Bryn Mawr Trust Advisors LLC Purchases 75,541 Shares of CocaCola Company (The) $KO

Bryn Mawr Trust Advisors LLC lifted its position in shares of CocaCola Company (The) (NYSE:KO) by 100.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 150,798 shares of the company’s stock after buying an additional 75,541 shares during the period. Bryn Mawr Trust Advisors LLC’s holdings in CocaCola were worth $11,468,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Brighton Jones LLC boosted its position in CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after acquiring an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings 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 valued at $548,000 after purchasing an additional 293 shares during the last quarter. Dynamic Technology Lab Private Ltd bought a new stake in shares of CocaCola in the first quarter worth $210,000. Jump Financial LLC lifted its position in shares of CocaCola by 450.5% in the second quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock worth $2,800,000 after purchasing an additional 32,392 shares in the last quarter. Finally, Osterweis Capital Management Inc. boosted its holdings in CocaCola by 548.2% during the second quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock worth $75,000 after purchasing an additional 899 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors.

Insider Activity at CocaCola

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the business’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 transaction of $2,559,411.25. Following the transaction, the executive vice president owned 223,330 shares of the company’s stock, valued at $18,074,096.90. The trade was a 12.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 23,984 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $83.41, for a total value of $2,000,505.44. Following the completion of the sale, the executive vice president owned 157,400 shares in the company, valued at $13,128,734. This represents a 13.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 899,905 shares of company stock worth $71,832,315. Insiders own 0.90% of the company’s stock.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola declared its 64th consecutive annual dividend increase, reinforcing its status as a Dividend King and appealing to income-focused investors. Article Title
• Positive Sentiment: Bank of America and Evercore ISI were both reported as bullish on KO, with Bank of America seeing about 15% upside and Evercore reiterating a buy rating, which can support investor confidence. Article Title
• Positive Sentiment: Analysts highlighted Coca-Cola as a low-beta defensive stock as geopolitical tensions and market volatility increase demand for stable, dividend-paying names. Article Title
• Positive Sentiment: Coverage on Coca-Cola’s digital push suggests the company is using data, personalization, and connected packaging to improve consumer engagement and repeat purchases, which could help long-term growth. Article Title
• Neutral Sentiment: Several comparison pieces versus PepsiCo, Johnson & Johnson, Keurig Dr Pepper, and Celsius kept KO in the spotlight as investors debate its valuation, yield, and defensive appeal, but these articles are mostly commentary rather than fresh company-specific catalysts.

CocaCola Price Performance

Shares of KO opened at $84.25 on Tuesday. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09. The company’s fifty day simple moving average is $80.90 and its 200 day simple moving average is $77.32. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $85.68. The company has a market cap of $362.46 billion, a price-to-earnings ratio of 26.49, a PEG ratio of 3.34 and a beta of 0.34.

CocaCola (NYSE:KO) last announced its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, beating 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 firm had revenue of $12.47 billion during the quarter, compared to analysts’ expectations of $12.24 billion. During the same quarter last year, the company posted $0.73 earnings per share. The company’s revenue for the quarter was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, research analysts forecast that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th were issued a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend was Monday, June 15th. CocaCola’s dividend payout ratio is presently 66.67%.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on KO shares. Morgan Stanley set a $89.00 target price on shares of CocaCola in a research report on Wednesday, June 10th. UBS Group boosted their price target on shares of CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Truist Financial set a $88.00 price objective on shares of CocaCola in a research note on Friday, June 26th. Citigroup lifted their target price on CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a research report on Monday, May 18th. Finally, Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Fifteen analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, CocaCola has a consensus rating of “Moderate Buy” and a consensus target price of $88.06.

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.