NewEdge Wealth LLC Purchases 8,306 Shares of CocaCola Company (The) $KO

NewEdge Wealth LLC increased its holdings in CocaCola Company (The) (NYSE:KO) by 2.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 370,461 shares of the company’s stock after purchasing an additional 8,306 shares during the quarter. NewEdge Wealth LLC’s holdings in CocaCola were worth $25,380,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. grew its holdings in CocaCola by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 368,885,160 shares of the company’s stock worth $24,464,464,000 after acquiring an additional 1,443,189 shares during the period. Norges Bank bought a new stake in shares of CocaCola in the 2nd quarter valued at $3,846,270,000. Legal & General Group Plc lifted its position in shares of CocaCola by 1.1% during 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 during the period. Invesco Ltd. boosted its stake 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 acquiring an additional 2,497,585 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in CocaCola by 15.0% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 18,557,659 shares of the company’s stock worth $1,312,954,000 after purchasing an additional 2,423,914 shares during the period. 70.26% of the stock is owned by institutional investors and hedge funds.

Insider Activity at CocaCola

In other CocaCola news, CEO James Quincey sold 337,824 shares of the stock in a transaction on 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 directly owned 342,546 shares of the company’s stock, valued at approximately $26,410,296.60. This represents a 49.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.97% of the company’s stock.

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

Analyst Upgrades and Downgrades

KO has been the topic of several research reports. Evercore reiterated an “outperform” rating and set a $85.00 price objective on shares of CocaCola in a report on Wednesday, February 11th. TD Cowen reaffirmed a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. Citigroup raised their price objective on CocaCola from $85.00 to $87.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. UBS Group increased their target price on CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Finally, Jefferies Financial Group decreased their target price on shares of CocaCola from $88.00 to $87.00 and set a “buy” rating for the company in a research report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $84.33.

CocaCola Stock Down 0.1%

KO stock opened at $79.50 on Thursday. The stock has a market cap of $341.97 billion, a P/E ratio of 26.15, a P/E/G ratio of 3.34 and a beta of 0.36. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23. The stock’s fifty day simple moving average is $72.62 and its two-hundred day simple moving average is $70.31. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $80.41.

CocaCola (NYSE:KO) last released its earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, topping analysts’ consensus estimates of $0.56 by $0.02. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The company had revenue of $11.80 billion for the quarter, compared to analysts’ expectations of $12.04 billion. During the same period in the previous year, the business posted $0.55 EPS. The business’s revenue for the quarter was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Analysts expect that CocaCola Company will post 2.96 EPS for the current year.

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.