Verity & Verity 13F: Cuts The Coca-Cola (KO) Stake by $939K

Verity & Verity lowered its holdings in The Coca-Cola Company (NYSE:KO) by 19.6%, shedding 10,905 shares during the period. According to a Form 13F filing with the Securities and Exchange Commission on October 23, 2026, the firm ended the quarter with 44,860 shares valued at approximately $3.86 million.

KO The Coca-Cola Company

$92.89 ▲ +37.01% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Other Institutional Activity in The Coca-Cola Company

Other major funds also adjusted their positions in the beverage maker recently. Royal Fund Management cut its stake by 33,904 shares to 42,990 shares worth about $3.70 million. Howland Capital Management reduced its holdings by 13,209 shares, finishing with 77,555 shares valued at roughly $6.72 million. Meanwhile, SBI Securities increased its holdings by adding 40,110 shares to reach 284,080 shares worth about $24.45 million. E. Ohman J:or Asset Management trimmed its stake by 43,880 shares to end with 105,385 shares valued at $9.07 million, and Bell Bank reduced its position by 12,387 shares to 16,964 shares worth about $1.46 million.

The Coca-Cola Company Stock Holds Steady

The stock recently traded around $92.71 on October 24, 2026, remaining close to its 52-week high of $95.37. The shares closed at $92.71 on the filing date of October 23, 2026. The company trades well above its 50-day moving average of $88.99 and its 200-day moving average of $81.46.

Recent Earnings

The beverage producer reported trailing twelve-month revenue of $50.13 billion alongside basic earnings of $3.33 per share. The company is scheduled to release its next financial results on October 27, 2026.

Dividend

The company offers an annual dividend rate of $2.12 per share, translating to a dividend yield of 2.22% based on recent share levels. The payout is supported by a dividend payout ratio of 62.5%.

Insider Buying and Selling at The Coca-Cola Company

Company insiders executed several transactions prior to the filing. Chairman of the Board James R. Quincey disposed of 527,087 shares valued at $47.47 million on July 29, 2026. President John Murphy sold 152,483 shares at $87.31 apiece for a total of $13.31 million on July 31, 2026. Divisional Officer Luisa Ortega parted with 55,755 shares worth $4.83 million on August 6, 2026, while Officer Nancy W Quan sold 50,000 shares at $90.39 each for $4.52 million on August 19, 2026.

Analysts Set New Price Targets

Wall Street research firms updated their outlooks ahead of the filing. Argus Research maintained a Buy rating with a $97 target on July 30, 2026. JP Morgan kept an Overweight rating while moving its target from $96 to $95 on September 28, 2026. Wells Fargo maintained an Overweight rating and adjusted its target from $95 to $90 on October 5, 2026. Citigroup maintained a Buy rating with a target raised from $100 to $102 on October 14, 2026, and Barclays kept an Overweight rating while lifting its target from $93 to $98 on October 16, 2026. Overall, the company carries a buy consensus from 24 analysts with a mean price target of $95.13.

About The Coca-Cola Company

The Coca-Cola Company manufactures and sells non-alcoholic beverages worldwide, offering sparkling soft drinks, waters, sports drinks, coffees, teas, and juices under various brand names. It also supplies beverage concentrates and syrups to restaurants and convenience stores.

Bottom Line

Investors will watch the upcoming earnings release on October 27, 2026, for further updates on sales growth and profit margins. Institutional adjustments and insider transactions provide context on how large market participants view the valuation near the upper end of its yearly trading range.