CocaCola Company (The) $KO is Griffith & Werner Inc.’s 9th Largest Position

Griffith & Werner Inc. boosted its position in shares of CocaCola Company (The) (NYSE:KO) by 7.2% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 87,195 shares of the company’s stock after acquiring an additional 5,846 shares during the period. CocaCola comprises 3.3% of Griffith & Werner Inc.’s investment portfolio, making the stock its 9th biggest holding. Griffith & Werner Inc.’s holdings in CocaCola were worth $7,086,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. 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. purchased a new stake in CocaCola in the 1st quarter valued at approximately $25,000. Headlands Technologies LLC acquired a new position in CocaCola during the second quarter worth $26,000. Evolution Wealth Management Inc. boosted its holdings in 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 buying an additional 357 shares in the last quarter. Finally, Guardian Partners Inc. acquired a new stake in shares of CocaCola in the 2nd quarter worth approximately $27,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola Stock Performance

CocaCola stock opened at $90.91 on Friday. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $91.86. The company has a fifty day moving average price of $84.27 and a two-hundred day moving average price of $80.37. The company has a market cap of $391.14 billion, a PE ratio of 27.30, a P/E/G ratio of 3.16 and a beta of 0.33.

CocaCola (NYSE:KO) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The business had revenue of $13.37 billion for the quarter, compared to analysts’ expectations of $13.17 billion. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The business’s quarterly revenue was up 6.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Research analysts expect that CocaCola Company will post 3.29 earnings per share for the current year.

CocaCola Announces Dividend

The company also recently announced 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 of this dividend is Tuesday, September 15th. This represents a $2.12 annualized dividend and a yield of 2.3%. CocaCola’s dividend payout ratio (DPR) is currently 63.66%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the stock. Citigroup raised their price objective on shares of CocaCola from $97.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Royal Bank Of Canada boosted their price target on CocaCola from $87.00 to $96.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. The Goldman Sachs Group reissued a “neutral” rating and issued a $86.00 price target (up from $82.00) on shares of CocaCola in a research note on Tuesday, July 28th. Morgan Stanley restated an “overweight” rating and issued a $100.00 target price (up from $89.00) on shares of CocaCola in a report on Wednesday, July 29th. Finally, JPMorgan Chase & Co. increased their target price on CocaCola from $90.00 to $96.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Fifteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, CocaCola has a consensus rating of “Moderate Buy” and a consensus price target of $95.76.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analyst coverage remains generally supportive, with brokers highlighting Coca-Cola as an investment candidate. Recent quarterly results also exceeded expectations, with earnings and revenue above consensus and revenue growth of 6.2% year over year. Brokers Suggest Investing in Coca-Cola
• Positive Sentiment: Investors have been seeking established, lower-volatility companies, helping Coca-Cola reach an all-time high and break above $90 for the first time. Its strong brand portfolio and defensive characteristics may be attractive amid market uncertainty. Coca-Cola Hits All-Time High
• Positive Sentiment: Coca-Cola’s long dividend record continues to support its appeal to income-focused investors. Berkshire Hathaway reportedly receives approximately $848 million annually from its Coca-Cola holdings, underscoring the scale and consistency of the payout. Dividend King Pays Berkshire
• Neutral Sentiment: Coverage is also examining Coca-Cola’s cash flow and dividend sustainability as interest rates and bond yields rise. Higher yields could increase the relative appeal of fixed-income investments, although Coca-Cola’s recurring cash generation remains central to its income-investor case. Coca-Cola Cash Flow as Yields Rise
• Negative Sentiment: Executive Vice President Nancy Quan sold 50,000 shares worth about $4.5 million. The filing states the sale covered tax withholding tied to vested equity awards, reducing its negative signaling value, though it may create modest near-term selling pressure.

Insider Buying and Selling

In other CocaCola news, EVP Jennifer K. Mann sold 100,000 shares of CocaCola stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $79.46, for a total value of $7,946,000.00. Following the transaction, the executive vice president owned 181,384 shares in the company, valued at approximately $14,412,772.64. The trade was a 35.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 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, CFO John Murphy sold 152,483 shares of the stock in a transaction on Friday, July 31st. The shares were sold at an average price of $87.31, for a total value of $13,313,290.73. Following the completion of the transaction, the chief financial officer owned 279,917 shares of the company’s stock, valued at $24,439,553.27. This trade represents a 35.26% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 1,483,535 shares of company stock worth $126,442,198. 0.90% of the stock is owned by insiders.

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.