SELL KO · Shelley M Capito
Coca-Cola Company (The) Common Stock
Routine managed-account rebalancing
| Inside their committee's jurisdiction |
|
0/32 |
| Isolated decision, not a bulk rebalance |
|
18/22 |
|
Small, thinly-followed company
Nobody needs inside information to buy a mega-cap.
|
|
0/10 |
| Committee chair or ranking member |
|
8/8 |
| Member's own account |
|
0/8 |
|
A name they had never held before
A first purchase is a decision; the ninth purchase of the same holding is a standing order.
|
|
0/8 |
|
Unusually large for this member
Against their own median trade, not an absolute threshold - and capped, because trades beyond 3x did worse, not better.
|
|
0/6 |
| Position size |
|
0/3 |
| Leveraged instrument (option) |
|
0/3 |
A high grade is not an allegation. Every input is public, and buying into an industry you work on daily is ordinary expertise. What the trade actually returned is deliberately excluded from this score and shown separately below.
It is also not a forecast. Measured across every settled trade, A-graded ones did not beat E-graded ones to any significant degree — the method page prints the table. This score says a trade looks like a decision rather than administration, and nothing more.
The filing it came from
filed in 14 days Inside two weeks - most of the following year was still available to anyone reading the filing.
No matching purchase on file. This member has no earlier disclosed purchase of KO in this account, so the position was almost certainly opened before these records begin in 2019. About 45% of sales are in this situation.
This is a sale, and the strategy does not act on it. It records the member closing a position; it is not a short signal and not an instruction to sell. Exiting when members disclose selling, rather than at twelve months, cut in-remit alpha from +6.76% to +3.57% — a cost of 6.50 points on the trades it changed. See the method.
This filing disclosed 5 transactions in total, of which 5 share this trade date (21 Jul 2026).
Filed 04 Aug 2026 · source PDF
Price
52-week range $64.35 – $89.08. The marker is the entry: the first market open after this filing became public.
The Coca-Cola Company
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 retaile…
| Sector | Consumer Defensive |
| Industry | Beverages - Non-Alcoholic |
| Analyst range | $75 – $104 |
| Employees | 65,900 |
| Instrument | ST |
| Jurisdiction tags | unclassified |
https://www.coca-colacompany.com
Outside this member's committee jurisdiction (defense, energy, healthcare, industrials, materials, technology, telecom, transport, utilities).
Expressing this with options
An illustration, not a recommendation: the nearest listed expiry to a twelve-month horizon, struck near the money. Chains are live — Yahoo publishes no historical chains, so this is priced today, not when the filing was made, and the move it describes may already have happened.
Loading chain…
Outcome
| Held | This trade | S&P 500 | Alpha |
|---|---|---|---|
| 1m | — | — | — |
| 3m | — | — | — |
| 6m | — | — | — |
| 12m 1yr | — | — | — |
| 18m | — | — | — |
| 24m | — | — | — |
| 36m | — | — | — |
| 48m | — | — | — |
| 60m 5yr | — | — | — |
Measured from the first open after disclosure — the earliest anyone reading this could have acted. The highlighted now row sits at its true place in the sequence, so where it falls tells you how long the position has run. The last 9 rows are blank because those windows have not closed yet: this trade was entered —, so anything longer than that is still running.
Other congressional trades in KO
| Grade | Date | Member | Side | Amount |
|---|---|---|---|---|
| D | 01 Jul 2026 | Lloyd Doggett | purchase | $1,001 - $15,000 |
| D | 01 Apr 2026 | Lloyd Doggett | purchase | $1,001 - $15,000 |
| E | 27 Mar 2026 | Alan Armstrong | purchase | $15,001 - $50,000 |
| E | 29 Dec 2025 | Markwayne Mullin | purchase | $15,001 - $50,000 |
| D | 15 Dec 2025 | Lloyd Doggett | purchase | $1,001 - $15,000 |
| D | 03 Dec 2025 | Michael Rulli | purchase | $1,001 - $15,000 |
| D | 21 Nov 2025 | Sheldon Whitehouse | purchase | $1,001 - $15,000 |
| D | 03 Nov 2025 | Julia Letlow | purchase | $1,001 - $15,000 |
| E | 31 Oct 2025 | Lisa McClain | sale | $1,001 - $15,000 |
| E | 30 Oct 2025 | Lisa McClain | sale | $1,001 - $15,000 |
| E | 30 Oct 2025 | Lisa McClain | purchase | $1,001 - $15,000 |
| E | 25 Sep 2025 | Lisa McClain | purchase | $1,001 - $15,000 |
| E | 23 Sep 2025 | Valerie Hoyle | sale | $1,001 - $15,000 |
| E | 11 Jul 2025 | Ritchie John Torres | sale | $1,001 - $15,000 |
| E | 10 Jul 2025 | Lisa McClain | sale | $1,001 - $15,000 |
| D | 01 Jul 2025 | Lloyd Doggett | purchase | $1,001 - $15,000 |
| E | 24 Jun 2025 | Lisa McClain | purchase | $1,001 - $15,000 |
| E | 15 May 2025 | Rob Bresnahan | sale | $1,001 - $15,000 |
| E | 12 May 2025 | Jefferson Shreve | sale | $100,001 - $250,000 |
| E | 09 Apr 2025 | Josh Gottheimer | sale partial | $1,001 - $15,000 |
| D | 01 Apr 2025 | Lloyd Doggett | purchase | $1,001 - $15,000 |
| E | 24 Mar 2025 | George Whitesides | sale | $100,001 - $250,000 |
| D | 21 Jan 2025 | Rob Bresnahan | sale | $1,001 - $15,000 |
| E | 21 Jan 2025 | Josh Gottheimer | purchase | $1,001 - $15,000 |
| E | 16 Jan 2025 | Josh Gottheimer | purchase | $1,001 - $15,000 |
Trade of the