Richard C. Young & CO. LTD. Reduces Stock Holdings in CocaCola Company (The) $KO

Richard C. Young & CO. LTD. reduced its position in shares of CocaCola Company (The) (NYSE:KOFree Report) by 5.1% in the 2nd quarter, Holdings Channel.com reports. The firm owned 156,250 shares of the company’s stock after selling 8,424 shares during the quarter. Richard C. Young & CO. LTD.’s holdings in CocaCola were worth $12,698,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its position in shares of CocaCola by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock valued at $26,200,276,000 after buying an additional 5,886,352 shares during the period. State Street Corp grew its position in CocaCola by 1.2% in the fourth quarter. State Street Corp now owns 167,850,330 shares of the company’s stock worth $11,734,417,000 after acquiring an additional 1,992,327 shares during the period. Geode Capital Management LLC increased its stake in CocaCola by 0.5% during the fourth quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock worth $6,273,037,000 after acquiring an additional 433,547 shares during the last quarter. Norges Bank acquired a new stake in CocaCola during the fourth quarter worth $3,865,807,000. Finally, Bank of America Corp DE raised its position in CocaCola by 9.5% in the first quarter. Bank of America Corp DE now owns 44,018,963 shares of the company’s stock valued at $3,347,642,000 after purchasing an additional 3,836,640 shares during the period. 70.26% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on KO shares. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of CocaCola in a research note on Friday, July 31st. Truist Financial set a $88.00 price objective on CocaCola in a research report on Friday, June 26th. Bank of America upped their target price 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. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $86.00 target price (up from $82.00) on shares of CocaCola in a research note on Tuesday, July 28th. Finally, Wells Fargo & Company lifted their price target on shares of CocaCola from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Fifteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $95.76.

View Our Latest Stock Report on KO

CocaCola Trading Up 0.3%

Shares of NYSE KO opened at $90.58 on Friday. The company has a current ratio of 1.30, a quick ratio of 1.12 and a debt-to-equity ratio of 0.97. The stock has a market capitalization of $389.72 billion, a PE ratio of 27.20, a PEG ratio of 3.15 and a beta of 0.33. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $91.87. The stock has a fifty day simple moving average of $84.11 and a 200-day simple moving average of $80.30.

CocaCola (NYSE:KOGet Free Report) last posted its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.04. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The firm had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. During the same quarter in the prior year, the company earned $0.87 EPS. CocaCola’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. On average, equities analysts forecast that CocaCola Company will post 3.29 earnings per share for the current year.

CocaCola Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders 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 dividend on an annualized basis and a yield of 2.3%. CocaCola’s dividend payout ratio is 63.66%.

Insider Buying and Selling at CocaCola

In other news, insider Sanket Ray sold 9,958 shares of the 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 approximately $5,372,082.50. This represents a 13.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Bruno Pietracci sold 75,727 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $89.65, for a total transaction of $6,788,925.55. Following the completion of the transaction, the insider directly owned 35,393 shares of the company’s stock, valued at approximately $3,172,982.45. The trade was a 68.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. In the last three months, insiders have sold 1,433,535 shares of company stock valued at $121,922,698. Corporate insiders own 0.90% of the company’s stock.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

  • Positive Sentiment: Strong Q2 performance supports the stock. Coca-Cola reported adjusted earnings of $0.97 per share, exceeding the $0.93 analyst consensus, while revenue increased 6.2% year over year to $13.37 billion, ahead of expectations. The company maintained fiscal 2026 earnings guidance of $3.27-$3.30 per share. Reflecting on beverages, alcohol, and tobacco stocks’ Q2 earnings: Coca-Cola
  • Positive Sentiment: Dividend reliability is attracting income-focused investors. Coverage highlights Coca-Cola’s status as a long-running “Dividend King,” with a decades-long record of annual dividend increases. Berkshire Hathaway, Warren Buffett’s investment company, receives approximately $848 million annually from its Coca-Cola holding, underscoring the scale and consistency of the payout. Does Coca-Cola pay dividends? Its yield and payout explained Dividend King pays Warren Buffett’s Berkshire $848 million each year
  • Positive Sentiment: Momentum and defensive demand remain favorable. Coca-Cola recently moved above $90 and reached a new 52-week high, while reports say investors are seeking established blue-chip names. This supports the view that KO is benefiting from its defensive consumer-staples profile. Coca-Cola Stock Hits All-Time High as Investors Seek Out Blue-Chip Names
  • Negative Sentiment: Valuation is a potential headwind. At roughly 28 times earnings and near its 52-week high, KO already reflects substantial optimism. Investors may require continued earnings growth and dividend support to justify additional gains. Coca-Cola Breaks $90 for the First Time

About CocaCola

(Free Report)

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.

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Want to see what other hedge funds are holding KO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CocaCola Company (The) (NYSE:KOFree Report).

Institutional Ownership by Quarter for CocaCola (NYSE:KO)

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