First Nebraska Trust Co Makes New $5.52 Million Investment in CocaCola Company (The) $KO

First Nebraska Trust Co purchased a new stake in CocaCola Company (The) (NYSE:KO) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 72,600 shares of the company’s stock, valued at approximately $5,521,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in KO. Geneos Wealth Management Inc. increased its position in shares of CocaCola by 0.3% during the first quarter. Geneos Wealth Management Inc. now owns 40,879 shares of the company’s stock worth $3,109,000 after acquiring an additional 129 shares during the period. HORAN Wealth LLC boosted its holdings in CocaCola by 3.9% in the first quarter. HORAN Wealth LLC now owns 3,458 shares of the company’s stock valued at $263,000 after purchasing an additional 130 shares during the period. Wills Financial Group LLC boosted its holdings in CocaCola by 1.3% in the first quarter. Wills Financial Group LLC now owns 10,170 shares of the company’s stock valued at $816,000 after purchasing an additional 133 shares during the period. Beacon Financial Advisory LLC grew its stake in CocaCola by 0.5% during the 1st quarter. Beacon Financial Advisory LLC now owns 26,844 shares of the company’s stock worth $2,041,000 after purchasing an additional 136 shares in the last quarter. Finally, Vestia Personal Wealth Advisors grew its stake in CocaCola by 3.8% during the 4th quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock worth $275,000 after purchasing an additional 140 shares in the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong second-quarter results remain the primary catalyst. Coca-Cola reported adjusted earnings of $0.97 per share, above the $0.93 consensus, while revenue increased 6.2% year over year to $13.37 billion, topping the $13.17 billion estimate. Global unit-case volume rose 5%, and management raised its 2026 earnings outlook to $3.27-$3.30 per share. Coca-Cola Q2 2026 Earnings Call Highlights
• Positive Sentiment: Premium beverages could support future revenue growth. Coca-Cola is using innovation, pricing and packaging to expand premium offerings and capture higher-value consumption occasions. Growth in Fairlife, zero-sugar products and favorable product mix also contributed to recent momentum. Can Coca-Cola’s Premium Beverage Strategy Boost Revenues?
• Positive Sentiment: Analyst targets moved higher. Jefferies raised its target to $104, TD Cowen to $100 and Argus to $97 with a Buy rating. Citigroup also forecast meaningful appreciation, helping reinforce the broadly Moderate Buy consensus.
• Neutral Sentiment: The dividend remains an income-supporting feature. Coca-Cola declared a quarterly dividend of $0.53 per share, or $2.12 annualized, representing an approximately 2.4% yield at recent prices. The company’s long dividend-growth record continues to appeal to defensive and income-focused investors. Coca-Cola Raised Its Full-Year Guidance
• Negative Sentiment: Valuation may be limiting near-term upside. With KO trading near its 52-week high at roughly 26 times earnings, HSBC cut the stock to Hold and argued that PepsiCo may offer better value. Coca-Cola Cut to Hold at HSBC
• Negative Sentiment: Insider selling creates a modest sentiment overhang. Chairman James Quincey sold approximately $13.1 million of shares, following a larger sale the prior day. The transactions were conducted under pre-arranged Rule 10b5-1 plans to cover tax withholding, making them less concerning than discretionary sales but still notable.

Insiders Place Their Bets

In related news, EVP Nancy Quan sold 31,625 shares of the company’s 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 completion of the transaction, the executive vice president directly owned 223,330 shares of the company’s stock, valued at $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 436,296 shares of the stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the completion of the transaction, the chairman owned 122,833 shares in the company, valued at $9,842,608.29. This represents a 78.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 1,502,719 shares of company stock worth $126,087,452. Insiders own 0.90% of the company’s stock.

CocaCola Stock Performance

Shares of KO stock opened at $87.67 on Friday. The company has a market cap of $377.18 billion, a P/E ratio of 26.33, a PEG ratio of 3.06 and a beta of 0.34. The firm has a fifty day moving average price of $82.04 and a 200 day moving average price of $78.72. The company has a current ratio of 1.30, a quick ratio of 1.15 and a debt-to-equity ratio of 0.97. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $90.92.

CocaCola (NYSE:KO) last posted its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The company had revenue of $13.37 billion for the quarter, compared to analysts’ expectations of $13.17 billion. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.CocaCola’s quarterly revenue was up 6.2% on a year-over-year basis. During the same period last year, the firm earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Sell-side analysts predict that CocaCola Company will post 3.29 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be issued a $0.53 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.4%. CocaCola’s dividend payout ratio is presently 63.66%.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on KO. Truist Financial set a $88.00 price target on CocaCola in a report on Friday, June 26th. Evercore reiterated an “outperform” rating and issued a $100.00 price objective on shares of CocaCola in a research note on Tuesday. Morgan Stanley reissued an “overweight” rating and set a $100.00 price objective (up from $89.00) on shares of CocaCola in a research report on Wednesday. Weiss Ratings upgraded shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Finally, TD Cowen raised their target price on shares of CocaCola from $90.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday. Fifteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, CocaCola has an average rating of “Moderate Buy” and an average price target of $95.76.

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.