CocaCola Company (The) $KO Shares Sold by South Dakota Investment Council

South Dakota Investment Council reduced its holdings in CocaCola Company (The) (NYSE:KO) by 8.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 105,722 shares of the company’s stock after selling 9,400 shares during the period. South Dakota Investment Council’s holdings in CocaCola were worth $7,011,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Brighton Jones LLC raised its position in shares of CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after buying an additional 4,591 shares during the period. Revolve Wealth Partners LLC boosted its stake in shares of CocaCola by 3.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after purchasing an additional 293 shares during the period. Dynamic Technology Lab Private Ltd purchased a new position in CocaCola in the 1st quarter valued at approximately $210,000. United Bank grew its stake in CocaCola by 9.5% during the 2nd quarter. United Bank now owns 91,201 shares of the company’s stock worth $6,452,000 after purchasing an additional 7,903 shares in the last quarter. Finally, Westside Investment Management Inc. grew its position in shares of CocaCola by 14.6% during the second quarter. Westside Investment Management Inc. now owns 5,877 shares of the company’s stock worth $418,000 after buying an additional 747 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Insiders Place Their Bets

In other CocaCola news, CFO John Murphy sold 72,449 shares of the stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $80.52, for a total transaction of $5,833,593.48. Following the transaction, the chief financial officer owned 279,917 shares of the company’s stock, valued at $22,538,916.84. This trade represents a 20.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Beatriz R. Perez sold 21,326 shares of the stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $80.75, for a total value of $1,722,074.50. Following the completion of the transaction, the executive vice president directly owned 173,728 shares in the company, valued at $14,028,536. This trade represents a 10.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 566,036 shares of company stock worth $44,410,822 in the last three months. Company insiders own 0.90% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Brokerage backing remains strong: KO still has a consensus “Buy” from analysts with an average target ~\$84, which supports longer‑term demand and limits downside. Read More.
• Positive Sentiment: Dividend raised: management declared a quarterly dividend of \$0.53 (annualized \$2.12), up from \$0.51 — a supportive signal for income investors and a reason many funds hold the stock. Read More.
• Positive Sentiment: KO continues to appear on dividend/dividend‑growth lists, reinforcing its appeal to yield‑focused investors and retirement portfolios. Read More.
• Neutral Sentiment: Sector screens and earnings‑beat watchlists highlight consumer staples (including KO) as defensive candidates; this draws attention but is not an immediate catalyst. Read More.
• Neutral Sentiment: Coverage revisiting Berkshire Hathaway’s portfolio mentions KO in the context of broader positioning; useful for sentiment among value investors but not company‑specific news. Read More.
• Neutral Sentiment: News from Coca‑Cola FEMSA proposing a quarterly dividend is supportive for the system’s franchise stability but has limited direct impact on KO shares. Read More.
• Neutral Sentiment: Discussion of KO’s long dividend streak and a new IR chief frames a valuation debate — keeps the stock in focus and may increase trading around yield/valuation news. Read More.
• Negative Sentiment: Large insider selling: CFO John Murphy sold 72,449 shares (~\$5.8M at ~\$80.52) on March 2, trimming his stake ~20.6%. Such high‑profile sales are the primary near‑term driver of today’s weakness because investors often interpret big insider exits as a negative signal. Read More.
• Negative Sentiment: Broader insider unloading: press reports indicate multiple top executives have sold stakes recently, amplifying the negative sentiment from a single sale. Read More.
• Negative Sentiment: Earnings‑quality scrutiny: analysts have flagged issues with earnings quality despite an EPS beat — revenue slightly missed estimates and some commentary has raised caution, which can reduce upside catalysts. Read More.

CocaCola Stock Down 1.1%

Shares of NYSE KO opened at $79.32 on Wednesday. The firm’s 50-day moving average is $74.41 and its two-hundred day moving average is $70.96. The company has a market capitalization of $341.13 billion, a PE ratio of 26.09, a price-to-earnings-growth ratio of 3.36 and a beta of 0.35. 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 Company has a 12-month low of $65.35 and a 12-month high of $82.00.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.56 by $0.02. The business had revenue of $11.82 billion for the quarter, compared to the consensus estimate of $12.04 billion. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The business’s revenue was up 2.2% on a year-over-year basis. During the same period in the prior year, the business earned $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Equities analysts anticipate 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. Investors of record on Friday, March 13th will be given a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. This is an increase from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date is Friday, March 13th. CocaCola’s dividend payout ratio (DPR) is 67.11%.

Analyst Ratings Changes

KO has been the subject of a number of analyst reports. JPMorgan Chase & Co. boosted their target price on shares of CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. Royal Bank Of Canada set a $87.00 target price on shares of CocaCola in a research report on Wednesday, February 11th. Jefferies Financial Group reduced their price objective on CocaCola from $88.00 to $87.00 and set a “buy” rating for the company in a research note on Wednesday, February 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. Finally, Wells Fargo & Company boosted their price target on shares of CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a research note on Monday, February 9th. One analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company. According to MarketBeat, the company has an average rating of “Buy” and a consensus target price of $84.33.

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.