Tema ETFs LLC Increases Holdings in CocaCola Company (The) $KO

Tema ETFs LLC lifted its holdings in CocaCola Company (The) (NYSE:KO) by 10.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 83,095 shares of the company’s stock after acquiring an additional 7,975 shares during the period. Tema ETFs LLC’s holdings in CocaCola were worth $6,753,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in KO. Brighton Jones LLC lifted its position in CocaCola by 13.3% in the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after buying an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of CocaCola by 3.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after acquiring an additional 293 shares during the last quarter. Dynamic Technology Lab Private Ltd purchased a new position in shares of CocaCola during the 1st quarter worth about $210,000. Jump Financial LLC boosted its stake in shares of CocaCola by 450.5% during the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock worth $2,800,000 after purchasing an additional 32,392 shares during the period. Finally, Osterweis Capital Management Inc. boosted its stake in shares of CocaCola by 548.2% during the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock worth $75,000 after purchasing an additional 899 shares during the period. Hedge funds and other institutional investors own 70.26% of the company’s stock.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Solid earnings momentum: Coca-Cola’s latest quarterly results exceeded expectations, with earnings of $0.97 per share versus a $0.93 consensus and revenue of $13.37 billion versus $13.17 billion expected. Revenue increased 6.2% year over year. Coca-Cola earnings and stock information
• Positive Sentiment: Organic growth appears volume-supported: Second-quarter organic revenue rose 6%, while unit case volume increased 5%; price and mix contributed only 2%. This suggests demand—not just pricing—is supporting growth. Coca-Cola revenue growth analysis
• Positive Sentiment: Analyst estimates were raised: Erste Group increased its FY2026 EPS forecast to $3.30 from $3.27 and its FY2027 forecast to $3.53 from $3.49, reinforcing expectations for continued earnings growth. Coca-Cola analyst estimates
• Positive Sentiment: Dividend and defensive appeal remain supportive: Coca-Cola’s decades-long dividend-growth record and status as a major Berkshire Hathaway holding continue to attract income-focused and defensive investors. Coca-Cola dividend streak
• Neutral Sentiment: Business reinvention continues: Coverage highlights Coca-Cola’s expansion beyond traditional soda into water, energy drinks, juices and lower-sugar products as consumer preferences evolve. The strategy supports long-term relevance, although execution and competition remain important. Coca-Cola workforce and business strategy
• Negative Sentiment: Valuation is limiting upside: After a strong run, KO trades at roughly 26 times trailing earnings. Analysts describe the shares as near fair value or somewhat expensive relative to Coca-Cola’s moderate growth rate. Coca-Cola valuation analysis
• Negative Sentiment: Insider selling adds pressure: Sanket Ray sold 9,958 shares for approximately $861,000, reducing his position by 13.8%. While one insider transaction is not necessarily a fundamental warning, it may weigh on sentiment near record valuation levels. Coca-Cola SEC insider filing

CocaCola Trading Down 0.3%

KO opened at $86.58 on Wednesday. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97. The stock’s fifty day moving average is $82.98 and its two-hundred day moving average is $79.55. The company has a market capitalization of $372.51 billion, a P/E ratio of 26.00, a PEG ratio of 3.03 and a beta of 0.33. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $90.92.

CocaCola (NYSE:KO) last issued its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.04. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The business had revenue of $13.37 billion during the quarter, compared to analysts’ expectations of $13.17 billion. During the same period in the prior year, the business earned $0.87 EPS. The business’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. Analysts forecast that CocaCola Company will post 3.29 earnings per share for the current year.

CocaCola Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 15th will be paid a $0.53 dividend. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.4%. CocaCola’s dividend payout ratio is 63.66%.

Analyst Ratings Changes

KO has been the topic of a number of recent analyst reports. Truist Financial set a $88.00 price objective on shares of CocaCola in a research report on Friday, June 26th. Barclays boosted their target price on CocaCola from $91.00 to $93.00 and gave the company an “overweight” rating in a research report on Thursday, July 30th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of CocaCola in a research note on Friday, July 31st. Morgan Stanley reiterated an “overweight” rating and issued a $100.00 price target (up from $89.00) on shares of CocaCola in a report on Wednesday, July 29th. Finally, UBS Group set a $104.00 price target on CocaCola and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Fifteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $95.76.

Insider Buying and Selling

In other news, Chairman James Quincey sold 145,947 shares of the business’s stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $90.09, for a total value of $13,148,365.23. Following the completion of the sale, the chairman owned 122,833 shares in the company, valued at approximately $11,066,024.97. The trade was a 54.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 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, insider Sanket Ray sold 9,958 shares of the company’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $86.50, for a total transaction of $861,367.00. Following the completion of the sale, the insider directly owned 62,105 shares of the company’s stock, valued at $5,372,082.50. The trade was a 13.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,465,160 shares of company stock valued at $124,482,109 over the last quarter. 0.90% of the stock is owned by company insiders.

CocaCola 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.