Equitable Holdings Inc. Has $17.58 Million Position in CocaCola Company (The) $KO

Equitable Holdings Inc. lowered its holdings in CocaCola Company (The) (NYSE:KO) by 26.7% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 216,307 shares of the company’s stock after selling 78,742 shares during the period. Equitable Holdings Inc.’s holdings in CocaCola were worth $17,579,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Louisbourg Investments Inc. acquired a new position in CocaCola during the first quarter valued at $25,000. Guardian Partners Inc. acquired a new stake in CocaCola during the 2nd quarter worth about $27,000. Anfield Capital Management LLC boosted its position in 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 acquiring an additional 294 shares during the period. Headlands Technologies LLC purchased a new position in CocaCola during the 2nd quarter valued at about $26,000. Finally, Evolution Wealth Management Inc. increased its holdings in shares of 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. Institutional investors and hedge funds own 70.26% of the company’s stock.

Analysts Set New Price Targets

KO has been the subject of several research reports. TD Cowen raised their price target on shares of CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Truist Financial set a $88.00 target price on shares of CocaCola in a research report on Friday, June 26th. Royal Bank Of Canada lifted their target price on shares of CocaCola from $87.00 to $96.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Citigroup boosted their price target on shares of CocaCola from $97.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Finally, Bank of America upped their price target on shares of CocaCola from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Fifteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $95.76.

CocaCola Trading Down 1.0%

Shares of NYSE:KO opened at $89.16 on Friday. 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 stock has a market capitalization of $383.59 billion, a PE ratio of 26.77, a P/E/G ratio of 3.14 and a beta of 0.33. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $92.49. The firm has a fifty day moving average price of $85.12 and a 200 day moving average price of $80.76.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, beating the consensus estimate 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 analyst estimates of $13.17 billion. During the same period last year, the company earned $0.87 earnings per share. The business’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. Analysts expect that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Dividend Announcement

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

Insider Transactions at CocaCola

In other news, Chairman James Quincey sold 145,947 shares of CocaCola stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $90.09, for a total value of $13,148,365.23. Following 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through 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 Sanket Ray sold 9,958 shares of the business’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $86.50, for a total transaction of $861,367.00. Following the completion of the sale, the insider owned 62,105 shares of the company’s stock, valued at $5,372,082.50. The trade was a 13.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 1,594,900 shares of company stock worth $136,568,617. 0.90% of the stock is currently owned by company insiders.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analyst-model upgrade supports the shares. Zacks upgraded Coca-Cola to Rank #2 (Buy), citing improving earnings prospects. The company’s latest quarter also showed momentum, with revenue up 6.2% year over year and EPS of $0.97 exceeding consensus by $0.04. Coca-Cola Upgraded to Buy: Here’s What You Should Know
• Positive Sentiment: Defensive positioning is attracting demand. Market commentary indicates investors are favoring staples such as KO amid a more defensive trading environment. Coca-Cola’s relatively stable demand, strong margins and dividend profile can benefit from this rotation. Why is Coca-Cola drawing steady demand as staples turn defensive today?
• Positive Sentiment: Brand marketing could support seasonal sales. Coca-Cola launched a Fanta Halloween campaign designed to expand the brand’s presence during another major holiday period. The initiative is strategically positive, although its direct financial impact is not yet quantified. Coca-Cola launches Fanta Halloween campaign
• Neutral Sentiment: Post-earnings momentum is being reassessed. KO has gained since its latest earnings report, but analysts are watching estimate revisions and forward guidance to determine whether that performance can continue. Management’s full-year 2026 EPS guidance is $3.27–$3.30. Coca-Cola Up 1.1% Since Last Earnings Report: Can It Continue?
• Negative Sentiment: Higher bond yields pressure dividend-stock valuations. The 30-year Treasury yield has moved above 5.2%, making government bonds more competitive with Coca-Cola’s dividend and potentially weighing on income-oriented demand. The 30-Year U.S. Treasury Bond Now Has a Higher Yield Than Ford and Coca-Cola

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.