MW Advisory LLC Acquires Shares of 765,193 CocaCola Company (The) $KO

MW Advisory LLC bought a new position in shares of CocaCola Company (The) (NYSE:KO) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 765,193 shares of the company’s stock, valued at approximately $62,187,000. CocaCola makes up 24.8% of MW Advisory LLC’s investment portfolio, making the stock its largest holding.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Lantern Wealth Advisors LLC grew its position in CocaCola by 3.6% during the second quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company’s stock worth $270,000 after buying an additional 115 shares in the last quarter. Gill Capital Partners LLC raised its holdings in CocaCola by 4.1% in the 2nd quarter. Gill Capital Partners LLC now owns 2,992 shares of the company’s stock valued at $243,000 after acquiring an additional 117 shares in the last quarter. Paragon Private Wealth Management LLC raised its holdings in CocaCola by 1.4% in the 2nd quarter. Paragon Private Wealth Management LLC now owns 8,726 shares of the company’s stock valued at $709,000 after acquiring an additional 123 shares in the last quarter. Everpar Advisors LLC lifted its position in shares of CocaCola by 0.9% during the 2nd quarter. Everpar Advisors LLC now owns 14,504 shares of the company’s stock valued at $1,179,000 after acquiring an additional 125 shares during the period. Finally, Geneos Wealth Management Inc. lifted its position in shares of CocaCola by 0.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 40,879 shares of the company’s stock valued at $3,109,000 after acquiring an additional 129 shares during the period. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola remains attractive to income-focused investors after extending its dividend-growth streak to 64 consecutive years. Its global brands and pricing power are viewed as defenses against inflation and a weaker dollar. Safety Stocks Are Not What They Used to Be: 4 Names Built for a Weaker Dollar
• Positive Sentiment: Recent operating momentum remains supportive: second-quarter net revenue increased about 7% to $13.38 billion, organic revenue rose 6%, global unit case volume grew 5%, and comparable operating margin expanded to 35.6%. Management also raised full-year guidance in July. Safety Stocks Are Not What They Used to Be: 4 Names Built for a Weaker Dollar
• Neutral Sentiment: Analysts continue to treat KO as a highly defensive consumer-staples holding, with its stable demand and dividend history compared favorably with PepsiCo. However, the stock’s roughly 26% year-to-date gain has made valuation a more important part of the investment case. PepsiCo vs. Coca-Cola: Which Stock Has the Edge?
• Negative Sentiment: Valuation concerns are becoming more prominent near the stock’s highs. Commentary has cited a forward P/E around 25.7 times, a modest dividend yield, and limited upside relative to several analyst price targets. Investors are also watching potential volume pressure from nutrition-program restrictions. Coca-Cola Stock Opinions on Recent Highs and Valuation Concerns
• Negative Sentiment: Quiver Quantitative data shows 24 insider sales and no insider purchases over the past six months. While such transactions may reflect compensation or diversification, the imbalance can reinforce profit-taking concerns after the strong rally. Coca-Cola Stock Opinions on Recent Highs and Valuation Concerns

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the company. HSBC lowered CocaCola from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 28th. Wells Fargo & Company upped their price objective on shares of CocaCola from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Sanford C. Bernstein reiterated a “market perform” rating and set a $93.00 price objective on shares of CocaCola in a research note on Wednesday, July 29th. Bank of America raised their target price on shares of CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a report on Friday, July 10th. Finally, Royal Bank Of Canada boosted their target price on shares of CocaCola from $87.00 to $96.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $95.76.

CocaCola Trading Down 0.9%

Shares of KO opened at $88.05 on Friday. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.12 and a current ratio of 1.30. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $92.49. The firm has a market cap of $378.84 billion, a price-to-earnings ratio of 26.44, a PEG ratio of 3.46 and a beta of 0.34. The business’s fifty day moving average is $86.10 and its 200-day moving average is $81.18.

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

CocaCola Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be issued a $0.53 dividend. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.4%. CocaCola’s dividend payout ratio is 63.66%.

Insider Transactions at CocaCola

In related news, CFO John Murphy sold 152,483 shares of the company’s stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the completion of the transaction, the chief financial officer directly owned 279,917 shares in the company, valued at $24,439,553.27. This represents a 35.26% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through 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 that occurred on 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 completion of the transaction, the executive vice president directly 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. 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 1,050,604 shares of company stock valued at $93,022,219. 0.90% of the stock is owned by company 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.