CocaCola Company (The) $KO Shares Purchased by Envestnet Portfolio Solutions Inc.

Key Points

• Envestnet Portfolio Solutions increased its Coca-Cola stake by 13.2% in the second quarter, adding 29,658 shares to own 254,949 shares valued at approximately $20.7 million. Institutional investors collectively own 70.26% of KO.
• Coca-Cola reported stronger-than-expected quarterly results, with EPS of $0.97 and revenue of $13.37 billion, up 6.2% year over year. Analysts maintain a “Moderate Buy” consensus, with an average price target of $95.76.
• KO will pay a quarterly dividend of $0.53, equivalent to a 2.4% annualized yield, but the stock’s valuation—around 26 times earnings—could limit upside. Insiders have also sold more than $121.9 million in shares over the past 90 days, primarily to cover tax obligations.

Envestnet Portfolio Solutions Inc. raised its holdings in CocaCola Company (The) (NYSE:KO - Free Report) by 13.2% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 254,949 shares of the company's stock after acquiring an additional 29,658 shares during the quarter. Envestnet Portfolio Solutions Inc.'s holdings in CocaCola were worth $20,720,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Anfield Capital Management LLC boosted its holdings in CocaCola by 438.8% during the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company's stock worth $25,000 after buying an additional 294 shares in the last quarter. Louisbourg Investments Inc. purchased a new position in CocaCola in the first quarter valued at about $25,000. Headlands Technologies LLC purchased a new position in CocaCola in the second quarter valued at about $26,000. Evolution Wealth Management Inc. lifted its position in shares of CocaCola by 1,081.8% during the 4th 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 4th quarter valued at approximately $30,000. Hedge funds and other institutional investors own 70.26% of the company's stock.

Insider Buying and Selling

In other CocaCola news, CFO John Murphy sold 152,483 shares of the firm's stock in a transaction dated 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 sale, the chief financial officer directly owned 279,917 shares of the company's stock, valued at $24,439,553.27. This trade represents a 35.26% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Bruno Pietracci sold 75,727 shares of CocaCola stock in a transaction dated 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 sale, the insider owned 35,393 shares of the company's stock, valued at approximately $3,172,982.45. This trade represents a 68.15% decrease in their ownership of the stock. 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. Insiders sold 1,433,535 shares of company stock worth $121,922,698 in the last 90 days. 0.90% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on KO shares. JPMorgan Chase & Co. upped their price target on CocaCola from $90.00 to $96.00 and gave the stock an "overweight" rating in a report 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 research report on Wednesday, July 29th. Weiss Ratings restated a "buy (b+)" rating on shares of CocaCola in a research report on Friday, July 31st. UBS Group set a $104.00 price target on CocaCola and gave the stock a "buy" rating in a research note on Wednesday, July 29th. Finally, Morgan Stanley reiterated an "overweight" rating and issued a $100.00 price objective (up from $89.00) on shares of CocaCola in a research report on Wednesday, July 29th. Fifteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $95.76.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong earnings underpin investor confidence: Coca-Cola’s latest quarter exceeded expectations, with EPS of $0.97 versus the $0.93 consensus and revenue of $13.37 billion versus $13.17 billion expected. Revenue increased 6.2% year over year, while full-year 2026 guidance remains $3.27–$3.30 in EPS. The debates that matter for KO stock
• Positive Sentiment: Profit estimates are moving higher: Zacks Research raised its FY2026 EPS forecast to $3.29 from $3.26, FY2027 to $3.51 from $3.47 and FY2028 to $3.74 from $3.71. Several quarterly estimates were also increased, suggesting analysts see continued earnings momentum. Coca-Cola analyst estimates
• Positive Sentiment: Defensive and dividend characteristics remain attractive: Coca-Cola’s globally recognized brands, approximately 2.4% dividend yield and long dividend-growth record make KO appealing to income-oriented investors seeking stability while markets become less certain. Its long-standing Berkshire Hathaway holding also reinforces the stock’s “buy and hold” reputation. Warren Buffett stocks to buy and hold
• Neutral Sentiment: Investors are monitoring consumer pressure: Articles focus on gasoline prices, inflation data and their potential effect on household spending. Coca-Cola’s affordable beverage portfolio may prove relatively resilient, although sustained cost-of-living pressure could affect volumes or product mix. Coca-Cola and gasoline prices
• Neutral Sentiment: International bottler updates have limited direct impact: Coca-Cola İçecek’s disclosures about its regional bottling network and debt redemption relate primarily to the separate bottler, COLZF, rather than directly to KO. Coca-Cola Icecek bottling network
• Negative Sentiment: Valuation creates downside risk: After its recent rally, KO trades near 26 times earnings. Analysts are debating whether the premium is justified by Coca-Cola’s growth and margin performance, leaving less room for disappointment. Coca-Cola valuation analysis
• Negative Sentiment: Insider selling may weigh modestly on sentiment: Insider Sanket Ray sold 9,958 shares for about $861,000, reducing his direct holding by 13.8%. The transaction is not necessarily a fundamental warning, but it could attract attention at elevated share-price levels. Coca-Cola insider sale

CocaCola Stock Performance

CocaCola stock opened at $87.57 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. The stock has a fifty day moving average of $83.35 and a two-hundred day moving average of $79.75. The company has a market capitalization of $376.77 billion, a price-to-earnings ratio of 26.30, a PEG ratio of 3.03 and a beta of 0.33. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $90.92.

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

CocaCola Dividend Announcement

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

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.

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