Nisa Investment Advisors LLC Has $65.54 Million Stock Position in CocaCola Company (The) $KO

Nisa Investment Advisors LLC lessened its holdings in CocaCola Company (The) (NYSE:KO) by 4.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 975,621 shares of the company’s stock after selling 48,025 shares during the period. Nisa Investment Advisors LLC’s holdings in CocaCola were worth $65,539,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC grew its holdings in CocaCola by 13.3% during the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after purchasing an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC lifted 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 worth $548,000 after buying an additional 293 shares during the last quarter. Dynamic Technology Lab Private Ltd bought a new stake in shares of CocaCola during the 1st quarter worth $210,000. SageView Advisory Group LLC grew its stake in CocaCola by 5.9% in the 1st quarter. SageView Advisory Group LLC now owns 26,369 shares of the company’s stock valued at $1,889,000 after buying an additional 1,465 shares during the last quarter. Finally, Flaharty Asset Management LLC bought a new position in CocaCola in the 1st quarter worth $49,000. 70.26% of the stock is owned by institutional investors and hedge funds.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Wells Fargo added KO to its Q1 2026 Tactical Ideas list, calling the stock well‑positioned into early 2026 — a buy signal from a large brokerage that can attract inflows. Wells Fargo Adds Coca-Cola (KO) to Q1 2026 Tactical Ideas List
• Positive Sentiment: Market commentary is highlighting KO as a consumer‑staples name with pricing power and margin resilience — a trait investors reward in slower growth / defensive setups. 5 Under-the-Radar Consumer Staples Stocks With Pricing Power (KO)
• Positive Sentiment: Multiple analyst and media writeups (including coverage of KO among dividend stalwarts and “Warren‑Buffett” related lists) are reinforcing KO’s reputation as a steady dividend compounder, supporting long‑term investor demand. The Dividend Aristocrats No One’s Talking About
• Neutral Sentiment: Zacks and other outlets note that KO is attracting investor attention and compare it with peers (e.g., PEP) for defensive allocations — useful context but not an immediate catalyst. CocaCola Company (The) (KO) is Attracting Investor Attention
• Neutral Sentiment: Several roundups referencing Warren Buffett’s portfolio changes and dividend picks mention KO in broader lists of blue‑chip income names — helpful for sentiment but ambiguous on direct buying/selling pressure. 74% of the $317 Billion Portfolio Warren Buffett Left…
• Negative Sentiment: Technical note: KO has traded below its 200‑day simple moving average and volumes have weakened in recent coverage — this raises near‑term momentum risk and could prompt short‑term selling by technical traders. Coca‑Cola Trades Below 200‑Day SMA: Opportunity or Warning Sign?

CocaCola Price Performance

Shares of KO stock opened at $69.34 on Friday. CocaCola Company has a 12 month low of $60.71 and a 12 month high of $74.38. The company has a market capitalization of $298.27 billion, a P/E ratio of 22.96, a P/E/G ratio of 3.47 and a beta of 0.39. The stock has a 50 day moving average of $70.39 and a two-hundred day moving average of $69.32. The company has a current ratio of 1.21, a quick ratio of 1.00 and a debt-to-equity ratio of 1.30.

CocaCola (NYSE:KO) last issued its earnings results on Thursday, March 27th. The company reported $0.55 EPS for the quarter. The business had revenue of $11.40 billion during the quarter. CocaCola had a return on equity of 43.62% and a net margin of 27.34%.CocaCola has set its FY 2025 guidance at 2.966-2.966 EPS. As a group, equities analysts expect that CocaCola Company will post 2.96 EPS for the current year.

CocaCola Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 1st were issued a dividend of $0.51 per share. This represents a $2.04 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend was Monday, December 1st. CocaCola’s dividend payout ratio (DPR) is presently 67.55%.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the stock. Cowen reissued a “buy” rating on shares of CocaCola in a research report on Wednesday, October 22nd. Bank of America boosted their price objective on CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. UBS Group reaffirmed a “buy” rating on shares of CocaCola in a report on Friday, December 5th. TD Cowen lifted their price target on CocaCola from $75.00 to $80.00 and gave the stock a “buy” rating in a research report on Wednesday, October 22nd. Finally, Barclays reiterated an “overweight” rating on shares of CocaCola in a report on Thursday, October 23rd. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $79.08.

Insider Buying and Selling at CocaCola

In related news, EVP Manuel Arroyo sold 139,689 shares of the company’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $70.80, for a total value of $9,889,981.20. Following the sale, the executive vice president owned 58,067 shares of the company’s stock, valued at $4,111,143.60. The trade was a 70.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, COO Henrique Braun sold 40,390 shares of the stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $70.93, for a total transaction of $2,864,862.70. Following the completion of the transaction, the chief operating officer directly owned 62,621 shares of the company’s stock, valued at $4,441,707.53. This trade represents a 39.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 225,252 shares of company stock worth $15,953,007 in the last 90 days. 0.97% of the stock is currently owned by insiders.

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.