EverSource Wealth Advisors LLC Has $3.09 Million Holdings in CocaCola Company (The) $KO

EverSource Wealth Advisors LLC boosted its position in CocaCola Company (The) (NYSE:KO) by 55.8% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 40,647 shares of the company’s stock after purchasing an additional 14,552 shares during the period. EverSource Wealth Advisors LLC’s holdings in CocaCola were worth $3,091,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Brighton Jones LLC increased its stake in shares of CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after acquiring an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of CocaCola by 3.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after purchasing an additional 293 shares during the period. Dynamic Technology Lab Private Ltd acquired a new position in shares of CocaCola during the first quarter valued at about $210,000. Jump Financial LLC boosted its position in shares of CocaCola by 450.5% during the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock worth $2,800,000 after purchasing an additional 32,392 shares in the last quarter. Finally, Osterweis Capital Management Inc. boosted its position in shares of CocaCola by 548.2% during the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock worth $75,000 after purchasing an additional 899 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

Wall Street Analysts Forecast Growth

KO has been the subject of a number of research analyst reports. Morgan Stanley reaffirmed an “overweight” rating and issued a $100.00 target price (up from $89.00) on shares of CocaCola in a research report on Wednesday. TD Cowen raised their price objective on CocaCola from $90.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday. The Goldman Sachs Group reissued a “neutral” rating and issued a $86.00 price objective (up from $82.00) on shares of CocaCola in a research note on Tuesday. HSBC downgraded CocaCola from a “strong-buy” rating to a “hold” rating in a report on Tuesday. Finally, Jefferies Financial Group increased their target price on CocaCola from $95.00 to $104.00 and gave the stock a “buy” rating in a report on Wednesday. Fourteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $95.56.

CocaCola Price Performance

KO stock opened at $89.30 on Thursday. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.15 and a current ratio of 1.30. The business has a 50-day simple moving average of $81.77 and a two-hundred day simple moving average of $78.53. The company has a market capitalization of $384.22 billion, a P/E ratio of 26.82, a price-to-earnings-growth ratio of 3.56 and a beta of 0.34. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $90.92.

CocaCola (NYSE:KO) last posted its 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 return on equity of 39.38% and a net margin of 28.56%.The company had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. During the same quarter last year, the company earned $0.87 earnings per share. The company’s revenue for the quarter was up 6.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Research analysts expect that CocaCola Company will post 3.27 EPS for the current fiscal year.

CocaCola Dividend Announcement

The business 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 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s dividend payout ratio is presently 66.67%.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong Q2 results and higher guidance supported the rally. Coca-Cola reported adjusted earnings of $0.97 per share versus the $0.93 consensus, while revenue reached approximately $13.37 billion, ahead of expectations. Global unit-case volume increased 5%, and management raised its 2026 outlook for organic revenue growth to about 5% and comparable EPS growth to 9%-10%. Coca-Cola Reports Second Quarter 2026 Results and Raises Full Year Guidance
• Positive Sentiment: World Cup marketing helped drive unusually strong consumption. Coca-Cola said FIFA World Cup activity contributed to its best quarterly volume growth in 17 years. The company also gained value share through pricing, product mix, zero-sugar beverages, and Fairlife, indicating resilience despite uneven consumer spending. Coca-Cola hails World Cup hydration breaks as it lifts annual forecasts
• Positive Sentiment: Analysts raised their expectations. Jefferies lifted its price target to $104, while TD Cowen and Citigroup raised targets to $100. JPMorgan increased its target to $96, and Bank of America maintained a Buy rating with a $100 target, citing “best-in-class” consumption trends.
• Positive Sentiment: Brand strength and digital engagement remain long-term positives. Coverage highlighted Coca-Cola’s broad moat, reliable dividend, and expanded digital and social-media reach during the World Cup, reinforcing the investment case for steady long-term growth. Coca-Cola Dominated the Summer’s Biggest Sporting Event
• Neutral Sentiment: Most Fairlife production has resumed after a cyberattack, reducing the likelihood of a prolonged operational disruption. Coca-Cola says most of Fairlife’s production has been resumed after cyberattack
• Negative Sentiment: Valuation and a dissenting analyst view temper optimism. Coca-Cola trades at roughly 28 times earnings after gaining more than 20% in 2026. HSBC downgraded the stock to Hold, arguing upside may be limited and that PepsiCo offers better value.
• Negative Sentiment: An insider sold 75,727 shares under a pre-arranged Rule 10b5-1 plan to cover tax obligations tied to vested equity awards. Because the sale was planned and tax-related, it is a limited negative signal rather than a clear change in management’s outlook.

Insider Buying and Selling

In other news, EVP Nancy Quan sold 31,625 shares of the company’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $80.93, for a total value 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 $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 100,000 shares of the stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the transaction, the executive vice president owned 181,384 shares of the company’s stock, valued at approximately $14,412,772.64. The trade was a 35.54% 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. Insiders have sold a total of 975,632 shares of company stock valued at $78,621,241 in the last 90 days. Insiders own 0.90% of the company’s stock.

CocaCola Company 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.