Corient Private Wealth LP Boosts Stake in CocaCola Company (The) $KO

Corient Private Wealth LP lifted its stake in shares of CocaCola Company (The) (NYSE:KO) by 5.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,052,804 shares of the company’s stock after buying an additional 147,220 shares during the period. Corient Private Wealth LP’s holdings in CocaCola were worth $244,113,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in KO. Norges Bank purchased a new position in CocaCola in the 4th quarter worth $3,865,807,000. Cardano Risk Management B.V. lifted its position in CocaCola by 867.2% during the 4th quarter. Cardano Risk Management B.V. now owns 14,432,190 shares of the company’s stock worth $1,008,954,000 after acquiring an additional 12,939,959 shares during the period. Marshall Wace LLP grew its stake in CocaCola by 1,206.9% during the 4th quarter. Marshall Wace LLP now owns 10,641,007 shares of the company’s stock valued at $743,913,000 after purchasing an additional 9,826,768 shares during the last quarter. Bank of America Corp DE grew its stake in CocaCola by 29.2% during the 4th quarter. Bank of America Corp DE now owns 40,182,323 shares of the company’s stock valued at $2,809,146,000 after purchasing an additional 9,078,447 shares during the last quarter. Finally, Capital World Investors increased its holdings in shares of CocaCola by 98.7% in the fourth quarter. Capital World Investors now owns 12,573,527 shares of the company’s stock valued at $879,015,000 after purchasing an additional 6,246,627 shares during the period. 70.26% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other CocaCola news, Chairman James Quincey sold 436,296 shares of the company’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 value of $34,960,398.48. Following the sale, the chairman owned 122,833 shares in the company, valued at approximately $9,842,608.29. This represents a 78.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. 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, EVP Nancy Quan sold 50,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the sale, the executive vice president directly owned 223,330 shares in the company, valued at $20,186,798.70. The trade was a 18.29% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 1,594,900 shares of company stock valued at $136,568,617 in the last three months. 0.90% of the stock is currently owned by company insiders.

CocaCola Stock Performance

NYSE KO opened at $90.07 on Thursday. The firm has a market capitalization of $387.53 billion, a P/E ratio of 27.05, a PEG ratio of 3.20 and a beta of 0.33. The stock has a 50-day simple moving average of $84.93 and a two-hundred day simple moving average of $80.69. 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 Company has a fifty-two week low of $65.35 and a fifty-two week high of $92.49.

CocaCola (NYSE:KO) last issued its earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The firm had revenue of $13.37 billion for the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same quarter 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. On average, equities analysts forecast that CocaCola Company will post 3.29 earnings per share for the current year.

CocaCola Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be issued a $0.53 dividend. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.4%. CocaCola’s payout ratio is presently 63.66%.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola launched a new Fanta Halloween campaign aimed at making the brand a larger part of seasonal consumer spending. The initiative could support marketing engagement and incremental sales, although its near-term financial impact is uncertain. Coca-Cola launches the Fanta Halloween campaign
• Positive Sentiment: Analyst coverage remains generally favorable, with Coca-Cola carrying an average “Moderate Buy” rating. Recent quarterly earnings beats, global brand strength and full-year 2026 EPS guidance of $3.27-$3.30 continue to support the growth-compounder narrative. Coca-Cola receives Moderate Buy recommendation
• Neutral Sentiment: Coca-Cola’s quarterly dividend remains an important part of the investment case, with a declared payment of $0.53 per share and an annualized yield of about 2.3%. However, higher bond yields may make income-oriented investors less willing to pay a premium for defensive dividend stocks. 5 Blue-Chip Dividend Stocks to Buy
• Negative Sentiment: The 30-year Treasury yield has risen above 5.2%, increasing competition for Coca-Cola’s dividend and potentially pressuring the valuation of this low-beta, defensive stock. 30-Year Treasury yield rises above Coca-Cola yield
• Negative Sentiment: Recent market commentary says Coca-Cola is declining more than the broader market, while comparisons with PepsiCo highlight concerns about relative growth and performance. With KO trading at roughly 27 times earnings and after a strong rally, investors may be taking profits or demanding faster growth. Coca-Cola declines more than the market

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. HSBC cut CocaCola from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 28th. Evercore reiterated an “outperform” rating and issued a $100.00 target price on shares of CocaCola in a research report on Tuesday, July 28th. Bank of America increased their price target on shares of CocaCola from $90.00 to $95.00 and gave the stock a “buy” rating in a report on Friday, July 10th. JPMorgan Chase & Co. raised their price target on shares of CocaCola from $90.00 to $96.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Finally, UBS Group set a $104.00 price objective on shares of CocaCola and gave the company a “buy” rating in a research note on Wednesday, July 29th. Fifteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, CocaCola has a consensus rating of “Moderate Buy” and a consensus price target 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.