We recently published a list of Jim Cramer Raises Big Question About Tariffs & Discusses These 11 Stocks. In this article, we are going to take a look at where Coca-Cola Company (NYSE:KO) stands against other stocks that Jim Cramer discusses.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer asked the question that’s on everyone’s mind now that President Trump has lifted the veil off of his promised tariffs. Cramer wondered how the tariffs would be implemented:
“Have you figured out how to take the tariff, if you’re moving goods from Mexico to here? What are you going to do? We just are putting away the money so that we’re ready, we’re just sitting there. We moved the trucks as best as we could. This is my wife’s mescal. . . .we don’t know how to give it to someone. We’re ready to give it to someone. But who?”
He went on and added:
“There is no clarity. I wish that there was because then we could move on with our lives. Maybe there is an External Revenue Service. Has it been set up? Has Musk set it up?”
In response, Cramer’s co-host David Faber speculated that perhaps the money collected from tariffs would go into the US Sovereign Wealth Fund and perhaps even TikTok could become a part of the fund as well. On this, Cramer shared:
“Don’t you wish we were joking? Don’t you wish? I mean I got a truck of mescal, and it’s gonna be five thousand dollars more than it was. And I’m thinking, okay, so, what if we sneak it in. No, you can’t do that, that’s against the law. Okay, so we’ll just keep it on the Mexican side of the border and maybe send it to the American side and we keep writing checks. . . “
However, while he might be uncertain about the tariffs, Cramer still doesn’t believe that a recession is possible. When his co-host Carl Quintanilla mentioned a Goldman report of recession odds increasing to 35%, Cramer replied:
“I don’t see it happening. I also rebel against the term stagflation. Because the only real time we’ve had genuine stagflation was under Carter. We have not, it’s been a not great bet, now maybe this time it’s a great bet. But you know, I’m rather using, I want to look at the 22 analogue, which was self-inflicted. And the 18′ analogue which was self-inflicted. But self-inflicted by Fed. This is self-inflicted by a President. Who doesn’t seem to, uh, be as focused on the downside. . not focused on the downside.”
As for President Trump and the stock market, Cramer wondered if Trump was just focused on the Dow instead of other markets. According to him:
“I would come back and say the one thing, the anomaly here, is the Dow Jones Industrial Average has held up incredibly well. And the President looks at the Dow. And if you look at the Dow Jones average, you know David, what is there to, they just are charmed. There’s a lot good in the Dow. And the President, if he’s looking at the Dow, I think he might say . . .why are they complaining?”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on March 31st.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
The Coca-Cola Company (NYSE:KO)
Number of Hedge Fund Holders In Q4 2024: 81
The Coca-Cola Company (NYSE:KO) is one of the biggest carbonated beverage companies in the world. Its shares are up by 18% year-to-date as they have benefited from the stock’s defensive nature in a market that has been roiled by recessionary concerns. The Coca-Cola Company (NYSE:KO)’s defensive nature was evident as its shares rose by 3% the day President Trump announced his tariffs. The shares gained despite the fact that the flagship S&P lost 4% during the day. Ahead of the tariff announcement, Cramer advised viewers against shorting The Coca-Cola Company (NYSE:KO):
“In terms of shorting, like if you wanna short, do you short Coca-Cola? No, cause Coca-Cola in 2000, after the NASDAQ broke, was really a terrific stock to own.”
“Look at that April 14th to April 17th 2000 period when we had this dramatic switch. Which was rather incredible, which was the fastest I’ve seen where Coca-Cola went from being a loser to a winner. I think we’re there. Coca-Cola’s having a good quarter.”
Overall, KO ranks 7th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of KO, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than KO but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
