SBI Securities Co. Ltd. Decreases Stock Holdings in CocaCola Company (The) $KO

SBI Securities Co. Ltd. reduced its position in shares of CocaCola Company (The) (NYSE:KO) by 2.9% in the second quarter, according to its most recent filing with the SEC. The fund owned 244,070 shares of the company’s stock after selling 7,270 shares during the quarter. SBI Securities Co. Ltd.’s holdings in CocaCola were worth $19,836,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of KO. Anfield Capital Management LLC grew its stake in shares of CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after buying an additional 294 shares in the last quarter. Louisbourg Investments Inc. purchased a new stake in shares of CocaCola during the 1st quarter valued at about $25,000. Headlands Technologies LLC bought a new position in shares of CocaCola in the 2nd quarter valued at about $26,000. Evolution Wealth Management Inc. lifted its holdings in shares of CocaCola by 1,081.8% in the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after acquiring an additional 357 shares during the last quarter. Finally, Elevated Capital Advisors LLC purchased a new position in CocaCola in the fourth quarter worth about $30,000. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Raised outlook and margin gains: Coca-Cola’s improved full-year revenue and earnings guidance, expanding margins, broad-based volume growth and market-share gains reinforce confidence in its operating momentum. Coca-Cola’s Raised Guidance And Margin Gains Might Change the Case for Investing in Coca-Cola
• Positive Sentiment: Volume growth supports demand: Recent analysis points to steady global volume growth, suggesting consumers continue to purchase Coca-Cola products despite broader economic pressure. Coca-Cola in Focus as Volume Growth Anchors a Steady Picture
• Positive Sentiment: Analyst expectations remain supportive: Analysts have issued higher earnings forecasts and are preparing for third-quarter results, extending the positive reaction to the company’s latest earnings beat. Coca-Cola reported $0.97 in quarterly EPS versus a $0.93 consensus estimate, with revenue up 6.2% year over year.
• Positive Sentiment: Defensive and income appeal: Commentary continues to highlight KO as a Dividend King and a long-term Warren Buffett-backed holding. That reputation may support demand from investors seeking reliable dividends and relatively defensive consumer-staples exposure. 5 Dividend Kings to Buy and Hold Forever in August
• Neutral Sentiment: Valuation and sustainability are under debate: Investors are weighing Coca-Cola’s stronger results against whether its recent momentum can persist through the second half of the year. With the stock trading at a premium earnings multiple, further gains may depend on continued execution. The Debates That Matter for KO Stock
• Neutral Sentiment: Macro risks remain: Coverage is monitoring inflation, gasoline prices and consumer spending because higher household costs could pressure demand or reduce purchasing power. Why Is Coca-Cola in Focus as Gasoline Prices Pressure Consumers?
• Neutral Sentiment: Bottler financing news: Coca-Cola İçecek authorized management to seek up to $1 billion in overseas debt for refinancing and growth. The development concerns the regional bottler rather than Coca-Cola directly, so its immediate effect on KO is likely limited. Coca-Cola İçecek Seeks Up to USD 1 Billion in Overseas Debt

Analyst Ratings Changes

A number of brokerages have issued reports on KO. 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. UBS Group set a $104.00 target price on CocaCola and gave the stock a “buy” rating in a report on Wednesday, July 29th. Wells Fargo & Company increased their price target on CocaCola from $90.00 to $95.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Truist Financial set a $88.00 price target on CocaCola in a research report on Friday, June 26th. Finally, Evercore reaffirmed an “outperform” rating and set a $100.00 price objective on shares of CocaCola in a research note on Tuesday, July 28th. Fifteen analysts have rated the stock with a Buy rating and three have issued 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.

Insider Buying and Selling

In other CocaCola news, EVP Jennifer K. Mann sold 100,000 shares of the business’s stock in a transaction dated Monday, June 8th. The shares were 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. The trade was a 35.54% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, 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 the firm’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the transaction, the chairman directly owned 122,833 shares in the company, valued at approximately $9,842,608.29. This trade represents a 78.03% decrease in their ownership of the stock. 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. Insiders have sold a total of 1,433,535 shares of company stock worth $121,922,698 over the last ninety days. 0.90% of the stock is owned by insiders.

CocaCola Trading Up 0.3%

KO opened at $87.66 on Friday. The stock has a market cap of $377.15 billion, a price-to-earnings ratio of 26.32, a P/E/G ratio of 3.06 and a beta of 0.33. The stock’s 50 day moving average price is $83.51 and its 200-day moving average price is $79.81. CocaCola Company has a one year low of $65.35 and a one year high of $90.92. 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 for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The business had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. During the same quarter last year, the firm posted $0.87 earnings per share. The business’s 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 forecast that CocaCola Company will post 3.29 EPS for the current year.

CocaCola Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be issued a $0.53 dividend. The ex-dividend date 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 is presently 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.