JSF Financial LLC Buys 16,611 Shares of CocaCola Company (The) $KO

JSF Financial LLC raised its stake in shares of CocaCola Company (The) (NYSE:KO) by 514.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,840 shares of the company’s stock after acquiring an additional 16,611 shares during the quarter. JSF Financial LLC’s holdings in CocaCola were worth $1,708,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Lantern Wealth Advisors LLC raised its position in shares of CocaCola by 3.6% in the 2nd quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company’s stock worth $270,000 after acquiring an additional 115 shares in the last quarter. New Wave Wealth Advisors LLC lifted its stake in shares of CocaCola by 4.4% during the 3rd quarter. New Wave Wealth Advisors LLC now owns 2,747 shares of the company’s stock worth $248,000 after purchasing an additional 116 shares during the last quarter. Gill Capital Partners LLC lifted its stake in shares of CocaCola by 4.1% during the 2nd quarter. Gill Capital Partners LLC now owns 2,992 shares of the company’s stock worth $243,000 after purchasing an additional 117 shares during the last quarter. Atomic Invest LLC boosted its position in CocaCola by 38.7% during the second quarter. Atomic Invest LLC now owns 437 shares of the company’s stock valued at $36,000 after purchasing an additional 122 shares in the last quarter. Finally, Paragon Private Wealth Management LLC boosted its position in CocaCola by 1.4% during the second quarter. Paragon Private Wealth Management LLC now owns 8,726 shares of the company’s stock valued at $709,000 after purchasing an additional 123 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Defensive-sector rotation: Investors moved toward reliable, dividend-paying consumer and healthcare companies as broader large-cap stocks weakened, benefiting Coca-Cola’s safe-haven profile. Defensive consumer stocks article
• Positive Sentiment: Encouraging earnings setup: Coca-Cola reports third-quarter results before the market opens on October 27. Analysts are looking for more than $12.9 billion in sales, while the company enters the report after six consecutive EPS beats and previously raised its 2026 organic-revenue and earnings-growth outlook. Coca-Cola third-quarter earnings preview
• Positive Sentiment: KFC distribution win: KFC plans to return Coca-Cola beverages to roughly 3,600 U.S. restaurants beginning in early 2027, replacing PepsiCo products. The agreement could provide incremental fountain-volume growth and reinforce Coca-Cola’s commercial momentum. Coca-Cola KFC agreement article
• Positive Sentiment: Marketing investment: Coca-Cola selected agency partners as part of a global marketing review focused on data, technology and artificial intelligence, while retaining WPP Open X as its global media partner in most markets. Management expects the effort to strengthen consumer connections and support long-term growth. Coca-Cola marketing agency announcement
• Neutral Sentiment: Valuation limits upside: After a roughly 30%-plus annual gain, Coca-Cola trades at about 28 times earnings. Investors increasingly need evidence that pricing power, volume growth and margins can justify the premium.
• Negative Sentiment: Operational and legal risks: Pre-earnings analysis points to weak volumes in some key markets, while a law firm is investigating potential class-action claims related to a reported data breach. These issues could pressure results or create reputational and financial costs. Coca-Cola data breach investigation

CocaCola Stock Up 2.8%

KO stock opened at $95.32 on Friday. The stock has a market capitalization of $410.12 billion, a PE ratio of 28.63, a price-to-earnings-growth ratio of 3.61 and a beta of 0.32. CocaCola Company has a 52 week low of $67.27 and a 52 week high of $95.37. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97. The firm has a 50 day moving average of $89.01 and a 200 day moving average of $83.88.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The business had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. During the same quarter in the prior year, the business posted $0.87 EPS. CocaCola’s revenue for the quarter was up 6.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Sell-side analysts forecast that CocaCola Company will post 3.30 earnings per share for the current year.

CocaCola Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Tuesday, December 1st will be paid a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Tuesday, December 1st. CocaCola’s payout ratio is presently 63.66%.

Analyst Ratings Changes

Several equities analysts have issued reports on KO shares. Deutsche Bank Aktiengesellschaft lifted their target price on CocaCola from $92.00 to $98.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Seaport Research Partners set a $95.00 price target on shares of CocaCola in a research report on Friday, August 14th. HSBC raised their price target on shares of CocaCola from $90.00 to $98.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Jefferies Financial Group raised their price target on shares of CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Finally, Weiss Ratings raised shares of CocaCola from a “buy (a-)” rating to a “buy (a+)” rating in a research report on Thursday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, CocaCola presently has an average rating of “Moderate Buy” and a consensus price target of $96.27.

Insider Activity

In related news, EVP Nancy Quan sold 50,000 shares of the company’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $90.39, for a total value of $4,519,500.00. Following the transaction, the executive vice president directly owned 223,330 shares of the company’s stock, valued at $20,186,798.70. This represents a 18.29% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 145,947 shares of the firm’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $90.09, for a total value of $13,148,365.23. Following the completion of the transaction, the chairman owned 122,833 shares of the company’s stock, valued at $11,066,024.97. This trade represents a 54.30% decrease in their position. The disclosure for this sale is available in the SEC filing. 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. Over the last ninety days, insiders sold 926,620 shares of company stock valued at $83,075,714. 0.90% of the stock is owned by corporate insiders.

CocaCola Company Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Founded in 1886, it is best known for Coca-Cola, one of the world’s most recognized soft drink brands.

The company owns, licenses, and markets a broad portfolio of beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, smartwater, Powerade, Minute Maid, Simply, fairlife, and Costa Coffee, among others.

The Coca-Cola Company serves consumers in more than 200 countries and territories through a system that includes company-operated operations, independent bottling partners, distributors, retailers, and food-service providers.