Oakmont Investment Advisors Inc. Takes $477,000 Position in CocaCola Company (The) $KO

Oakmont Investment Advisors Inc. bought a new position in shares of CocaCola Company (The) (NYSE:KO) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 5,864 shares of the company’s stock, valued at approximately $477,000.

Several other hedge funds have also recently modified their holdings of the stock. Lantern Wealth Advisors LLC boosted its holdings in CocaCola by 3.6% in the 2nd quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company’s stock worth $270,000 after buying an additional 115 shares during the last quarter. Gill Capital Partners LLC raised its holdings in shares of CocaCola by 4.1% during the second quarter. Gill Capital Partners LLC now owns 2,992 shares of the company’s stock valued at $243,000 after acquiring an additional 117 shares during the last quarter. Paragon Private Wealth Management LLC lifted its position in shares of CocaCola by 1.4% in the second quarter. Paragon Private Wealth Management LLC now owns 8,726 shares of the company’s stock valued at $709,000 after acquiring an additional 123 shares in the last quarter. Everpar Advisors LLC lifted its position in shares of CocaCola by 0.9% in the second quarter. Everpar Advisors LLC now owns 14,504 shares of the company’s stock valued at $1,179,000 after acquiring an additional 125 shares in the last quarter. Finally, Geneos Wealth Management Inc. boosted its stake in shares of CocaCola by 0.3% in the first quarter. Geneos Wealth Management Inc. now owns 40,879 shares of the company’s stock worth $3,109,000 after acquiring an additional 129 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Wall Street Analysts Forecast Growth

KO has been the subject of several research reports. Sanford C. Bernstein reiterated a “market perform” rating and set a $93.00 price target on shares of CocaCola in a research report on Wednesday, July 29th. Bank of America raised their price objective on CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a report on Friday, July 10th. Argus lifted their target price on shares of CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. Wells Fargo & Company upped their target price on shares of CocaCola from $90.00 to $95.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Finally, Seaport Research Partners set a $95.00 target price on shares of CocaCola in a research report on Friday, August 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $95.76.

Insider Activity

In related news, insider Bruno Pietracci sold 111,365 shares of the company’s stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $90.93, for a total value of $10,126,419.45. Following the completion of the sale, the insider owned 41,365 shares of the company’s stock, valued at approximately $3,761,319.45. This represents a 72.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO John Murphy sold 152,483 shares of the firm’s stock in a transaction dated 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 sale, the chief financial officer owned 279,917 shares of the company’s stock, valued at approximately $24,439,553.27. The trade was a 35.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders have sold 1,050,604 shares of company stock worth $93,022,219. Insiders own 0.90% of the company’s stock.

CocaCola Price Performance

KO stock opened at $88.05 on Friday. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $92.49. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The firm has a market capitalization of $378.84 billion, a PE ratio of 26.44, a price-to-earnings-growth ratio of 3.46 and a beta of 0.34. The business has a 50 day simple moving average of $86.10 and a 200-day simple moving average of $81.18.

CocaCola (NYSE:KO) last announced 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 firm 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%.The firm’s revenue was up 6.2% compared to the same quarter last year. During the same quarter last year, the business posted $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Equities research analysts anticipate that CocaCola Company will post 3.29 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be issued a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, September 15th. CocaCola’s payout ratio is currently 63.66%.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola remains attractive to income-focused investors after extending its dividend-growth streak to 64 consecutive years. Its global brands and pricing power are viewed as defenses against inflation and a weaker dollar. Safety Stocks Are Not What They Used to Be: 4 Names Built for a Weaker Dollar
• Positive Sentiment: Recent operating momentum remains supportive: second-quarter net revenue increased about 7% to $13.38 billion, organic revenue rose 6%, global unit case volume grew 5%, and comparable operating margin expanded to 35.6%. Management also raised full-year guidance in July. Safety Stocks Are Not What They Used to Be: 4 Names Built for a Weaker Dollar
• Neutral Sentiment: Analysts continue to treat KO as a highly defensive consumer-staples holding, with its stable demand and dividend history compared favorably with PepsiCo. However, the stock’s roughly 26% year-to-date gain has made valuation a more important part of the investment case. PepsiCo vs. Coca-Cola: Which Stock Has the Edge?
• Negative Sentiment: Valuation concerns are becoming more prominent near the stock’s highs. Commentary has cited a forward P/E around 25.7 times, a modest dividend yield, and limited upside relative to several analyst price targets. Investors are also watching potential volume pressure from nutrition-program restrictions. Coca-Cola Stock Opinions on Recent Highs and Valuation Concerns
• Negative Sentiment: Quiver Quantitative data shows 24 insider sales and no insider purchases over the past six months. While such transactions may reflect compensation or diversification, the imbalance can reinforce profit-taking concerns after the strong rally. Coca-Cola Stock Opinions on Recent Highs and Valuation Concerns

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.