Infrastructure Capital Advisors LLC Grows Holdings in CocaCola Company (The) $KO

Infrastructure Capital Advisors LLC boosted its position in CocaCola Company (The) (NYSE:KO) by 103.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,020 shares of the company’s stock after buying an additional 6,121 shares during the quarter. Infrastructure Capital Advisors LLC’s holdings in CocaCola were worth $914,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Quantinno Capital Management LP grew its stake in shares of CocaCola by 30.7% during the first quarter. Quantinno Capital Management LP now owns 1,547,253 shares of the company’s stock valued at $117,669,000 after acquiring an additional 362,980 shares in the last quarter. Biglari Sardar lifted its stake in shares of CocaCola by 1.8% in the first quarter. Biglari Sardar now owns 109,010 shares of the company’s stock worth $8,290,000 after acquiring an additional 1,892 shares in the last quarter. Lazard Asset Management LLC lifted its stake in shares of CocaCola by 0.7% in the first quarter. Lazard Asset Management LLC now owns 4,112,600 shares of the company’s stock worth $312,763,000 after acquiring an additional 30,502 shares in the last quarter. Gateway Wealth Partners LLC boosted its holdings in CocaCola by 388.6% in the first quarter. Gateway Wealth Partners LLC now owns 20,618 shares of the company’s stock valued at $1,568,000 after purchasing an additional 16,398 shares during the last quarter. Finally, Delta Global Management LP boosted its holdings in CocaCola by 4.1% in the first quarter. Delta Global Management LP now owns 20,447 shares of the company’s stock valued at $1,555,000 after purchasing an additional 798 shares during the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola Trading Up 2.2%

Shares of NYSE KO opened at $84.08 on Tuesday. The stock’s 50 day moving average price is $81.49 and its two-hundred day moving average price is $78.24. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $85.68. The stock has a market capitalization of $361.77 billion, a P/E ratio of 26.44, a PEG ratio of 3.33 and a beta of 0.34. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09.

CocaCola (NYSE:KO) last issued its earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping the consensus estimate of $0.81 by $0.05. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The company had revenue of $12.47 billion during the quarter, compared to analyst estimates of $12.24 billion. During the same quarter last year, the firm earned $0.73 EPS. The business’s revenue was up 11.4% on a year-over-year basis. On average, analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The company also recently disclosed 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. The ex-dividend date is Tuesday, September 15th. This represents a $2.12 annualized dividend and a yield of 2.5%. CocaCola’s dividend payout ratio (DPR) is 66.67%.

Insider Buying and Selling

In other CocaCola news, Chairman James Quincey sold 436,296 shares of the stock in a transaction on Friday, June 5th. The shares were sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. This represents a 78.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 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, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the completion of the transaction, the executive vice president owned 223,330 shares in the company, valued at approximately $18,074,096.90. The trade was a 12.40% 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. Insiders have sold 899,905 shares of company stock worth $71,832,315 over the last ninety days. 0.90% of the stock is owned by insiders.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Retail investors have reportedly been buying KO ahead of earnings, adding to bullish momentum. Analysts expect approximately $0.92–$0.93 in quarterly EPS and $13.17 billion in revenue. Smart Investors Snap Up Coca-Cola Stock Ahead of Q2 Earnings
• Positive Sentiment: Coca-Cola’s defensive profile and dividend history continue to attract income-oriented investors. Its 2.58% dividend yield and record of maintaining payouts through market downturns support demand for the stock. Dividend Kings and Market Crashes
• Positive Sentiment: Investors are watching whether Coca-Cola can extend its recent performance advantage over PepsiCo. Strong brand equity and sustained demand remain key reasons for optimism before the results. Coca-Cola Q2 Preview
• Neutral Sentiment: The options market indicates that earnings could produce a significant move, with roughly $10.7 billion in market value potentially at stake. This signals elevated volatility rather than a clear directional outcome. Coca-Cola Earnings and Options Market
• Neutral Sentiment: Valuation signals are mixed: discounted-cash-flow analysis suggests KO may be undervalued, while earnings-based multiples appear expensive after a 67.7% five-year return. Coca-Cola Valuation Analysis
• Negative Sentiment: The elevated share price increases the risk of a disappointing reaction if Coca-Cola’s results, margins or forward guidance fail to meet expectations. Investors are specifically focused on margin pressure and whether full-year 2026 EPS guidance of $3.24–$3.27 remains achievable. Coca-Cola Earnings Preview and Risks

Analyst Upgrades and Downgrades

KO has been the topic of several analyst reports. Royal Bank Of Canada restated an “outperform” rating on shares of CocaCola in a report on Friday. TD Cowen raised their price target on shares of CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Weiss Ratings upgraded shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. UBS Group lifted their price target on shares of CocaCola from $92.00 to $98.00 and gave the stock a “buy” rating in a research note on Thursday, July 16th. Finally, Wells Fargo & Company increased their price objective on shares of CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. Fourteen investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $89.33.

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.