Quantinno Capital Management LP Increases Position in CocaCola Company (The) $KO

Quantinno Capital Management LP increased its position in shares of CocaCola Company (The) (NYSE:KO) by 30.7% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,547,253 shares of the company’s stock after purchasing an additional 362,980 shares during the period. Quantinno Capital Management LP’s holdings in CocaCola were worth $117,669,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Biglari Sardar boosted its holdings in CocaCola by 1.8% in the 1st quarter. Biglari Sardar now owns 109,010 shares of the company’s stock worth $8,290,000 after buying an additional 1,892 shares during the period. Lazard Asset Management LLC raised its holdings in CocaCola by 0.7% during the first quarter. Lazard Asset Management LLC now owns 4,112,600 shares of the company’s stock valued at $312,763,000 after acquiring an additional 30,502 shares during the period. Gateway Wealth Partners LLC lifted its position in shares of 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 acquiring an additional 16,398 shares in the last quarter. Delta Global Management LP lifted its position in shares of 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 acquiring an additional 798 shares in the last quarter. Finally, Cypress Capital Group boosted its stake in shares of CocaCola by 1.4% in the first quarter. Cypress Capital Group now owns 47,851 shares of the company’s stock worth $3,639,000 after acquiring an additional 647 shares during the period. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Insider Activity at CocaCola

In other news, Chairman James Quincey sold 436,296 shares of the business’s stock in a transaction dated 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 sale, the chairman directly owned 122,833 shares in the company, valued at $9,842,608.29. The trade was a 78.03% decrease in their position. The transaction was disclosed in a filing with the SEC, 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 stock in a transaction dated Friday, May 15th. The shares were 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 directly owned 223,330 shares of the company’s stock, valued at approximately $18,074,096.90. The trade was a 12.40% decrease in their position. 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 a total of 899,905 shares of company stock valued at $71,832,315 over the last 90 days. 0.90% of the stock is owned by corporate insiders.

CocaCola Price Performance

Shares of CocaCola stock opened at $84.08 on Tuesday. The firm has a market cap of $361.77 billion, a PE ratio of 26.44, a PEG ratio of 3.33 and a beta of 0.34. The stock has a 50 day moving average of $81.49 and a 200 day moving average of $78.24. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $85.68.

CocaCola (NYSE:KO) last released its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.81 by $0.05. The business had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The company’s revenue was up 11.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.73 EPS. On average, research analysts expect that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 15th will be given a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 2.5%. The ex-dividend date is Tuesday, September 15th. CocaCola’s payout ratio is currently 66.67%.

Key Stories 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

Wall Street Analyst Weigh In

Several analysts recently issued reports on KO shares. JPMorgan Chase & Co. lifted their target price on CocaCola from $85.00 to $90.00 and gave the company an “overweight” rating in a research note on Friday, July 10th. Royal Bank Of Canada restated an “outperform” rating on shares of CocaCola in a research note on Friday. Piper Sandler reaffirmed an “overweight” rating on shares of CocaCola in a report on Friday, June 26th. Bank of America lifted their price objective on shares of CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Finally, Weiss Ratings raised shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Fourteen investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average 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.