CocaCola Company (The) $KO Stock Position Lowered by Moody Lynn Lieberson & Walker LLC

Key Points

• Moody Lynn Lieberson & Walker reduced its Coca-Cola position by 5.8% in the second quarter, selling 14,981 shares and retaining 242,903 shares valued at approximately $19.7 million. Institutional investors collectively own 70.26% of KO.
• Coca-Cola exceeded quarterly expectations, reporting $0.97 in earnings per share and $13.37 billion in revenue, up 6.2% year over year. The company also maintained its $0.53 quarterly dividend, equivalent to a 2.4% annual yield.
• Analysts remain broadly optimistic: 15 rate the stock a Buy and three rate it a Hold, producing a “Moderate Buy” consensus and an average price target of $95.76 versus a recent price of $86.78. However, the stock’s roughly 26-times earnings valuation and recent insider selling may temper sentiment.

Moody Lynn Lieberson & Walker LLC decreased its position in CocaCola Company (The) (NYSE:KO - Free Report) by 5.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 242,903 shares of the company's stock after selling 14,981 shares during the quarter. CocaCola comprises approximately 1.0% of Moody Lynn Lieberson & Walker LLC's holdings, making the stock its 26th largest position. Moody Lynn Lieberson & Walker LLC's holdings in CocaCola were worth $19,741,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Louisbourg Investments Inc. bought a new position in shares of CocaCola during the 1st quarter valued at about $25,000. Anfield Capital Management LLC raised its holdings in shares of CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company's stock worth $25,000 after purchasing an additional 294 shares in the last quarter. Headlands Technologies LLC acquired a new stake in CocaCola during the second quarter valued at approximately $26,000. Evolution Wealth Management Inc. lifted its stake in 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 purchasing an additional 357 shares during the last quarter. Finally, Ankerstar Wealth LLC bought a new stake in CocaCola during the fourth quarter worth approximately $30,000. Institutional investors own 70.26% of the company's stock.

CocaCola Stock Up 0.3%

Shares of NYSE:KO opened at $86.78 on Thursday. 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 company has a market cap of $373.38 billion, a PE ratio of 26.06, a price-to-earnings-growth ratio of 3.02 and a beta of 0.33. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $90.92. The firm has a 50 day simple moving average of $83.14 and a 200 day simple moving average of $79.65.

CocaCola (NYSE:KO - Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts' expectations of $13.17 billion. During the same period in the previous year, the company posted $0.87 EPS. The company's quarterly 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. As a group, research analysts expect that CocaCola Company will post 3.29 earnings per share for the current year.

CocaCola Dividend Announcement

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

Wall Street Analyst Weigh In

Several research firms have issued reports on KO. Bank of America upped their price target on CocaCola from $90.00 to $95.00 and gave the company a "buy" rating in a report on Friday, July 10th. Sanford C. Bernstein restated a "market perform" rating and issued a $93.00 target price on shares of CocaCola in a report on Wednesday, July 29th. Truist Financial set a $88.00 target price on CocaCola in a research report on Friday, June 26th. Evercore reaffirmed an "outperform" rating and set a $100.00 target price on shares of CocaCola in a report on Tuesday, July 28th. Finally, Jefferies Financial Group increased their price target on CocaCola from $95.00 to $104.00 and gave the company a "buy" rating in a research report on Wednesday, July 29th. Fifteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $95.76.

CocaCola News Summary

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 Buying and Selling at CocaCola

In other news, Chairman James Quincey sold 436,296 shares of CocaCola stock in a transaction on Friday, June 5th. The stock was sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the transaction, the chairman owned 122,833 shares in the company, valued at approximately $9,842,608.29. The trade was a 78.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 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, CFO John Murphy sold 152,483 shares of the company's stock in a transaction on 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 transaction, the chief financial officer directly owned 279,917 shares in the company, valued at $24,439,553.27. The trade was a 35.26% decrease in their ownership of the stock. 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 have sold a total of 1,465,160 shares of company stock valued at $124,482,109 in the last ninety days. Company insiders own 0.90% of the company's stock.

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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