Curated Wealth Partners LLC Sells 152,594 Shares of CocaCola Company (The) $KO

Key Points

• Curated Wealth Partners cut its Coca-Cola stake by 95.1% in the third quarter, selling 152,594 shares and retaining 7,887 shares valued at approximately $679,000. Institutional investors still own 70.26% of the company.
• Coca-Cola insiders sold 926,620 shares worth about $83.1 million last quarter, including substantial sales by CFO John Murphy and EVP Nancy Quan; the transactions were made to cover tax obligations tied to vested equity awards.
• The company recently beat quarterly earnings and revenue expectations, while analysts maintain a generally positive view with a “Moderate Buy” consensus and an average price target of $96.05. Coca-Cola shares opened at $91.78, near their 52-week high of $94.10.

Curated Wealth Partners LLC trimmed its stake in CocaCola Company (The) (NYSE:KO - Free Report) by 95.1% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,887 shares of the company's stock after selling 152,594 shares during the period. Curated Wealth Partners LLC's holdings in CocaCola were worth $679,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Lantern Wealth Advisors LLC increased its stake in CocaCola by 3.6% during the second quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company's stock valued at $270,000 after acquiring an additional 115 shares during the period. Gill Capital Partners LLC raised its stake in shares of CocaCola by 4.1% in the 2nd quarter. Gill Capital Partners LLC now owns 2,992 shares of the company's stock valued at $243,000 after buying an additional 117 shares in the last quarter. Atomic Invest LLC boosted its position in shares of CocaCola by 38.7% during the 2nd quarter. Atomic Invest LLC now owns 437 shares of the company's stock valued at $36,000 after acquiring an additional 122 shares in the last quarter. Paragon Private Wealth Management LLC grew its stake in shares of CocaCola by 1.4% in the 2nd quarter. Paragon Private Wealth Management LLC now owns 8,726 shares of the company's stock valued at $709,000 after purchasing an additional 123 shares during the period. Finally, Kwmg LLC raised its holdings in shares of CocaCola by 2.0% in the 3rd quarter. Kwmg LLC now owns 6,293 shares of the company's stock worth $542,000 after buying an additional 123 shares in the last quarter. Institutional investors own 70.26% of the company's stock.

Insiders Place Their Bets

In related news, CFO John Murphy sold 152,483 shares of the company's stock in a transaction on Friday, July 31st. The stock was sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the completion of the sale, the chief financial officer directly owned 279,917 shares in the company, valued at $24,439,553.27. This represents a 35.26% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Nancy Quan sold 50,000 shares of the business's stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $90.39, for a total value of $4,519,500.00. Following the transaction, the executive vice president directly owned 223,330 shares of the company's stock, valued at approximately $20,186,798.70. The trade was a 18.29% decrease in their position. 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 sold a total of 926,620 shares of company stock valued at $83,075,714 in the last quarter. Company insiders own 0.90% of the company's stock.

CocaCola Price Performance

NYSE:KO opened at $91.78 on Friday. The stock has a market capitalization of $394.87 billion, a PE ratio of 27.56, a P/E/G ratio of 3.57 and a beta of 0.32. The company has a current ratio of 1.30, a quick ratio of 1.12 and a debt-to-equity ratio of 0.97. The firm has a fifty day simple moving average of $88.34 and a 200 day simple moving average of $83.27. CocaCola Company has a 1-year low of $67.16 and a 1-year high of $94.10.

CocaCola (NYSE:KO - Get Free Report) last issued its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, beating 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 company had revenue of $13.37 billion for the quarter, compared to analysts' expectations of $13.17 billion. During the same period in the prior year, the firm earned $0.87 EPS. CocaCola'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. On average, research analysts expect that CocaCola Company will post 3.30 EPS for the current fiscal year.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: KFC is switching to Coca-Cola. KFC will replace PepsiCo beverages with Coca-Cola products at its U.S. restaurants, ending a partnership that dates back to 1986. The agreement gives KO additional fountain-drink distribution and represents a competitive win, although the financial contribution was not disclosed. KFC to switch to Coca-Cola beverages in U.S. restaurants
• Positive Sentiment: Momentum remains strong. KO has risen about 34% in 2026 and has outperformed the so-called Magnificent Seven technology stocks. Shares have also held above their 50-day moving average, supporting the bullish technical trend. Coca-Cola stock is up 34% in 2026
• Positive Sentiment: Dividend income remains a core attraction. Coca-Cola’s board declared its regular quarterly dividend, reinforcing the company’s long record of annual payout increases and its appeal to income-focused investors. Coca-Cola Board declares quarterly dividend
• Neutral Sentiment: Analyst and earnings context is mixed. Bernstein maintained a Hold rating, while broader brokerage recommendations remain favorable. Coca-Cola’s latest quarter exceeded EPS and revenue expectations, but investors will look to the scheduled Oct. 27 results for evidence that growth can support the elevated share price.
• Negative Sentiment: Valuation is a potential constraint. KO trades at a premium earnings multiple after its strong run, prompting questions about whether future growth justifies the price. Commentary also highlights the need for continued pricing power, innovation and volume growth to sustain performance. Coca-Cola’s dividend growth streak faces a valuation reality check

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the stock. The Goldman Sachs Group reissued a "neutral" rating and issued a $86.00 target price (up from $82.00) on shares of CocaCola in a report on Tuesday, July 28th. BNP Paribas Exane boosted their price objective on shares of CocaCola from $90.00 to $98.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 29th. HSBC upped their price target on CocaCola from $90.00 to $98.00 and gave the company a "buy" rating in a research note on Wednesday, July 29th. Wells Fargo & Company lowered their price target on shares of CocaCola from $95.00 to $90.00 and set an "overweight" rating for the company in a research report on Monday, October 5th. Finally, Citigroup boosted their target price on CocaCola from $100.00 to $102.00 and gave the stock a "buy" rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $96.05.

CocaCola Company Profile

The Coca-Cola Company NYSE: KO is a global beverage company headquartered in Atlanta, Georgia. Its portfolio includes sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and other ready-to-drink products. The company's best-known brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, Powerade, Minute Maid, fairlife, and Georgia Coffee.

Founded in 1886, the company develops, owns, licenses, markets, and distributes beverage brands through a network of bottling partners, distributors, retailers, and food-service operators.

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