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Held by 558 of 5,944 reporting institutions (97th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $198.97 today, the market must believe free cash flow compounds 12.6%/yr for a decade (off $551M normalized FCF).
The market's 12.6% is more conservative than its 8-yr track record.
2-stage DCF · 0.07B shares (market data) · net debt $2.5B
mean 59.7% · volatility σ 117% · implied rate exceeded in 5/8 yrs
Central path = implied 12.6%/yr growth; shaded band = ±1σ (117%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
5/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable; leverage rising year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 14% of free cash flow, leaving room to grow it and fund buybacks. Last year: $87M dividends + $2.6B buybacks = $2.7B returned on $620M FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A balanced mix of reinvestment and shareholder returns.
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 28%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $282M covers the $100M due within a year 2.8× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~0.2% on $599M of debt. Interest last disclosed in FY2023 (no longer broken out).
Cash of $282M fully covers short-term debt of $100M.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $7.23B 100.0% | $6.90B 100.0% | $6.65B 100.0% | $6.20B 100.0% | $5.56B 100.0% | $5.01B 100.0% | $4.83B 100.0% | $4.63B 100.0% | $4.29B 100.0% | $3.13B 100.0% |
| Cost of Revenue | $4.36B 60.3% | $4.15B 60.1% | $4.06B 60.9% | $3.92B 63.3% | $3.61B 64.9% | $3.24B 64.7% | $3.16B 65.4% | $3.07B 66.4% | $2.78B 64.9% | $1.94B 62.0% |
| Cost of Products | — | — | — | — | — | — | — | — | $2.78B 64.9% | $1.94B 62.0% |
| Gross Profit | $2.87B 39.7% | $2.75B 39.9% | $2.60B 39.1% | $2.28B 36.7% | $1.95B 35.1% | $1.77B 35.3% | $1.67B 34.6% | $1.56B 33.6% | $1.50B 35.1% | $1.19B 38.0% |
| Selling, General & Admin | $1.92B 26.6% | $1.83B 26.6% | $1.76B 26.5% | $1.64B 26.4% | $1.52B 27.2% | $1.46B 29.1% | $1.49B 30.9% | $1.50B 32.4% | $1.40B 32.7% | $1.06B 33.8% |
| Operating Income | $950.7M 13.2% | $920.4M 13.3% | $834.5M 12.5% | $641.0M 10.3% | $439.2M 7.9% | $313.4M 6.3% | $180.8M 3.7% | $57.9M 1.3% | $101.5M 2.4% | $131.2M 4.2% |
| Interest Expense | — | — | -$918K -0.0% | $24.8M 0.4% | $33.4M 0.6% | $36.7M 0.7% | $46.0M 1.0% | $50.5M 1.1% | $41.9M 1.0% | $36.3M 1.2% |
| Other Income (Expense), net | -$3.2M -0.0% | -$2.7M -0.0% | -$5.7M -0.1% | -$8.9M -0.1% | -$4.3M -0.1% | -$35.6M -0.7% | -$100.5M -2.1% | -$30.9M -0.7% | -$9.6M -0.2% | -$1.5M -0.0% |
| Pretax Income | $772.9M 10.7% | $856.7M 12.4% | $557.5M 8.4% | $575.1M 9.3% | $255.1M 4.6% | $241.0M 4.8% | $34.2M 0.7% | -$13.3M -0.3% | $63.0M 1.5% | $92.7M 3.0% |
| Income Tax Expense | $202.3M 2.8% | $223.5M 3.2% | $149.1M 2.2% | $144.9M 2.3% | $65.6M 1.2% | $58.9M 1.2% | $15.7M 0.3% | $1.9M 0.0% | -$39.8M -0.9% | $36.0M 1.2% |
| Net Income | $570.6M 7.9% | $633.1M 9.2% | $408.4M 6.1% | $430.2M 6.9% | $189.6M 3.4% | $172.5M 3.4% | $11.4M 0.2% | -$19.9M -0.4% | $96.5M 2.3% | $50.1M 1.6% |
| Per Share | ||||||||||
| EPS (Basic) | — | — | — | — | — | — | $1.21 | $-2.13 | $10.35 | $5.39 |
| EPS (Diluted) | — | — | — | — | — | — | $1.21 | $-2.13 | $10.30 | $5.36 |
| Weighted Avg Shares (Basic) | — | — | — | — | — | — | 7.1M | 7.1M | 7.1M | 7.1M |
| Weighted Avg Shares (Diluted) | — | — | — | — | — | — | 9.4M | 9.3M | 9.4M | 9.3M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
EOD close · as of 2026-09-17
Nothing notable to watch.
