TrueWealth Advisors LLC Sells 7,497 Shares of CocaCola Company (The) $KO

Posted by Stephan Jacobs on Aug 8th, 2026

TrueWealth Advisors LLC lessened its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 53.3% during the 2nd quarter, HoldingsChannel reports. The firm owned 6,564 shares of the company’s stock after selling 7,497 shares during the quarter. TrueWealth Advisors LLC’s holdings in CocaCola were worth $533,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of the company. Geneos Wealth Management Inc. boosted its holdings in shares of CocaCola by 0.3% during the first quarter. Geneos Wealth Management Inc. now owns 40,879 shares of the company’s stock worth $3,109,000 after purchasing an additional 129 shares during the period. HORAN Wealth LLC increased its holdings in CocaCola by 3.9% during the 1st quarter. HORAN Wealth LLC now owns 3,458 shares of the company’s stock valued at $263,000 after purchasing an additional 130 shares during the period. Wills Financial Group LLC increased its holdings in CocaCola by 1.3% during the 1st quarter. Wills Financial Group LLC now owns 10,170 shares of the company’s stock valued at $816,000 after purchasing an additional 133 shares during the period. Beacon Financial Advisory LLC raised its position in CocaCola by 0.5% during the 1st quarter. Beacon Financial Advisory LLC now owns 26,844 shares of the company’s stock valued at $2,041,000 after purchasing an additional 136 shares during the last quarter. Finally, Vestia Personal Wealth Advisors raised its position in CocaCola by 3.8% during the 4th quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock valued at $275,000 after purchasing an additional 140 shares during the last quarter. Institutional investors own 70.26% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

Positive Sentiment: Coca-Cola is highlighted as a leading beverage-industry company, with brand strength and global distribution positioning it to benefit from continued demand and industry innovation. Zacks Industry Outlook The Coca-Cola, Monster, Fomento, Primo and The Vita Coco
Positive Sentiment: Analysts and market commentary point to steady beverage demand, volume growth, margin improvement and a stronger cash-flow outlook as reasons Coca-Cola remains attractive among consumer-staples stocks. Coca-Cola Draws Focus As Beverage Demand Steadies Today
Positive Sentiment: Emerging-market momentum and Coca-Cola’s affordability strategy may cushion weaker U.S. demand. Global growth is also cited as a support for the company’s raised 2026 outlook. Will Coca-Cola’s Emerging Market Expansion Offset U.S. Slowdown?
Positive Sentiment: Coca-Cola’s long dividend-growth record continues to appeal to income-focused investors, although maintaining the payout depends on sustained earnings and cash-flow growth. Can Coca-Cola Keep Its Steady Payout Streak Intact This Year?
Neutral Sentiment: Recent analyst coverage examines Coca-Cola’s target price and compares it with other major companies, suggesting investor sentiment remains constructive but dependent on valuation and future execution. What are Wall Street Analysts’ Target Price for Coca-Cola Stock?
Negative Sentiment: After a roughly 24% gain in 2026, Coca-Cola is trading near a record high, leaving less room for disappointment. Its premium valuation could limit additional upside if growth slows. Up 24% in 2026, Is Coca-Cola a Buy Near an All-Time High?

CocaCola Stock Up 0.2%

NYSE:KO opened at $87.06 on Friday. The firm’s 50-day moving average price is $82.66 and its 200-day moving average price is $79.27. The company has a market capitalization of $374.58 billion, a PE ratio of 26.14, 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 current ratio of 1.30 and a quick ratio of 1.12. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $90.92.

CocaCola (NYSE:KO – Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.04. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The company had revenue of $13.37 billion during the quarter, compared to analyst estimates of $13.17 billion. During the same period last year, the business earned $0.87 EPS. CocaCola’s quarterly 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. On average, equities analysts predict that CocaCola Company will post 3.29 EPS 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 dividend of $0.53 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.4%. CocaCola’s dividend payout ratio (DPR) is currently 63.66%.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. Citigroup increased their price objective on CocaCola from $97.00 to $100.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Weiss Ratings restated a “buy (b+)” rating on shares of CocaCola in a report on Friday, July 31st. Argus raised their price target on CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. Morgan Stanley reiterated an “overweight” rating and issued a $100.00 price target (up from $89.00) on shares of CocaCola in a report on Wednesday, July 29th. Finally, TD Cowen boosted their price objective 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 equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $95.76.

Read Our Latest Research Report on KO

Insider Buying and Selling at CocaCola

In related news, EVP Jennifer K. Mann sold 100,000 shares of the company’s stock in a transaction that occurred 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 sale, the executive vice president owned 181,384 shares in the company, valued at $14,412,772.64. This represents a 35.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at 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 436,296 shares of CocaCola stock in a transaction on Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the transaction, the chairman owned 122,833 shares of the company’s stock, valued at $9,842,608.29. The trade was a 78.03% decrease in their position. The SEC filing for this sale provides additional information. 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 ninety days, insiders have sold 1,455,202 shares of company stock valued at $123,620,742. 0.90% of the stock is currently 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.