CocaCola Company (The) $KO Stock Holdings Increased by Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC grew its position in shares of CocaCola Company (The) (NYSE:KO) by 47.9% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 216,268 shares of the company’s stock after buying an additional 70,037 shares during the period. Integrated Wealth Concepts LLC’s holdings in CocaCola were worth $17,576,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the company. Eurizon SLJ Capital Ltd bought a new position in CocaCola during the 4th quarter worth $552,000. Banco Santander S.A. lifted its stake in CocaCola by 3.1% in the second quarter. Banco Santander S.A. now owns 1,090,758 shares of the company’s stock valued at $88,646,000 after buying an additional 32,723 shares during the last quarter. King Luther Capital Management Corp lifted its stake in CocaCola by 0.8% in the fourth quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock valued at $269,330,000 after buying an additional 31,694 shares during the last quarter. Daymark Wealth Partners LLC boosted its holdings in shares of CocaCola by 68.5% during the second quarter. Daymark Wealth Partners LLC now owns 218,199 shares of the company’s stock valued at $17,733,000 after acquiring an additional 88,690 shares during the period. Finally, Cibc World Market Inc. boosted its holdings in shares of CocaCola by 4.8% during the fourth quarter. Cibc World Market Inc. now owns 1,759,546 shares of the company’s stock valued at $123,010,000 after acquiring an additional 79,946 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola Stock Down 0.9%

KO stock opened at $87.53 on Thursday. The firm has a market cap of $376.59 billion, a PE ratio of 26.28, a P/E/G ratio of 3.44 and a beta of 0.34. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $92.49. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The firm has a 50 day simple moving average of $86.47 and a 200 day simple moving average of $81.38.

CocaCola (NYSE:KO) last posted its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.04. The firm had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The firm’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. 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 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 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Tuesday, September 15th. CocaCola’s payout ratio is presently 63.66%.

Insiders Place Their Bets

In related news, EVP Nancy Quan sold 50,000 shares of the 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 completion of the transaction, the executive vice president owned 223,330 shares in the company, valued at $20,186,798.70. This trade represents a 18.29% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO John Murphy sold 152,483 shares of the stock in a transaction on Friday, July 31st. The shares were sold at an average price of $87.31, for a total value of $13,313,290.73. Following the completion of the transaction, the chief financial officer owned 279,917 shares of the company’s stock, valued at $24,439,553.27. This trade represents a 35.26% decrease in their position. The disclosure for this sale is available in the SEC filing. 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 worth $83,075,714. Corporate insiders own 0.90% of the company’s stock.

Wall Street Analysts Forecast Growth

KO has been the topic of a number of analyst reports. Bank of America increased their price objective on shares of CocaCola from $90.00 to $95.00 and gave the stock a “buy” rating in a report on Friday, July 10th. Truist Financial set a $88.00 target price on shares of CocaCola in a research note on Friday, June 26th. Wells Fargo & Company upped their target price on shares of CocaCola from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. The Goldman Sachs Group restated a “neutral” rating and issued a $86.00 price target (up from $82.00) on shares of CocaCola in a research note on Tuesday, July 28th. Finally, HSBC cut CocaCola from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 28th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $95.76.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Higher FY2027 earnings estimate: Zacks Research raised its forecast for Coca-Cola’s fiscal 2027 earnings to $3.52 per share from $3.51. Although the increase is modest, it reinforces expectations for continued earnings growth beyond the company’s current-year consensus estimate of $3.29. Zacks Research raises Coca-Cola FY2027 earnings estimate
• Positive Sentiment: Dividend durability supports the defensive case: Coca-Cola has reportedly increased its dividend for 64 consecutive years, strengthening its appeal to income-oriented investors. Its established brands, pricing power and global distribution also position the company as a potential hedge against inflation and a weaker dollar. Coca-Cola’s 64-year dividend increase Coca-Cola as a pricing-power stock
• Positive Sentiment: Management investor presentation: Coca-Cola presented at Barclays’ Global Consumer Staples Conference, giving investors an updated view of strategy and operating priorities. The supplied report does not identify a new guidance change or specific catalyst. Coca-Cola Barclays conference transcript
• Neutral Sentiment: Premiumization strategy: Coca-Cola is using pricing, packaging variety and brand strength to sell higher-value products while retaining affordable options. The approach could lift revenue and margins, but investors will monitor whether higher prices weaken demand. Coca-Cola’s premiumization strategy
• Neutral Sentiment: Competitive and historical coverage: Articles comparing Coca-Cola with PepsiCo highlight ongoing competition for consumer spending and dividend investors. A report on former executive Brian Dyson’s death is historical and is unlikely to affect current fundamentals. Pepsi versus Coca-Cola comparison Brian Dyson obituary

CocaCola Company Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company best known for its Coca-Cola soft drink, which was first introduced in 1886. The company was incorporated in 1892 and has grown into one of the world’s largest beverage businesses.

Its portfolio includes sparkling soft drinks such as Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite and Fanta, along with water, sports drinks, coffee, tea, juice and dairy-based beverages. Other brands associated with the company include Dasani, smartwater, Powerade, Minute Maid, Simply, Costa Coffee, fairlife and Topo Chico.

The Coca-Cola Company primarily develops, owns and markets beverage brands, while relying on a global network of independent bottling partners and distributors to manufacture, package and deliver many of its products.