Coca-Cola Consolidated, Inc., together with its subsidiaries, manufactures, markets, and distributes nonalcoholic beverages in the United States.
FAIL · Does not pass the screen
188.80 USD
At the last full screen 2026-09-10
Screened 2026-09-10 · the tape above runs as of 23:00 UTC · 19 Sep · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its accumulation label.
Coca-Cola Consolidated Inc holds its Accumulation at $188.80. Consolidating, no directional conviction, held for 1 days.
As held on the ledger · 2026-09-10
Phase
Accumulation
Quantitative state
Consolidating, no directional conviction, held for 1 days
Price at the screen
$188.80
Valuation
25.11 trailing · 4.85 forward price to earnings
Values screen
FAIL· score 30.0
Beta
0.55
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.
Fair value range in USD, drawn from the 2026-09-10 screen. The gold marker is the market price at the same screen. A 100.0% margin of safety to the base estimate.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-10 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.
The risks · The things to watch: it carries a real debt load, which raises the stakes if revenue slips.
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
2026-08-25Markup · changed$189.10+4.6%Entry 5
The framework has shifted from distribution 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 4.6% 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 C, 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%.
2026-07-25Distribution$180.74-3.8%Entry 4
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 3.8% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, 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%.
2026-07-18Distribution$187.89+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. 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 good risk-adjusted returns. Our composite framework grades it C, 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%.
2026-07-03Distribution$187.89+0.0%Entry 2
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. 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 good risk-adjusted returns.
2026-07-02Distribution$187.89Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