No material risks flagged.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Returns are margin-driven, not leverage-driven — higher quality.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 66.4 | 65.4 | 64.7 | 64.9 | 63.3 | 60.9 | 60.1 | 60.3 |
| Gross Profit | 33.6 | 34.6 | 35.3 | 35.1 | 36.7 | 39.1 | 39.9 | 39.7 |
| SG&A | 32.4 | 30.9 | 29.1 | 27.2 | 26.4 | 26.5 | 26.6 | 26.6 |
| Operating Income | 1.3 | 3.7 | 6.3 | 7.9 | 10.3 | 12.5 | 13.3 | 13.2 |
| Income Tax | 0.0 | 0.3 | 1.2 | 1.2 | 2.3 | 2.2 | 3.2 | 2.8 |
| Net Income | -0.4 | 0.2 | 3.4 | 3.4 | 6.9 | 6.1 | 9.2 | 7.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on COKE: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Ranked against 229 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WMT | $858.2B | 39.4× | — | 1.2× | 4.7% | 24.9% | 3.1% | 22.0% | 15.5% | — | 4,273 |
| COST | $396.1B | 49.1× | 30.3× | 1.4× | 8.2% | 12.8% | 2.9% | 27.8% | 23.2% | 0.5× | 4,050 |
| KO | $378.1B | 28.9× | 24.8× | 7.9× | 1.9% | 61.6% | 27.3% | 40.7% | 40.7% | — | 3,427 |
| PG | $345.5B | 22.6× | 16.3× | 4.1× | 0.3% | 51.2% | 19.0% | 30.6% | 18.4% | 1.5× | 3,849 |
| PM | $298.3B | 26.4× | 17.4× | 7.3× | 7.3% | 67.1% | 27.9% | -114% | -115% | 0.0× | 2,744 |
| PEP | $183.9B | 22.4× | 15.0× | 2.0× | 2.3% | 54.1% | 8.8% | 40.4% | 11.8% | 3.3× | 3,404 |
| MO | $117.4B | 17.0× | 13.6× | 5.0× | -3.1% | 62.5% | 29.8% | -198% | 31.3% | 2.5× | 2,375 |
| MDLZ | $80.7B | 33.0× | 18.9× | 2.1× | 5.8% | 28.4% | 6.4% | 9.5% | 8.6% | 0.6× | 1,821 |
| TGT | $70.0B | 19.0× | 10.2× | 0.7× | -1.7% | 27.9% | 3.5% | 22.9% | 12.1% | 1.7× | 1,771 |
| CL | $69.7B | 33.1× | 19.4× | 3.4× | 1.4% | 60.1% | 10.5% | 3948% | 26.5% | 2.0× | 1,873 |
| MNST | $43.6B | — | 16.4× | 5.3× | 10.7% | 55.8% | 23.0% | 23.1% | 23.1% | — | 1,169 |
| KDP | $43.2B | 20.8× | 14.5× | 2.6× | 8.2% | 54.2% | 12.5% | 8.1% | 5.0% | 4.0× | 784 |
| FMX | $41.2B | — | — | — | — | — | — | — | — | — | 290 |
| ADM | $41.1B | 38.1× | — | 0.5× | -6.2% | 6.3% | 1.3% | 4.7% | 3.6% | — | 1,070 |
| JBS | $40.2B | — | — | — | — | — | — | — | — | — | 241 |
| KR | $39.9B | 39.7× | 10.0× | 0.3× | 0.4% | — | 0.7% | 17.1% | 4.7% | 3.0× | 1,327 |
| SYY | $38.4B | 21.1× | 9.6× | 0.5× | 3.2% | 18.4% | 2.2% | 99.9% | 99.9% | — | 1,489 |
| HSY | $34.6B | — | 20.3× | 3.0× | 4.4% | 33.5% | 7.6% | 19.0% | 9.3% | 2.5× | 1,406 |
| EL | $34.4B | — | 782.5× | 2.4× | -8.2% | 74.0% | -7.9% | -29.3% | -29.3% | 0.1× | 800 |
| KVUE | $34.2B | 23.5× | 11.6× | 2.3× | -2.1% | 58.1% | 9.7% | 13.7% | 12.0% | 0.5× | 967 |
| KMB | $32.6B | 16.2× | 10.3× | 2.0× | -2.1% | 36.0% | 12.3% | 135% | 92.0% | 0.2× | 1,585 |
| KHC | $29.3B | — | — | 1.2× | -3.5% | 33.3% | -23.4% | -14.0% | -14.0% | — | 1,059 |
| DG | $27.1B | 18.0× | 8.0× | 0.6× | 5.2% | 30.7% | 3.5% | 17.8% | 17.8% | — | 1,099 |
| KOF | $23.6B | — | — | — | — | — | — | — | — | — | 249 |
| CHD | $23.2B | 31.6× | 18.9× | 3.7× | 1.6% | 44.7% | 11.9% | 18.4% | 11.9% | 1.7× | 1,004 |
| COKE | $13.2B | — | 13.7× | 1.8× | 4.8% | 39.7% | 7.9% | -77.1% | 27.9% | 2.4× | 558 |
Peers = companies sharing COKE's sector (Consumer Defensive) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.