Soltis Investment Advisors LLC Grows Holdings in CocaCola Company (The) $KO

Soltis Investment Advisors LLC increased its holdings in CocaCola Company (The) (NYSE:KO) by 6.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 128,935 shares of the company’s stock after acquiring an additional 8,319 shares during the quarter. Soltis Investment Advisors LLC’s holdings in CocaCola were worth $10,479,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors also recently bought and sold shares of KO. Solidarity Wealth LLC bought a new stake in CocaCola during the second quarter worth about $200,000. Daymark Wealth Partners LLC grew its holdings in CocaCola by 68.5% in the second quarter. Daymark Wealth Partners LLC now owns 218,199 shares of the company’s stock worth $17,733,000 after purchasing an additional 88,690 shares during the period. Miller Howard Investments Inc. NY increased its stake in shares of CocaCola by 83.5% during the second quarter. Miller Howard Investments Inc. NY now owns 593,133 shares of the company’s stock valued at $48,204,000 after purchasing an additional 269,857 shares in the last quarter. Integrity Alliance LLC. lifted its holdings in shares of CocaCola by 4.9% during the second quarter. Integrity Alliance LLC. now owns 51,167 shares of the company’s stock valued at $4,158,000 after purchasing an additional 2,403 shares during the last quarter. Finally, Avion Wealth lifted its holdings in shares of CocaCola by 12.3% during the second quarter. Avion Wealth now owns 2,025 shares of the company’s stock valued at $164,000 after purchasing an additional 221 shares during the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola ranked among the leading consumer-staples companies for growth, reinforcing confidence in its ability to expand despite a relatively mature market. Coca-Cola leads consumer staples growth rankings
• Positive Sentiment: Analysts noted that Coca-Cola is adapting to changing consumer health preferences through flagship brands, product diversification and innovation across more beverage occasions. This may help protect long-term sales as consumers reduce consumption of traditional sugary drinks. Coca-Cola Faces Consumer Health Trend Shifts
• Positive Sentiment: Coca-Cola continues to attract attention as a potential long-term dividend compounder, appealing to investors seeking dependable income and stability amid a market environment that has favored speculation. 3 Dividend Stocks to Buy Before August Ends
• Neutral Sentiment: Executive Bruno Pietracci sold 111,365 KO shares for approximately $10.1 million, reducing his position by about 73%. The filing said the sale covered tax-withholding obligations tied to vested equity awards, making it less concerning than a discretionary sale but still a potential short-term sentiment overhang. Top Coca-Cola Executive Makes a Major Move
• Negative Sentiment: Valuation analysis suggests KO is closer to fairly valued than clearly undervalued. Its discounted-cash-flow estimate is near the current market price, while earnings multiples appear expensive after an 88% five-year return, potentially limiting upside for new buyers. Coca-Cola Stock Looks Cheap on Cash Flow but Pricey on Earnings

CocaCola Stock Performance

Shares of KO stock opened at $91.94 on Tuesday. The company has a 50 day moving average price of $84.49 and a 200-day moving average price of $80.51. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $92.49. The firm has a market capitalization of $395.59 billion, a PE ratio of 27.61, a P/E/G ratio of 3.18 and a beta of 0.33. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97.

CocaCola (NYSE:KO) last issued its quarterly earnings data 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 net margin of 28.56% and a return on equity of 39.38%. The company had revenue of $13.37 billion for the quarter, compared to the consensus estimate of $13.17 billion. During the same quarter in the prior year, the firm earned $0.87 earnings per share. The firm’s revenue for the quarter was up 6.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities research analysts expect that CocaCola Company will post 3.29 earnings per share for the current year.

CocaCola Announces Dividend

The company 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 2.3%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s dividend payout ratio is presently 63.66%.

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Citigroup boosted their price target on CocaCola from $97.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. TD Cowen lifted their price objective on CocaCola from $90.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. UBS Group set a $104.00 target price on CocaCola and gave the stock a “buy” rating in a report on Wednesday, July 29th. Bank of America increased their target price on CocaCola from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Finally, Truist Financial set a $88.00 price target on CocaCola in a report on Friday, June 26th. Fifteen 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, CocaCola has an average rating of “Moderate Buy” and an average target price of $95.76.

Insider Activity

In other CocaCola news, insider Bruno Pietracci sold 111,365 shares of the firm’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $90.93, for a total value of $10,126,419.45. Following the transaction, the insider directly owned 41,365 shares of the company’s stock, valued at approximately $3,761,319.45. This trade represents a 72.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 100,000 shares of the business’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $79.46, for a total value of $7,946,000.00. Following the sale, the executive vice president owned 181,384 shares of the company’s stock, valued at approximately $14,412,772.64. This represents a 35.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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. Over the last three months, insiders sold 1,594,900 shares of company stock worth $136,568,617. Insiders own 0.90% of the company’s stock.

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.