Waverly Advisors LLC Reduces Position in CocaCola Company (The) $KO

Waverly Advisors LLC trimmed its position in CocaCola Company (The) (NYSE:KO) by 1.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 605,906 shares of the company’s stock after selling 9,169 shares during the quarter. Waverly Advisors LLC’s holdings in CocaCola were worth $49,242,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of KO. Brighton Jones LLC grew its position in CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after purchasing an additional 4,591 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of CocaCola by 3.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after buying an additional 293 shares during the period. Dynamic Technology Lab Private Ltd purchased a new stake in shares of CocaCola in the first quarter worth about $210,000. Jump Financial LLC boosted its stake in shares of CocaCola by 450.5% in the second quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock worth $2,800,000 after buying an additional 32,392 shares during the last quarter. Finally, Osterweis Capital Management Inc. grew its holdings in CocaCola by 548.2% during the second quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock worth $75,000 after acquiring an additional 899 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola Stock Up 0.4%

KO stock traded up $0.31 during trading on Tuesday, hitting $88.38. 19,405,566 shares of the company’s stock were exchanged, compared to its average volume of 17,077,551. The business has a 50-day moving average price of $86.35 and a two-hundred day moving average price of $81.32. 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 $380.27 billion, a price-to-earnings ratio of 26.54, a PEG ratio of 3.43 and a beta of 0.34. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $92.49.

CocaCola (NYSE:KO) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The company had revenue of $13.37 billion for 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%. The firm’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same quarter last year, the company earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities research analysts expect that CocaCola Company will post 3.29 EPS for the current year.

CocaCola Dividend Announcement

The company also recently declared 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. 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 (DPR) is currently 63.66%.

Insider Activity at CocaCola

In other news, EVP Nancy Quan sold 50,000 shares of the firm’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total value of $4,519,500.00. Following the completion of the sale, the executive vice president owned 223,330 shares in the company, valued at approximately $20,186,798.70. This trade represents a 18.29% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 381,140 shares of the firm’s stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $90.04, for a total transaction of $34,317,845.60. Following the completion of the sale, the chairman owned 122,833 shares of the company’s stock, valued at approximately $11,059,883.32. The trade was a 75.63% 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. Insiders have sold a total of 950,604 shares of company stock valued at $85,076,219 over the last 90 days. 0.90% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on KO. Argus boosted their target price on shares of CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. 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. Evercore reissued an “outperform” rating and issued a $100.00 price objective on shares of CocaCola in a report on Tuesday, July 28th. Jefferies Financial Group upped their price target on shares of CocaCola from $95.00 to $104.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Finally, Piper Sandler upped their target price on shares of CocaCola from $88.00 to $95.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, CocaCola presently has a consensus rating of “Moderate Buy” and an average target price of $95.76.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola’s premiumization strategy is expanding sales through higher-priced products, varied packaging and brand strength, while maintaining lower-priced options to preserve affordability. The strategy could support revenue and margins, although execution remains important. Coca-Cola’s Premiumization Push: Smart Strategy or Risky Move?
• Positive Sentiment: Analysts and market commentators point to two return drivers for KO: business growth and shareholder distributions, including dividends and potential compounding from reinvestment. This helps explain the stock’s strong 2026 performance. Why Coca-Cola Is Outperforming
• Positive Sentiment: Coca-Cola is being highlighted as a pricing-power stock that may offer defensive protection against inflation and a weaker U.S. dollar. Its global brand portfolio and ability to adjust prices remain key investor attractions. Safety Stocks Built for a Weaker Dollar
• Positive Sentiment: KO is featured among dividend-focused alternatives to JEPI, emphasizing Coca-Cola’s long-term income appeal without the same potential limits on capital appreciation. Dividend Stocks Versus JEPI
• Neutral Sentiment: Recent comparisons portray Coca-Cola as the strongest-performing defensive consumer stock in 2026, but the stock’s roughly 26% gain and valuation near 26.5 times earnings raise questions about how much optimism is already reflected. Is Coca-Cola a Buy Near an All-Time High?
• Neutral Sentiment: News of former Coca-Cola executive Brian Dyson’s death is historically notable because of his role during the New Coke episode, but it has no apparent effect on KO’s current fundamentals. Brian Dyson Dies at Age 90
• Neutral Sentiment: Announcements concerning Coca-Cola ?çecek’s regional subsidiaries and approval to issue up to $1 billion of overseas debt relate primarily to the bottling partner, not directly to KO. The funding could support expansion but also increases leverage considerations. Coca-Cola Icecek Debt Issuance

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.