position in shares of CocaCola by 13.3% in the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after buying an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of CocaCola by 3.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after acquiring an additional 293 shares in the last quarter. Dynamic Technology Lab Private Ltd acquired a new position in shares of CocaCola during the 1st quarter valued at about $210,000. Jump Financial LLC increased its holdings in shares of CocaCola by 450.5% during the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock valued at $2,800,000 after acquiring an additional 32,392 shares during the last quarter. Finally, Osterweis Capital Management Inc. raised its stake in shares of CocaCola by 548.2% in the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock valued at $75,000 after acquiring an additional 899 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors.

CocaCola Price Performance

NYSE KO opened at $86.47 on Wednesday. The stock has a 50-day simple moving average of $82.26 and a 200 day simple moving average of $78.99. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $90.92. The stock has a market capitalization of $372.03 billion, a PE ratio of 25.97, a P/E/G ratio of 3.04 and a beta of 0.33. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.12 and a current ratio of 1.30.

CocaCola (NYSE:KO) 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. The firm had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The company’s revenue was up 6.2% on a year-over-year basis. During the same quarter last year, the firm posted $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Research analysts anticipate that CocaCola Company will post 3.29 EPS for the current year.

CocaCola Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be given a $0.53 dividend. This represents a $2.12 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s dividend payout ratio is currently 63.66%.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Improved Middle East geopolitical tensions helped lift broader markets, providing a supportive backdrop for large-cap defensive stocks such as Coca-Cola. Coca-Cola in Focus as Eased Middle East Tension Lifts Markets
• Positive Sentiment: Coca-Cola remains a favored consumer-staples and dividend-growth name as weak consumer confidence and market volatility encourage investors to seek stable cash flow. Recent coverage also highlighted its strong second-quarter results and long dividend-growth record. Consumer Staples Stocks to Play Safe Amid Sinking Consumer Confidence
• Positive Sentiment: The latest quarter beat expectations, with earnings of $0.97 per share versus a $0.93 consensus and revenue of $13.37 billion versus $13.17 billion. Revenue rose 6.2% year over year, while full-year 2026 EPS guidance remains $3.27-$3.30. Coca-Cola Earnings and Guidance
• Neutral Sentiment: Coca-Cola appointed Luca Santandrea as general director for Poland and the Baltic operations. The change could support regional execution, although investors are also questioning whether KO is fully valued after its substantial gains this year. Coca-Cola Valuation Following Leadership Change
• Negative Sentiment: Expansion in China is creating near-term margin pressure. Investors may view the investment as strategically positive, but the added costs could weigh on profitability until growth scales. Coca-Cola Margin Hit From China Expansion
• Negative Sentiment: CFO John Murphy sold 152,483 shares worth approximately $13.3 million, reducing his direct holdings by about 35%. The filing attributed the sale to tax withholding on vested equity awards, which limits its bearish significance but may still weigh on sentiment. Coca-Cola CFO SEC Form 4 Filing

Insiders Place Their Bets

In other news, insider Bruno Pietracci sold 75,727 shares of the firm’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $89.65, for a total value of $6,788,925.55. Following the sale, the insider owned 35,393 shares in the company, valued at approximately $3,172,982.45. This trade represents a 68.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible 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, Chairman James Quincey sold 145,947 shares of the business’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $90.09, for a total transaction of $13,148,365.23. Following the transaction, the chairman directly owned 122,833 shares in the company, valued at $11,066,024.97. This trade represents a 54.30% decrease in their position. 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 1,655,202 shares of company stock valued at $139,400,742 in the last 90 days. 0.90% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. Wells Fargo & Company boosted their target price on CocaCola from $90.00 to $95.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Jefferies Financial Group increased their price target on CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Weiss Ratings reissued a “buy (b+)” rating on shares of CocaCola in a research report on Friday. Sanford C. Bernstein restated a “market perform” rating and issued a $93.00 price objective on shares of CocaCola in a research note on Wednesday, July 29th. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $100.00 price objective (up from $89.00) on shares of CocaCola in a report on Wednesday, July 29th. Fifteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $95.76.

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.