SageGuard Financial Group LLC Has $15.68 Million Stock Holdings in CocaCola Company (The) $KO

Key Points

• SageGuard Financial Group reduced its Coca-Cola position by 8.8% during the second quarter, selling 18,533 shares. It still held 192,968 shares valued at approximately $15.68 million, representing 2.2% of its portfolio.
• Coca-Cola reported quarterly EPS of $0.97, beating estimates by $0.04, while revenue rose 6.2% year over year to $13.37 billion. The company maintained fiscal 2026 EPS guidance of $3.27–$3.30.
• The company declared a quarterly dividend of $0.53 per share, equivalent to a 2.4% annualized yield. Analysts assigned Coca-Cola a “Moderate Buy” rating with an average price target of $95.76.

SageGuard Financial Group LLC decreased its position in CocaCola Company (The) (NYSE:KO - Free Report) by 8.8% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 192,968 shares of the company's stock after selling 18,533 shares during the quarter. CocaCola makes up approximately 2.2% of SageGuard Financial Group LLC's portfolio, making the stock its 16th largest holding. SageGuard Financial Group LLC's holdings in CocaCola were worth $15,683,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of KO. Anfield Capital Management LLC grew its stake in CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company's stock valued at $25,000 after buying an additional 294 shares during the last quarter. Louisbourg Investments Inc. acquired a new position in CocaCola during the 1st quarter worth $25,000. Headlands Technologies LLC acquired a new position in CocaCola during the 2nd quarter worth $26,000. Evolution Wealth Management Inc. boosted its holdings 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 acquiring an additional 357 shares during the period. Finally, Elevated Capital Advisors LLC acquired a new stake in shares of CocaCola in the fourth quarter valued at about $30,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola Stock Up 2.1%

NYSE KO opened at $88.81 on Wednesday. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $90.92. The stock has a market cap of $382.13 billion, a PE ratio of 26.67, a PEG ratio of 3.06 and a beta of 0.33. The firm has a 50-day simple moving average of $83.81 and a 200 day simple moving average of $80.07. 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 (NYSE:KO - Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The firm had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. During the same period in the previous year, the company posted $0.87 earnings per share. 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. On average, research analysts forecast that CocaCola Company will post 3.29 EPS for the current year.

CocaCola Dividend Announcement

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

Analysts Set New Price Targets

Several equities analysts recently weighed in on the company. Citigroup boosted their price objective on CocaCola from $97.00 to $100.00 and gave the stock a "buy" rating in a research report on Wednesday, July 29th. Argus raised their target price on CocaCola from $91.00 to $97.00 and gave the company a "buy" rating in a report on Thursday, July 30th. HSBC downgraded CocaCola from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, July 28th. TD Cowen increased their price objective on CocaCola from $90.00 to $100.00 and gave the company a "buy" rating in a research report on Wednesday, July 29th. Finally, JPMorgan Chase & Co. raised their price objective on shares of CocaCola from $90.00 to $96.00 and gave the stock an "overweight" rating in a research note on Wednesday, July 29th. Fifteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $95.76.

Insider Activity

In related news, insider Sanket Ray sold 9,958 shares of the company's stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $86.50, for a total value of $861,367.00. Following the sale, the insider owned 62,105 shares of the company's stock, valued at $5,372,082.50. The trade was a 13.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Bruno Pietracci sold 75,727 shares of the stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $89.65, for a total transaction of $6,788,925.55. Following the completion of the transaction, the insider directly owned 35,393 shares of the company's stock, valued at $3,172,982.45. This trade represents a 68.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. Over the last three months, insiders have sold 1,433,535 shares of company stock valued at $121,922,698. 0.90% of the stock is 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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