North Dakota State Investment Board Takes $9.33 Million Position in CocaCola Company (The) $KO

North Dakota State Investment Board acquired a new stake in CocaCola Company (The) (NYSE:KO) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 133,386 shares of the company’s stock, valued at approximately $9,325,000.

Other institutional investors have also modified their holdings of the company. Vestia Personal Wealth Advisors increased its position in CocaCola by 3.8% during the fourth quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock worth $275,000 after purchasing an additional 140 shares during the last quarter. Apexium Financial LP increased its position in CocaCola by 1.2% during the third quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock worth $810,000 after purchasing an additional 142 shares during the last quarter. Stockman Wealth Management Inc. increased its position in CocaCola by 1.7% during the fourth quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company’s stock worth $622,000 after purchasing an additional 147 shares during the last quarter. 1ST Source Bank increased its position in CocaCola by 0.7% during the fourth quarter. 1ST Source Bank now owns 19,766 shares of the company’s stock worth $1,382,000 after purchasing an additional 147 shares during the last quarter. Finally, Prosperity Financial Group Inc. increased its position in CocaCola by 3.9% during the third quarter. Prosperity Financial Group Inc. now owns 3,957 shares of the company’s stock worth $262,000 after purchasing an additional 148 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on KO shares. Weiss Ratings raised shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, May 4th. Morgan Stanley set a $88.00 price target on shares of CocaCola in a research report on Wednesday, March 11th. Barclays upped their price target on shares of CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Jefferies Financial Group upped their price target on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research report on Monday, March 16th. Finally, TD Cowen upped their price target on shares of CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Fifteen analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, CocaCola currently has an average rating of “Buy” and an average price target of $86.27.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts remain constructive on KO, with Barclays, JPMorgan, and Evercore all reiterating bullish ratings and several price targets in the mid-to-high $80s, above the recent trading range. Coca-Cola (KO) Valuation Check After Recent Share Price Momentum And Mixed Fair Value Estimates
• Positive Sentiment: The company’s recent Q1 2026 results showed revenue of about $12.5 billion, up 12.07% from a year ago, reinforcing confidence in KO’s ability to grow even in a slow-growth consumer staples sector. Coca-Cola Stock (KO) Opinions on Recent Performance and Industry Trends
• Positive Sentiment: Investors are also focused on growth in newer beverage categories such as functional drinks and tea, with Fuze Tea highlighted as a meaningful expansion driver beyond traditional soda. Coca-Cola Taps Into A Rapidly Expanding Market With Its Fuze Tea Offering
• Positive Sentiment: Recent commentary suggests KO has maintained momentum over the past month and year-to-date, supporting the view that investors continue to favor its defensive profile and steady dividend growth. Top stock reports for Costco, Coca-Cola & AstraZeneca
• Neutral Sentiment: Social-media discussion has highlighted Coca-Cola’s long-term track record and dividend appeal, which may support valuation but is not a near-term catalyst.
• Neutral Sentiment: Insider trading data shows several executives have sold shares over the past six months, which some investors may view as a cautionary signal, though the sales do not necessarily indicate a change in business fundamentals.

CocaCola Price Performance

KO opened at $80.86 on Monday. 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 $82.00. The company has a 50 day moving average of $77.00 and a two-hundred day moving average of $74.26. The company has a market cap of $347.92 billion, a P/E ratio of 25.43, a P/E/G ratio of 3.23 and a beta of 0.35.

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

CocaCola Dividend Announcement

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

Insider Activity at CocaCola

In other CocaCola news, EVP Monica Howard Douglas sold 23,880 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $77.37, for a total transaction of $1,847,595.60. Following the completion of the sale, the executive vice president directly owned 17,725 shares in the company, valued at $1,371,383.25. The trade was a 57.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO John Murphy sold 72,449 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $80.52, for a total transaction of $5,833,593.48. Following the sale, the chief financial officer owned 279,917 shares of the company’s stock, valued at approximately $22,538,916.84. This represents a 20.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 755,101 shares of company stock valued at $59,988,566 over the last quarter. Company insiders own 0.90% of the company’s stock.

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.