Framework Journal · one stock, one dated entry

Recorded 2025-12-31 · Permanent

Coca-Cola Company (The) KO

An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.

The label
Markup

read at $79.48

Coca-Cola Company (The) holds its Markup at $79.48.

PHINPOOPSC
  • PHPhase · the trend structure carries the Markup label
  • INInsiders · insiders sold, $2,559,519, latest filing 2026-05-15
  • POPositioning · no disclosures inside 60 days, left as found
  • OPOptions · no verdict drawn today, left as found
  • SCScreen · does not pass the values gate

The investor read · the season, not the day

As held on the ledger · 2025-12-31
PhaseMarkup
Quantitative stateThe statistical read favours the buyers, held for 2 days
Price$79.48
Valuation24.70 trailing · 22.50 forward price to earnings
Values screenFAIL · score 10.0
Beta0.36

The trader read · the latest dated commentary

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Entered 2026-07-03 · Markup

The dated journal · newest first, never edited

2026-07-03 Markup $79.48 +0.0% Entry 2

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.

2026-07-02 Markup $79.48 Entry 1

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.

Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.

The insider ledger · Form 4 filings, as filed

Most recent filings · KO
DateInsiderTitleTypeSharesValue
2026-05-15 QUAN NANCY W Officer 31,625 $2,559,519
2026-05-15 QUAN NANCY W Officer 31,625 $1,436,882
2026-05-11 QUINCEY JAMES R. Chairman of the Board 44,678 ·
2026-05-07 QUINCEY JAMES R. Chairman of the Board 200,000 $15,780,900
2026-03-09 DOUGLAS MONICA HOWARD Officer 23,880 $1,847,686
2026-03-03 QUINCEY JAMES R. Chief Executive Officer 250,688 $19,839,138
2026-03-03 PIETRACCI BRUNO Divisional Officer 28,765 $2,284,318
2026-03-03 QUAN NANCY W Officer 23,556 $1,872,747
2026-03-02 MURPHY JOHN President 72,449 $5,833,934
2026-02-27 PEREZ BEATRIZ R Officer 21,326 $1,727,406

Public filings, recorded as found. The full tape lives at Insider Intelligence.

The political ledger · congressional disclosures

Disclosures naming KO
DatePoliticianPartyTypeAmount
2026-04-20 Richard Blumenthal Democrat Sale 15K–50K
20 Apr2026 Richard Blumenthal Democrat sell 15K–50K
20 Apr2026 Richard Blumenthal Democrat sell 250K–500K
20 Apr2026 Richard Blumenthal Democrat sell 250K–500K

What holding actually paid · price plus dividends

If $1,000 had been placed · historical, not a promise
PeriodPrice thenPrice returnDivs per share$1,000 becameTotal return
1 month $78.66 +6.4% · $1,064 +6.4%
2 months $77.47 +8.0% · $1,080 +8.0%
3 months $77.08 +8.5% $0.53 $1,092 +9.2%
6 months $68.64 +21.9% $0.53 $1,227 +22.7%
1 year $70.31 +19.0% $2.06 $1,219 +21.9%
2 years $60.00 +39.4% $4.03 $1,461 +46.1%
3 years $55.30 +51.3% $5.89 $1,620 +62.0%
5 years $48.39 +72.9% $9.37 $1,923 +92.3%

Historical returns from market close data. Past performance does not guarantee future results.

This entry now belongs to the ledger. Whatever KO does next, these words stay.

Coca-Cola Company (The) · KO · Markup · $79.48
Recorded 2025-12-31 · before the outcome · scored mechanically

Discover More
Alpha Insights Market Intelligence Titan Watch Ethical Screener Insider Intelligence Track Record Ethical Finance Zakat Calculator Iran Oil Tracker Foundry Indicators Options Calendar Composites Boycott Tracker Convergence Screener Fed Tracker Explore All Is It Halal? Earnings Calendar Dividend Screener Country Guides Glossary Join Free →

Get our weekly market brief free.