LQAI2.050%
as of Oct 22
KO
DefensiveCOCA-COLA CO/THE
The Coca-Cola Company, a beverage company, manufactures and sells various nonalcoholic beverages in the United States and internationally. The company provides Trademark Coca-Cola, sparkling soft drinks and flavors; water, sports, coffee, and tea; juice, value-added dairy, and plant-based beverages; and emerging beverages. It also offers beverage concentrates and syrups, as well as fountain syrups to fountain retailers comprising restaurants and convenience stores.
Close · 3M
+14.58%
Held by 2 AI ETFs
AIEQ0.050%
as of Oct 26
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals3
Win rate100% (3/3)
Avg buy return+12.94%
LQAI · Weight decrease · 3d
weight 2.020% → 1.960% (-0.060 pp)·stock up 4.6% in the 30 days before
Oct 21·entry $92.68·now $92.71
+0.03%
since Oct 21
LQAI · Weight decrease · 2d
weight 2.020% → 1.990% (-0.030 pp)·stock up 7.3% in the 30 days before
Oct 20·entry $93.49·now $92.71
-0.83%
since Oct 20
LQAI · Weight decrease · 2d
weight 1.810% → 1.770% (-0.040 pp)·stock down 2.9% in the 30 days before
Oct 7·entry $85.82·now $92.71
+8.03%
since Oct 7
LQAI · Weight decrease · 3d
weight 1.830% → 1.790% (-0.040 pp)·stock down 2.9% in the 30 days before
Oct 2·entry $85.65·now $92.71
+8.24%
since Oct 2
LQAI · Weight decrease · 2d
weight 1.830% → 1.810% (-0.020 pp)·stock down 2.2% in the 30 days before
Oct 1·entry $86.10·now $92.71
+7.68%
since Oct 1
LQAI · New entry · 1d
weight 0 → 1.830% (new)·stock down 3.1% in the 30 days before
Sep 29·entry $86.84·now $92.71Drifting
+6.76%
since Sep 29
LQAI · Exit · 1d
weight 0.110% → 0 (exited)·stock up 9.4% in the 30 days before
Jul 7·entry $84.05·now $92.71
+10.30%
since Jul 7
+15.84%
since May 12
+17.86%
since May 11
+18.57%
since May 4
+17.89%
since May 30
PQUS · Exit · 1d
weight 0.100% → 0 (exited)·stock down 2.2% in the 30 days before
Oct 1·entry $86.10·now $92.71
+7.68%
since Oct 1
PQUS · Weight decrease · 2d
weight 0.350% → 0.330% (-0.020 pp)·stock up 5.3% in the 30 days before
Aug 7·entry $87.05·now $92.71
+6.50%
since Aug 7
PQUS · Weight decrease · 2d
weight 0.440% → 0.350% (-0.090 pp)·stock up 7.8% in the 30 days before
Aug 1·entry $86.86·now $92.71
+6.73%
since Aug 1
PQUS · Weight decrease · 2d
weight 0.500% → 0.400% (-0.100 pp)·stock up 1.6% in the 30 days before
Jul 17·entry $81.56·now $92.71
+13.67%
since Jul 17
PQUS · Weight decrease · 2d
weight 0.630% → 0.490% (-0.140 pp)·stock up 2.6% in the 30 days before
Jul 11·entry $84.25·now $92.71
+10.04%
since Jul 11
PQUS · Weight decrease · 2d
weight 0.650% → 0.610% (-0.040 pp)·stock up 7.3% in the 30 days before
Jul 2·entry $84.14·now $92.71
+10.19%
since Jul 2
PQUS · Weight decrease · 2d
weight 0.670% → 0.640% (-0.030 pp)·stock up 0.2% in the 30 days before
May 31·entry $78.64·now $92.71
+17.89%
since May 31
+14.17%
since May 17
+17.86%
since May 10
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 31
AI ETFs present mixed signals for Coca-Cola, with QRFT accumulating and AIEQ making a new entry, while PQUS shows a recent weight decrease trend. This activity contrasts with a Buffett-style framework verdict, which deems the company a 'Fail' due to its current valuation offering no margin of safety.
- Circle of CompetenceCoca-Cola's global beverage business has highly predictable unit economics and consistent consumer demand, allowing for reasonable projection of ten-year cash flows.
- Economic MoatCoca-Cola possesses an unbreachable economic moat derived from its powerful global brand recognition and vast, entrenched distribution network, which ensures enduring competitive advantage.
- ManagementThe provided data does not offer sufficient information to assess management's candor, capital allocation discipline, or skin in the game.
- Financial HealthWhile the current ROE is very strong, comprehensive data on 10-year average ROE, operating margin trends, debt levels, and owner earnings are not provided to fully assess financial health.
- Margin of SafetyThe current valuation multiples (PER 24.81, PBR 9.35, EV/EBITDA 29.71) suggest the market fully appreciates Coca-Cola's quality, leaving no discernible margin of safety for a conservative investor.
Coca-Cola demonstrates strong business fundamentals, passing the 'circle of competence' and 'economic moat' stages due to its predictable operations and powerful brand. However, without sufficient data to assess management or full financial health, and crucially, failing the 'margin of safety' criterion due to its high valuation, the company receives an overall 'Fail' verdict.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.