Strategic Investment Advisors MI Invests $721,000 in CocaCola Company (The) $KO

Strategic Investment Advisors MI acquired a new stake in CocaCola Company (The) (NYSE:KO) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 9,483 shares of the company’s stock, valued at approximately $721,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Anfield Capital Management LLC increased its holdings in shares of CocaCola by 438.8% during 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 during the last quarter. Louisbourg Investments Inc. purchased a new stake in shares of CocaCola during the 1st quarter valued at approximately $25,000. Headlands Technologies LLC acquired a new position in CocaCola in the second quarter valued at approximately $26,000. Evolution Wealth Management Inc. lifted its holdings in CocaCola by 1,081.8% in the fourth 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, Daytona Street Capital LLC purchased a new position in CocaCola in the fourth quarter worth approximately $29,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong second-quarter results remain the main catalyst. Coca-Cola reported adjusted EPS of $0.97, topping the $0.93 consensus, while revenue rose 6.2% year over year to $13.37 billion, ahead of the $13.17 billion estimate. Global unit-case volume increased 5%, and management raised its 2026 outlook, supporting expectations for continued earnings growth. Coca-Cola Q2 2026 Earnings Call Highlights
• Positive Sentiment: World Cup marketing boosted demand. Management credited FIFA World Cup activation with helping deliver the company’s strongest quarterly volume growth in 17 years. Pricing, product mix, zero-sugar beverages and Fairlife also contributed to broad-based growth across regions. KO Q2 Earnings Call Highlights
• Positive Sentiment: Analyst sentiment improved. Jefferies raised its price target to $104, while TD Cowen and Citigroup moved to $100 and JPMorgan increased its target to $96. Argus also raised its target to $97 and assigned a Buy rating, reinforcing the bullish response to the earnings report.
• Neutral Sentiment: Fairlife’s ransomware disruption appears contained. A cyberattack shut down all four U.S. Fairlife plants for 11 days in July, but Coca-Cola said most production has resumed, reducing the risk of a prolonged supply or financial impact. Coca-Cola keeps beating its rivals, and Wall Street noticed
• Negative Sentiment: Valuation is limiting additional upside. After a substantial 2026 rally and trading near its yearly high, Coca-Cola’s P/E near 27 has prompted caution. HSBC downgraded the stock to Hold, arguing that PepsiCo may offer better value.
• Negative Sentiment: Recent insider sales add a modest overhang. Chairman James Quincey sold roughly $47.5 million of shares, and insider Bruno Pietracci sold about $6.8 million. The transactions were made under pre-arranged Rule 10b5-1 plans to cover tax withholding on vested equity awards, making them less concerning than discretionary selling but still a potential sentiment headwind.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on KO shares. Sanford C. Bernstein reissued a “market perform” rating and set a $93.00 target price on shares of CocaCola in a research note on Wednesday. TD Cowen upped their price target on CocaCola from $90.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday. Jefferies Financial Group increased their price target on CocaCola from $95.00 to $104.00 and gave the stock a “buy” rating in a report on Wednesday. Argus raised their price objective on CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Barclays boosted their price objective on shares of CocaCola from $91.00 to $93.00 and gave the company an “overweight” rating in a report on Thursday. Fifteen 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 company presently has an average rating of “Moderate Buy” and a consensus target price of $95.76.

CocaCola Stock Down 0.6%

CocaCola stock opened at $88.53 on Friday. The company has a market capitalization of $380.90 billion, a PE ratio of 26.59, a price-to-earnings-growth ratio of 3.59 and a beta of 0.34. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.15 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 $90.92. The firm has a 50 day moving average price of $81.92 and a 200 day moving average price of $78.65.

CocaCola (NYSE:KO) last released its quarterly 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. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The company had revenue of $13.37 billion for the quarter, compared to analysts’ expectations of $13.17 billion. During the same period in the prior year, the firm earned $0.87 earnings per share. The firm’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. Research analysts expect that CocaCola Company will post 3.28 earnings per share for the current year.

CocaCola Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Investors 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 annualized dividend and a yield of 2.4%. CocaCola’s dividend payout ratio is presently 66.67%.

Insider Transactions at CocaCola

In other news, Chairman James Quincey sold 436,296 shares of the stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the sale, the chairman owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. This represents a 78.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 75,727 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $89.65, for a total transaction of $6,788,925.55. Following the completion of the transaction, the insider directly owned 35,393 shares of the company’s stock, valued at approximately $3,172,982.45. The trade was a 68.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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 sold a total of 1,502,719 shares of company stock worth $126,087,452 in the last 90 days. Insiders own 0.90% of the company’s stock.

CocaCola Company 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.