CocaCola Company (The) $KO Shares Acquired by Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC raised its stake in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 47.9% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 216,268 shares of the company's stock after purchasing an additional 70,037 shares during the period. Integrated Wealth Concepts LLC's holdings in CocaCola were worth $17,576,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of KO. Lantern Wealth Advisors LLC grew its stake in shares of CocaCola by 3.6% during the 2nd quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company's stock valued at $270,000 after buying an additional 115 shares during the period. Gill Capital Partners LLC increased its holdings in shares of CocaCola by 4.1% during the 2nd quarter. Gill Capital Partners LLC now owns 2,992 shares of the company's stock worth $243,000 after buying an additional 117 shares during the last quarter. Paragon Private Wealth Management LLC increased its holdings in shares of CocaCola by 1.4% during the 2nd quarter. Paragon Private Wealth Management LLC now owns 8,726 shares of the company's stock worth $709,000 after buying an additional 123 shares during the last quarter. Everpar Advisors LLC raised its position in shares of CocaCola by 0.9% in the 2nd quarter. Everpar Advisors LLC now owns 14,504 shares of the company's stock worth $1,179,000 after buying an additional 125 shares during the period. Finally, Geneos Wealth Management Inc. raised its position in shares of CocaCola by 0.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 40,879 shares of the company's stock worth $3,109,000 after buying an additional 129 shares during the period. Institutional investors and hedge funds own 70.26% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on KO shares. Piper Sandler boosted their price target on CocaCola from $88.00 to $95.00 and gave the company an "overweight" rating in a research report on Wednesday, July 29th. TD Cowen raised their price objective on CocaCola from $90.00 to $100.00 and gave the stock a "buy" rating in a report on Wednesday, July 29th. JPMorgan Chase & Co. lifted their price objective on CocaCola from $90.00 to $96.00 and gave the company an "overweight" rating in a research note on Wednesday, July 29th. Wells Fargo & Company boosted their target price on CocaCola from $90.00 to $95.00 and gave the stock an "overweight" rating in a report on Wednesday, July 29th. Finally, HSBC downgraded shares of CocaCola from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, July 28th. 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 stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $95.76.

CocaCola Stock Down 0.9%

Shares of CocaCola stock opened at $87.53 on Thursday. The business has a 50-day moving average of $86.47 and a 200-day moving average of $81.38. 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 $376.59 billion, a PE ratio of 26.28, a P/E/G ratio of 3.44 and a beta of 0.34. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $92.49.

CocaCola (NYSE:KO - Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, topping the consensus estimate 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 company's revenue was up 6.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities analysts forecast that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Dividend Announcement

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

Insider Buying and Selling

In other news, insider Sanket Ray sold 9,958 shares of the stock in a transaction that occurred on 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 directly owned 62,105 shares in the company, valued at approximately $5,372,082.50. This represents a 13.82% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Bruno Pietracci sold 111,365 shares of the firm's stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $90.93, for a total transaction of $10,126,419.45. Following the sale, the insider directly owned 41,365 shares of the company's stock, valued at $3,761,319.45. The trade was a 72.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 926,620 shares of company stock worth $83,075,714 over the last 90 days. 0.90% of the stock is currently owned by corporate insiders.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Higher FY2027 earnings estimate: Zacks Research raised its forecast for Coca-Cola’s fiscal 2027 earnings to $3.52 per share from $3.51. Although the increase is modest, it reinforces expectations for continued earnings growth beyond the company’s current-year consensus estimate of $3.29. Zacks Research raises Coca-Cola FY2027 earnings estimate
• Positive Sentiment: Dividend durability supports the defensive case: Coca-Cola has reportedly increased its dividend for 64 consecutive years, strengthening its appeal to income-oriented investors. Its established brands, pricing power and global distribution also position the company as a potential hedge against inflation and a weaker dollar. Coca-Cola’s 64-year dividend increase Coca-Cola as a pricing-power stock
• Positive Sentiment: Management investor presentation: Coca-Cola presented at Barclays’ Global Consumer Staples Conference, giving investors an updated view of strategy and operating priorities. The supplied report does not identify a new guidance change or specific catalyst. Coca-Cola Barclays conference transcript
• Neutral Sentiment: Premiumization strategy: Coca-Cola is using pricing, packaging variety and brand strength to sell higher-value products while retaining affordable options. The approach could lift revenue and margins, but investors will monitor whether higher prices weaken demand. Coca-Cola’s premiumization strategy
• Neutral Sentiment: Competitive and historical coverage: Articles comparing Coca-Cola with PepsiCo highlight ongoing competition for consumer spending and dividend investors. A report on former executive Brian Dyson’s death is historical and is unlikely to affect current fundamentals. Pepsi versus Coca-Cola comparison Brian Dyson obituary

CocaCola Profile

The Coca-Cola Company NYSE: KO is a global beverage company best known for its Coca-Cola soft drink, which was first introduced in 1886. The company was incorporated in 1892 and has grown into one of the world's largest beverage businesses.

Its portfolio includes sparkling soft drinks such as Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite and Fanta, along with water, sports drinks, coffee, tea, juice and dairy-based beverages. Other brands associated with the company include Dasani, smartwater, Powerade, Minute Maid, Simply, Costa Coffee, fairlife and Topo Chico.

The Coca-Cola Company primarily develops, owns and markets beverage brands, while relying on a global network of independent bottling partners and distributors to manufacture, package and deliver many of its products.

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