Coca Cola Co (KO) Stock Declined While Capital City Trust Company Has Decreased Stake; Bank Of Stockton Has Increased Its Position in Jp Morgan Chase & Co. (JPM) by $348,528

April 17, 2018 - By Migdalia James

JPMorgan Chase & Co. (NYSE:JPM) Logo

Capital City Trust Company decreased its stake in Coca Cola Co (KO) by 4.09% based on its latest 2017Q4 regulatory filing with the SEC. Capital City Trust Company sold 37,625 shares as the company’s stock declined 5.92% with the market. The institutional investor held 881,642 shares of the beverages (production and distribution) company at the end of 2017Q4, valued at $39.67 million, down from 919,267 at the end of the previous reported quarter. Capital City Trust Company who had been investing in Coca Cola Co for a number of months, seems to be less bullish one the $190.96 billion market cap company. The stock increased 0.22% or $0.1 during the last trading session, reaching $44.78. About 1.03 million shares traded. The Coca-Cola Company (NYSE:KO) has risen 1.35% since April 17, 2017 and is uptrending. It has underperformed by 10.20% the S&P500.

Bank Of Stockton increased its stake in Jp Morgan Chase & Co. (JPM) by 13.06% based on its latest 2017Q4 regulatory filing with the SEC. Bank Of Stockton bought 3,288 shares as the company’s stock rose 0.67% while stock markets declined. The institutional investor held 28,460 shares of the major banks company at the end of 2017Q4, valued at $3.04 million, up from 25,172 at the end of the previous reported quarter. Bank Of Stockton who had been investing in Jp Morgan Chase & Co. for a number of months, seems to be bullish on the $379.99 billion market cap company. The stock increased 1.10% or $1.21 during the last trading session, reaching $111.42. About 1.84M shares traded. JPMorgan Chase & Co. (NYSE:JPM) has risen 23.99% since April 17, 2017 and is uptrending. It has outperformed by 12.44% the S&P500.

Investors sentiment increased to 0.91 in 2017 Q4. Its up 0.11, from 0.8 in 2017Q3. It is positive, as 51 investors sold KO shares while 623 reduced holdings. 124 funds opened positions while 492 raised stakes. 2.73 billion shares or 0.05% less from 2.73 billion shares in 2017Q3 were reported. Jnba Financial Advsr holds 0.18% or 18,814 shares in its portfolio. Ntv Asset Mngmt Ltd Liability Co reported 0.89% of its portfolio in The Coca-Cola Company (NYSE:KO). Hollencrest Capital Mngmt invested in 59,941 shares. Covington reported 56,800 shares stake. Clear Harbor Asset Ltd Llc reported 0.09% stake. Lenox Wealth Mgmt, Ohio-based fund reported 2,659 shares. Cibc Ww reported 0.4% stake. 7,026 are held by Brick & Kyle Assocs. Blume Capital Management reported 0.49% stake. Boston Advsrs Ltd Liability stated it has 0.04% of its portfolio in The Coca-Cola Company (NYSE:KO). First Midwest Bancorporation Trust Division invested in 84,794 shares. Rampart Ltd Liability Com has invested 0.83% of its portfolio in The Coca-Cola Company (NYSE:KO). 8,000 were accumulated by Cramer Rosenthal Mcglynn Limited Co. Triangle Secs Wealth Management invested 0.14% of its portfolio in The Coca-Cola Company (NYSE:KO). 180,176 are owned by Williams Jones Limited Liability.

Analysts await The Coca-Cola Company (NYSE:KO) to report earnings on April, 24 before the open. They expect $0.46 EPS, up 6.98% or $0.03 from last year’s $0.43 per share. KO’s profit will be $1.96 billion for 24.34 P/E if the $0.46 EPS becomes a reality. After $0.39 actual EPS reported by The Coca-Cola Company for the previous quarter, Wall Street now forecasts 17.95% EPS growth.

Since January 16, 2018, it had 0 insider buys, and 5 sales for $6.52 million activity. 14,129 shares were sold by MURPHY JOHN, worth $631,572 on Tuesday, March 13. Shares for $4.01M were sold by HAYS ED on Tuesday, January 23. LONG ROBERT EDWARD sold $719,250 worth of stock or 15,000 shares. On Monday, March 12 MANN JENNIFER K sold $84,735 worth of The Coca-Cola Company (NYSE:KO) or 1,883 shares.

