Founded in 1886, Atlanta-headquartered Coca-Cola is the world's largest nonalcoholic beverage company, with a strong portfolio of 200 brands covering key categories including carbonated soft drinks, water, sports, energy, juice, and coffee. Together with bottlers and distribution partners, the company sells finished beverage products bearing Coca-Cola and licensed brands through retailers and food-service locations in more than 200 countries and regions globally. Coca-Cola generates around 60% of its total revenue overseas, with sizable contributions from emerging economies in Latin America and Asia-Pacific.
The chart shows the growth of an initial investment of $10,000 in Coca-Cola Company, comparing it to the performance of the S&P 500 index. All prices have been adjusted for splits and dividends.
Returns By Period
Coca-Cola Company (KO) has returned 9.84% so far this year and 15.84% over the past 12 months. Looking at the last ten years, KO has achieved an annualized return of 5.06%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
KO
1M-1.23%
6M15.39%
YTD9.84%
1Y15.84%
5Y7.54%
10Y5.06%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Coca-Cola Company (KO) with color gradation from worst to best to easily spot seasonal factors.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
7.10%
8.73%
-6.40%
0.75%
2025
1.81%
12.71%
1.96%
1.21%
0.14%
-1.77%
-4.37%
0.58%
-3.83%
3.60%
6.28%
-3.71%
2024
1.17%
0.76%
2.14%
0.96%
1.83%
1.50%
4.23%
8.16%
-0.80%
-9.42%
-2.12%
-2.79%
2023
-3.52%
-2.67%
4.90%
2.97%
-7.00%
0.47%
2.87%
-3.64%
-6.70%
1.04%
2.89%
1.13%
2022
3.72%
2.18%
-0.23%
3.66%
-2.91%
-0.80%
1.66%
-3.71%
-9.03%
6.19%
5.96%
2021
-11.28%
1.49%
6.61%
1.93%
1.88%
-2.22%
4.95%
-1.56%
-6.94%
6.80%
-6.99%
11.76%
2020
5.57%
-8.95%
-17.95%
8.03%
2.32%
-4.24%
5.14%
5.07%
0.12%
-2.79%
5.85%
5.18%
2019
2.54%
-6.48%
3.06%
4.41%
0.37%
3.58%
3.05%
4.28%
-0.98%
-0.18%
-2.25%
3.81%
2018
3.66%
-8.84%
0.77%
-0.53%
0.09%
1.76%
6.51%
-4.05%
3.57%
3.70%
5.42%
-5.05%
2017
0.17%
1.06%
1.02%
1.34%
5.38%
-1.32%
1.62%
-0.91%
-1.38%
2.06%
0.04%
0.17%
2016
-2.90%
0.07%
1.64%
-3.73%
-0.60%
-2.06%
0.21%
-4.83%
2.85%
Performance Indicators
The charts below present risk-adjusted performance metrics for Coca-Cola Company (KO) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of KO compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Coca-Cola Company volatility is 0.82%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses. Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Liabilities And Equity (USD)
104.82B
100.55B
97.70B
92.76B
94.35B
87.30B
86.38B
83.22B
87.90B
87.27B
90.09B
92.02B
90.06B
86.17B
79.97B
Equity Attributable To Parent (USD)
32.17B
24.86B
25.94B
24.11B
23.00B
19.30B
18.98B
16.98B
17.07B
23.06B
25.55B
30.32B
33.17B
32.79B
31.64B
Equity Attributable To Noncontrolling Interest (USD)
As recession risks increase with the Conference Board's Expectations Index falling below 80 points, defensive consumer staples stocks are outperforming growth sectors. The Vanguard Consumer Staples ETF (VDC) is highlighted as a hedge against economic downturns, with its low volatility (beta of 0.56) and dividend-paying holdings like Walmart, Costco, Procter & Gamble, Coca-Cola, and PepsiCo making up nearly 50% of the fund.
Investing.com•Stock Markets
AI Insight
Top holding in VDC with essential consumer goods and dividend aristocrat status, providing defensive characteristics.
