Kmg Fiduciary Partners 13F: Cuts KO Stake by $477K
The firm cut its stake by 5,536 shares, reflecting a 3.5% decrease.
Reviewed by automated data checks against the source filing. How we make and check alerts
Kmg Fiduciary Partners sold 5,536 shares from its stake in The Coca-Cola Company ($KO), a 3.49% decrease, according to a 13F filing with the SEC dated October 14, 2026. It reported 153,020 shares worth $13.17 million at the end of the quarter.
Since the filing, $KO is up 2.3% to date (from the $91.78 close on Oct 14, 2026).
Find the original: Kmg Fiduciary Partners 13F filings on SEC EDGAR
KO
The Coca-Cola Company
Key Points
- Kmg Fiduciary Partners trimmed its Coca-Cola position by 5,536 shares, bringing its total to 153,020 shares valued at $13.17 million.
- The Coca-Cola Company, with a market cap of $395.8 billion, has a P/E ratio of 27.63 and a dividend yield of 2.3%.
- No significant insider trades or analyst updates were reported for Coca-Cola in this period.
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Kmg Fiduciary Partners has trimmed its holdings in The Coca-Cola Company (NYSE:KO). The latest filing shows a reduction of 5,536 shares, bringing the total to 153,020 shares valued at approximately $13.17 million. This change represents a 3.5% decrease in their position.
Kmg Fiduciary Partners vs. the S&P 500
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What Changed in Kmg Fiduciary Partners' Coca-Cola Position
Kmg Fiduciary Partners reduced its stake in Coca-Cola by 5,536 shares, resulting in a 3.5% decrease. The firm now holds 153,020 shares, valued at around $13.17 million as of the latest 13F filing. Previously, they held 158,556 shares.
The Coca-Cola Company Stock Up 1.2%
Shares of NYSE:KO were trading near $91.78 as of the previous close. The Coca-Cola Company, a leader in the non-alcoholic beverages sector, boasts a market capitalization of $395.8 billion. It has a P/E ratio of 27.63 and a forward P/E of 26.10, with a beta of 0.318, indicating lower volatility compared to the market. The stock's 52-week range is between $67.27 and $94.10, with a 50-day moving average of $88.30 and a 200-day moving average of $80.84. Coca-Cola maintains a current ratio of 1.31 and a quick ratio of 0.80, with a debt-to-equity ratio of 115.52.
Recent Earnings
Coca-Cola reported revenues of $50.13 billion, reflecting a growth of 6.7%. The company has a net margin of 28.56% and a return on equity of 42.05%. Its earnings per share stand at $3.33. The next earnings report is scheduled for October 27, 2026.
Dividend
Coca-Cola offers a dividend yield of 2.3%, with a payout ratio of 62.46%. This makes it an attractive choice for income-focused investors.
About The Coca-Cola Company
The Coca-Cola Company, headquartered in Atlanta, Georgia, is a global beverage leader. It offers a wide range of non-alcoholic drinks, including iconic brands like Coca-Cola, Diet Coke, and Sprite. The company operates through a network of independent bottlers and distributors, reaching consumers worldwide. Led by CEO Mr. Henrique Braun, Coca-Cola employs around 65,900 people.
Bottom Line
Kmg Fiduciary Partners' recent trimming of its Coca-Cola stake is part of its portfolio adjustments as reported in the latest 13F filing. Investors often track these filings to gauge fund sentiment, though they reflect past actions and not necessarily current positions. Coca-Cola's financial strength and steady dividend make it a staple in many investment portfolios.
Related Filing Alerts
Source: Kmg Fiduciary Partners's 13F filing on $KO (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Kmg Fiduciary Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts