Bollard Group LLC Has $15.92 Million Stock Holdings in CocaCola Company (The) $KO

Bollard Group LLC decreased its stake in CocaCola Company (The) (NYSE:KO) by 21.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 227,716 shares of the company’s stock after selling 61,533 shares during the quarter. Bollard Group LLC’s holdings in CocaCola were worth $15,920,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in KO. Norges Bank acquired a new position in CocaCola in the fourth quarter valued at about $3,865,807,000. Cardano Risk Management B.V. lifted its stake in CocaCola by 867.2% in the fourth quarter. Cardano Risk Management B.V. now owns 14,432,190 shares of the company’s stock valued at $1,008,954,000 after buying an additional 12,939,959 shares during the period. Marshall Wace LLP lifted its stake in CocaCola by 1,206.9% in the fourth quarter. Marshall Wace LLP now owns 10,641,007 shares of the company’s stock valued at $743,913,000 after buying an additional 9,826,768 shares during the period. Capital World Investors lifted its stake in CocaCola by 98.7% in the fourth quarter. Capital World Investors now owns 12,573,527 shares of the company’s stock valued at $879,015,000 after buying an additional 6,246,627 shares during the period. Finally, Vanguard Group Inc. lifted its stake in CocaCola by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock valued at $26,200,276,000 after buying an additional 5,886,352 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola Stock Up 0.1%

NYSE:KO opened at $82.63 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. The company has a market cap of $355.51 billion, a PE ratio of 25.98, a PEG ratio of 3.30 and a beta of 0.35. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $84.04. The stock has a 50-day simple moving average of $78.70 and a 200 day simple moving average of $75.68.

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. The business had revenue of $12.47 billion during the quarter, compared to the consensus estimate of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.CocaCola’s quarterly revenue was up 11.4% on a year-over-year basis. During the same period last year, the company earned $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 EPS for the current fiscal year.

CocaCola Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be issued a dividend of $0.53 per share. The ex-dividend date is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.6%. CocaCola’s dividend payout ratio (DPR) is presently 66.67%.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: RBC Capital reiterated its buy view on Coca-Cola, reinforcing Wall Street’s generally favorable stance on KO and supporting the stock’s recent strength.
• Positive Sentiment: Several reports highlighted Coca-Cola as a potential beneficiary of the 2026 FIFA World Cup, with expectations that beverage volume and consumer spending could rise during the tournament.
• Positive Sentiment: Market commentary also pointed to strong Q1 results, including an earnings and revenue beat, solid organic growth, and volume gains, which continue to underpin the bullish investment case. Coca-Cola’s Q1 Results Prove It’s a Good Buy to Hold and Hold
• Positive Sentiment: Investor interest remains supported by Coca-Cola’s reliable dividend and defensive profile, which continue to attract income-focused buyers.
• Neutral Sentiment: EVP Jennifer K. Mann disclosed a stock sale, but it was conducted under a pre-arranged 10b5-1 plan and tied to equity-award tax withholding, making it less of a concern than discretionary insider selling.

Analyst Upgrades and Downgrades

KO has been the topic of several analyst reports. Wells Fargo & Company increased their target price on CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. Sanford C. Bernstein initiated coverage on CocaCola in a research note on Thursday. They issued a “market perform” rating and a $84.00 target price on the stock. Weiss Ratings raised CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Barclays increased their target price on CocaCola from $85.00 to $89.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. Finally, JPMorgan Chase & Co. increased their target price on CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. Fifteen analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $86.69.

Insider Buying and Selling

In related news, Chairman James Quincey sold 436,296 shares of the stock in a transaction dated Friday, June 5th. The stock was 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 directly owned 122,833 shares in the company, valued at approximately $9,842,608.29. This trade represents a 78.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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. Also, EVP Jennifer K. Mann sold 100,000 shares of the stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $79.46, for a total value of $7,946,000.00. Following the transaction, the executive vice president owned 207,400 shares of the company’s stock, valued at approximately $16,480,004. The trade was a 32.53% 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 three months, insiders sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is owned by corporate insiders.

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.