CocaCola Company (The) $KO Holdings Raised by Mission Wealth Management LP

Key Points

• Mission Wealth Management more than doubled its Coca-Cola stake in the second quarter, increasing holdings by 128.6% to 92,075 shares valued at approximately $7.5 million. Institutional investors collectively own 70.26% of the company.
• Coca-Cola exceeded quarterly expectations: EPS came in at $0.97 versus the $0.93 consensus, while revenue reached $13.37 billion, up 6.2% year over year. The company also maintained fiscal 2026 EPS guidance of $3.27–$3.30.
• Analyst sentiment remains positive, but insider selling is a cautionary signal. Several firms raised price targets, contributing to a “Moderate Buy” consensus and average target of $95.76, while insiders sold substantial shares through pre-arranged trading plans; Coca-Cola also declared a quarterly dividend of $0.53 per share.

Mission Wealth Management LP lifted its stake in CocaCola Company (The) (NYSE:KO - Free Report) by 128.6% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 92,075 shares of the company's stock after purchasing an additional 51,797 shares during the quarter. Mission Wealth Management LP's holdings in CocaCola were worth $7,483,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of KO. Anfield Capital Management LLC lifted its stake in CocaCola by 438.8% during the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company's stock valued at $25,000 after buying an additional 294 shares in the last quarter. Louisbourg Investments Inc. purchased a new position in shares of CocaCola in the first quarter worth approximately $25,000. Headlands Technologies LLC purchased a new position in shares of CocaCola in the second quarter worth approximately $26,000. Evolution Wealth Management Inc. raised its holdings in shares of CocaCola by 1,081.8% during the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company's stock valued at $27,000 after acquiring an additional 357 shares during the period. Finally, Elevated Capital Advisors LLC acquired a new stake in shares of CocaCola during the fourth quarter valued at approximately $30,000. Hedge funds and other institutional investors own 70.26% of the company's stock.

CocaCola Stock Performance

KO stock opened at $86.78 on Thursday. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97. The company has a market capitalization of $373.38 billion, a price-to-earnings ratio of 26.06, a P/E/G ratio of 3.02 and a beta of 0.33. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $90.92. The firm has a 50 day moving average of $83.14 and a two-hundred day moving average of $79.65.

CocaCola (NYSE:KO - Get Free Report) last released its quarterly 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. The business had revenue of $13.37 billion for the quarter, compared to the consensus estimate of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. CocaCola's revenue for the quarter was up 6.2% on a year-over-year basis. During the same quarter last year, the firm earned $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities analysts anticipate that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Announces Dividend

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

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong results and outlook support the rally: Coca-Cola’s latest quarter exceeded consensus estimates, with $0.97 in EPS and $13.37 billion in revenue. Sales increased 6.2% year over year, and management’s 2026 EPS guidance remains above $3.27 at the midpoint. Investors are now focused on whether momentum can continue through the second half. The debates that matter for KO stock
• Positive Sentiment: Analysts raised longer-term estimates: Zacks Research increased its FY2026 EPS estimate to $3.29 from $3.26, FY2027 to $3.51 from $3.47, and FY2028 to $3.74 from $3.71. It also lifted several quarterly forecasts, signaling confidence in Coca-Cola’s earnings trajectory despite a modest reduction to its Q3 2026 estimate. Coca-Cola analyst estimates
• Positive Sentiment: Income and defensive characteristics remain attractive: Coca-Cola’s long dividend-growth record, approximately 2.4% indicated yield, and status as a major Berkshire Hathaway holding continue to appeal to income-oriented investors. Coca-Cola dividend streak
• Neutral Sentiment: Valuation is the key debate: KO trades at a premium multiple of roughly 26 times earnings. Strong growth and margin expansion may justify part of that premium, but the elevated valuation leaves less room for execution disappointments or slowing consumer demand. Coca-Cola valuation analysis
• Negative Sentiment: Insider selling could weigh on sentiment: Insider Sanket Ray sold 9,958 shares worth approximately $861,000, reducing his direct holdings by 13.8%. The transaction is not necessarily a fundamental warning, but it adds a cautionary signal after the stock’s strong advance. Coca-Cola insider stock sale

Insider Activity

In related news, insider Bruno Pietracci sold 75,727 shares of the stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $89.65, for a total transaction of $6,788,925.55. Following the completion of the sale, the insider owned 35,393 shares in the company, valued at $3,172,982.45. This represents a 68.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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, EVP Jennifer K. Mann sold 23,984 shares of CocaCola stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total value of $2,000,505.44. Following the completion of the transaction, the executive vice president directly owned 157,400 shares in the company, valued at approximately $13,128,734. This represents a 13.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 1,465,160 shares of company stock valued at $124,482,109. Insiders own 0.90% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on KO shares. Royal Bank Of Canada raised their price objective on shares of CocaCola from $87.00 to $96.00 and gave the stock an "outperform" rating in a research note on Wednesday, July 29th. Barclays boosted their target price on shares of CocaCola from $91.00 to $93.00 and gave the company an "overweight" rating in a research note on Thursday, July 30th. Citigroup raised their target price on CocaCola from $97.00 to $100.00 and gave the stock a "buy" rating in a research report on Wednesday, July 29th. Piper Sandler increased their price objective on CocaCola from $88.00 to $95.00 and gave the stock an "overweight" rating in a research note on Wednesday, July 29th. Finally, Morgan Stanley restated an "overweight" rating and set a $100.00 price objective (up from $89.00) on shares of CocaCola 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. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $95.76.

About CocaCola

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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