CocaCola Company (The) $KO Stock Position Raised by NewEdge Wealth LLC

NewEdge Wealth LLC lifted its position in CocaCola Company (The) (NYSE:KO) by 2.3% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 370,461 shares of the company’s stock after buying an additional 8,306 shares during the quarter. NewEdge Wealth LLC’s holdings in CocaCola were worth $25,380,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in CocaCola by 0.4% during the third quarter. Vanguard Group Inc. now owns 368,885,160 shares of the company’s stock valued at $24,464,464,000 after buying an additional 1,443,189 shares in the last quarter. Norges Bank acquired a new position in shares of CocaCola during the 2nd quarter valued at about $3,846,270,000. Legal & General Group Plc raised its stake in shares of CocaCola by 1.1% in the 2nd quarter. Legal & General Group Plc now owns 27,281,552 shares of the company’s stock valued at $1,930,170,000 after acquiring an additional 285,794 shares in the last quarter. Invesco Ltd. boosted its position in CocaCola by 10.9% during the second quarter. Invesco Ltd. now owns 25,328,083 shares of the company’s stock worth $1,791,962,000 after purchasing an additional 2,497,585 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in CocaCola by 15.0% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 18,557,659 shares of the company’s stock valued at $1,312,954,000 after purchasing an additional 2,423,914 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Analyst Ratings Changes

A number of analysts have weighed in on the company. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $83.00 price target on shares of CocaCola in a research report on Thursday, January 29th. Evercore reiterated an “outperform” rating and set a $85.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. TD Cowen reiterated a “buy” rating on shares of CocaCola in a research report on Wednesday, February 11th. Barclays raised their price target on CocaCola from $77.00 to $83.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Finally, Citigroup increased their target price on CocaCola from $85.00 to $87.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company. Based on data from MarketBeat, CocaCola has a consensus rating of “Buy” and a consensus target price of $84.33.

CocaCola Price Performance

Shares of KO opened at $79.50 on Thursday. The stock has a 50 day simple moving average of $72.62 and a 200 day simple moving average of $70.31. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $80.41. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46. The firm has a market capitalization of $341.97 billion, a PE ratio of 26.15, a P/E/G ratio of 3.34 and a beta of 0.36.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.56 by $0.02. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The company had revenue of $11.80 billion during the quarter, compared to the consensus estimate of $12.04 billion. During the same quarter in the prior year, the firm earned $0.55 earnings per share. The firm’s revenue was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Sell-side analysts predict that CocaCola Company will post 2.96 EPS for the current fiscal year.

Insider Activity at CocaCola

In other news, CEO James Quincey sold 337,824 shares of the business’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the transaction, the chief executive officer directly owned 342,546 shares in the company, valued at $26,410,296.60. The trade was a 49.65% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.97% of the stock is currently owned by company insiders.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Reminder of Coca‑Cola’s long dividend record and big shareholder support — Berkshire’s recent dividend haul underscores the company’s durable cash flow and dividend growth, which is a tailwind for income investors. Warren Buffett Collected $816 Million in Dividends From This Single Stock
• Positive Sentiment: Profile piece explaining why Buffett favors KO — reinforces investor confidence in Coca‑Cola’s brand moat and capital allocation (dividends/share repurchases). Why Warren Buffett Loves Coca‑Cola Stock so Much
• Positive Sentiment: Company presentation at CAGNY — management’s prepared remarks highlight strategy, innovation and guidance that support the medium‑term growth narrative (helpful for sentiment and analyst modeling). Prepared Remarks Transcript
• Positive Sentiment: Featured as a durable cash‑flow/dividend stock in a value/growth roundup — signals continued investor interest for dividend and defensive allocations. Find Your Balance: 3 Stocks With Incredibly Durable Cash Flow, Dividends, Value and Growth
• Neutral Sentiment: Quant ratings on Berkshire’s top holdings (including KO) — may influence algorithmic flows and ETF/quant demand but the signal is mixed and depends on the screening model. Quant ratings on Berkshire Hathaway’s top holdings
• Neutral Sentiment: Company slideshow from CAGNY — useful for modeling and detail checks but less likely to move the tape absent new guidance or surprise metrics. CAGNY Slideshow
• Negative Sentiment: Valuation check after recent momentum — some analysis suggests shares may be priced for steady execution; valuation concerns could limit upside and make KO sensitive to any revenue softness or macro pressure. Coca‑Cola (KO) Valuation Check After Recent Share Price Momentum

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.