Financial Synergies Wealth Advisors 13F: New $231K Stake in KO

Financial Synergies Wealth Advisors took a new position in The Coca-Cola Company (NYSE: KO), acquiring 2,681 shares worth approximately $230,819, as disclosed in a filing on October 16, 2026.

What Changed in Financial Synergies Wealth Advisors's Coca-Cola Position

Financial Synergies Wealth Advisors opened a new position in Coca-Cola, starting with 2,681 shares. This new stake reflects the growing interest in the beverage company and its market performance.

Other Institutional Activity in Coca-Cola

Berkshire Hathaway, Inc. holds 400 million shares of Coca-Cola, valued at about $37.6 billion, with no change reported. Blackrock Inc. trimmed its position by 10.8 million shares, now owning around 322.7 million shares worth about $30.3 billion. Vanguard Capital Management LLC has 238.8 million shares valued at approximately $22.4 billion, having increased its position by 1.35 million shares. State Street Corporation holds 167.4 million shares worth about $15.7 billion, with a slight increase of 183,937 shares. FMR, LLC holds approximately 109.2 million shares valued at about $10.3 billion, having gained about 1.6 million shares recently.

The Coca-Cola Company Stock Up 1.3%

As of October 16, 2026, Coca-Cola shares were recently trading around $93. This price is above its 50-day moving average of $88.30 by about 5.3% and its 200-day average by 15%, indicating strong price momentum. However, the stock is still trading below its 52-week high of $94.10.

Recent Earnings

Coca-Cola reported trailing twelve-month revenue of approximately $50.1 billion and earnings per share (EPS) of $3.33. The company's next earnings release is scheduled for October 27, 2026.

Insider Buying and Selling at The Coca-Cola Company

Coca-Cola's insiders have been active, with Chairman James R. Quincey selling 527,087 shares on July 29, 2026, valued at about $47.5 million. Other notable sales include President John Murphy, who sold 152,483 shares at an average price of $87.31, totaling around $13.3 million on July 31, 2026, and Divisional Officer Luisa Ortega, who sold 55,755 shares on August 6, 2026. Officer Nancy W. Quan sold 50,000 shares at $90.39 on August 19, 2026, valued at approximately $4.5 million.

Analysts Set New Price Targets

On October 16, 2026, Barclays maintained an 'Overweight' rating on Coca-Cola with a price target of $98. This follows other firms like 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 about $94.74, reflecting positive sentiment in the market.

About Coca-Cola

The Coca-Cola Company manufactures and sells a variety of nonalcoholic beverages, including its flagship Coca-Cola, sparkling drinks, and juices. With a market cap of about $395.8 billion, Coca-Cola continues to be a dominant player in the beverage industry.

Bottom Line

Keep an eye on Coca-Cola's upcoming earnings report on October 27, 2026, as it may provide further insights into the company's performance. Remember that this filing from Financial Synergies Wealth Advisors reflects holdings as of the reporting period and may not represent their current position.