Cullen Frost Bankers Inc. Lowers Stock Holdings in CocaCola Company (The) $KO

Cullen Frost Bankers Inc. trimmed its position in shares of CocaCola Company (The) (NYSE:KO) by 1.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 615,725 shares of the company’s stock after selling 7,707 shares during the quarter. Cullen Frost Bankers Inc.’s holdings in CocaCola were worth $43,045,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of KO. Farther Finance Advisors LLC raised its position in CocaCola by 38.1% in the 4th quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock valued at $7,802,000 after purchasing an additional 30,786 shares in the last quarter. Dynamic Technology Lab Private Ltd raised its position in CocaCola by 82.3% in 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 in the last quarter. Mirae Asset Global Investments Co. Ltd. raised its position in CocaCola by 2.9% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company’s stock valued at $136,086,000 after purchasing an additional 57,407 shares in the last quarter. Nicola Wealth Management LTD. raised its position in shares of CocaCola by 42.3% during the 3rd quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company’s stock worth $12,269,000 after acquiring an additional 55,000 shares in the last quarter. Finally, Atlantic Union Bankshares Corp raised its position in shares of CocaCola by 19.9% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 120,866 shares of the company’s stock worth $8,016,000 after acquiring an additional 20,032 shares in the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Citigroup and Wells Fargo both raised their price targets on Coca-Cola and kept bullish ratings, signaling continued confidence in the company’s earnings visibility, pricing power, and defensive appeal. CocaCola (NYSE:KO) Price Target Raised to $90.00 at Wells Fargo & Company
• Positive Sentiment: Analysts highlighted Coca-Cola’s strong Q1 performance, including double-digit organic growth and margin expansion, reinforcing the view that the company can keep delivering steady results even in a tougher market. Coca-Cola: Quality Still Deserves A Premium Valuation
• Positive Sentiment: Wells Fargo remained positive on KO, and Citi said the upcoming 2026 FIFA World Cup could lift beverage volumes, adding a possible catalyst for summer demand. Citi Raises Coca-Cola Price Target to $91: World Cup Could Pour Volumes Higher
• Neutral Sentiment: Coca-Cola launched Fresca Hard, expanding into flavored malt beverages and broadening its ready-to-drink portfolio; the move could support long-term growth, but its near-term financial impact is still unclear. Coca-Cola’s Fresca Hard Launch And What It Could Mean For KO Investors
• Neutral Sentiment: EVP Nancy Quan sold shares, but the filing says the transaction was to cover tax withholding tied to equity award vesting, which makes it less concerning than a discretionary insider sale. SEC Form 4 filing
• Negative Sentiment: Some commentary noted that Coca-Cola’s international growth brings volatility risks from FX, conflict, and commodity inflation, which could pressure margins if those headwinds intensify. Coca-Cola’s International Growth: Key Driver or Volatility Risk?

Insider Buying and Selling

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $80.93, for a total value of $2,559,411.25. Following the transaction, the executive vice president directly owned 223,330 shares in the company, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Monica Howard Douglas sold 23,880 shares of CocaCola stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $77.37, for a total value of $1,847,595.60. Following the completion of the transaction, the executive vice president owned 17,725 shares in the company, valued at $1,371,383.25. This trade represents a 57.40% 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 786,726 shares of company stock worth $62,547,977. 0.90% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. TD Cowen raised their target price on CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. UBS Group raised their target price on CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft raised their target price on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research report on Monday, March 30th. Jefferies Financial Group raised their target price on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research report on Monday, March 16th. Finally, Royal Bank Of Canada set a $87.00 price target on CocaCola in a research note on Wednesday, February 11th. Fifteen analysts have rated the stock with a Buy rating, According to MarketBeat, the company has an average rating of “Buy” and an average price target of $86.53.

CocaCola Trading Up 0.9%

NYSE:KO opened at $81.90 on Wednesday. The stock’s 50 day moving average price is $77.19 and its 200 day moving average price is $74.43. The company has a market capitalization of $352.36 billion, a PE ratio of 25.75, a P/E/G ratio of 3.24 and a beta of 0.35. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.66.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.81 by $0.05. The firm had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The firm’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same quarter last year, the business posted $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, research analysts anticipate that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be paid a $0.53 dividend. This represents a $2.12 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Monday, June 15th. CocaCola’s dividend payout ratio (DPR) is 66.67%.

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.