Will Coca-Cola Consolidated (COKE) be Able to Improve Earnings?

Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The Russell Midcap Index posted positive returns in the second quarter despite a sharp sell-off at the beginning of April following the liberation Day tariff announcement. However, the delay in collecting additional tariffs provided more time for trading partners to negotiate better terms. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, Carillon Scout Mid Cap Fund highlighted stocks such as Coca-Cola Consolidated, Inc. (NASDAQ:COKE). Coca-Cola Consolidated, Inc. (NASDAQ:COKE) is a US-based company that manufactures, markets, and distributes nonalcoholic beverages. The one-month return of Coca-Cola Consolidated, Inc. (NASDAQ:COKE) was 6.71%, and its shares lost 4.78% of their value over the last 52 weeks. On September 09, 2025, Coca-Cola Consolidated, Inc. (NASDAQ:COKE) stock closed at $122.60 per share, with a market capitalization of $10.65 billion.

Carillon Scout Mid Cap Fund stated the following regarding Coca-Cola Consolidated, Inc. (NASDAQ:COKE) in its second quarter 2025 investor letter:

"Coca-Cola Consolidated, Inc. (NASDAQ:COKE) is one of the largest Coca-Cola bottlers in the United States. First-quarter earnings were a bit disappointing as higher costs related to bottled water and aluminum weighed on profit margins. Given how the company’s brands tracked at store scanners over the quarter, we expect earnings to improve for the balance of the year. Coca-Cola Consolidated is rare in that it not only distributes Coke products, but also Dr. Pepper and Dunkin Donuts products, giving it denser and less competitive routes than most peers."

Coca-Cola Consolidated, Inc. (NASDAQ:COKE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 37 hedge fund portfolios held Coca-Cola Consolidated, Inc. (NASDAQ:COKE) at the end of the second quarter, which was 22 in the previous quarter. While we acknowledge the potential of Coca-Cola Consolidated, Inc. (NASDAQ:COKE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Coca-Cola Consolidated, Inc. (NASDAQ:COKE) and shared the list of stocks Jim Cramer recently shed light on. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.