Among 22 analysts covering Coca-Cola (NYSE:KO), 12 have Buy rating, 1 Sell and 9 Hold. Therefore 55% are positive. Coca-Cola had 75 analyst reports since July 21, 2015 according to SRatingsIntel. Jefferies maintained it with “Hold” rating and $4500 target in Tuesday, June 20 report. The firm has “Market Perform” rating by BMO Capital Markets given on Tuesday, February 20. The rating was maintained by Jefferies with “Hold” on Friday, October 6. The stock of The Coca-Cola Company (NYSE:KO) has “Market Perform” rating given on Thursday, January 19 by Wells Fargo. The firm earned “Buy” rating on Tuesday, July 21 by Sterne Agee CRT. On Wednesday, June 29 the stock rating was maintained by Goldman Sachs with “Neutral”. Stifel Nicolaus maintained The Coca-Cola Company (NYSE:KO) rating on Monday, September 18. Stifel Nicolaus has “Hold” rating and $48.0 target. Jefferies maintained The Coca-Cola Company (NYSE:KO) on Monday, July 24 with “Hold” rating. The company was maintained on Monday, March 12 by Credit Suisse. Susquehanna upgraded The Coca-Cola Company (NYSE:KO) rating on Friday, February 5. Susquehanna has “Neutral” rating and $40 target.

Among 34 analysts covering JPMorgan Chase & Co (NYSE:JPM), 18 have Buy rating, 2 Sell and 14 Hold. Therefore 53% are positive. JPMorgan Chase & Co had 119 analyst reports since July 21, 2015 according to SRatingsIntel. Citigroup maintained the shares of JPM in report on Friday, October 6 with “Neutral” rating. Nomura maintained JPMorgan Chase & Co. (NYSE:JPM) rating on Friday, April 13. Nomura has “Hold” rating and $11800 target. The rating was maintained by Jefferies with “Buy” on Wednesday, October 7. RBC Capital Markets maintained the shares of JPM in report on Thursday, June 15 with “Buy” rating. As per Thursday, January 4, the company rating was upgraded by Credit Suisse. The rating was downgraded by Nomura to “Neutral” on Monday, January 25. Robert W. Baird maintained JPMorgan Chase & Co. (NYSE:JPM) rating on Friday, October 13. Robert W. Baird has “Neutral” rating and $92 target. Argus Research maintained the stock with “Buy” rating in Friday, January 15 report. The company was downgraded on Thursday, January 11 by Credit Suisse. Ertse Group downgraded the stock to “Hold” rating in Monday, April 25 report.

Since October 25, 2017, it had 1 buying transaction, and 9 selling transactions for $22.34 million activity. 16,434 shares valued at $1.84M were sold by BACON ASHLEY on Saturday, January 13. 7,280 JPMorgan Chase & Co. (NYSE:JPM) shares with value of $825,327 were bought by CROWN JAMES S. On Saturday, January 13 the insider Friedman Stacey sold $1.99M. Lake Marianne sold $1.03 million worth of stock or 9,194 shares. Shares for $7.31M were sold by Erdoes Mary E.. $5.43 million worth of JPMorgan Chase & Co. (NYSE:JPM) shares were sold by Petno Douglas B.

Investors sentiment decreased to 0.88 in 2017 Q4. Its down 0.03, from 0.91 in 2017Q3. It dropped, as 55 investors sold JPM shares while 802 reduced holdings. 142 funds opened positions while 611 raised stakes. 2.46 billion shares or 1.60% less from 2.50 billion shares in 2017Q3 were reported. Stearns reported 14,792 shares stake. Leisure Cap Mngmt holds 28,952 shares. Levin Strategies Lp holds 1.37 million shares or 2.47% of its portfolio. Archford Strategies Limited Liability reported 0.71% stake. Qci Asset Mgmt Inc New York reported 176,837 shares. Pcj Inv Counsel Ltd holds 0.16% or 23,130 shares in its portfolio. Indiana-based Donaldson Capital Ltd has invested 2.84% in JPMorgan Chase & Co. (NYSE:JPM). Walter & Keenan Fin Consulting Mi Adv stated it has 71,853 shares or 3.23% of all its holdings. Coastline holds 22,879 shares or 0.37% of its portfolio. Security Savings Bank Of Sioux City Iowa Ia invested in 0.2% or 2,053 shares. Roosevelt Inv Grp Inc holds 110,511 shares. Ironwood Financial Ltd Com invested in 134 shares. Winslow Evans And Crocker Incorporated reported 0.71% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Cap Guardian invested 1.22% in JPMorgan Chase & Co. (NYSE:JPM). Consulta Limited holds 400,000 shares.

The Coca-Cola Company (NYSE:KO) Institutional Positions Chart

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By1 Migdalia James

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