Moody National Bank Trust Division Has $2.95 Million Position in CocaCola Company (The) $KO

Moody National Bank Trust Division cut its holdings in CocaCola Company (The) (NYSE:KO) by 28.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 42,179 shares of the company’s stock after selling 17,009 shares during the quarter. Moody National Bank Trust Division’s holdings in CocaCola were worth $2,949,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Dynamic Technology Lab Private Ltd lifted its position in CocaCola by 82.3% during the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company’s stock valued at $3,296,000 after purchasing an additional 22,444 shares during the period. Mirae Asset Global Investments Co. Ltd. raised its stake in shares of CocaCola by 2.9% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company’s stock worth $136,086,000 after buying an additional 57,407 shares during the last quarter. Nicola Wealth Management LTD. lifted its holdings in CocaCola by 42.3% in the third quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company’s stock valued at $12,269,000 after buying an additional 55,000 shares during the period. Sumitomo Mitsui Trust Group Inc. grew its holdings in CocaCola by 1.9% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 10,408,798 shares of the company’s stock worth $690,311,000 after acquiring an additional 198,886 shares during the period. Finally, Yeomans Consulting Group Inc. raised its position in shares of CocaCola by 88.9% during the 3rd quarter. Yeomans Consulting Group Inc. now owns 69,020 shares of the company’s stock valued at $4,609,000 after acquiring an additional 32,478 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Insider Transactions at CocaCola

In other news, CFO John Murphy sold 99,437 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $80.42, for a total transaction of $7,996,723.54. Following the sale, the chief financial officer directly owned 410,550 shares in the company, valued at approximately $33,016,431. The trade was a 19.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO James Quincey sold 337,824 shares of CocaCola stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the sale, the chief executive officer owned 342,546 shares in the company, valued at approximately $26,410,296.60. This represents a 49.65% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 892,925 shares of company stock valued at $70,254,796. 0.90% of the stock is currently owned by corporate insiders.

CocaCola Trading Down 0.6%

Shares of KO stock opened at $74.67 on Wednesday. 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 fifty-two week low of $65.35 and a fifty-two week high of $82.00. The company has a market cap of $321.38 billion, a PE ratio of 24.56, a P/E/G ratio of 3.14 and a beta of 0.35. The stock’s fifty day moving average price is $76.57 and its two-hundred day moving average price is $71.77.

CocaCola (NYSE:KO) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share for the quarter, beating analysts’ consensus estimates of $0.56 by $0.02. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The company had revenue of $11.82 billion for the quarter, compared to the consensus estimate of $12.04 billion. During the same period last year, the company posted $0.55 EPS. The firm’s quarterly revenue was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Equities analysts predict that CocaCola Company will post 2.96 EPS 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 issued a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date of this dividend is Friday, March 13th. This is a boost from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s payout ratio is currently 69.74%.

CocaCola News Roundup

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.

Analyst Ratings Changes

Several equities analysts have weighed in on the company. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $83.00 target price on shares of CocaCola in a research note on Thursday, January 29th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. Morgan Stanley set a $88.00 price objective on CocaCola in a research report on Wednesday, March 11th. Evercore reissued an “outperform” rating and set a $85.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. Finally, UBS Group boosted their target price on CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. According to MarketBeat, the company presently has an average rating of “Buy” and an average target price of $84.60.

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.