Wealthcare Advisory Partners LLC Sells 5,956 Shares of CocaCola Company (The) $KO

Wealthcare Advisory Partners LLC reduced its position in shares of CocaCola Company (The) (NYSE:KO) by 12.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 42,824 shares of the company’s stock after selling 5,956 shares during the period. Wealthcare Advisory Partners LLC’s holdings in CocaCola were worth $3,480,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Anfield Capital Management LLC boosted its position in shares of CocaCola by 438.8% in the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after acquiring an additional 294 shares during the period. Louisbourg Investments Inc. bought a new position in CocaCola during the first quarter worth about $25,000. Headlands Technologies LLC acquired a new stake in CocaCola in the 2nd quarter worth about $26,000. Evolution Wealth Management Inc. boosted its holdings in 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 purchasing an additional 357 shares during the period. Finally, Elevated Capital Advisors LLC bought a new stake in CocaCola in the 4th quarter valued at about $30,000. 70.26% of the stock is currently owned by institutional investors.

Insider Buying and Selling at CocaCola

In other CocaCola news, insider Bruno Pietracci sold 75,727 shares of the business’s stock in a transaction 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 sale, the insider 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, 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, EVP Jennifer K. Mann sold 100,000 shares of the company’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the transaction, the executive vice president owned 181,384 shares of the company’s stock, valued at $14,412,772.64. This trade represents a 35.54% decrease in their ownership of the stock. 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 1,465,160 shares of company stock worth $124,482,109 over the last 90 days. 0.90% of the stock is owned by corporate insiders.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong results and outlook support the rally: Coca-Cola’s latest quarter exceeded consensus estimates, with $0.97 in EPS and $13.37 billion in revenue. Sales increased 6.2% year over year, and management’s 2026 EPS guidance remains above $3.27 at the midpoint. Investors are now focused on whether momentum can continue through the second half. The debates that matter for KO stock
• Positive Sentiment: Analysts raised longer-term estimates: Zacks Research increased its FY2026 EPS estimate to $3.29 from $3.26, FY2027 to $3.51 from $3.47, and FY2028 to $3.74 from $3.71. It also lifted several quarterly forecasts, signaling confidence in Coca-Cola’s earnings trajectory despite a modest reduction to its Q3 2026 estimate. Coca-Cola analyst estimates
• Positive Sentiment: Income and defensive characteristics remain attractive: Coca-Cola’s long dividend-growth record, approximately 2.4% indicated yield, and status as a major Berkshire Hathaway holding continue to appeal to income-oriented investors. Coca-Cola dividend streak
• Neutral Sentiment: Valuation is the key debate: KO trades at a premium multiple of roughly 26 times earnings. Strong growth and margin expansion may justify part of that premium, but the elevated valuation leaves less room for execution disappointments or slowing consumer demand. Coca-Cola valuation analysis
• Negative Sentiment: Insider selling could weigh on sentiment: Insider Sanket Ray sold 9,958 shares worth approximately $861,000, reducing his direct holdings by 13.8%. The transaction is not necessarily a fundamental warning, but it adds a cautionary signal after the stock’s strong advance. Coca-Cola insider stock sale

CocaCola Stock Performance

Shares of CocaCola stock opened at $86.78 on Thursday. The company has a current ratio of 1.30, a quick ratio of 1.12 and a debt-to-equity ratio of 0.97. The company has a market cap of $373.38 billion, a PE ratio of 26.06, a price-to-earnings-growth ratio of 3.02 and a beta of 0.33. The company has a 50 day moving average of $83.14 and a 200-day moving average of $79.65. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $90.92.

CocaCola (NYSE:KO) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.04. The business had revenue of $13.37 billion during 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%.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 earned $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities research analysts forecast that CocaCola Company will post 3.29 earnings per share for the current fiscal year.

CocaCola Announces Dividend

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

Wall Street Analyst Weigh In

Several research analysts have recently commented on KO shares. Bank of America raised their target price 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. boosted their price target on CocaCola from $90.00 to $96.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Citigroup increased their price target on CocaCola from $97.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. TD Cowen raised their price objective on CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Finally, The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $86.00 price objective (up from $82.00) on shares of CocaCola in a report on Tuesday, July 28th. Fifteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $95.76.

About CocaCola

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.