Bollard Group LLC Sells 6,385 Shares of CocaCola Company (The) $KO

Bollard Group LLC decreased its holdings in shares of CocaCola Company (The) (NYSE:KO) by 2.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 221,331 shares of the company’s stock after selling 6,385 shares during the period. Bollard Group LLC’s holdings in CocaCola were worth $16,832,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in KO. Louisbourg Investments Inc. bought a new position in shares of CocaCola during the 1st quarter worth approximately $25,000. Anfield Capital Management LLC increased its stake in shares of CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after acquiring an additional 294 shares in the last quarter. Headlands Technologies LLC bought a new stake in shares of CocaCola in the 2nd quarter valued at $26,000. Evolution Wealth Management Inc. lifted its position in shares of CocaCola by 1,081.8% during the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after acquiring an additional 357 shares during the period. Finally, Daytona Street Capital LLC acquired a new position in shares of CocaCola during the 4th quarter valued at $29,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

Wall Street Analysts Forecast Growth

KO has been the subject of a number of research reports. JPMorgan Chase & Co. raised their price target on shares of CocaCola from $85.00 to $90.00 and gave the stock an “overweight” rating in a report on Friday, July 10th. Wells Fargo & Company upped their price objective on shares of CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a report on Monday, May 18th. Barclays increased their price objective on shares of CocaCola from $89.00 to $91.00 and gave the stock an “overweight” rating in a research report on Tuesday. Citigroup boosted their target price on CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of CocaCola in a research note on Friday, June 26th. Fourteen research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, CocaCola has a consensus rating of “Moderate Buy” and an average target price of $89.33.

Insider Buying and Selling at CocaCola

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the stock in a transaction on Friday, May 15th. The stock was sold at an average price of $80.93, for a total transaction 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 approximately $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 Securities & Exchange Commission, which is accessible through this link. 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 firm’s stock in a transaction on Friday, June 5th. The stock was sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at $9,842,608.29. This represents a 78.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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. Over the last ninety days, insiders sold 899,905 shares of company stock valued at $71,832,315. Company insiders own 0.90% of the company’s stock.

CocaCola Stock Up 1.3%

Shares of NYSE:KO opened at $82.19 on Friday. The company has a market capitalization of $353.60 billion, a PE ratio of 25.84, a price-to-earnings-growth ratio of 3.29 and a beta of 0.34. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. The business has a fifty day moving average price of $81.43 and a two-hundred day moving average price of $78.05. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $85.68.

CocaCola (NYSE:KO) last posted its quarterly earnings data 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. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The business had revenue of $12.47 billion during the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter last year, the company posted $0.73 earnings per share. The firm’s quarterly revenue was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Analysts forecast that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 15th will be paid a $0.53 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $2.12 annualized dividend and a yield of 2.6%. CocaCola’s dividend payout ratio is presently 66.67%.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Warren Buffett reportedly said Coca-Cola remains one of his preferred businesses, reinforcing the company’s reputation as a durable, high-quality consumer staple and potentially supporting investor confidence. Article Title
• Positive Sentiment: Articles highlighting Coca-Cola as a top dividend stock and a favorite among large investors may help reinforce the stock’s defensive, income-oriented appeal. Article Title
• Positive Sentiment: Coverage ahead of Q2 earnings suggests Wall Street is watching for pricing strength and margin gains, which could support the stock if Coca-Cola beats expectations again. Article Title
• Neutral Sentiment: Several articles simply preview Coca-Cola’s upcoming results and key metrics, indicating investor focus is centered on the earnings release rather than a new company-specific catalyst. Article Title
• Negative Sentiment: Recent market commentary noted Coca-Cola underperformed the broader market in the latest session, reflecting near-term selling pressure on the shares. Article Title
• Negative Sentiment: Some analyst-style pieces argue investors could do better in other dividend stocks or Pepsico, which may create mild competition for Coca-Cola among income-focused buyers. Article Title

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.