COCA COLA CONSOLIDATED INC (COKE)

Sector: Consumer Staples

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2026 Annual Meeting Analysis

COCA COLA CONSOLIDATED INC · Meeting: May 12, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

8

Directors AGAINST

3

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Directors

8 FOR/3 AGAINST

Against Analysis

✗ AGAINST
J. Frank Harrison, IIIfamilial relationship to senior managementcombined chairman CEO with controlling shareholder

Mr. Harrison is the CEO and controlling shareholder who also serves as Chairman, and his daughter (Morgan Everett) and son-in-law (Ellison Glenn) are both on the Board — this concentration of family relationships at the top of the governance structure is a direct policy trigger for a No vote on familial relationship grounds; TSR performance is outstanding and does not trigger any concern.

✗ AGAINST
Morgan H. Everettfamilial relationship to senior management

Ms. Everett is the daughter of the CEO and controlling shareholder J. Frank Harrison III, which is a direct policy trigger — a director with a familial relationship to the CEO warrants a No vote regardless of her operational contributions to the company.

✗ AGAINST
Ellison C. Glennfamilial relationship to senior managementnew director nominee

Mr. Glenn is the son-in-law of the CEO and controlling shareholder J. Frank Harrison III, which triggers the familial relationship policy flag; while he is a new nominee (not yet seated) and would normally receive a 24-month grace period on TSR, the familial relationship concern stands independently and warrants a No vote.

For Analysis

✓ FOR
Sharon A. Decker

Ms. Decker is classified as independent, has no overboarding issues, attended all meetings in fiscal 2025, and COKE's 3-year TSR of +190% dramatically outperforms the peer group median, so no TSR trigger applies.

✓ FOR
James R. Helvey, III

Mr. Helvey is classified as independent, serves as Lead Independent Director, has demonstrated financial expertise qualifying him as an audit committee financial expert, has no overboarding issues, and COKE's outstanding TSR performance does not trigger any director TSR concern.

✓ FOR
Jason D. (J.D.) Hickey

Dr. Hickey is classified as independent, joined the Board in 2024 (within the 24-month new-director exemption window), has relevant leadership experience as CEO of a large health insurance organization, and no policy flags are triggered.

✓ FOR
William H. Jones

Dr. Jones is classified as independent, has no overboarding issues, met the 75% attendance threshold, and COKE's exceptional 3-year TSR of +190% versus the peer median of -34% means no TSR trigger applies.

✓ FOR
David M. Katz

Mr. Katz is the President and COO with deep operational expertise in the beverage industry, has no overboarding issues, and COKE's strong outperformance versus peers means the TSR trigger does not apply; no other policy flags are present.

✓ FOR
James H. Morgan

Mr. Morgan is classified as independent, has demonstrated financial expertise qualifying him as an audit committee financial expert, has no overboarding issues, and COKE's TSR performance far exceeds peers so no performance-based concern applies.

✓ FOR
Dennis A. Wicker

Mr. Wicker is classified as independent, brings legal and governance expertise, has no overboarding issues, met attendance requirements, and COKE's outstanding stock performance means no TSR trigger is relevant.

✓ FOR
Richard T. Williams

Mr. Williams is classified as independent, has broad executive leadership experience, has no overboarding issues, met attendance requirements, and COKE's 3-year TSR of +190% versus a peer median of -34% is far above any threshold that would trigger a concern.

The slate of 11 directors is largely supportable, but three nominees warrant Against votes: CEO J. Frank Harrison III (concentrated family and control governance concerns), his daughter Morgan Everett (familial relationship to the CEO), and his son-in-law Ellison Glenn (familial relationship to the CEO). The remaining eight directors, all of whom are either independent or long-tenured operating executives without familial ties, receive For votes. COKE's 3-year TSR of +190% outperforms the peer group median by +224 percentage points, which is far above the 65-point threshold needed to trigger a performance-based concern, so no director faces a TSR-related vote against.

