NewEdge Advisors LLC Has $41.10 Million Position in CocaCola Company (The) $KO

NewEdge Advisors LLC lowered its position in shares of CocaCola Company (The) (NYSE:KO) by 7.9% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 540,394 shares of the company’s stock after selling 46,052 shares during the quarter. NewEdge Advisors LLC’s holdings in CocaCola were worth $41,097,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of KO. Anfield Capital Management LLC raised its position in CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after purchasing an additional 294 shares during the last quarter. Louisbourg Investments Inc. acquired a new position in shares of CocaCola during the first quarter valued at $25,000. Headlands Technologies LLC bought a new position in CocaCola in the second quarter valued at about $26,000. Evolution Wealth Management Inc. increased its position in CocaCola by 1,081.8% in the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after purchasing an additional 357 shares during the period. Finally, Elevated Capital Advisors LLC bought a new stake in CocaCola during the 4th quarter worth about $30,000. Institutional investors own 70.26% of the company’s stock.

Insiders Place Their Bets

In related news, insider Bruno Pietracci sold 75,727 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $89.65, for a total transaction of $6,788,925.55. Following the completion of the transaction, the insider owned 35,393 shares in the company, valued at approximately $3,172,982.45. This represents a 68.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed 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, Chairman James Quincey sold 145,947 shares of the firm’s stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $90.09, for a total transaction of $13,148,365.23. Following the completion of the transaction, the chairman directly owned 122,833 shares of the company’s stock, valued at approximately $11,066,024.97. This trade represents a 54.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. Insiders have sold a total of 1,455,202 shares of company stock valued at $123,620,742 over the last 90 days. 0.90% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of research analysts have issued reports on the stock. Citigroup upped their target price on shares of CocaCola from $97.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Weiss Ratings reissued a “buy (b+)” rating on shares of CocaCola in a research note on Friday, July 31st. UBS Group set a $104.00 price objective on shares of CocaCola and gave the company a “buy” rating in a report on Wednesday, July 29th. Bank of America raised their price objective on shares of CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a research note on Friday, July 10th. Finally, TD Cowen lifted their target price on shares of CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Fifteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $95.76.

CocaCola Stock Down 0.1%

KO stock opened at $86.70 on Friday. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The stock has a market capitalization of $373.04 billion, a P/E ratio of 26.04, a P/E/G ratio of 3.03 and a beta of 0.33. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $90.92. The business has a 50-day moving average of $82.49 and a 200-day moving average of $79.22.

CocaCola (NYSE:KO) last announced its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The business had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. During the same quarter last year, the firm earned $0.87 EPS. CocaCola’s revenue for the quarter was up 6.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. On average, sell-side analysts anticipate that CocaCola Company will post 3.29 earnings per share for the current fiscal year.

CocaCola Announces Dividend

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

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Raised outlook and earnings momentum: Coca-Cola’s recent quarterly beat, broad-based volume growth, margin improvement and higher cash-flow expectations have supported analyst optimism. The company’s updated 2026 EPS guidance of $3.27–$3.30 reinforces expectations for continued earnings growth. Can Coca-Cola’s Raised 2026 Outlook Support More Earnings Growth?
• Positive Sentiment: International growth may offset U.S. softness: Emerging-market expansion, affordable product offerings and steady global beverage demand could cushion slower U.S. consumption and help Coca-Cola sustain its raised forecast. Will Coca-Cola’s Emerging Market Expansion Offset U.S. Slowdown?
• Positive Sentiment: Defensive dividend appeal: Coca-Cola’s long record of shareholder payouts continues to attract income-oriented investors, particularly amid market volatility. Its consumer-staples profile and brand strength also support the stock’s defensive appeal. Can Coca-Cola Keep Its Steady Payout Streak Intact This Year?
• Positive Sentiment: Analyst support: Recent Wall Street commentary has remained generally bullish, while some fair-value estimates increased following the second-quarter beat and higher guidance. Coca-Cola Stock Sees Fair Value Lift After Q2 Beat and Higher Guidance
• Neutral Sentiment: Valuation is the key debate: Investors are weighing Coca-Cola’s volume growth, stronger margins and cash-flow outlook against a relatively expensive valuation. With the stock near a record level, future gains may depend on further execution. Is Coca-Cola Stock Worth Buying as Growth Meets a Premium Valuation?
• Negative Sentiment: Risks include softer U.S. demand and tougher comparisons: Slowing domestic consumption, the timing of an Africa-related sale and challenging year-over-year comparisons could temper earnings momentum and limit near-term upside. Coca-Cola Earnings Risks

CocaCola Profile

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.