Positioning no disclosures inside 60 days, left as found
Options put/call open interest 9.27, read 2026-11-03
Ethical does not pass the values gate
Price207.89 USD
Fair valueUnder review
Ethical score30.0/100
Our investment reviews on this name
2026-10-30Read Markup209.36-0.7% to today Accumulation gives way to Markup first Markup read since October
2026-10-21Read Accumulation210.33-1.2% to today Markup gives way to Accumulation after a 10% rise in 10 days
2026-10-11Read Markup190.85+8.9% to today ✓Distribution gives way to Markup first Markup read since August
2026-10-02Read Distribution190.85+8.9% to today Markup gives way to Distribution first Distribution read since July
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Coca-Cola Consolidated Inc holds its Markup at $207.89. The statistical read favours the sellers, held for 76 days.
As held on the ledger · 2026-11-06
Phase
Markup
Quantitative state
The statistical read favours the sellers, held for 76 days
Price at the screen
$207.89
Valuation
27.93 trailing · 5.40 forward price to earnings
Values screen
FAIL· score 30.0
Beta
0.54
The Workings
Five Screens, Shown in Full
Does not pass. Excluded keyword in: Beverages - Non-Alcoholic
Test
Figure
Limit
What it means
Status
Business activity
Excluded
Core business clean
Excluded keyword in: Beverages - Non-Alcoholic
Fail
Debt load
Excluded
Below 33%
Interest-bearing debt is of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
Excluded
Below 33%
Interest-bearing cash and securities are of assets, above the one-third limit.
Fail
Receivables
Excluded
Below 49%
Money owed to the company is of assets, above the 49% limit.
Fail
Revenue purity
Excluded
Below 5%
of revenue comes from non-compliant sources, over the 5% line.
Fail
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
Coca-Cola Consolidated does not clear the screen at the business-activity stage. It operates in alcohol, so the financial ratios are not the deciding factor here.
Read as at 2026-11-05. It updates when the underlying figures move, and past reads are kept below.
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What the Numbers Say It Is Worth
The Fair Value Range
Fair value under review. There is no analyst estimate to cross-check it; our model's value is 3.01x the price, above our 2.00x limit. We show no fair value, margin of safety or value read built on it until the review clears.
Where our models see it going: no fair-value estimate yet, range not available, dated to the 2026-11-06 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Coke Bottler Fails Ethical Test Despite Numbers
Walk into any corner shop and the rows of Coca Cola bottles show how steady demand can be for a bottler that moves product every day. Coca Cola Consolidated delivers 8% revenue growth and a striking 135% ROE at a forward P/E of just 4.6x, yet none of that matters once the ethical screen flags the non-alcoholic beverages category.
We pass for that single reason. The business carries a narrow moat and solid margins, but our screen exists to keep us out of sectors we have already ruled out on principle. Attractive multiples and high returns do not override the filter.
The main risk is that the ethical bar stays fixed while the share price stays depressed. Margin of safety looks wide on paper, yet we treat the screen result as final. Analysis, not advice.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
COKE trades on NASDAQ. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-11-04Markup$206.26-1.9%Entry 17
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 1.9% 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. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 12% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 74%. Our forward projection puts the odds of a 10% gain over the next month near 27%. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-03Markup$210.30+0.0%Entry 16
The analysis 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. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 12% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 74%. Our forward projection puts the odds of a 10% gain over the next month near 27%. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-02Markup$210.30+0.0%Entry 15
The analysis 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. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 12% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 74%. Our forward projection puts the odds of a 10% gain over the next month near 27%. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-01Markup$210.30+0.0%Entry 14
The analysis 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. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 12% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 74%. Our forward projection puts the odds of a 10% gain over the next month near 27%. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-31Markup$210.30+0.4%Entry 13
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 0.4% 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. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 12% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 74%. Our forward projection puts the odds of a 10% gain over the next month near 27%. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-30Markup · changed$209.36+3.0%Entry 12
The framework has shifted from accumulation to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 3.0% 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. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 12% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 74%. Our forward projection puts the odds of a 10% gain over the next month near 27%. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-29Accumulation$203.31-3.3%Entry 11
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 3.3% 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. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 12% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 74%. Our forward projection puts the odds of a 10% gain over the next month near 27%. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-28Accumulation$210.33+0.0%Entry 10
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. 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. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 12% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 74%. Our forward projection puts the odds of a 10% gain over the next month near 27%. It reported earnings in this window, a natural checkpoint for the thesis.
The framework has shifted from markup to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. 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. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 13% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 74%. Our forward projection puts the odds of a 10% gain over the next month near 27%. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-18Markup$210.33+10.2%Entry 8
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 10.2% 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. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 7% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 74%. Our forward projection puts the odds of a 10% gain over the next month near 27%.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
