CocaCola Company (The) $KO Shares Acquired by Ameritas Advisory Services LLC

Ameritas Advisory Services LLC raised its holdings in CocaCola Company (The) (NYSE:KO - Free Report) by 37.7% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 60,012 shares of the company's stock after purchasing an additional 16,440 shares during the quarter. Ameritas Advisory Services LLC's holdings in CocaCola were worth $4,877,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Norges Bank purchased a new position in shares of CocaCola during the fourth quarter worth $3,865,807,000. Cardano Risk Management B.V. grew its stake in shares of CocaCola by 867.2% in the fourth quarter. Cardano Risk Management B.V. now owns 14,432,190 shares of the company's stock valued at $1,008,954,000 after buying an additional 12,939,959 shares in the last quarter. Marshall Wace LLP raised its holdings in shares of CocaCola by 1,206.9% in the 4th quarter. Marshall Wace LLP now owns 10,641,007 shares of the company's stock valued at $743,913,000 after buying an additional 9,826,768 shares during the period. Bank of America Corp DE raised its holdings in shares of CocaCola by 29.2% in the 4th quarter. Bank of America Corp DE now owns 40,182,323 shares of the company's stock valued at $2,809,146,000 after buying an additional 9,078,447 shares during the period. Finally, Capital World Investors lifted its stake in CocaCola by 98.7% during the 4th quarter. Capital World Investors now owns 12,573,527 shares of the company's stock worth $879,015,000 after acquiring an additional 6,246,627 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on KO shares. TD Cowen lifted their target price on CocaCola from $90.00 to $100.00 and gave the company a "buy" rating in a research report on Wednesday, July 29th. Argus increased their price target on shares of CocaCola from $91.00 to $97.00 and gave the stock a "buy" rating in a research report on Thursday, July 30th. Truist Financial set a $88.00 price objective on shares of CocaCola in a research note on Friday, June 26th. Barclays upped their target price on shares of CocaCola from $91.00 to $93.00 and gave the stock an "overweight" rating in a research note on Thursday, July 30th. Finally, Citigroup raised their price target on shares of CocaCola from $97.00 to $100.00 and gave the company a "buy" rating in a research report on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $95.76.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Wall Street continues to favor Coca-Cola over PepsiCo despite PepsiCo’s lower valuation and approximately 4.2% dividend yield. Coca-Cola’s consistent performance and stronger investor sentiment are supporting the stock’s premium positioning. Pepsi is dirt cheap with a 4.2% dividend yield. Here's why Wall Street is favoring Coca-Cola instead
• Positive Sentiment: Analysts and investors are highlighting KO as a defensive blue-chip leader among Coca-Cola, Johnson & Johnson, and Procter & Gamble. Its stronger returns reinforce demand for dependable consumer brands during uncertain markets. Which Defensive Stock Has Dominated in 2026
• Positive Sentiment: Recent operating results provide fundamental support: Coca-Cola exceeded quarterly earnings and revenue expectations, with revenue up 6.2% year over year. Full-year 2026 earnings guidance remains about $3.27 to $3.30 per share.
• Neutral Sentiment: Commentary describes Coca-Cola as a well-run Dividend King that is performing well, but investors are debating whether the recent run has already captured much of the upside. Coca-Cola: Buy, Sell, or Hold After Its Recent Run?
• Negative Sentiment: Near-record trading levels and a relatively elevated valuation could limit further gains or make the stock vulnerable to profit-taking if growth slows. One article specifically questions whether the rally can continue or whether “the fizz” is about to fade. Up 26% in 2026, Is Coca-Cola a Buy Near an All-Time High?
• Neutral Sentiment: Announcements concerning Coca-Cola İçecek A.Ş.’s regional subsidiaries and approval to issue up to $1 billion in overseas debt relate to a separate bottling affiliate, not directly to Coca-Cola Company’s core stock.

CocaCola Price Performance

Shares of KO opened at $88.05 on Tuesday. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $92.49. The firm's fifty day simple moving average is $86.20 and its 200-day simple moving average is $81.26. The firm has a market capitalization of $378.84 billion, a price-to-earnings ratio of 26.44, a PEG ratio of 3.43 and a beta of 0.34. The company has a current ratio of 1.30, a quick ratio of 1.12 and a debt-to-equity ratio of 0.97.

CocaCola (NYSE:KO - Get Free Report) last issued its earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, topping analysts' consensus estimates of $0.93 by $0.04. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The firm had revenue of $13.37 billion during the quarter, compared to the consensus estimate of $13.17 billion. During the same quarter in the previous year, the firm posted $0.87 earnings per share. The company's revenue was up 6.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Equities analysts forecast that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Announces Dividend

The business 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 $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 dividend payout ratio is currently 63.66%.

Insider Buying and Selling

In other CocaCola news, EVP Nancy Quan sold 50,000 shares of the firm's stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the sale, the executive vice president owned 223,330 shares of the company's stock, valued at approximately $20,186,798.70. This trade represents a 18.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 381,140 shares of the company's stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $90.04, for a total transaction of $34,317,845.60. Following the completion of the transaction, the chairman owned 122,833 shares of the company's stock, valued at $11,059,883.32. This represents a 75.63% decrease in their position. The disclosure for this sale is available in the SEC filing. 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. Insiders sold a total of 950,604 shares of company stock valued at $85,076,219 over the last three months. 0.90% of the stock is currently owned by insiders.

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.

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:KO - Free Report).

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.