11,079 Shares in CocaCola Company (The) $KO Acquired by Consilium Wealth Advisory LLC

Key Points

• Consilium Wealth Advisory acquired 11,079 Coca-Cola shares worth approximately $954,000 in the third quarter, while institutional investors collectively own 70.26% of KO.
• Coca-Cola reported quarterly revenue of $13.37 billion and EPS of $0.97, exceeding analyst estimates, with revenue up 6.2% year over year. Analysts maintain a “Moderate Buy” consensus and an average price target of $95.95.
• KO shares recently traded at $91.58, near their 52-week high, but investors face concerns over demanding valuation, dividend payments exceeding free cash flow, and potential weakness in consumer-staples demand.

Consilium Wealth Advisory LLC bought a new stake in shares of CocaCola Company (The) (NYSE:KO - Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 11,079 shares of the company's stock, valued at approximately $954,000.

A number of other institutional investors and hedge funds have also made changes to their positions in KO. Investment Planning Advisors Inc. boosted its stake in CocaCola by 19.2% during the 3rd quarter. Investment Planning Advisors Inc. now owns 4,240 shares of the company's stock valued at $365,000 after purchasing an additional 682 shares during the period. Three Magnolias Financial Advisors LLC increased its stake in shares of CocaCola by 10.9% in the third quarter. Three Magnolias Financial Advisors LLC now owns 4,945 shares of the company's stock valued at $426,000 after purchasing an additional 487 shares during the period. First Citizens Bank & Trust Co. raised its holdings in shares of CocaCola by 2.1% during the third quarter. First Citizens Bank & Trust Co. now owns 257,335 shares of the company's stock valued at $22,151,000 after buying an additional 5,380 shares during the last quarter. XY Planning Network Inc. raised its holdings in shares of CocaCola by 9.0% during the third quarter. XY Planning Network Inc. now owns 5,287 shares of the company's stock valued at $455,000 after buying an additional 437 shares during the last quarter. Finally, Signal Advisors Wealth LLC boosted its position in shares of CocaCola by 5.4% during the third quarter. Signal Advisors Wealth LLC now owns 12,732 shares of the company's stock worth $1,096,000 after buying an additional 650 shares during the period. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at CocaCola

In other CocaCola news, insider Bruno Pietracci sold 111,365 shares of the company's stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $90.93, for a total transaction of $10,126,419.45. Following the completion of the sale, the insider directly owned 41,365 shares of the company's stock, valued at approximately $3,761,319.45. This represents a 72.92% decrease in their ownership of the stock. The transaction was disclosed in a filing 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, insider Sanket Ray sold 9,958 shares of the firm's stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $86.50, for a total transaction of $861,367.00. Following the completion of the transaction, the insider owned 62,105 shares of the company's stock, valued at approximately $5,372,082.50. The trade was a 13.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 926,620 shares of company stock worth $83,075,714 in the last three months. Insiders own 0.90% of the company's stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola’s global brand, pricing power and marketing investments—including artificial-intelligence-enabled campaigns and FIFA World Cup promotions—could support volume growth, margins and long-term competitive advantages. Can Coca-Cola's Marketing Investments Keep Improving Returns?
• Positive Sentiment: Investors continue to favor KO as a defensive income investment because Coca-Cola has increased its dividend for 63 consecutive years. Its established distribution network and consumer staples exposure reinforce the stock’s appeal. Coca-Cola Has Raised Dividends for 63 Years
• Positive Sentiment: Analyst coverage and heavy searches on Zacks indicate elevated investor attention, while brokerage sentiment is presented as supportive of considering KO. These reports may help sustain buying interest, although they do not identify a major new earnings catalyst. Brokers Suggest Investing in Coca-Cola
• Neutral Sentiment: Coca-Cola is reportedly evaluating a possible sale of Costa Coffee after limited growth. A divestiture could sharpen capital allocation, but discussions are preliminary and no valuation or timetable has been disclosed. Does Coca-Cola Need To Rethink Its Coffee Strategy?
• Negative Sentiment: Coca-Cola’s valuation remains relatively demanding, while its dividend payments reportedly exceeded free cash flow by billions last year. That raises questions about payout sustainability if cash generation weakens. Coca-Cola Dividend Sustainability
• Negative Sentiment: PepsiCo’s weak North American volumes and reduced outlook highlight broader consumer-staples and beverage risks, including cautious consumers, rising costs and potential pressure on demand. PepsiCo's Earnings and North American Business

CocaCola Price Performance

Shares of KO traded up $1.47 during trading hours on Wednesday, hitting $91.58. 4,981,394 shares of the company were exchanged, compared to its average volume of 16,810,945. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The company has a market capitalization of $394.04 billion, a PE ratio of 27.52, a PEG ratio of 3.49 and a beta of 0.32. The firm has a fifty day simple moving average of $88.14 and a 200-day simple moving average of $83.04. CocaCola Company has a one year low of $66.92 and a one year high of $92.49.

CocaCola (NYSE:KO - Get Free Report) last announced its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, topping 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 period in the previous year, the firm earned $0.87 earnings per share. CocaCola's revenue for the quarter was up 6.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, sell-side analysts predict that CocaCola Company will post 3.30 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on KO. Citigroup reissued a "buy" rating on shares of CocaCola in a report on Wednesday. BNP Paribas Exane lifted their target price on CocaCola from $90.00 to $98.00 and gave the company an "outperform" 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 stock an "outperform" rating in a research report on Wednesday, July 29th. Weiss Ratings raised CocaCola from a "buy (a-)" rating to a "buy (a+)" rating in a research note on Thursday, October 8th. Finally, Truist Financial set a $88.00 price target on CocaCola in a report on Friday, June 26th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $95.95.

CocaCola Profile

The Coca-Cola Company NYSE: KO is a global beverage company headquartered in Atlanta, Georgia. Its portfolio includes sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and other ready-to-drink products. The company's best-known brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, Powerade, Minute Maid, fairlife, and Georgia Coffee.

Founded in 1886, the company develops, owns, licenses, markets, and distributes beverage brands through a network of bottling partners, distributors, retailers, and food-service operators.

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