Legacy Edge Advisors LLC Purchases Shares of 8,673 CocaCola Company (The) $KO

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

A number of other hedge funds also recently made changes to their positions in the stock. Pittenger & Anderson Inc. boosted its holdings in shares of CocaCola by 0.6% in the 4th quarter. Pittenger & Anderson Inc. now owns 65,565 shares of the company’s stock valued at $4,584,000 after purchasing an additional 375 shares during the last quarter. Pettee Investors Inc. acquired a new position in shares of CocaCola during the 4th quarter valued at $215,000. Balentine LLC lifted its holdings in shares of CocaCola by 5.9% during the 4th quarter. Balentine LLC now owns 21,756 shares of the company’s stock valued at $1,521,000 after acquiring an additional 1,213 shares in the last quarter. Hussman Strategic Advisors Inc. acquired a new position in shares of CocaCola during the 4th quarter valued at $2,936,000. Finally, Aurora Private Wealth Inc. acquired a new position in shares of CocaCola during the 4th quarter valued at $334,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

Insider Transactions at CocaCola

In other CocaCola news, CEO James Quincey sold 337,824 shares of the business’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total value of $26,046,230.40. Following the transaction, the chief executive officer owned 342,546 shares in the company, valued at $26,410,296.60. The trade was a 49.65% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Nancy Quan sold 23,556 shares of the business’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the completion of the transaction, the executive vice president owned 223,330 shares in the company, valued at $17,754,735. This represents a 9.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 892,925 shares of company stock worth $70,254,796 over the last three months. Insiders own 0.90% of the company’s stock.

CocaCola Stock Performance

Shares of KO stock opened at $78.62 on Friday. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.00. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.25. The firm has a market capitalization of $338.40 billion, a P/E ratio of 24.72, a P/E/G ratio of 3.19 and a beta of 0.35. The company’s fifty day moving average price is $77.12 and its two-hundred day moving average price is $73.57.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping 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 firm had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. During the same quarter in the previous year, the business posted $0.73 EPS. The firm’s revenue 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, research analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Announces Dividend

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

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on KO shares. Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft upped their target price on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research report on Monday, March 30th. Royal Bank Of Canada set a $87.00 target price on CocaCola in a research note on Wednesday, February 11th. Truist Financial set a $85.00 target price on CocaCola in a research note on Wednesday, February 11th. Finally, Morgan Stanley set a $88.00 target price on CocaCola in a research note on Wednesday, March 11th. Fifteen research analysts have rated the stock with a Buy rating, According to MarketBeat, CocaCola presently has a consensus 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

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.