Coca-Cola Consolidated, Inc.

• GG Guinness Global Investors Guinness Global Equity Income Investment Commentary – September 2026 ↗ Guinness Global Equity Income sold Aflac, citing a saturated Japanese market, buyback-supported earnings and a richer valuation, and added Nvidia on AI-infrastructure demand, CUDA-driven switching costs and dividend-growth capacity. It argues Treasury long-bond buybacks could foster fiscal dominance, while Deutsche Boerse and Texas Instruments retain structural growth cases. August 2026 AFL $57BCRM $183BCSCO $465B +3
• BH Berkshire Hathaway 2025ltr ↗ Berkshire sets out Greg Abel’s stewardship priorities: decentralized operations, underwriting discipline, a fortress balance sheet and capital allocation focused on durable businesses. It announced acquisitions of OxyChem and Bell Laboratories, expects insurance pricing pressure to reduce premium volume, and targets operational improvement at BNSF, GEICO and other subsidiaries. 2025 BRK.A $1.1T
• BH Berkshire Hathaway 2024 Letter to Shareholders ↗ Berkshire Hathaway credits GEICO’s overhaul, stronger insurance pricing and Treasury Bill income for improved operating earnings, while acknowledging that many operating businesses saw earnings decline. Buffett argues for patient equity ownership, disciplined insurance underwriting and long-term holdings in Japan’s five trading companies, while recounting Forest River founder Pete Liegl’s exceptional stewardship. 2024 ITOCY $95BMARUY $49BMITSF $89B +2

All coverage of COKE →