Say on Pay

✓ FOR

CEO

J. Frank Harrison, III

Total Comp

$16,712,541

Prior Support

N/A

CEO J. Frank Harrison III received total compensation of approximately $16.7 million at a company with an $11.9 billion market cap in the Consumer Staples sector, which is within a reasonable range for a CEO of a large-cap consumer staples company given the company's exceptional financial performance. The pay structure is heavily performance-based: Mr. Harrison earned $10.5 million from the long-term performance equity plan and $2.4 million from the annual bonus plan, both tied to measurable three-year financial goals (EBIT, free cash flow, and EBIT margin) that the company significantly exceeded, which reflects strong pay-for-performance alignment. COKE's 3-year stock price return of +190% dramatically outperforms the peer group median of -34%, confirming that shareholders have benefited substantially during the same period when executives received above-target incentive pay — the incentive structure is working as intended.

Auditor Ratification

✓ FOR

Auditor

PricewaterhouseCoopers LLP

Tenure

N/A

Audit Fees

$1,880,000

Non-Audit Fees

$2,000

Non-audit fees of $2,000 (a software license fee for a disclosure checklist tool) represent less than 0.1% of audit fees of $1,880,000, which is far below the 50% threshold that would raise independence concerns; PwC is a Big 4 firm appropriate for a company of COKE's $11.9B market cap; auditor tenure is not disclosed in the filing so that trigger cannot fire per policy; no material restatements were identified.

Actual Vote Results

Meeting held May 12, 2026

View 8-K ↗

Director Elections

Nominee% FORVotes ForWithheld / AgainstResult
Jason D. (J.D.) Hickey
99.8%
235.2M568,553✓ Elected
Richard T. Williams
99.8%
235.2M581,587✓ Elected
William H. Jones
99.6%
234.9M857,108✓ Elected
Ellison C. Glenn
99.6%
234.8M970,323✓ Elected
James R. Helvey, III
98.8%
233.0M2.8M✓ Elected
Sharon A. Decker
98.4%
232.0M3.8M✓ Elected
James H. Morgan
92.0%
216.9M18.9M✓ Elected
Dennis A. Wicker
91.3%
215.4M20.4M✓ Elected
Morgan H. Everett
91.3%
215.2M20.5M✓ Elected
David M. Katz
91.3%
215.2M20.5M✓ Elected
J. Frank Harrison, III
90.8%
214.0M21.8M✓ Elected

Say on Pay

99.4%

For 234.4M · Against 1.3M · Abstain 109,174

✓ Passed

Auditor Ratification

99.7%

For 242.9M · Against 752,186 · Abstain 89,266

✓ Passed

Overall Assessment

The 2026 COKE annual meeting presents three standard proposals: director elections, Say on Pay, and auditor ratification. The Say on Pay and auditor ratification proposals both receive For votes given strong pay-for-performance alignment and a clean fee structure; however, three of the eleven director nominees — CEO J. Frank Harrison III, his daughter Morgan Everett, and his son-in-law Ellison Glenn — receive Against votes due to the concentration of family relationships at the top of the governance structure, which is a direct policy trigger regardless of the company's outstanding stock performance.

Filing date: March 23, 2026·Policy v1.2·high confidence

Compensation Peer Group

14 companies disclosed in 2026 proxy filing

BF.BBrown-Forman Corporation
CPBCampbell Soup Company
COKECoca-Cola Consolidated, Inc.
STZConstellation Brands, Inc.
FLOFlowers Foods, Inc.
KDPKeurig Dr Pepper Inc.
MKCMcCormick & Company, Incorporated
TAPMolson Coors Beverage Company
MNSTMonster Beverage Corporation
POSTPost Holdings, Inc.
HAINThe Hain Celestial Group, Inc.
HSYThe Hershey Company
LANCThe Marzetti Company
THSTreeHouse Foods, Inc.