MRA Advisory Group Grows Stock Position in CocaCola Company (The) $KO

Key Points

• MRA Advisory Group increased its Coca-Cola stake by 375.7% in the second quarter, ending with 18,980 shares valued at approximately $1.54 million. Institutional investors collectively own 70.26% of KO.
• Coca-Cola exceeded quarterly expectations, reporting $0.97 in adjusted EPS and $13.37 billion in revenue, with revenue up 6.2% year over year. Analysts maintain a “Moderate Buy” consensus rating and a $95.76 average price target.
• The company declared a quarterly dividend of $0.53 per share, equivalent to an annualized $2.12 payout and a 2.4% yield. Shares traded near their 12-month high, while the article noted that the stock’s premium valuation could limit further upside if growth slows.

MRA Advisory Group grew its holdings in CocaCola Company (The) (NYSE:KO - Free Report) by 375.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 18,980 shares of the company's stock after acquiring an additional 14,990 shares during the quarter. MRA Advisory Group's holdings in CocaCola were worth $1,543,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. raised its holdings in shares of CocaCola by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company's stock worth $26,200,276,000 after buying an additional 5,886,352 shares during the last quarter. State Street Corp lifted its stake in shares of CocaCola by 1.2% during the fourth quarter. State Street Corp now owns 167,850,330 shares of the company's stock worth $11,734,417,000 after buying an additional 1,992,327 shares during the period. Geode Capital Management LLC lifted its stake in shares of CocaCola by 0.5% during the fourth quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company's stock worth $6,273,037,000 after buying an additional 433,547 shares during the period. Norges Bank purchased a new stake in shares of CocaCola during the fourth quarter valued at $3,865,807,000. Finally, Bank of America Corp DE increased its position in shares of CocaCola by 9.5% in the 1st quarter. Bank of America Corp DE now owns 44,018,963 shares of the company's stock valued at $3,347,642,000 after acquiring an additional 3,836,640 shares during the period. Hedge funds and other institutional investors own 70.26% of the company's stock.

Insider Activity at CocaCola

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction on Friday, May 15th. The shares were sold at an average price of $80.93, for a total value of $2,559,411.25. Following the completion of the transaction, the executive vice president owned 223,330 shares of the company's stock, valued at approximately $18,074,096.90. The trade was a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a filing 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, Chairman James Quincey sold 145,947 shares of the company's stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $90.09, for a total transaction of $13,148,365.23. Following the completion of the transaction, the chairman owned 122,833 shares of the company's stock, valued at approximately $11,066,024.97. This trade represents a 54.30% 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. Insiders have sold 1,455,202 shares of company stock valued at $123,620,742 in the last quarter. 0.90% of the stock is currently owned by insiders.

CocaCola Trading Up 0.2%

Shares of NYSE:KO opened at $87.06 on Friday. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $90.92. The company has a market capitalization of $374.58 billion, a PE ratio of 26.14, a PEG ratio of 3.04 and a beta of 0.33. The business has a 50 day moving average of $82.66 and a two-hundred day moving average of $79.27. 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 data on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, topping analysts' consensus estimates of $0.93 by $0.04. The business had revenue of $13.37 billion for the quarter, compared to analysts' expectations of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The business's revenue was up 6.2% on a year-over-year basis. During the same quarter last year, the company earned $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, analysts forecast that CocaCola Company will post 3.29 EPS for the current year.

CocaCola Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 15th will be issued a dividend of $0.53 per share. 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 63.66%.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola is highlighted as a leading beverage-industry company, with brand strength and global distribution positioning it to benefit from continued demand and industry innovation. Zacks Industry Outlook The Coca-Cola, Monster, Fomento, Primo and The Vita Coco
• Positive Sentiment: Analysts and market commentary point to steady beverage demand, volume growth, margin improvement and a stronger cash-flow outlook as reasons Coca-Cola remains attractive among consumer-staples stocks. Coca-Cola Draws Focus As Beverage Demand Steadies Today
• Positive Sentiment: Emerging-market momentum and Coca-Cola’s affordability strategy may cushion weaker U.S. demand. Global growth is also cited as a support for the company’s raised 2026 outlook. Will Coca-Cola's Emerging Market Expansion Offset U.S. Slowdown?
• Positive Sentiment: Coca-Cola’s long dividend-growth record continues to appeal to income-focused investors, although maintaining the payout depends on sustained earnings and cash-flow growth. Can Coca-Cola Keep Its Steady Payout Streak Intact This Year?
• Neutral Sentiment: Recent analyst coverage examines Coca-Cola’s target price and compares it with other major companies, suggesting investor sentiment remains constructive but dependent on valuation and future execution. What are Wall Street Analysts' Target Price for Coca-Cola Stock?
• Negative Sentiment: After a roughly 24% gain in 2026, Coca-Cola is trading near a record high, leaving less room for disappointment. Its premium valuation could limit additional upside if growth slows. Up 24% in 2026, Is Coca-Cola a Buy Near an All-Time High?

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on KO. The Goldman Sachs Group restated a "neutral" rating and issued a $86.00 target price (up from $82.00) on shares of CocaCola in a research note on Tuesday, July 28th. UBS Group set a $104.00 price target on CocaCola and gave the company a "buy" rating in a research note on Wednesday, July 29th. Truist Financial set a $88.00 price objective on CocaCola in a report on Friday, June 26th. Sanford C. Bernstein restated a "market perform" rating and issued a $93.00 price objective on shares of CocaCola in a research note on Wednesday, July 29th. Finally, Wells Fargo & Company lifted their target price on CocaCola from $90.00 to $95.00 and gave the stock an "overweight" rating in a report on Wednesday, July 29th. Fifteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, CocaCola has an average rating of "Moderate Buy" and a consensus target price of $95.76.

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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