Orographic Financial Advisors LLC Makes New Investment in CocaCola Company (The) $KO

Orographic Financial Advisors LLC purchased a new stake in shares of CocaCola Company (The) (NYSE:KO) in the first quarter, HoldingsChannel reports. The firm purchased 20,540 shares of the company’s stock, valued at approximately $1,572,000. CocaCola comprises about 1.1% of Orographic Financial Advisors LLC’s investment portfolio, making the stock its 28th largest holding.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. boosted its position in shares of CocaCola by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock worth $26,200,276,000 after purchasing an additional 5,886,352 shares during the period. State Street Corp raised its position in CocaCola by 1.2% in the fourth quarter. State Street Corp now owns 167,850,330 shares of the company’s stock valued at $11,734,417,000 after purchasing an additional 1,992,327 shares during the period. Geode Capital Management LLC raised its position in CocaCola by 0.5% in the fourth quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock valued at $6,273,037,000 after purchasing an additional 433,547 shares during the period. Norges Bank acquired a new position in CocaCola during the fourth quarter worth $3,865,807,000. Finally, Bank of America Corp DE lifted its stake in CocaCola by 9.5% during the first quarter. Bank of America Corp DE now owns 44,018,963 shares of the company’s stock worth $3,347,642,000 after purchasing an additional 3,836,640 shares in the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola Trading Down 0.6%

NYSE:KO opened at $88.53 on Friday. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $90.92. The firm has a market cap of $380.90 billion, a PE ratio of 26.59, a price-to-earnings-growth ratio of 3.59 and a beta of 0.34. The company has a current ratio of 1.30, a quick ratio of 1.15 and a debt-to-equity ratio of 0.97. The stock has a fifty day moving average price of $81.92 and a 200 day moving average price of $78.65.

CocaCola (NYSE:KO) last issued its quarterly earnings results 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. The company had revenue of $13.37 billion for the quarter, compared to the consensus estimate of $13.17 billion. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.CocaCola’s revenue was up 6.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Sell-side analysts anticipate that CocaCola Company will post 3.28 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be given 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 dividend yield of 2.4%. CocaCola’s payout ratio is currently 66.67%.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong second-quarter results remain the main catalyst. Coca-Cola reported adjusted EPS of $0.97, topping the $0.93 consensus, while revenue rose 6.2% year over year to $13.37 billion, ahead of the $13.17 billion estimate. Global unit-case volume increased 5%, and management raised its 2026 outlook, supporting expectations for continued earnings growth. Coca-Cola Q2 2026 Earnings Call Highlights
• Positive Sentiment: World Cup marketing boosted demand. Management credited FIFA World Cup activation with helping deliver the company’s strongest quarterly volume growth in 17 years. Pricing, product mix, zero-sugar beverages and Fairlife also contributed to broad-based growth across regions. KO Q2 Earnings Call Highlights
• Positive Sentiment: Analyst sentiment improved. Jefferies raised its price target to $104, while TD Cowen and Citigroup moved to $100 and JPMorgan increased its target to $96. Argus also raised its target to $97 and assigned a Buy rating, reinforcing the bullish response to the earnings report.
• Neutral Sentiment: Fairlife’s ransomware disruption appears contained. A cyberattack shut down all four U.S. Fairlife plants for 11 days in July, but Coca-Cola said most production has resumed, reducing the risk of a prolonged supply or financial impact. Coca-Cola keeps beating its rivals, and Wall Street noticed
• Negative Sentiment: Valuation is limiting additional upside. After a substantial 2026 rally and trading near its yearly high, Coca-Cola’s P/E near 27 has prompted caution. HSBC downgraded the stock to Hold, arguing that PepsiCo may offer better value.
• Negative Sentiment: Recent insider sales add a modest overhang. Chairman James Quincey sold roughly $47.5 million of shares, and insider Bruno Pietracci sold about $6.8 million. The transactions were made under pre-arranged Rule 10b5-1 plans to cover tax withholding on vested equity awards, making them less concerning than discretionary selling but still a potential sentiment headwind.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on KO. Morgan Stanley reaffirmed an “overweight” rating and issued a $100.00 price objective (up from $89.00) on shares of CocaCola in a research note on Wednesday. Evercore reissued an “outperform” rating and set a $100.00 target price on shares of CocaCola in a research note on Tuesday. Citigroup raised their target price on CocaCola from $97.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday. Argus lifted their target price on CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research report on Thursday. Finally, Wells Fargo & Company boosted their price target on shares of CocaCola from $90.00 to $95.00 and gave the stock an “overweight” rating in a research note on Wednesday. Fifteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $95.76.

Insider Activity

In other CocaCola news, EVP Jennifer K. Mann sold 23,984 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $83.41, for a total transaction of $2,000,505.44. Following the completion of the transaction, the executive vice president owned 157,400 shares in the company, valued at $13,128,734. The trade was a 13.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Nancy Quan sold 31,625 shares of the stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the completion of the sale, the executive vice president directly owned 223,330 shares in the company, valued at approximately $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. 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 have sold a total of 1,502,719 shares of company stock valued at $126,087,452 over the last three months. 0.90% of the stock is currently owned by corporate insiders.

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.