GAMMA Investing LLC Buys 11,154 Shares of CocaCola Company (The) $KO

GAMMA Investing LLC increased its stake in CocaCola Company (The) (NYSE:KO) by 9.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 131,706 shares of the company’s stock after buying an additional 11,154 shares during the period. GAMMA Investing LLC’s holdings in CocaCola were worth $10,704,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Geneos Wealth Management Inc. grew its stake in CocaCola by 0.3% in the 1st 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 in the last quarter. HORAN Wealth LLC raised its stake in shares of CocaCola by 3.9% during the first quarter. HORAN Wealth LLC now owns 3,458 shares of the company’s stock valued at $263,000 after acquiring an additional 130 shares in the last quarter. Wills Financial Group LLC raised its stake in shares of CocaCola by 1.3% during the first quarter. Wills Financial Group LLC now owns 10,170 shares of the company’s stock valued at $816,000 after acquiring an additional 133 shares in the last quarter. Beacon Financial Advisory LLC boosted its holdings in shares of CocaCola by 0.5% in the first quarter. Beacon Financial Advisory LLC now owns 26,844 shares of the company’s stock valued at $2,041,000 after purchasing an additional 136 shares during the period. Finally, Vestia Personal Wealth Advisors boosted its holdings in shares of CocaCola by 3.8% in the fourth quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock valued at $275,000 after purchasing an additional 140 shares during the period. Institutional investors own 70.26% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Improved Middle East geopolitical tensions helped lift broader markets, providing a supportive backdrop for large-cap defensive stocks such as Coca-Cola. Coca-Cola in Focus as Eased Middle East Tension Lifts Markets
• Positive Sentiment: Coca-Cola remains a favored consumer-staples and dividend-growth name as weak consumer confidence and market volatility encourage investors to seek stable cash flow. Recent coverage also highlighted its strong second-quarter results and long dividend-growth record. Consumer Staples Stocks to Play Safe Amid Sinking Consumer Confidence
• Positive Sentiment: The latest quarter beat expectations, with earnings of $0.97 per share versus a $0.93 consensus and revenue of $13.37 billion versus $13.17 billion. Revenue rose 6.2% year over year, while full-year 2026 EPS guidance remains $3.27-$3.30. Coca-Cola Earnings and Guidance
• Neutral Sentiment: Coca-Cola appointed Luca Santandrea as general director for Poland and the Baltic operations. The change could support regional execution, although investors are also questioning whether KO is fully valued after its substantial gains this year. Coca-Cola Valuation Following Leadership Change
• Negative Sentiment: Expansion in China is creating near-term margin pressure. Investors may view the investment as strategically positive, but the added costs could weigh on profitability until growth scales. Coca-Cola Margin Hit From China Expansion
• Negative Sentiment: CFO John Murphy sold 152,483 shares worth approximately $13.3 million, reducing his direct holdings by about 35%. The filing attributed the sale to tax withholding on vested equity awards, which limits its bearish significance but may still weigh on sentiment. Coca-Cola CFO SEC Form 4 Filing

CocaCola Price Performance

NYSE KO opened at $86.47 on Wednesday. The company has a market cap of $372.03 billion, a PE ratio of 25.97, a P/E/G ratio of 3.04 and a beta of 0.33. The firm’s 50 day moving average price is $82.26 and its 200-day moving average price is $78.99. 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 Company has a 52-week low of $65.35 and a 52-week high of $90.92.

CocaCola (NYSE:KO) 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 company had revenue of $13.37 billion during the quarter, compared to the consensus estimate of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. CocaCola’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Sell-side analysts forecast that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Dividend Announcement

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 $0.53 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.5%. CocaCola’s dividend payout ratio (DPR) is currently 63.66%.

Insider Transactions at CocaCola

In related news, Chairman James Quincey sold 436,296 shares of the firm’s stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the sale, the chairman owned 122,833 shares of the company’s stock, valued at $9,842,608.29. This trade represents a 78.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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. Also, CFO John Murphy sold 152,483 shares of CocaCola stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $87.31, for a total value of $13,313,290.73. Following the completion of the transaction, the chief financial officer owned 279,917 shares in the company, valued at $24,439,553.27. This trade represents a 35.26% decrease in their position. 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 quarter, insiders sold 1,655,202 shares of company stock worth $139,400,742. Company insiders own 0.90% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on KO. Piper Sandler increased their price objective on CocaCola from $88.00 to $95.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. UBS Group set a $104.00 target price on CocaCola and gave the company a “buy” rating in a research report on Wednesday, July 29th. The Goldman Sachs Group reiterated a “neutral” rating and issued a $86.00 target price (up from $82.00) on shares of CocaCola in a report on Tuesday, July 28th. Evercore reissued an “outperform” rating and set a $100.00 price target on shares of CocaCola in a research report on Tuesday, July 28th. Finally, Truist Financial set a $88.00 price target on CocaCola in a research note on Friday, June 26th. Fifteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus 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.