Gw Henssler & Associates 13F: Cuts KO Stake by $506K

Key Points

  • Gw Henssler & Associates trimmed its Coca-Cola position by 5,880 shares, now holding 305,045 shares worth about $26.3 million.
  • The stock closed at $92.70 on October 26, 2026, and has recently traded around $92.71, which is about equal to that closing price.
  • Coca-Cola has a market cap of approximately $398.8 billion and a P/E ratio of about 27.8, with analysts maintaining a 'buy' rating.

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On October 26, 2026, Gw Henssler & Associates trimmed its position in The Coca-Cola Company (KO) by selling 5,880 shares. This brings their total holdings down to 305,045 shares, valued at approximately $26.3 million, according to their latest Form 13F filing with the SEC.

KO The Coca-Cola Company
$92.71 +36.74% year to date
Daily close · Oct 26, 2026

What Changed in Gw Henssler & Associates' Coca-Cola Position

Gw Henssler reduced its stake by 5,880 shares, resulting in a 1.9% decrease from its previous total of 310,925 shares. The reported value of the stake stands at $26,258,244 after the reduction, which reflects a change in the fund's strategy or market conditions.

Where Coca-Cola Fits in Gw Henssler & Associates' Portfolio

Coca-Cola now makes up 3.46% of Gw Henssler's total reported 13F portfolio, ranking 9th among its holdings.

Other Institutional Activity in Coca-Cola

Several other funds have recently adjusted their positions in Coca-Cola. E. Ohman J:or Asset Management reduced its holdings by 43,880 shares, leaving it with 105,385 shares valued at about $9.1 million. Meanwhile, Gf Fund Management opened a new position with 470,125 shares worth approximately $40.5 million, and Ag2R la Mondiale Gestion D'Actifs boosted its stake by 63,186 shares, bringing its total to 233,414 shares valued at about $20.1 million.

The Coca-Cola Company Stock Holds Steady

Coca-Cola shares closed at $92.70 on October 26, 2026, and have recently traded around $92.71. The stock is currently above its 50-day moving average by 3.9% and above its 200-day moving average by 13.5%. However, it is about 2.8% below its 52-week high of $95.37.

Recent Earnings

Coca-Cola reported trailing twelve-month revenue of approximately $50.1 billion, showing a year-over-year growth of 6.7%. The company's net margin stands at 28.6%. The next earnings report is expected on October 27, 2026.

Insider Buying and Selling at The Coca-Cola Company

Insiders have been active recently, with James R. Quincey, the Chairman of the Board, selling 527,087 shares on July 29, 2026, valued at about $47.5 million. John Murphy, President, sold 152,483 shares on July 31 for approximately $13.3 million. Additionally, Luisa Ortega, a Divisional Officer, sold 55,755 shares on August 6, while Nancy W. Quan, an Officer, sold 50,000 shares on August 19, valued at around $4.5 million.

Analysts Set New Price Targets

On October 26, 2026, Piper Sandler maintained an Overweight rating on Coca-Cola with a price target of $102. This follows several other analysts, including Citigroup, which maintained a Buy rating with a target of $102 on October 14, 2026. The consensus among analysts is a Buy rating with a mean price target of $95.63.

About Coca-Cola

The Coca-Cola Company manufactures and sells a variety of nonalcoholic beverages globally. This includes its flagship Coca-Cola products, sparkling drinks, juices, and plant-based beverages. The company's strong brand presence and diverse product line have positioned it well in the beverage industry, making it a staple in many households.

Bottom Line

Investors should watch Coca-Cola's upcoming earnings report on October 27, 2026, for insights into the company's performance. Additionally, keep an eye on further filings from Gw Henssler & Associates and other institutional investors for changes in their positions.

Source: Gw Henssler & Associates's 13F filing on $KO (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts

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