CocaCola Company (The) $KO Holdings Lessened by Curated Wealth Partners LLC

Curated Wealth Partners LLC decreased its holdings in CocaCola Company (The) (NYSE:KO) by 95.1% during the 3rd quarter, Holdings Channel.com reports. The fund owned 7,887 shares of the company’s stock after selling 152,594 shares during the quarter. Curated Wealth Partners LLC’s holdings in CocaCola were worth $679,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Lantern Wealth Advisors LLC raised its holdings in shares of CocaCola by 3.6% in the second quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company’s stock valued at $270,000 after purchasing an additional 115 shares during the last quarter. Gill Capital Partners LLC grew its holdings in shares of CocaCola by 4.1% in the second quarter. Gill Capital Partners LLC now owns 2,992 shares of the company’s stock valued at $243,000 after acquiring an additional 117 shares in the last quarter. Atomic Invest LLC increased its position in shares of CocaCola by 38.7% during the 2nd quarter. Atomic Invest LLC now owns 437 shares of the company’s stock valued at $36,000 after purchasing an additional 122 shares during the last quarter. Paragon Private Wealth Management LLC grew 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 buying an additional 123 shares during the period. Finally, Kwmg LLC boosted its stake in CocaCola by 2.0% in the third quarter. Kwmg LLC now owns 6,293 shares of the company’s stock valued at $542,000 after acquiring an additional 123 shares during the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts recently commented on the company. BNP Paribas Exane upped their price objective on CocaCola from $90.00 to $98.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Morgan Stanley reissued an “overweight” rating and issued a $100.00 price target (up from $89.00) on shares of CocaCola in a research report on Wednesday, July 29th. TD Cowen boosted their price objective on shares of CocaCola from $90.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. The Goldman Sachs Group restated a “neutral” rating and issued a $86.00 target price (up from $82.00) on shares of CocaCola in a research note on Tuesday, July 28th. Finally, Barclays lifted their price objective on shares of CocaCola from $91.00 to $93.00 and gave the stock an “overweight” rating in a report on Thursday, July 30th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, CocaCola presently has an average rating of “Moderate Buy” and a consensus target price of $96.05.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: KFC is switching to Coca-Cola. KFC will replace PepsiCo beverages with Coca-Cola products at its U.S. restaurants, ending a partnership that dates back to 1986. The agreement gives KO additional fountain-drink distribution and represents a competitive win, although the financial contribution was not disclosed. KFC to switch to Coca-Cola beverages in U.S. restaurants
• Positive Sentiment: Momentum remains strong. KO has risen about 34% in 2026 and has outperformed the so-called Magnificent Seven technology stocks. Shares have also held above their 50-day moving average, supporting the bullish technical trend. Coca-Cola stock is up 34% in 2026
• Positive Sentiment: Dividend income remains a core attraction. Coca-Cola’s board declared its regular quarterly dividend, reinforcing the company’s long record of annual payout increases and its appeal to income-focused investors. Coca-Cola Board declares quarterly dividend
• Neutral Sentiment: Analyst and earnings context is mixed. Bernstein maintained a Hold rating, while broader brokerage recommendations remain favorable. Coca-Cola’s latest quarter exceeded EPS and revenue expectations, but investors will look to the scheduled Oct. 27 results for evidence that growth can support the elevated share price.
• Negative Sentiment: Valuation is a potential constraint. KO trades at a premium earnings multiple after its strong run, prompting questions about whether future growth justifies the price. Commentary also highlights the need for continued pricing power, innovation and volume growth to sustain performance. Coca-Cola’s dividend growth streak faces a valuation reality check

Insider Transactions at CocaCola

In related news, insider Sanket Ray sold 9,958 shares of the business’s stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $86.50, for a total transaction of $861,367.00. Following 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 transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Nancy Quan sold 50,000 shares of the business’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 completion of the sale, the executive vice president directly owned 223,330 shares in the company, valued at $20,186,798.70. This trade represents a 18.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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. 0.90% of the stock is owned by insiders.

CocaCola Stock Down 0.0%

NYSE KO opened at $91.78 on Friday. 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 stock has a market capitalization of $394.87 billion, a PE ratio of 27.56, a PEG ratio of 3.57 and a beta of 0.32. CocaCola Company has a 1 year low of $67.16 and a 1 year high of $94.10. The business’s 50-day moving average is $88.34 and its 200 day moving average is $83.27.

CocaCola (NYSE:KO) last issued its quarterly earnings data 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 the consensus estimate of $13.17 billion. During the same period in the previous year, the firm earned $0.87 EPS. The company’s quarterly 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. Sell-side analysts forecast that CocaCola Company will post 3.30 earnings per share for the current year.

CocaCola Company Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Its portfolio includes sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and other ready-to-drink products. The company’s best-known brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, Powerade, Minute Maid, fairlife, and Georgia Coffee.

Founded in 1886, the company develops, owns, licenses, markets, and distributes beverage brands through a network of bottling partners, distributors, retailers, and food-service operators.