NewEdge Advisors LLC Sells 46,052 Shares of CocaCola Company (The) $KO

NewEdge Advisors LLC reduced its position in shares of CocaCola Company (The) (NYSE:KO) by 7.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and 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 reporting period.

A number of other large investors have also recently added to or reduced their stakes in the company. Eurizon SLJ Capital Ltd acquired a new stake in shares of CocaCola during the 4th quarter worth about $552,000. Farther Finance Advisors LLC grew its stake in CocaCola by 38.1% in the 4th quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock valued at $7,802,000 after buying an additional 30,786 shares during the last quarter. Greenberg Financial Group acquired a new position in CocaCola in the 4th quarter valued at about $507,000. King Luther Capital Management Corp raised its holdings in CocaCola by 0.8% in the 4th quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock valued at $269,330,000 after acquiring an additional 31,694 shares during the period. Finally, Retirement Guys Formula LLC raised its holdings in CocaCola by 40.5% in the 4th quarter. Retirement Guys Formula LLC now owns 49,056 shares of the company’s stock valued at $3,429,000 after acquiring an additional 14,130 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

Insider Activity

In other news, insider Bruno Pietracci sold 75,727 shares of the company’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $89.65, for a total transaction of $6,788,925.55. Following the completion of the sale, the insider directly owned 35,393 shares in the company, valued at approximately $3,172,982.45. This represents a 68.15% decrease in their position. The transaction was disclosed in a legal filing 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, EVP Jennifer K. Mann sold 100,000 shares of the stock in a transaction on Monday, June 8th. The stock was sold at an average price of $79.46, for a total value of $7,946,000.00. Following the sale, the executive vice president directly owned 181,384 shares in the company, valued at approximately $14,412,772.64. This trade represents a 35.54% decrease in their ownership of the stock. 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. Over the last 90 days, insiders have sold 1,455,202 shares of company stock worth $123,620,742. 0.90% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on KO. Morgan Stanley restated an “overweight” rating and set a $100.00 price objective (up from $89.00) on shares of CocaCola in a report on Wednesday, July 29th. Jefferies Financial Group increased their target price on CocaCola from $95.00 to $104.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Bank of America lifted their price target on CocaCola from $90.00 to $95.00 and gave the stock a “buy” rating in a report on Friday, July 10th. Argus boosted their price target on CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Finally, HSBC lowered CocaCola from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 28th. Fifteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, CocaCola has a consensus rating of “Moderate Buy” and an average target price of $95.76.

CocaCola Stock Performance

NYSE KO opened at $86.70 on Friday. The firm has a 50-day moving average price of $82.49 and a two-hundred day moving average price of $79.22. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $90.92. The company 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. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97.

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

CocaCola Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 15th will be given a dividend of $0.53 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.4%. CocaCola’s dividend payout ratio is currently 63.66%.

CocaCola News Summary

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

About CocaCola

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.