Beverages
Standard Industrial Classification: SIC 2080
Industry Insider Sentiment Analysis
The Beverages sector (SIC 2080) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.
| Filing Date | Trade Date | Ticker | Company | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After |
|---|---|---|---|---|---|---|---|---|---|---|
| 2020-07-30 20:25 | 2020-07-28 | KO | COCA COLA CO | WEINBERG DAVID B | Director | SELL | $48.18 | 301,095 | $14,507,058 | 252,930 |
| 2020-07-28 23:05 | 2020-07-24 | KO | COCA COLA CO | WEINBERG DAVID B | Director | SELL | $48.44 | 498,905 | $24,166,260 | 403,477 |
| 2020-07-27 23:17 | 2020-07-23 | STZ | CONSTELLATION BRANDS, INC. | SANDS ROBERT | Director, Officer, 10% owner | OPT+S | $180.30 | 186,613 | $33,645,503 | 554,535 |
| 2020-07-27 23:16 | 2020-07-23 | STZ | CONSTELLATION BRANDS, INC. | SANDS RICHARD | Director, Officer, 10% owner | OPT+S | $180.12 | 638,407 | $114,991,146 | 149,876 |
| 2020-07-24 01:13 | 2020-07-21 | STZ | CONSTELLATION BRANDS, INC. | SANDS ROBERT | Director, Officer, 10% owner | OPT+S | $180.39 | 212,387 | $38,313,192 | 554,535 |
| 2020-07-24 01:13 | 2020-07-21 | STZ | CONSTELLATION BRANDS, INC. | SANDS RICHARD | Director, Officer, 10% owner | OPT+S | $180.42 | 335,893 | $60,602,991 | 149,876 |
| 2020-07-21 23:16 | 2020-07-17 | PEP | PEPSICO INC | Laguarta Ramon | Director, Officer | OPT+S | $134.86 | 13,109 | $1,767,882 | 268,863 |
| 2020-07-20 23:17 | 2020-07-16 | PEP | PEPSICO INC | Gallagher Marie T. | Officer | SELL | $133.32 | 3,335 | $444,630 | 54,029 |
| 2020-07-17 23:37 | 2020-07-15 | PEP | PEPSICO INC | Williams Steven C | Officer | SELL | $134.32 | 2,600 | $349,219 | 67,718 |
| 2020-07-17 23:27 | 2020-07-15 | PEP | PEPSICO INC | Schellekens Ronald | Officer | SELL | $135.35 | 7,611 | $1,030,149 | 36,639 |
| 2020-07-15 23:09 | - | GHMP | Accredited Solutions Inc. | Alessi William Rosario Jr | Director, Officer, 10% owner | SELL | $0.80 | 2,000 | $1,600 | 6,969,000 |
| 2020-07-01 23:16 | 2020-07-01 | BFABFB | BROWN FORMAN CORP | Hawley Kirsten M | Officer | SELL | $64.18 | 3,562 | $228,605 | 4,184 |
| 2020-06-15 23:21 | 2020-06-12 | KDP | Keurig Dr Pepper Inc. | Singer Robert S | Director | BUY | $28.14 | 1,000 | $28,143 | 65,500 |
| 2020-06-12 23:16 | 2020-06-10 | KDP | Keurig Dr Pepper Inc. | Singer Robert S | Director | BUY | $28.53 | 1,999 | $57,040 | 64,500 |
| 2020-06-10 23:16 | 2020-06-08 | KDP | Keurig Dr Pepper Inc. | Arboleda Mauricio Leyva | Officer | BUY | $28.47 | 123,400 | $3,513,210 | 123,400 |
| 2020-06-10 23:17 | 2020-06-08 | KDP | Keurig Dr Pepper Inc. | Singer Robert S | Director | BUY | $28.28 | 2,500 | $70,691 | 62,501 |
| 2020-06-04 00:13 | 2020-01-09 | BFABFB | BROWN FORMAN CORP | Cook John D. | Director | SELL | $67.31 | 3,400 | $228,850 | 31,045 |
| 2020-05-30 01:31 | 2020-05-27 | JSDA | JONES SODA CO. | Anderson Jeffrey D. | Director | BUY | $0.17 | 100,000 | $17,220 | 200,301 |
| 2020-05-28 00:01 | 2020-05-22 | CWGL | Crimson Wine Group, Ltd | Cumming John D. | Director | BUY | $5.47 | 137,128 | $750,351 | 490,807 |
| 2020-05-23 00:10 | 2020-05-19 | STKL | SunOpta Inc. | Engaged Capital LLC | 10% owner | BUY | $3.82 | 1,000,000 | $3,822,000 | 1,000,000 |
| 2020-05-23 00:26 | 2020-05-20 | KDP | Keurig Dr Pepper Inc. | Maple Holdings B.V. | 10% owner | SELL | $27.10 | 40,000,000 | $1,084,000,000 | 868,745,095 |
| 2020-05-23 00:25 | 2020-05-22 | KDP | Keurig Dr Pepper Inc. | JAB Holdings B.V. | 10% owner | BUY | $27.10 | 7,380,000 | $199,998,000 | 14,780,000 |
| 2020-05-23 00:25 | 2020-05-20 | KDP | Keurig Dr Pepper Inc. | JAB Holdings B.V. | 10% owner | SELL | $27.10 | 40,000,000 | $1,084,000,000 | 868,745,095 |
| 2020-05-22 02:07 | 2020-05-20 | CWGL | Crimson Wine Group, Ltd | Cumming John D. | Director | BUY | $5.34 | 22,353 | $119,365 | 353,679 |
