Scout Investments, Inc., a Carillon Tower Advisers affiliate, released the Carillon Scout Mid Cap Fund’s Q2 2025 investor letter. Despite a sell-off in April, the Russell Midcap Index saw positive returns due to a delay in collecting additional tariffs. Check out the fund’s top five holdings for their best picks in 2025.

Coca-Cola Consolidated, Inc. (NASDAQ: COKE) was highlighted in the Carillon Scout Mid Cap Fund’s Q2 2025 investor letter. The US-based company saw a one-month return of 6.71% with shares closing at $122.60 on September 9, 2025. Coca-Cola Consolidated distributes Coke, Dr. Pepper, and Dunkin Donuts products.

In the investor letter, Carillon Scout Mid Cap Fund noted that Coca-Cola Consolidated, Inc. faced higher costs related to bottled water and aluminum in Q1. Despite this, the company’s earnings are expected to improve throughout the year. Coca-Cola Consolidated’s distribution of multiple brands gives it an advantage over competitors.

Coca-Cola Consolidated, Inc. is not among the 30 most popular stocks among hedge funds. While 37 hedge fund portfolios held COKE at the end of Q2 2025, AI stocks are seen as offering greater upside potential with less downside risk. Investors seeking undervalued AI stocks can explore free reports for promising investment opportunities.

Check out another article covering Coca-Cola Consolidated, Inc. and the stocks Jim Cramer recently discussed. For more insights, visit the hedge fund investor letters Q2 2025 page to access letters from top investors. Stay informed about market trends and investment opportunities from leading experts in the field.

Read more at Yahoo Finance: Will Coca-Cola Consolidated (COKE) be Able to Improve Earnings?