CocaCola Company (The) $KO Stake Boosted by Fairvoy Private Wealth LLC

Key Points

• Fairvoy Private Wealth increased its Coca-Cola stake by 80.6% in the third quarter, bringing its holdings to 26,438 shares worth approximately $2.28 million. Institutional investors collectively own 70.26% of KO.
• Coca-Cola reported quarterly earnings of $0.97 per share and revenue of $13.37 billion, exceeding analyst expectations, while maintaining 2026 guidance of $3.27–$3.30 in EPS. The company also announced a quarterly dividend of $0.53 per share, representing a 2.3% annualized yield.
• The planned 2027 beverage partnership with KFC is viewed as a strategic win that could expand Coca-Cola’s fountain presence across thousands of U.S. restaurants. However, pressure on consumer purchasing power remains a risk, and KO’s strong recent performance may limit near-term upside.

Fairvoy Private Wealth LLC increased its holdings in CocaCola Company (The) (NYSE:KO - Free Report) by 80.6% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 26,438 shares of the company's stock after buying an additional 11,798 shares during the quarter. Fairvoy Private Wealth LLC's holdings in CocaCola were worth $2,276,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Hidden Cove Wealth Management LLC increased its holdings in CocaCola by 2.5% during the third quarter. Hidden Cove Wealth Management LLC now owns 8,741 shares of the company's stock valued at $752,000 after buying an additional 217 shares during the last quarter. Tenet Wealth Partners LLC boosted its stake in shares of CocaCola by 11.5% during the 3rd quarter. Tenet Wealth Partners LLC now owns 3,888 shares of the company's stock worth $335,000 after acquiring an additional 402 shares during the last quarter. AA Financial Advisors LLC boosted its stake in shares of CocaCola by 5.7% during the 3rd quarter. AA Financial Advisors LLC now owns 18,402 shares of the company's stock worth $1,584,000 after acquiring an additional 991 shares during the last quarter. Teamwork Financial Advisors LLC boosted its stake in shares of CocaCola by 39.1% during the 3rd quarter. Teamwork Financial Advisors LLC now owns 3,654 shares of the company's stock worth $315,000 after acquiring an additional 1,027 shares during the last quarter. Finally, Greg Jennings LLC bought a new stake in shares of CocaCola during the 3rd quarter valued at $936,000. 70.26% of the stock is currently owned by institutional investors.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: KFC will switch its U.S. beverage partnership to Coca-Cola in January 2027, bringing KO products to approximately 3,700–4,000 restaurants by spring. The agreement expands Coca-Cola’s fountain presence, creates additional consumption occasions and represents a competitive win over PepsiCo. Is KFC Drink Deal Altering The Investment Case For Coca Cola?
• Positive Sentiment: Analysts and commentators view the KFC win as strategically more important than its immediate revenue contribution, highlighting Coca-Cola’s marketing, exclusive beverage offerings and restaurant technology as tools for winning foodservice accounts. Coca-Cola's KFC Win Is About More Than Soda
• Positive Sentiment: Coca-Cola continues to attract income-focused investors because of its scale, diversified portfolio, defensive demand and long record of dividend increases. Recent articles emphasize the potential for compounding through regular investments and dividend reinvestment. Coca-Cola Dividend Income Over 10 Years
• Neutral Sentiment: Coca-Cola has materially outperformed the broader market over the past year, and its low beta and dependable dividend continue to position KO as a defensive holding as market volatility returns. However, the strong run may limit near-term upside. What Are Coca-Cola Stock Bulls Not Worried About?
• Negative Sentiment: Management has identified ongoing financial pressure on shoppers. Although Coca-Cola recently raised its annual revenue and profit outlook after strong sales linked partly to the FIFA World Cup, weaker consumer purchasing power remains a risk to volumes and product mix. What Are Coca-Cola Stock Bulls Not Worried About?

CocaCola Stock Performance

NYSE KO traded down $0.54 on Monday, reaching $93.36. 16,929,317 shares of the stock were exchanged, compared to its average volume of 16,908,000. CocaCola Company has a one year low of $67.27 and a one year high of $94.10. The firm has a market capitalization of $401.69 billion, a PE ratio of 28.04, a PEG ratio of 3.65 and a beta of 0.32. The company's 50-day simple moving average is $88.47 and its two-hundred day simple moving average is $83.39. 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 quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, beating the consensus estimate 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%. The company's revenue for the quarter was up 6.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Analysts expect that CocaCola Company will post 3.30 EPS for the current fiscal year.

CocaCola Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Tuesday, December 1st will be paid a dividend of $0.53 per share. The ex-dividend date is Tuesday, December 1st. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.3%. CocaCola's payout ratio is 63.66%.

Insiders Place Their Bets

In other CocaCola news, insider Bruno Pietracci sold 111,365 shares of the stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $90.93, for a total value of $10,126,419.45. Following the completion of the sale, the insider owned 41,365 shares in the company, valued at approximately $3,761,319.45. This represents a 72.92% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, 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 value of $13,313,290.73. Following the sale, the chief financial officer directly owned 279,917 shares in the company, valued at approximately $24,439,553.27. This represents a 35.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 926,620 shares of company stock worth $83,075,714 in the last three months. 0.90% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

KO has been the subject of several analyst reports. BNP Paribas Exane upped their price objective on CocaCola from $90.00 to $98.00 and gave the stock an "outperform" rating in a research note on Wednesday, July 29th. UBS Group reaffirmed a "buy" rating on shares of CocaCola in a report on Monday. Seaport Research Partners set a $95.00 target price on CocaCola in a research report on Friday, August 14th. Sanford C. Bernstein reissued a "market perform" rating and set a $93.00 price target (up from $83.00) on shares of CocaCola in a report on Wednesday, July 29th. Finally, CICC Research boosted their price target on CocaCola from $85.00 to $95.00 and gave the company an "outperform" rating in a report on Thursday, July 30th. 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 MarketBeat.com, CocaCola presently has a consensus rating of "Moderate Buy" and an average target price of $96.27.

CocaCola Company Profile

The Coca-Cola Company NYSE: KO is a global beverage company headquartered in Atlanta, Georgia. Founded in 1886, it is best known for Coca-Cola, one of the world's most recognized soft drink brands.

The company owns, licenses, and markets a broad portfolio of beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, smartwater, Powerade, Minute Maid, Simply, fairlife, and Costa Coffee, among others.

The Coca-Cola Company serves consumers in more than 200 countries and territories through a system that includes company-operated operations, independent bottling partners, distributors, retailers, and food-service providers.

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