KMG Fiduciary Partners LLC Has $12.89 Million Stake in CocaCola Company (The) $KO

Key Points

• KMG Fiduciary Partners trimmed its Coca-Cola stake by 10.5% in the second quarter, selling 18,569 shares and retaining 158,556 shares valued at approximately $12.89 million. Institutional investors and hedge funds collectively own 70.26% of KO.
• Coca-Cola exceeded quarterly expectations, reporting $0.97 in EPS and $13.37 billion in revenue, with revenue up 6.2% year over year. The company also declared a quarterly dividend of $0.53, representing a 2.4% annualized yield.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $95.76, but valuation is a concern after KO’s gains and a P/E ratio near 26.

KMG Fiduciary Partners LLC trimmed its holdings in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 10.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 158,556 shares of the company's stock after selling 18,569 shares during the period. CocaCola accounts for about 1.2% of KMG Fiduciary Partners LLC's investment portfolio, making the stock its 22nd biggest holding. KMG Fiduciary Partners LLC's holdings in CocaCola were worth $12,886,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of KO. Brighton Jones LLC boosted its position in shares of CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company's stock worth $2,433,000 after purchasing an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in CocaCola by 3.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company's stock valued at $548,000 after purchasing an additional 293 shares during the last quarter. Dynamic Technology Lab Private Ltd bought a new stake in CocaCola in the first quarter valued at about $210,000. Jump Financial LLC lifted its stake in CocaCola by 450.5% in the second quarter. Jump Financial LLC now owns 39,583 shares of the company's stock valued at $2,800,000 after buying an additional 32,392 shares during the period. Finally, Osterweis Capital Management Inc. lifted its stake in CocaCola by 548.2% in the second quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company's stock valued at $75,000 after buying an additional 899 shares during the period. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola Stock Performance

Shares of KO opened at $86.82 on Tuesday. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.12 and a current ratio of 1.30. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $90.92. The firm's 50 day moving average price is $82.82 and its two-hundred day moving average price is $79.44. The firm has a market cap of $373.55 billion, a P/E ratio of 26.07, a PEG ratio of 3.04 and a beta of 0.33.

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, 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 company had revenue of $13.37 billion during the quarter, compared to the consensus estimate of $13.17 billion. During the same quarter in the prior year, the firm earned $0.87 earnings per share. The firm's 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, analysts forecast that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Dividend Announcement

The business 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 dividend on an annualized basis and a yield of 2.4%. CocaCola's dividend payout ratio is presently 63.66%.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Volume-led growth supports the bullish case. Coca-Cola’s second-quarter organic revenue increased 6%, led by a 5% rise in unit case volume, while price and mix contributed about 2%. The stronger volume performance suggests demand remains healthy rather than growth being driven mainly by higher prices. Coca-Cola's Revenue Growth: Organic Strength or Pricing-Led?
• Positive Sentiment: Recent earnings continue to provide support. Coca-Cola exceeded quarterly expectations, reporting $0.97 in adjusted earnings per share versus a $0.93 consensus estimate and $13.37 billion in revenue versus $13.17 billion expected. Analysts and market coverage also point to sustained earnings strength, resilient demand and the company’s long record of dividend increases as reasons for investor interest. 5 Stocks the Market Rewarded After Strong Earnings Results
• Neutral Sentiment: Coca-Cola İçecek reported strong first-half results, but the read-through to KO is limited. The bottling affiliate cited international growth and margin gains, while PwC and the company’s board confirmed the accuracy and compliance of its interim financial statements. These developments are supportive for the broader Coca-Cola system but concern Coca-Cola İçecek A.Ş. directly, not necessarily KO’s consolidated results. Coca-Cola İçecek Delivers Strong H1 2026 Results
• Negative Sentiment: Valuation is the main pressure point. After a substantial multiyear gain and a move near its all-time high, analysts argue that KO is close to fair value or modestly expensive. At approximately 26 times earnings, the stock’s premium may already reflect much of its earnings, dividend and defensive-growth appeal. Coca-Cola Stock Recently Hit a New All-Time High

Analyst Ratings Changes

Several equities analysts have recently issued reports on KO shares. Jefferies Financial Group boosted their target price on CocaCola from $95.00 to $104.00 and gave the stock a "buy" rating in a research report on Wednesday, July 29th. Citigroup increased their price target on shares of CocaCola from $97.00 to $100.00 and gave the company a "buy" rating in a research report on Wednesday, July 29th. Bank of America lifted their price objective on shares of CocaCola from $90.00 to $95.00 and gave the stock a "buy" rating in a research note on Friday, July 10th. Argus boosted their price objective on shares of CocaCola from $91.00 to $97.00 and gave the company a "buy" rating in a report on Thursday, July 30th. Finally, Sanford C. Bernstein reaffirmed a "market perform" rating and issued a $93.00 target price on shares of CocaCola in a research note on Wednesday, July 29th. Fifteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat, CocaCola presently has a consensus rating of "Moderate Buy" and an average price target of $95.76.

Insider Activity

In related news, CFO John Murphy sold 152,483 shares of CocaCola stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $87.31, for a total value of $13,313,290.73. Following the sale, the chief financial officer owned 279,917 shares of the company's stock, valued at approximately $24,439,553.27. This trade represents a 35.26% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 100,000 shares of the business's stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $79.46, for a total value of $7,946,000.00. Following the completion of the sale, the executive vice president owned 181,384 shares in the company, valued at $14,412,772.64. The trade was a 35.54% decrease in their position. The disclosure for this sale is available in the SEC filing. 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. In the last 90 days, insiders have sold 1,455,202 shares of company stock worth $123,620,742. 0.90% of the stock is currently owned by insiders.

CocaCola 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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