Kingsview Wealth Management LLC Has $12.80 Million Stock Holdings in CocaCola Company (The) $KO

Kingsview Wealth Management LLC boosted its position in shares of CocaCola Company (The) (NYSE:KO) by 9.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 157,475 shares of the company’s stock after acquiring an additional 13,959 shares during the period. Kingsview Wealth Management LLC’s holdings in CocaCola were worth $12,798,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Beacon Pointe Advisors LLC lifted its position in shares of CocaCola by 0.3% in the 2nd quarter. Beacon Pointe Advisors LLC now owns 389,645 shares of the company’s stock worth $31,667,000 after acquiring an additional 1,253 shares during the period. 49 Wealth Management LLC grew its holdings in shares of CocaCola by 85.2% during the 2nd quarter. 49 Wealth Management LLC now owns 5,088 shares of the company’s stock worth $413,000 after purchasing an additional 2,340 shares in the last quarter. Rakuten Investment Management Inc. increased its position in shares of CocaCola by 8.2% during the second quarter. Rakuten Investment Management Inc. now owns 633,433 shares of the company’s stock valued at $52,353,000 after purchasing an additional 48,134 shares during the period. RB Capital Management LLC increased its position in shares of CocaCola by 1.2% during the second quarter. RB Capital Management LLC now owns 33,675 shares of the company’s stock valued at $2,737,000 after purchasing an additional 400 shares during the period. Finally, Empowered Funds LLC raised its stake in shares of CocaCola by 11.9% in the second quarter. Empowered Funds LLC now owns 567,041 shares of the company’s stock valued at $46,083,000 after purchasing an additional 60,180 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on KO shares. Citigroup raised their target price on CocaCola from $97.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Piper Sandler boosted their price target on shares of CocaCola from $88.00 to $95.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Sanford C. Bernstein restated a “market perform” rating and issued a $93.00 price objective on shares of CocaCola in a research note on Wednesday, July 29th. Morgan Stanley reaffirmed an “overweight” rating and set a $100.00 price objective (up from $89.00) on shares of CocaCola in a report on Wednesday, July 29th. Finally, Jefferies Financial Group lifted their target price on shares of CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Fifteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $95.76.

CocaCola Price Performance

CocaCola stock opened at $89.63 on Friday. The business has a 50 day simple moving average of $85.32 and a 200 day simple moving average of $80.83. 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 company has a market capitalization of $385.64 billion, a PE ratio of 26.92, a price-to-earnings-growth ratio of 3.11 and a beta of 0.33. CocaCola Company has a one year low of $65.35 and a one year high of $92.49.

CocaCola (NYSE:KO) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $13.17 billion. During the same period in the prior year, the business posted $0.87 earnings per share. The business’s 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, sell-side analysts forecast that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be paid a $0.53 dividend. 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%.

Insiders Place Their Bets

In related news, EVP Nancy Quan sold 50,000 shares of CocaCola stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the completion of the transaction, the executive vice president directly owned 223,330 shares of the company’s stock, valued at $20,186,798.70. This trade represents a 18.29% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Sanket Ray sold 9,958 shares of the business’s stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $86.50, for a total transaction of $861,367.00. Following the completion of the transaction, the insider owned 62,105 shares in the company, valued at approximately $5,372,082.50. This trade represents a 13.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,594,900 shares of company stock worth $136,568,617 in the last quarter. 0.90% of the stock is owned by corporate insiders.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Defensive-sector demand is supporting KO. Market commentary points to Coca-Cola’s stable cash flows and relatively low volatility as attractive while investors seek safety and quality amid changing interest-rate expectations. Why is Coca-Cola drawing steady demand as staples turn defensive today?
• Positive Sentiment: Zacks upgraded Coca-Cola to Rank #2, or “Buy.” The upgrade reflects improving expectations for the company’s earnings prospects and could provide a near-term sentiment boost. Coca-Cola upgraded to Buy
• Positive Sentiment: Recent operating momentum remains constructive. Coca-Cola’s latest quarter included revenue growth of about 6% year over year and an earnings beat, while the company maintains fiscal 2026 EPS guidance of $3.27–$3.30.
• Neutral Sentiment: Institutional positioning is mixed but leans supportive. More institutions added KO shares than reduced them in the latest quarter, with notable additions from JPMorgan, Geode and Capital World Investors, although BlackRock, Capital Research and Invesco trimmed positions.
• Neutral Sentiment: Analyst support is positive, but valuation may limit upside. Barclays and JPMorgan maintain “Overweight” ratings, while the reported median price target of $89.50 is close to the current trading level. Commentary also describes the valuation as stretched. Coca-Cola upgraded to Buy
• Negative Sentiment: Insider selling is a cautionary signal. Company insiders made 30 open-market sales and no purchases over the past six months, including substantial sales by Chairman James Quincey and other senior executives.

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.