Consilium Wealth Advisory LLC Buys 11,079 Shares of CocaCola Company (The) $KO

Consilium Wealth Advisory LLC bought a new stake in CocaCola Company (The) (NYSE:KO) in the third quarter, Holdings Channel.com reports. The institutional investor bought 11,079 shares of the company’s stock, valued at approximately $954,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Auto Owners Insurance Co raised its position in CocaCola by 10,842.4% during the fourth quarter. Auto Owners Insurance Co now owns 4,781,844 shares of the company’s stock valued at $33,430,000 after buying an additional 4,738,144 shares during the period. Bank of America Corp DE grew its stake in CocaCola by 9.5% during the 1st quarter. Bank of America Corp DE now owns 44,018,963 shares of the company’s stock valued at $3,347,642,000 after acquiring an additional 3,836,640 shares in the last quarter. OMERS ADMINISTRATION Corp increased its holdings in shares of CocaCola by 1,763.2% in the 1st quarter. OMERS ADMINISTRATION Corp now owns 3,383,332 shares of the company’s stock valued at $257,302,000 after purchasing an additional 3,201,742 shares during the period. Wellington Management Group LLP increased its holdings in shares of CocaCola by 9.2% in the 2nd quarter. Wellington Management Group LLP now owns 29,053,752 shares of the company’s stock valued at $2,361,198,000 after purchasing an additional 2,439,026 shares during the period. Finally, Alecta Tjanstepension Omsesidigt acquired a new position in shares of CocaCola in the 2nd quarter valued at about $197,470,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently commented on KO shares. The Goldman Sachs Group restated a “neutral” rating and set a $86.00 price target (up from $82.00) on shares of CocaCola in a report on Tuesday, July 28th. 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. HSBC upped their price objective on shares of CocaCola from $90.00 to $98.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. TD Cowen increased their target price on shares of CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Finally, Truist Financial set a $88.00 target price on shares of CocaCola in a research note on Friday, June 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $95.95.

CocaCola Stock Up 1.6%

Shares of KO traded up $1.47 during mid-day trading on Wednesday, hitting $91.58. 4,981,394 shares of the company’s stock were exchanged, compared to its average volume of 16,810,945. 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 Company has a twelve month low of $66.92 and a twelve month high of $92.49. The firm has a fifty day moving average of $88.14 and a two-hundred day moving average of $83.04. The stock has a market cap of $394.04 billion, a price-to-earnings ratio of 27.52, a P/E/G ratio of 3.49 and a beta of 0.32.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The firm 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%. CocaCola’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same period in the prior year, the company posted $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. On average, sell-side analysts forecast that CocaCola Company will post 3.30 earnings per share for the current year.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola’s global brand, pricing power and marketing investments—including artificial-intelligence-enabled campaigns and FIFA World Cup promotions—could support volume growth, margins and long-term competitive advantages. Can Coca-Cola’s Marketing Investments Keep Improving Returns?
• Positive Sentiment: Investors continue to favor KO as a defensive income investment because Coca-Cola has increased its dividend for 63 consecutive years. Its established distribution network and consumer staples exposure reinforce the stock’s appeal. Coca-Cola Has Raised Dividends for 63 Years
• Positive Sentiment: Analyst coverage and heavy searches on Zacks indicate elevated investor attention, while brokerage sentiment is presented as supportive of considering KO. These reports may help sustain buying interest, although they do not identify a major new earnings catalyst. Brokers Suggest Investing in Coca-Cola
• Neutral Sentiment: Coca-Cola is reportedly evaluating a possible sale of Costa Coffee after limited growth. A divestiture could sharpen capital allocation, but discussions are preliminary and no valuation or timetable has been disclosed. Does Coca-Cola Need To Rethink Its Coffee Strategy?
• Negative Sentiment: Coca-Cola’s valuation remains relatively demanding, while its dividend payments reportedly exceeded free cash flow by billions last year. That raises questions about payout sustainability if cash generation weakens. Coca-Cola Dividend Sustainability
• Negative Sentiment: PepsiCo’s weak North American volumes and reduced outlook highlight broader consumer-staples and beverage risks, including cautious consumers, rising costs and potential pressure on demand. PepsiCo’s Earnings and North American Business

Insider Activity at CocaCola

In other CocaCola news, Chairman James Quincey sold 381,140 shares of the business’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $90.04, for a total value of $34,317,845.60. Following the completion of the sale, the chairman owned 122,833 shares of the company’s stock, valued at $11,059,883.32. The trade was a 75.63% decrease in their ownership of the stock. The sale 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, insider Bruno Pietracci sold 111,365 shares of the business’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $90.93, for a total value of $10,126,419.45. Following the completion of the sale, the insider directly owned 41,365 shares of the company’s stock, valued at $3,761,319.45. This represents a 72.92% decrease in their position. 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 926,620 shares of company stock valued at $83,075,714. Insiders own 0.90% of the company’s stock.

CocaCola Company Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Its portfolio includes sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and other ready-to-drink products. The company’s best-known brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, Powerade, Minute Maid, fairlife, and Georgia Coffee.

Founded in 1886, the company develops, owns, licenses, markets, and distributes beverage brands through a network of bottling partners, distributors, retailers, and food-service operators.