Legacy Trust Purchases 8,249 Shares of CocaCola Company (The) $KO

Legacy Trust raised its position in shares of CocaCola Company (The) (NYSE:KO) by 222.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,957 shares of the company’s stock after purchasing an additional 8,249 shares during the quarter. Legacy Trust’s holdings in CocaCola were worth $793,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank bought a new position in CocaCola in the 2nd quarter worth $3,846,270,000. Vanguard Group Inc. raised its holdings in CocaCola by 1.7% during the second quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock valued at $25,996,519,000 after acquiring an additional 6,241,163 shares during the period. Laurel Wealth Advisors LLC lifted its position in shares of CocaCola by 7,239.2% in the second quarter. Laurel Wealth Advisors LLC now owns 6,149,632 shares of the company’s stock valued at $435,086,000 after acquiring an additional 6,065,840 shares in the last quarter. Assenagon Asset Management S.A. boosted its stake in shares of CocaCola by 343.3% in the third quarter. Assenagon Asset Management S.A. now owns 4,486,096 shares of the company’s stock worth $297,518,000 after acquiring an additional 3,474,015 shares during the period. Finally, Schroder Investment Management Group boosted its stake in shares of CocaCola by 28.7% in the second quarter. Schroder Investment Management Group now owns 11,713,984 shares of the company’s stock worth $828,764,000 after acquiring an additional 2,613,316 shares during the period. 70.26% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at CocaCola

In other CocaCola news, COO Henrique Braun sold 40,390 shares of the company’s stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $70.93, for a total transaction of $2,864,862.70. Following the sale, the chief operating officer directly owned 62,621 shares in the company, valued at $4,441,707.53. This represents a 39.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Monica Howard Douglas sold 13,548 shares of the firm’s stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $69.93, for a total value of $947,411.64. Following the completion of the sale, the executive vice president directly owned 37,725 shares of the company’s stock, valued at $2,638,109.25. The trade was a 26.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 225,252 shares of company stock valued at $15,953,007 over the last ninety days. 0.97% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on KO shares. UBS Group reissued a “buy” rating on shares of CocaCola in a research note on Friday, December 5th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a report on Wednesday, October 8th. Wells Fargo & Company boosted their target price on shares of CocaCola from $75.00 to $79.00 and gave the stock an “overweight” rating in a report on Wednesday, October 22nd. Bank of America upped their target price on shares of CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Finally, Barclays reiterated an “overweight” rating on shares of CocaCola in a report on Thursday, October 23rd. One equities 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, CocaCola has a consensus rating of “Buy” and a consensus price target of $79.08.

CocaCola Price Performance

CocaCola stock opened at $70.54 on Friday. The company has a market cap of $303.42 billion, a price-to-earnings ratio of 23.36, a PEG ratio of 3.63 and a beta of 0.39. The firm’s fifty day moving average is $70.42 and its 200 day moving average is $69.32. The company has a quick ratio of 1.00, a current ratio of 1.21 and a debt-to-equity ratio of 1.30. CocaCola Company has a 52-week low of $60.71 and a 52-week high of $74.38.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Thursday, March 27th. The company reported $0.55 EPS for the quarter. CocaCola had a net margin of 27.34% and a return on equity of 43.62%. The business had revenue of $11.40 billion during the quarter. CocaCola has set its FY 2025 guidance at 2.966-2.966 EPS. Sell-side analysts forecast that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 1st were given a $0.51 dividend. The ex-dividend date was Monday, December 1st. This represents a $2.04 annualized dividend and a yield of 2.9%. CocaCola’s dividend payout ratio (DPR) is currently 67.55%.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Shares snapped a six‑session losing streak as buying returned, suggesting technical relief and short‑term momentum helped drive the uptick. Coca‑Cola shares snapped six‑session losing streak
• Positive Sentiment: Wells Fargo added KO to its Q1 2026 Tactical Ideas list, a visible buy/sell‑idea endorsement that can attract tactical and institutional flows into the stock. Wells Fargo Adds Coca‑Cola (KO) to Q1 2026 Tactical Ideas List
• Neutral Sentiment: Features in thematic investor pieces (pricing‑power lists and dividend‑aristocrat roundups) reinforce KO’s defensive / income case but don’t present new catalysts — they support steady, long‑term demand from income investors. 5 Under‑the‑Radar Consumer Staples Stocks With Pricing Power (KO)
• Neutral Sentiment: Zacks and other outlets note heightened investor attention and compare Coca‑Cola vs. Pepsi for defensive allocations — useful context for investors but not an immediate earnings/cash‑flow development. Coca‑Cola Company (The) (KO) is Attracting Investor Attention
• Neutral Sentiment: Multiple investment roundups and dividend‑stock lists (24/7 Wall St., 247WallSt.) highlight KO’s long dividend track record; that bolsters its defensive appeal to income portfolios but isn’t a fresh earnings or guidance surprise. The Dividend Aristocrats No One’s Talking About (And Their 30+ Year Track Records)
• Neutral Sentiment: Coverage referencing Warren Buffett’s portfolio transition draws attention to legacy holdings and defensive names; mentions can shape sentiment but don’t change KO’s fundamentals immediately. 74% of the $317 Billion Portfolio Warren Buffett Left for Berkshire Hathaway’s New CEO, Greg Abel, Is Invested in These 8 Unstoppable Stocks in 2026

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.