Bollard Group LLC Has $16.83 Million Stock Holdings in CocaCola Company (The) $KO

Bollard Group LLC trimmed its position in CocaCola Company (The) (NYSE:KO) by 2.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 221,331 shares of the company’s stock after selling 6,385 shares during the quarter. Bollard Group LLC’s holdings in CocaCola were worth $16,832,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Louisbourg Investments Inc. bought a new position in shares of CocaCola in the first quarter valued at about $25,000. Anfield Capital Management LLC grew its stake in 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 buying an additional 294 shares during the last quarter. Headlands Technologies LLC acquired a new position in CocaCola in the 2nd quarter valued at about $26,000. Evolution Wealth Management Inc. raised its holdings in CocaCola by 1,081.8% in 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 stake in CocaCola during the fourth quarter worth approximately $29,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola Price Performance

CocaCola stock opened at $82.19 on Friday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $85.68. The stock has a market capitalization of $353.60 billion, a P/E ratio of 25.84, a price-to-earnings-growth ratio of 3.29 and a beta of 0.34. The stock has a fifty day moving average of $81.43 and a 200-day moving average of $78.05.

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

CocaCola Dividend Announcement

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

Insider Activity

In other 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 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 transaction was disclosed in a filing 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 firm’s 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 of the company’s stock, valued at approximately $9,842,608.29. This trade represents a 78.03% decrease in their position. 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. Insiders sold 899,905 shares of company stock valued at $71,832,315 over the last quarter. 0.90% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. JPMorgan Chase & Co. upped their target price on CocaCola from $85.00 to $90.00 and gave the company an “overweight” rating in a research report on Friday, July 10th. Morgan Stanley set a $89.00 price target on CocaCola in a research note on Wednesday, June 10th. Barclays upped their price objective on CocaCola from $89.00 to $91.00 and gave the company an “overweight” rating in a report on Tuesday. Citigroup lifted their target price on CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of CocaCola in a research report on Friday. Fourteen investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, CocaCola currently has an average rating of “Moderate Buy” and a consensus target price of $89.33.

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 Company 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.