Waverly Advisors LLC Cuts Position in CocaCola Company (The) $KO

Waverly Advisors LLC decreased its stake in CocaCola Company (The) (NYSE:KO) by 1.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 605,906 shares of the company’s stock after selling 9,169 shares during the period. Waverly Advisors LLC’s holdings in CocaCola were worth $49,242,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Louisbourg Investments Inc. acquired a new stake in shares of CocaCola during the 1st quarter valued at approximately $25,000. Headlands Technologies LLC purchased a new position in shares of CocaCola in the second quarter valued at $26,000. Evolution Wealth Management Inc. boosted its position in shares of CocaCola by 1,081.8% in the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after buying an additional 357 shares in the last quarter. Guardian Partners Inc. acquired a new stake in CocaCola in the 2nd quarter valued at about $27,000. Finally, Bard Associates Inc. purchased a new position in CocaCola during the 4th quarter valued at about $30,000. 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: Coca-Cola’s premiumization strategy is expanding sales through higher-priced products, varied packaging and brand strength, while maintaining lower-priced options to preserve affordability. The strategy could support revenue and margins, although execution remains important. Coca-Cola’s Premiumization Push: Smart Strategy or Risky Move?
• Positive Sentiment: Analysts and market commentators point to two return drivers for KO: business growth and shareholder distributions, including dividends and potential compounding from reinvestment. This helps explain the stock’s strong 2026 performance. Why Coca-Cola Is Outperforming
• Positive Sentiment: Coca-Cola is being highlighted as a pricing-power stock that may offer defensive protection against inflation and a weaker U.S. dollar. Its global brand portfolio and ability to adjust prices remain key investor attractions. Safety Stocks Built for a Weaker Dollar
• Positive Sentiment: KO is featured among dividend-focused alternatives to JEPI, emphasizing Coca-Cola’s long-term income appeal without the same potential limits on capital appreciation. Dividend Stocks Versus JEPI
• Neutral Sentiment: Recent comparisons portray Coca-Cola as the strongest-performing defensive consumer stock in 2026, but the stock’s roughly 26% gain and valuation near 26.5 times earnings raise questions about how much optimism is already reflected. Is Coca-Cola a Buy Near an All-Time High?
• Neutral Sentiment: News of former Coca-Cola executive Brian Dyson’s death is historically notable because of his role during the New Coke episode, but it has no apparent effect on KO’s current fundamentals. Brian Dyson Dies at Age 90
• Neutral Sentiment: Announcements concerning Coca-Cola İçecek’s regional subsidiaries and approval to issue up to $1 billion of overseas debt relate primarily to the bottling partner, not directly to KO. The funding could support expansion but also increases leverage considerations. Coca-Cola Icecek Debt Issuance

CocaCola Trading Up 0.4%

Shares of NYSE:KO traded up $0.31 during midday trading on Tuesday, reaching $88.38. The company’s stock had a trading volume of 19,405,566 shares, compared to its average volume of 17,077,551. The firm has a market cap of $380.27 billion, a price-to-earnings ratio of 26.54, a price-to-earnings-growth ratio of 3.43 and a beta of 0.34. The business has a 50 day moving average price of $86.35 and a 200 day moving average price of $81.32. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $92.49. 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 posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 EPS 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 during the quarter, compared to the consensus estimate of $13.17 billion. During the same quarter in the prior year, the company posted $0.87 EPS. The company’s quarterly 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. Research analysts forecast that CocaCola Company will post 3.29 EPS for the current year.

CocaCola Announces Dividend

The company also recently disclosed 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. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Tuesday, September 15th. CocaCola’s dividend payout ratio (DPR) is 63.66%.

Insiders Place Their Bets

In other CocaCola news, Chairman James Quincey sold 381,140 shares of the business’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $90.04, for a total transaction of $34,317,845.60. Following the completion of the sale, the chairman directly owned 122,833 shares in the company, valued at $11,059,883.32. The trade was a 75.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available 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, EVP Jennifer K. Mann sold 23,984 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total transaction of $2,000,505.44. Following the completion of the sale, the executive vice president directly owned 157,400 shares of the company’s stock, valued at $13,128,734. The trade was a 13.22% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 950,604 shares of company stock worth $85,076,219. 0.90% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

KO has been the topic of several recent research reports. Evercore reaffirmed an “outperform” rating and issued a $100.00 price target on shares of CocaCola in a report on Tuesday, July 28th. TD Cowen lifted their price objective on CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Jefferies Financial Group upped their target price on CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Seaport Research Partners set a $95.00 target price on CocaCola in a report on Friday, August 14th. Finally, JPMorgan Chase & Co. boosted their price target on CocaCola from $90.00 to $96.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $95.76.

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.