United Capital Financial Advisors LLC Acquires 5,969 Shares of CocaCola Company (The) $KO

United Capital Financial Advisors LLC boosted its stake in CocaCola Company (The) (NYSE:KO) by 3.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 172,916 shares of the company’s stock after purchasing an additional 5,969 shares during the period. United Capital Financial Advisors LLC’s holdings in CocaCola were worth $14,053,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Anfield Capital Management LLC grew its position in shares of CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after buying an additional 294 shares during the last quarter. Louisbourg Investments Inc. acquired a new stake in shares of CocaCola in the first quarter valued at about $25,000. Headlands Technologies LLC bought a new position in shares of CocaCola during the second quarter worth about $26,000. Evolution Wealth Management Inc. raised its position in shares of CocaCola by 1,081.8% during the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after acquiring an additional 357 shares during the last quarter. Finally, Guardian Partners Inc. acquired a new position in shares of CocaCola in the second quarter worth approximately $27,000. 70.26% of the stock is owned by institutional investors.

CocaCola News Roundup

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 Stock Performance

NYSE KO opened at $89.16 on Friday. CocaCola Company has a 1 year low of $65.35 and a 1 year 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 market cap of $383.59 billion, a price-to-earnings ratio of 26.77, a PEG ratio of 3.14 and a beta of 0.33. The company has a fifty day moving average price of $85.12 and a 200-day moving average price of $80.76.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share 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 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 firm earned $0.87 earnings per share. The firm’s revenue was up 6.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities research analysts predict that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be given a dividend of $0.53 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.4%. CocaCola’s dividend payout ratio (DPR) is currently 63.66%.

Analyst Ratings Changes

Several analysts recently commented on KO shares. Barclays upped their target price on CocaCola from $91.00 to $93.00 and gave the company an “overweight” rating in a report on Thursday, July 30th. Piper Sandler raised their price target on shares of CocaCola from $88.00 to $95.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Truist Financial set a $88.00 price target on shares of CocaCola in a research report on Friday, June 26th. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $93.00 price objective on shares of CocaCola in a research note on Wednesday, July 29th. Finally, TD Cowen increased their price objective on shares of CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Fifteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $95.76.

Insider Transactions at CocaCola

In other CocaCola news, insider Bruno Pietracci sold 111,365 shares of the business’s stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $90.93, for a total value of $10,126,419.45. Following the transaction, the insider owned 41,365 shares of the company’s stock, valued at approximately $3,761,319.45. The trade was a 72.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 436,296 shares of the company’s stock in a transaction on Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the transaction, the chairman owned 122,833 shares of the company’s stock, valued at $9,842,608.29. This trade represents a 78.03% decrease in their position. The SEC filing for this sale provides additional information. 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. Over the last three months, insiders have sold 1,594,900 shares of company stock worth $136,568,617. 0.90% of the stock is owned by insiders.

About CocaCola

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.