| 2020-05-20 23:20 | 2020-05-18 | PEP | PEPSICO INC | Willemsen Eugene | Officer | SELL | $135.27 | 7,800 | $1,055,108 | 39,959 |
| 2020-05-20 04:24 | 2020-05-15 | CWGL | Crimson Wine Group, Ltd | Cumming John D. | Director | BUY | $5.22 | 23,119 | $120,790 | 331,326 |
| 2020-05-15 02:52 | 2020-05-13 | JSDA | JONES SODA CO. | Norman Paul T | Director | BUY | $0.19 | 250,000 | $47,500 | 250,000 |
| 2020-05-15 02:48 | 2020-05-12 | JDSA | JONES SODA CO. | SIRKIN CLIVE M | Director | BUY | $0.19 | 310,075 | $58,914 | 503,884 |
| 2020-05-06 23:00 | 2020-05-04 | KO | COCA COLA CO | WEINBERG DAVID B | Director | SELL | $45.41 | 500,000 | $22,706,550 | 652,930 |
| 2020-05-05 23:04 | 2020-05-01 | KO | COCA COLA CO | QUAN NANCY | Officer | OPT+S | $44.98 | 30,000 | $1,349,361 | 180,279 |
| 2020-04-28 22:09 | 2020-04-27 | KO | COCA COLA CO | CHANG LISA | Officer | BUY | $46.61 | 1,650 | $76,898 | 7,476 |
| 2020-04-07 21:39 | 2020-03-18 | CWGL | Crimson Wine Group, Ltd | Williams Craig | Director | BUY | $5.76 | 1,500 | $8,639 | 2,500 |
| 2020-04-02 23:18 | 2020-03-23 | WVVI | WILLAMETTE VALLEY VINEYARDS INC | TUREL STANLEY G | Director | BUY | $4.67 | 1,000 | $4,670 | 15,192 |
| 2020-03-23 21:54 | 2020-03-23 | CWGL | Crimson Wine Group, Ltd | Quille Nicolas Michel Eric | Officer | BUY | $5.15 | 1,000 | $5,150 | 2,000 |
| 2020-03-16 22:08 | - | GHMP | Accredited Solutions Inc. | Alessi William Rosario Jr | Director, Officer, 10% owner | SELL | $0.00 | 30,000 | $0 | 6,971,050 |
| 2020-03-12 02:46 | 2020-03-10 | KDP | Keurig Dr Pepper Inc. | Goudet Olivier | Director | BUY | $24.36 | 20,000 | $487,200 | 40,000 |
| 2020-03-11 23:44 | 2020-03-09 | KDP | Keurig Dr Pepper Inc. | Maple Holdings B.V. | 10% owner | SELL | $27.00 | 33,165,829 | $895,477,383 | 908,745,095 |
| 2020-03-11 23:44 | 2020-03-09 | KDP | Keurig Dr Pepper Inc. | JAB Holdings B.V. | 10% owner | BUY | $27.00 | 7,400,000 | $199,800,000 | 7,400,000 |
| 2020-03-09 23:55 | 2020-03-06 | KDP | Keurig Dr Pepper Inc. | Hopkins Herbert Derek | Officer | BUY | $26.37 | 19,000 | $501,038 | 438,456 |
| 2020-03-06 23:54 | 2020-03-04 | KO | COCA COLA CO | RANDAZZA MARK | Officer | OPT+S | $57.84 | 21,926 | $1,268,239 | 40,598 |
| 2020-03-07 00:07 | 2020-03-04 | KDP | Keurig Dr Pepper Inc. | Mondelez International, Inc. | Director, 10% owner | SELL | $27.00 | 6,834,171 | $184,522,617 | 184,797,010 |
| 2020-02-27 00:46 | 2020-02-24 | KO | COCA COLA CO | Quincey James | Director, Officer | OPT+S | $59.06 | 236,211 | $13,950,078 | 409,428 |
| 2020-02-21 00:30 | 2020-02-18 | PEP | PEPSICO INC | Gallagher Marie T. | Officer | OPT+S | $146.68 | 8,571 | $1,257,151 | 55,665 |
| 2020-02-19 23:35 | 2020-02-14 | KO | COCA COLA CO | QUAN NANCY | Officer | OPT+S | $60.00 | 12,546 | $752,760 | 165,049 |
| 2020-02-19 23:31 | 2020-02-14 | KO | COCA COLA CO | MANN JENNIFER K | Officer | OPT+S | $59.95 | 10,000 | $599,500 | 32,049 |
| 2020-02-20 00:19 | 2020-02-14 | STZ | CONSTELLATION BRANDS, INC. | HETTERICH F PAUL | Officer | OPT+S | $203.83 | 44,375 | $9,044,930 | 53,548 |
| 2020-02-19 23:26 | 2020-02-14 | KO | COCA COLA CO | DINKINS JAMES L | Officer | OPT+S | $59.95 | 13,853 | $830,487 | 55,807 |
| 2020-02-18 14:45 | 2020-02-14 | STZ | CONSTELLATION BRANDS, INC. | LOCKE JAMES A III | Director | OPT+S | $204.50 | 8,298 | $1,696,968 | 39,000 |
| 2020-02-12 00:15 | 2020-02-07 | STZ | CONSTELLATION BRANDS, INC. | Hanson Robert Lee | Officer | SELL | $200.39 | 2,028 | $406,396 | 2,639 |
| 2020-02-08 00:36 | 2020-02-06 | KO | COCA COLA CO | CHANG LISA | Officer | BUY | $59.27 | 425 | $25,191 | 6,373 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Beverages sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (2080) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Beverages
Every transaction in the Beverages industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.