CocaCola Company (The) $KO Stake Decreased by Moody National Bank Trust Division

Moody National Bank Trust Division cut its holdings in shares of CocaCola Company (The) (NYSE:KO) by 28.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 42,179 shares of the company’s stock after selling 17,009 shares during the period. Moody National Bank Trust Division’s holdings in CocaCola were worth $2,949,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Wiser Wealth Management Inc bought a new stake in CocaCola during the 4th quarter valued at $313,000. Schaper Benz & Wise Investment Counsel Inc. WI grew its stake in shares of CocaCola by 3.6% in the fourth quarter. Schaper Benz & Wise Investment Counsel Inc. WI now owns 58,258 shares of the company’s stock worth $4,073,000 after purchasing an additional 2,050 shares in the last quarter. Thrive Wealth Management LLC increased its holdings in shares of CocaCola by 4.6% during the fourth quarter. Thrive Wealth Management LLC now owns 15,266 shares of the company’s stock valued at $1,067,000 after purchasing an additional 665 shares during the period. Howard Financial Services LTD. increased its holdings in shares of CocaCola by 10.7% during the fourth quarter. Howard Financial Services LTD. now owns 8,329 shares of the company’s stock valued at $582,000 after purchasing an additional 804 shares during the period. Finally, Stolper Co raised its stake in shares of CocaCola by 2.0% during the fourth quarter. Stolper Co now owns 105,064 shares of the company’s stock valued at $7,345,000 after purchasing an additional 2,034 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

KO has been the subject of a number of recent analyst reports. Truist Financial set a $85.00 target price on shares of CocaCola in a research report on Wednesday, February 11th. Evercore restated an “outperform” rating and set a $85.00 price objective on shares of CocaCola in a research report on Wednesday, February 11th. Wells Fargo & Company boosted their target price on shares of CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a report on Monday, February 9th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. Finally, UBS Group increased their price objective on CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $84.60.

Insider Buying and Selling

In other CocaCola news, CEO James Quincey sold 250,688 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.14, for a total value of $19,839,448.32. Following the sale, the chief executive officer owned 278,155 shares of the company’s stock, valued at $22,013,186.70. This trade represents a 47.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Bruno Pietracci sold 28,765 shares of the business’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total transaction of $2,284,228.65. The SEC filing for this sale provides additional information. Insiders sold a total of 892,925 shares of company stock valued at $70,254,796 in the last quarter. Insiders own 0.90% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Durable dividend profile strengthens income-case — KO has raised its dividend for 64 consecutive years, reinforcing its appeal to income and dividend-growth investors. Why Coca‑Cola (KO) Is Warren Buffett’s Best Dividend Stock
• Positive Sentiment: Competitive positioning vs peers — recent analyst pieces highlight KO’s global scale and pricing power as advantages over smaller competitors (e.g., Keurig), which can support margin resilience if pricing holds. Coca‑Cola vs. Keurig: Which Beverage Stock Looks Poised for Growth?
• Neutral Sentiment: India bottler flags possible price hikes — SLMG (largest India bottler) says rising packaging costs tied to the Middle East war may force selective price increases; this signals cost pressure but also the potential for pass‑through. India Coca‑Cola bottler SLMG says Middle East war risks pushing up prices
• Neutral Sentiment: Local marketing/brand initiatives continue — regional programs (e.g., Texas mural competition) support brand presence but have limited near‑term financial impact. Coca‑Cola Southwest Beverages and Texas Monthly Studio Reveal Winners of Star‑Spangled Texas Mural Competition
• Neutral Sentiment: Macro/geopolitical supply‑chain scenarios noted — commentators outline ways disruptions (e.g., Strait of Hormuz) could affect input costs and logistics; useful for scenario planning but not immediate guidance. 3 Ways the Strait of Hormuz Could Affect Coca‑Cola (KO) In 2026
• Neutral Sentiment: Historical/ownership context — retrospectives on Buffett’s long‑standing Coca‑Cola stake provide confidence in long-term investor base but little near‑term trading signal. Was Warren Buffett’s Coca‑Cola Investment a Mistake?
• Negative Sentiment: Margin pressure flagged — analysts warn 2026 margins could be squeezed as pricing normalizes, costs stay volatile and volume recovery in China, India and Mexico becomes critical for sustaining profit growth. Coca‑Cola Faces Margin Pressure: Can Pricing Power Hold?
• Negative Sentiment: Short interest has risen materially — short interest grew ~23.7% in March to ~53.7M shares (short ratio ~3.1 days, ~1.3% of shares), indicating increased bearish positioning that can amplify downward pressure or volatility.

CocaCola Stock Performance

Shares of NYSE KO opened at $74.67 on Wednesday. The business’s 50-day simple moving average is $76.57 and its 200-day simple moving average is $71.77. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.00. The firm has a market cap of $321.38 billion, a price-to-earnings ratio of 24.56, a P/E/G ratio of 3.14 and a beta of 0.35.

CocaCola (NYSE:KO) last announced its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (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 firm had revenue of $11.82 billion during the quarter, compared to analysts’ expectations of $12.04 billion. During the same quarter in the prior year, the business earned $0.55 earnings per share. The company’s revenue was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, equities research analysts expect that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th will be given a dividend of $0.53 per share. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.12 dividend on an annualized basis and a yield of 2.8%. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio (DPR) is presently 69.74%.

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.