NewEdge Advisors LLC Lowers Stake in CocaCola Company (The) $KO

NewEdge Advisors LLC lessened its stake in shares of CocaCola Company (The) (NYSE:KO) by 26.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 429,406 shares of the company’s stock after selling 157,040 shares during the quarter. CocaCola makes up about 0.6% of NewEdge Advisors LLC’s portfolio, making the stock its 25th biggest position. NewEdge Advisors LLC’s holdings in CocaCola were worth $32,656,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently made changes to their positions in KO. Brighton Jones LLC boosted its position in CocaCola by 13.3% during the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after purchasing an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in CocaCola by 3.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after purchasing an additional 293 shares in the last quarter. Dynamic Technology Lab Private Ltd purchased a new stake in shares of CocaCola during the first quarter valued at about $210,000. Jump Financial LLC lifted its position in shares of CocaCola by 450.5% during the second quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock valued at $2,800,000 after buying an additional 32,392 shares during the last quarter. Finally, Osterweis Capital Management Inc. boosted its holdings in shares of CocaCola by 548.2% in the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock valued at $75,000 after buying an additional 899 shares in the last quarter. 70.26% of the stock is owned by institutional investors.

Insider Transactions at CocaCola

In related news, EVP Nancy Quan sold 31,625 shares of the company’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $80.93, for a total value of $2,559,411.25. Following the sale, the executive vice president owned 223,330 shares in the company, valued at $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 23,984 shares of the stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total transaction of $2,000,505.44. Following the completion of the transaction, the executive vice president owned 157,400 shares in the company, valued at approximately $13,128,734. This trade represents a 13.22% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 975,632 shares of company stock worth $78,621,241. 0.90% of the stock is owned by company insiders.

CocaCola Price Performance

Shares of KO opened at $89.30 on Thursday. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.15. The company’s fifty day moving average price is $81.77 and its 200-day moving average price is $78.53. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $90.92. The firm has a market capitalization of $384.22 billion, a PE ratio of 26.82, a price-to-earnings-growth ratio of 3.56 and a beta of 0.34.

CocaCola (NYSE:KO) last issued its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, topping 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 company had revenue of $13.37 billion during the quarter, compared to analyst estimates of $13.17 billion. During the same quarter last year, the business posted $0.87 EPS. The firm’s quarterly revenue was up 6.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. On average, equities research analysts predict that CocaCola Company will post 3.27 EPS for the current year.

CocaCola Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 15th will be issued 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 dividend yield of 2.4%. CocaCola’s payout ratio is 66.67%.

Wall Street Analysts Forecast Growth

Several research firms recently commented on KO. Sanford C. Bernstein reiterated a “market perform” rating and set a $93.00 price objective on shares of CocaCola in a research note on Wednesday. JPMorgan Chase & Co. increased their target price on shares of CocaCola from $90.00 to $96.00 and gave the company an “overweight” rating in a research report on Wednesday. Bank of America raised their target price 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. Barclays upped their price target on CocaCola from $89.00 to $91.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 21st. Finally, Citigroup increased their price objective on CocaCola from $97.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $95.56.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong Q2 results and higher guidance supported the rally. Coca-Cola reported adjusted earnings of $0.97 per share versus the $0.93 consensus, while revenue reached approximately $13.37 billion, ahead of expectations. Global unit-case volume increased 5%, and management raised its 2026 outlook for organic revenue growth to about 5% and comparable EPS growth to 9%-10%. Coca-Cola Reports Second Quarter 2026 Results and Raises Full Year Guidance
• Positive Sentiment: World Cup marketing helped drive unusually strong consumption. Coca-Cola said FIFA World Cup activity contributed to its best quarterly volume growth in 17 years. The company also gained value share through pricing, product mix, zero-sugar beverages, and Fairlife, indicating resilience despite uneven consumer spending. Coca-Cola hails World Cup hydration breaks as it lifts annual forecasts
• Positive Sentiment: Analysts raised their expectations. Jefferies lifted its price target to $104, while TD Cowen and Citigroup raised targets to $100. JPMorgan increased its target to $96, and Bank of America maintained a Buy rating with a $100 target, citing “best-in-class” consumption trends.
• Positive Sentiment: Brand strength and digital engagement remain long-term positives. Coverage highlighted Coca-Cola’s broad moat, reliable dividend, and expanded digital and social-media reach during the World Cup, reinforcing the investment case for steady long-term growth. Coca-Cola Dominated the Summer’s Biggest Sporting Event
• Neutral Sentiment: Most Fairlife production has resumed after a cyberattack, reducing the likelihood of a prolonged operational disruption. Coca-Cola says most of Fairlife’s production has been resumed after cyberattack
• Negative Sentiment: Valuation and a dissenting analyst view temper optimism. Coca-Cola trades at roughly 28 times earnings after gaining more than 20% in 2026. HSBC downgraded the stock to Hold, arguing upside may be limited and that PepsiCo offers better value.
• Negative Sentiment: An insider sold 75,727 shares under a pre-arranged Rule 10b5-1 plan to cover tax obligations tied to vested equity awards. Because the sale was planned and tax-related, it is a limited negative signal rather than a clear change in management’s outlook.

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.