CocaCola Company (The) $KO Shares Bought by First National Trust Co

First National Trust Co raised its holdings in CocaCola Company (The) (NYSE:KO) by 24.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 146,612 shares of the company’s stock after acquiring an additional 28,915 shares during the quarter. First National Trust Co’s holdings in CocaCola were worth $10,250,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Vestia Personal Wealth Advisors lifted its holdings in CocaCola by 3.8% in the fourth quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock valued at $275,000 after acquiring an additional 140 shares during the period. Apexium Financial LP lifted its holdings in CocaCola by 1.2% in the third quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock valued at $810,000 after acquiring an additional 142 shares during the period. Stockman Wealth Management Inc. lifted its holdings in CocaCola by 1.7% in the fourth quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company’s stock valued at $622,000 after acquiring an additional 147 shares during the period. 1ST Source Bank lifted its holdings in CocaCola by 0.7% in the fourth quarter. 1ST Source Bank now owns 19,766 shares of the company’s stock valued at $1,382,000 after acquiring an additional 147 shares during the period. Finally, Prosperity Financial Group Inc. lifted its holdings in CocaCola by 3.9% in the third quarter. Prosperity Financial Group Inc. now owns 3,957 shares of the company’s stock valued at $262,000 after acquiring an additional 148 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Bank of America Securities initiated or reiterated a Buy on Coca-Cola, reinforcing confidence in the company’s earnings durability and long-term outlook. Coca-Cola (KO) Gets a Buy from Bank of America Securities
• Positive Sentiment: Articles emphasizing Coca-Cola as a dividend-growth blue chip and one of Warren Buffett’s favored holdings support the stock’s appeal as a stable, income-oriented investment. Warren Buffett earns a 20% dividend yield-on-cost with Coca-Cola stock
• Neutral Sentiment: Industry coverage notes that soft-drink companies are still navigating margin and tariff pressures, which could affect the sector but does not point to a Coca-Cola-specific problem. 5 Soft Drinks Stocks to Track Amid Margin & Tariff Pressures
• Neutral Sentiment: Several comparison and “best stock” articles kept Coca-Cola in the spotlight, including bullish long-term income lists and a KO vs. Celsius debate, but these were mostly opinion-driven rather than new fundamentals. Coca-Cola vs. Celsius: Which Consumer Goods Stock Is a Better Buy in 2026?
• Negative Sentiment: One recent article framed Coca-Cola as a potential short candidate because the shares have rallied sharply and now trade near highs, raising valuation concerns despite solid fundamentals. Coca-Cola or Philip Morris: Which Is the Better Short Bet Right Now?

Insider Buying and Selling at CocaCola

In other CocaCola news, CFO John Murphy sold 72,449 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $80.52, for a total value of $5,833,593.48. Following the completion of the transaction, the chief financial officer owned 279,917 shares in the company, valued at $22,538,916.84. This represents a 20.56% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Chairman James Quincey sold 200,000 shares of the company’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $78.90, for a total value of $15,780,000.00. Following the completion of the transaction, the chairman owned 78,155 shares of the company’s stock, valued at approximately $6,166,429.50. This represents a 71.90% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 786,726 shares of company stock worth $62,547,977. Company insiders own 0.90% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on KO shares. UBS Group raised their target price on CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Citigroup raised their target price on CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a report on Monday, May 18th. Morgan Stanley set a $88.00 target price on CocaCola in a report on Wednesday, March 11th. JPMorgan Chase & Co. lifted their price target on CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Finally, Wells Fargo & Company lifted their price target on CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a research note on Monday, May 18th. Fifteen investment analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $86.80.

CocaCola Trading Up 0.5%

Shares of KO stock opened at $81.56 on Friday. The firm has a 50-day moving average price of $77.41 and a 200 day moving average price of $74.65. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $82.66. The company has a market capitalization of $350.90 billion, a price-to-earnings ratio of 25.65, a PEG ratio of 3.26 and a beta of 0.35. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09.

CocaCola (NYSE:KO) last announced its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter in the previous year, the company posted $0.73 EPS. The firm’s revenue for the quarter was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Research analysts forecast that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be issued a dividend of $0.53 per share. The ex-dividend date is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.6%. CocaCola’s payout ratio is presently 66.67%.

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.