Legacy Edge Advisors LLC Takes $606,000 Position in CocaCola Company (The) $KO

Legacy Edge Advisors LLC bought a new stake in CocaCola Company (The) (NYSE:KO) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 8,673 shares of the company’s stock, valued at approximately $606,000.

A number of other institutional investors have also modified their holdings of the stock. Vestia Personal Wealth Advisors raised its stake in shares of CocaCola by 3.8% in the 4th quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock valued at $275,000 after purchasing an additional 140 shares in the last quarter. Apexium Financial LP raised its stake in shares of CocaCola by 1.2% in the 3rd quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock valued at $810,000 after purchasing an additional 142 shares in the last quarter. Stockman Wealth Management Inc. raised its stake in shares of CocaCola by 1.7% in the 4th quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company’s stock valued at $622,000 after purchasing an additional 147 shares in the last quarter. Prosperity Financial Group Inc. raised its stake in shares of CocaCola by 3.9% in the 3rd quarter. Prosperity Financial Group Inc. now owns 3,957 shares of the company’s stock valued at $262,000 after purchasing an additional 148 shares in the last quarter. Finally, Ashton Thomas Securities LLC raised its stake in shares of CocaCola by 1.2% in the 3rd quarter. Ashton Thomas Securities LLC now owns 12,656 shares of the company’s stock valued at $835,000 after purchasing an additional 149 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Insider Transactions at CocaCola

In other CocaCola news, CFO John Murphy sold 99,437 shares of the company’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $80.42, for a total value of $7,996,723.54. Following the completion of the transaction, the chief financial officer owned 410,550 shares in the company, valued at approximately $33,016,431. This represents a 19.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO James Quincey sold 337,824 shares of the company’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the completion of the transaction, the chief executive officer owned 342,546 shares of the company’s stock, valued at approximately $26,410,296.60. This trade represents a 49.65% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 892,925 shares of company stock worth $70,254,796 in the last quarter. 0.90% of the stock is currently owned by corporate insiders.

CocaCola Price Performance

Shares of NYSE:KO opened at $78.62 on Friday. The company has a quick ratio of 1.25, a current ratio of 1.36 and a debt-to-equity ratio of 1.09. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $82.00. The firm has a 50-day simple moving average of $77.12 and a 200 day simple moving average of $73.57. The company has a market cap of $338.40 billion, a PE ratio of 24.72, a P/E/G ratio of 3.19 and a beta of 0.35.

CocaCola (NYSE:KO) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, beating analysts’ consensus estimates of $0.81 by $0.05. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The business had revenue of $12.47 billion during the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter in the prior year, the firm earned $0.73 EPS. The company’s revenue for the quarter was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, sell-side analysts anticipate that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be given a $0.53 dividend. The ex-dividend date is Monday, June 15th. This represents a $2.12 annualized dividend and a yield of 2.7%. CocaCola’s dividend payout ratio is 66.67%.

Wall Street Analysts Forecast Growth

KO has been the topic of a number of recent analyst reports. Truist Financial set a $85.00 target price on shares of CocaCola in a research note on Wednesday, February 11th. JPMorgan Chase & Co. boosted their price objective on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday. Morgan Stanley set a $88.00 price objective on shares of CocaCola in a research report on Wednesday, March 11th. Citigroup boosted their price objective on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, Barclays boosted their price objective on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Thursday. Fifteen equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock has an average rating of “Buy” and an average target price of $86.27.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Q1 results beat expectations: Coca‑Cola reported stronger-than-expected Q1 revenue and EPS (double‑digit top‑line growth) that drove positive sentiment around durable growth and near-term guidance. Is Coca‑Cola a Buy, Hold, or Sell After Its Q1 2026 Earnings Report?
• Positive Sentiment: Dividend increase/quarterly dividend declared: KO declared a quarterly dividend (record June 15; payable July 1), reinforcing its dividend‑king status and supporting income investor demand.
• Positive Sentiment: Analysts are raising targets and ratings after earnings: Several firms have lifted price targets and reiterated/raised ratings following the Q1 beat, signaling analyst confidence in growth momentum. Example coverage of these upgrades is here. Morgan Stanley raises Coca‑Cola stock price target after earnings
• Positive Sentiment: Additional shop‑window coverage and buy recommendations: TD Cowen, JPMorgan and Barclays commentary mentioned in recent coverage has been constructive (higher targets / buy or overweight stances), which can help sustain buying interest. Is The Coca‑Cola Company (KO) One of the Best Large Cap Dividend Growth Stocks to Invest in?
• Neutral Sentiment: Shareowners re‑elected the board and rejected several ESG proposals at the annual meeting — the outcome supports current management strategy but leaves ESG activists disappointed; it’s governance news that may matter to some institutional holders. Coca‑Cola Shareowners Back Board, Reject ESG Proposals
• Negative Sentiment: Some analysts are cautious: Goldman Sachs has a Hold on KO, which could cap near‑term upside and weigh on momentum despite the broader wave of upgrades. Coca‑Cola (KO) Gets a Hold from Goldman Sachs

CocaCola Company 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.