38,878 Coca-Cola Company (The) $KO Shares Bought by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC boosted its stake in shares of Coca-Cola Company (The) (NYSE:KO) by 30.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 167,813 shares of the company’s stock after buying an additional 38,878 shares during the quarter. Coca-Cola makes up 0.7% of Soltis Investment Advisors LLC’s portfolio, making the stock its 24th largest position. Soltis Investment Advisors LLC’s holdings in Coca-Cola were worth $14,445,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in the stock. Founders Financial Securities LLC raised its position in Coca-Cola by 3.4% during the 3rd quarter. Founders Financial Securities LLC now owns 36,216 shares of the company’s stock valued at $3,118,000 after purchasing an additional 1,200 shares in the last quarter. Blueprint Investment Partners LLC grew its position in shares of Coca-Cola by 3.5% during the 3rd quarter. Blueprint Investment Partners LLC now owns 26,069 shares of the company’s stock worth $2,244,000 after buying an additional 890 shares in the last quarter. Choreo LLC grew its position in shares of Coca-Cola by 7.5% during the 3rd quarter. Choreo LLC now owns 268,303 shares of the company’s stock worth $23,236,000 after buying an additional 18,710 shares in the last quarter. Interchange Capital Partners LLC grew its position in shares of Coca-Cola by 12.1% during the 3rd quarter. Interchange Capital Partners LLC now owns 12,301 shares of the company’s stock worth $1,059,000 after buying an additional 1,326 shares in the last quarter. Finally, Livelsberger Financial Advisory purchased a new position in shares of Coca-Cola during the third quarter valued at $218,000. 70.26% of the stock is owned by hedge funds and other institutional investors.

Coca-Cola Trading Up 1.2%

KO opened at $92.84 on Friday. The firm has a market cap of $399.47 billion, a price-to-earnings ratio of 27.31, a PEG ratio of 3.52 and a beta of 0.32. The company has a current ratio of 1.38, a quick ratio of 1.12 and a debt-to-equity ratio of 0.93. Coca-Cola Company has a 12 month low of $67.27 and a 12 month high of $95.37. The stock has a fifty day moving average price of $89.40 and a 200-day moving average price of $81.96.

Coca-Cola (NYSE:KO) last posted its earnings results on Tuesday, October 27th. The company reported $0.91 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.88 by $0.03. The company had revenue of $13.35 billion for the quarter, compared to analyst estimates of $12.92 billion. Coca-Cola had a return on equity of 38.79% and a net margin of 28.65%. The firm’s quarterly revenue was up 7.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.82 earnings per share. As a group, equities research analysts anticipate that Coca-Cola Company will post 3.34 earnings per share for the current fiscal year.

Coca-Cola Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Tuesday, December 1st will be issued a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Tuesday, December 1st. Coca-Cola’s dividend payout ratio (DPR) is currently 63.66%.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. Rothschild & Co Redburn lifted their price objective on Coca-Cola from $86.00 to $92.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. JPMorgan Chase & Co. raised their target price on shares of Coca-Cola from $95.00 to $98.00 and gave the company an “overweight” rating in a research report on Wednesday. The Goldman Sachs Group restated a “neutral” rating and issued a $86.00 price target (up from $82.00) on shares of Coca-Cola in a report on Tuesday, July 28th. UBS Group boosted their price target on shares of Coca-Cola from $104.00 to $106.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Deutsche Bank Aktiengesellschaft upped their price target on shares of Coca-Cola from $92.00 to $98.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $97.26.

Insider Activity

In other Coca-Cola news, EVP Nancy Quan sold 50,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total value of $4,519,500.00. Following the completion of the sale, the executive vice president directly owned 223,330 shares in the company, valued at $20,186,798.70. This trade represents a 18.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Bruno Pietracci sold 111,365 shares of Coca-Cola stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $90.93, for a total transaction of $10,126,419.45. Following the completion of the transaction, the insider directly owned 41,365 shares in the company, valued at $3,761,319.45. This represents a 72.92% 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. In the last ninety days, insiders have sold 171,323 shares of company stock worth $15,507,286. Corporate insiders own 0.90% of the company’s stock.

More Coca-Cola News

Here are the key news stories impacting Coca-Cola this week:

• Positive Sentiment: Coca-Cola reported its sixth consecutive earnings beat, with third-quarter revenue of $13.35 billion and adjusted EPS of $0.91, ahead of estimates. Global unit case volume increased 5%, and management raised its 2026 comparable EPS growth forecast to at least 11%. KO Q3 Earnings Call Highlights
• Positive Sentiment: Analysts remained constructive following the results. Citigroup raised its target to $103, JPMorgan to $98, and TD Cowen to $104; the firms maintained Buy or Overweight ratings. TD Cowen Coca-Cola Rating
• Positive Sentiment: Jim Cramer endorsed Coca-Cola, while investors continue to view its global distribution network, iconic brands and emerging-market opportunity as long-term growth advantages. India’s strong performance and potential 2027 IPO of Hindustan Coca-Cola Holdings could also unlock value. Jim Cramer Says Buy Coca-Cola
• Neutral Sentiment: Coca-Cola’s 64-year record of dividend increases and approximately 2.3% yield support its appeal as an income and defensive investment, though the lower yield provides less immediate income after the stock’s strong rally.
• Negative Sentiment: Some commentary suggests waiting for a better entry point because the shares trade at a premium valuation after a roughly 31%–35% 2026 advance. Flat North American volume, potential revenue pressure from divestitures and ongoing IRS litigation remain concerns. Coca-Cola Raised Its 2026 Outlook
• Negative Sentiment: Freedom Broker raised its price target to $89 but kept a Hold rating, implying that the stock may already exceed near-term fair value. Comparisons with higher-yielding beverage or consumer-staple alternatives may further limit buying enthusiasm.

Coca-Cola Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Founded in 1886, it is best known for Coca-Cola, one of the world’s most recognized soft drink brands.

The company owns, licenses, and markets a broad portfolio of beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, smartwater, Powerade, Minute Maid, Simply, fairlife, and Costa Coffee, among others.

The Coca-Cola Company serves consumers in more than 200 countries and territories through a system that includes company-operated operations, independent bottling partners, distributors, retailers, and food-service providers.