Colonial Trust Advisors Sells 6,625 Shares of CocaCola Company (The) $KO

Colonial Trust Advisors lessened its holdings in shares of CocaCola Company (The) (NYSE:KO) by 3.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 189,757 shares of the company’s stock after selling 6,625 shares during the quarter. Colonial Trust Advisors’ holdings in CocaCola were worth $12,585,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Paulson Wealth Management Inc. raised its holdings in CocaCola by 2.2% in the 2nd quarter. Paulson Wealth Management Inc. now owns 6,773 shares of the company’s stock worth $479,000 after purchasing an additional 149 shares in the last quarter. Summitry LLC increased its position in shares of CocaCola by 1.9% during the second quarter. Summitry LLC now owns 7,865 shares of the company’s stock valued at $556,000 after buying an additional 149 shares during the period. Ashton Thomas Securities LLC raised its stake in CocaCola by 1.2% in the third quarter. Ashton Thomas Securities LLC now owns 12,656 shares of the company’s stock worth $835,000 after buying an additional 149 shares in the last quarter. Cetera Trust Company N.A lifted its holdings in CocaCola by 0.5% in the second quarter. Cetera Trust Company N.A now owns 30,371 shares of the company’s stock worth $2,149,000 after buying an additional 150 shares during the period. Finally, Diversified Enterprises LLC boosted its position in 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 acquiring an additional 150 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

Insider Buying and Selling

In other CocaCola news, CEO James Quincey sold 337,824 shares of CocaCola stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total value of $26,046,230.40. Following the completion of the sale, the chief executive officer owned 342,546 shares of the company’s stock, valued at approximately $26,410,296.60. This trade represents a 49.65% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.90% of the company’s stock.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca‑Cola announced its 64th consecutive annual dividend increase, named Todd Beiger as VP & head of investor relations and confirmed a CEO transition to Henrique Braun — signals of strong cash return priority and clearer investor messaging. Coca‑Cola Extends Dividend Streak As New Leadership Shapes Cash Priorities
• Positive Sentiment: KO’s Zero Sugar product expansion is being cited as a driver of share gains and volume momentum as consumers shift to lower‑sugar options — this supports top‑line and share‑of‑throat recovery. Can Coca‑Cola’s Zero Sugar Portfolio Drive Its Volume Growth?
• Positive Sentiment: BofA raised its price target on KO to $88 (from $85) and reiterated a Buy, citing a constructive outlook and execution — analyst support can lift sentiment and flows. BofA Lifts Coca‑Cola (KO) Target as Outlook and Execution Remain Strong
• Positive Sentiment: Coca‑Cola FEMSA (a major bottler) reported strong 4Q25 results, raised ESG scores and secured Ps.10B in bonds — healthier bottler performance reduces execution risk for KO’s global footprint. Coca‑Cola FEMSA Posts Strong 4Q25
• Positive Sentiment: Policy news: a proposed rollback of steel and aluminum tariffs could lower aluminum can costs — a direct input‑cost tailwind for beverage companies including KO. President Trump Plans to Roll Back Tariffs on Steel and Aluminum
• Neutral Sentiment: Analysts are setting FY2027 earnings expectations for KO — important for medium‑term valuation but not an immediate catalyst until guidance revisions arrive. Analysts Set Expectations for CocaCola FY2027 Earnings
• Neutral Sentiment: Context pieces comparing KO vs. other food & beverage names and coverage of dividend‑stock performance put KO’s relative strength in view but are background rather than direct catalysts. How is Coca‑Cola’s stock performance compared to other food & beverage stocks?
• Neutral Sentiment: Peer news — Keurig Dr Pepper’s strategic moves and multiple expansion potential — may shift beverage‑sector valuations but is an indirect factor for KO. Keurig Dr Pepper’s Split Plan Could Unlock Hidden Value

CocaCola Price Performance

KO opened at $80.73 on Wednesday. The firm has a market cap of $347.18 billion, a PE ratio of 26.55, a P/E/G ratio of 3.38 and a beta of 0.36. The stock has a 50-day moving average price of $73.40 and a 200-day moving average price of $70.61. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $81.09. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25.

CocaCola (NYSE:KO) last released its quarterly earnings data 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. The business had revenue of $11.82 billion during the quarter, compared to analyst estimates of $12.04 billion. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. CocaCola’s revenue was up 2.2% compared to the same quarter last year. During the same period last year, the business earned $0.55 EPS. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Sell-side analysts predict that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Friday, March 13th will be given a $0.53 dividend. This is a boost from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.12 annualized dividend and a yield of 2.6%. CocaCola’s payout ratio is currently 67.11%.

Wall Street Analyst Weigh In

A number of research firms have recently commented on KO. TD Cowen restated a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. Bank of America raised their price objective on CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $83.00 target price on shares of CocaCola in a research report on Thursday, January 29th. Royal Bank Of Canada set a $87.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. Finally, Evercore restated an “outperform” rating and issued a $85.00 price objective on shares of CocaCola in a report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $84.33.

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.