First National Trust Co Boosts Stock Holdings in CocaCola Company (The) $KO

First National Trust Co increased its position in CocaCola Company (The) (NYSE:KO) by 176.3% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 117,697 shares of the company’s stock after acquiring an additional 75,095 shares during the quarter. First National Trust Co’s holdings in CocaCola were worth $7,806,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Paulson Wealth Management Inc. boosted its stake in CocaCola by 2.2% in the second quarter. Paulson Wealth Management Inc. now owns 6,773 shares of the company’s stock worth $479,000 after buying an additional 149 shares in the last quarter. Summitry LLC lifted its holdings in shares of CocaCola by 1.9% in the 2nd quarter. Summitry LLC now owns 7,865 shares of the company’s stock worth $556,000 after acquiring an additional 149 shares during the last quarter. Ashton Thomas Securities LLC boosted its stake in shares of CocaCola by 1.2% in the 3rd quarter. Ashton Thomas Securities LLC now owns 12,656 shares of the company’s stock valued at $835,000 after purchasing an additional 149 shares in the last quarter. Cetera Trust Company N.A boosted its stake in shares of CocaCola by 0.5% in the 2nd quarter. Cetera Trust Company N.A now owns 30,371 shares of the company’s stock valued at $2,149,000 after purchasing an additional 150 shares in the last quarter. Finally, Diversified Enterprises LLC grew its holdings in shares of CocaCola by 1.0% during the 3rd quarter. Diversified Enterprises LLC now owns 14,656 shares of the company’s stock valued at $972,000 after purchasing an additional 150 shares during the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at CocaCola

In other CocaCola news, EVP Manuel Arroyo sold 139,689 shares of the firm’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $70.80, for a total transaction of $9,889,981.20. Following the completion of the sale, the executive vice president directly owned 58,067 shares in the company, valued at approximately $4,111,143.60. This trade represents a 70.64% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO James Quincey sold 337,824 shares of the company’s 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 completion of the transaction, 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 position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 509,138 shares of company stock valued at $38,186,963 in the last 90 days. Corporate insiders own 0.90% of the company’s stock.

CocaCola Price Performance

KO stock opened at $78.08 on Tuesday. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.21 and a quick ratio of 1.00. CocaCola Company has a 1 year low of $63.66 and a 1 year high of $79.20. The firm has a 50-day moving average of $71.45 and a 200 day moving average of $69.83. The company has a market cap of $335.87 billion, a P/E ratio of 25.85, a PEG ratio of 4.06 and a beta of 0.36.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analyst upgrade and higher target — Wells Fargo raised its price target on KO to $87 and kept an “overweight” rating, offering explicit upside that can attract buyers ahead of earnings. Read More.
• Positive Sentiment: Fairlife production ramp — Coca‑Cola is expanding Fairlife production to tap the growing protein/functional beverage category, a growth push that supports longer‑term organic revenue upside. Read More.
• Positive Sentiment: Sector tailwinds — Consumer staples are outperforming the broader market, and Coca‑Cola (a top holding in defensive ETFs) has seen strong YTD momentum; that defensive demand can support the share price in risk‑off sessions. Read More.
• Neutral Sentiment: Earnings day catalyst — Multiple previews note KO reports Q4 results before the open on Feb 10; guidance and margin commentary will likely be the primary driver of near‑term volatility rather than the quarter’s raw numbers. Read More.
• Neutral Sentiment: Investor discussion and odds — Market commentary (TipRanks/Polymarket previews) and many outlets debating whether KO will beat estimates increases attention but doesn’t change fundamentals ahead of guidance. Read More.
• Neutral Sentiment: Options/income interest — Articles laying out income strategies and option plays around KO reflect elevated trader activity into earnings; this can boost volume and IV but is market‑direction agnostic. Read More.
• Negative Sentiment: Insider selling — A recent filing showed the CEO sold stock worth roughly $26M, which can prompt short‑term caution among some investors despite routine explanations for planned sales. Read More.

Analyst Ratings Changes

KO has been the subject of a number of recent research reports. Evercore reissued an “outperform” rating on shares of CocaCola in a research note on Tuesday, October 21st. Barclays reiterated an “overweight” rating on shares of CocaCola in a research report on Thursday, October 23rd. Royal Bank Of Canada reissued an “outperform” rating and set a $78.00 price objective on shares of CocaCola in a research note on Friday. UBS Group reaffirmed a “buy” rating and issued a $82.00 target price on shares of CocaCola in a research note on Tuesday, February 3rd. Finally, Jefferies Financial Group upped their price target on shares of CocaCola from $84.00 to $88.00 and gave the company a “buy” rating in a report on Wednesday, February 4th. One 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 currently has an average rating of “Buy” and an average target price of $81.14.

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.