With the S&P 500 down 6% this year due to Middle East conflict, the author recommends buying blue chip stocks Apple and Coca-Cola at discounted prices. Apple, down 8% despite strong fundamentals and 16% revenue growth, remains dominant in smartphones and PCs with growing AI capabilities. Coca-Cola, down 7.3% this month, offers an attractive 2.7% dividend yield as a Dividend King with 64 consecutive years of dividend increases.
The Motley Fool•James Hires
AI Insight
Stock down 7.3% creating attractive 2.7% dividend yield, well above historical lows. Company is a Dividend King with 64 years of consecutive dividend increases, maintains 50% global beverage market share, strong 27.4% net profit margin, and steady 2% revenue growth.
Recession odds for 2026 have risen to 28% according to prediction market Kalshi, up from below 20% in February due to poor economic data and geopolitical tensions. The article recommends two defensive ETFs—consumer staples and utilities—as hedges against potential economic downturns, as these sectors are more resilient during recessions.
The Motley Fool•Bram Berkowitz
AI Insight
Listed as a top holding in XLP consumer staples ETF. Mentioned as part of the defensive portfolio strategy but no specific sentiment expressed about the company itself.
The article compares Coca-Cola and Apple as long-term investment options favored by Warren Buffett. While both are exceptional compounding businesses with strong brand equity, Apple emerges as the superior choice due to its ecosystem lock-in, high-margin services business, and platform-based model that embeds the company deeper into users' lives compared to Coca-Cola's product-based brand affinity approach.
The Motley Fool•Geoffrey Seiler
AI Insight
Coca-Cola is recognized as a great long-term compounding business with unmatched brand equity, a capital-light business model, and a strong global distribution moat, though it is ultimately ranked below Apple as an investment choice.
The Schwab U.S. Dividend Equity ETF (SCHD) completed its annual reconstitution, significantly reducing energy stock exposure from 23.5% to 16.3% and elevating consumer staples to its top sector at 19.4%. The fund added Procter & Gamble and Marzetti, both Dividend Kings, joining existing holdings like Coca-Cola and PepsiCo. Consumer staples stocks are favored for their resilient dividend income and stability across economic cycles.
The Motley Fool•Matt Dilallo
AI Insight
Top 10 holding in SCHD with 4% allocation. Dividend King with 64 consecutive years of increases. Offers 2.8% dividend yield and represents a core consumer staples income holding.
The article compares Coca-Cola and PepsiCo as investment options. While both are Dividend Kings with strong business models, Coca-Cola's focused beverage strategy outperformed PepsiCo in 2025 with 5% organic sales growth versus PepsiCo's 1.7%. Coca-Cola offers a reasonably priced, industry-leading business with a 2.7% dividend yield, making it attractive for investors seeking strong performance. PepsiCo's diversification across beverages, snacks, and packaged foods limits growth but may appeal to those seeking turnaround opportunities.
The Motley Fool•Reuben Gregg Brewer
AI Insight
Coca-Cola is presented as the superior investment choice with stronger organic sales growth (5% vs 1.7%), better business performance, focused strategy execution, reasonable valuation relative to historical averages, and an above-market dividend yield of 2.7%.
Coca-Cola announced a $1 billion investment in South Africa through 2030, demonstrating confidence in the region's growth potential. The company plans to expand production capacity, strengthen distribution, and accelerate innovation. Technically, KO stock shows mixed momentum with neutral RSI and bearish MACD signals, trading near 52-week highs. The stock carries a Buy rating with an average price target of $82.81, with the next earnings report scheduled for April 28, 2026.
Benzinga•Lekha Gupta
AI Insight
The company announced a significant $1 billion investment in South Africa through 2030, signaling confidence in market growth and demonstrating commitment to expansion. The stock carries a Buy rating with a price target of $82.81, and shares are up 5.82% over the past 12 months, positioned near 52-week highs.
The article recommends two dividend stocks suitable for long-term buy-and-hold investors: Coca-Cola, a Dividend King with 64 years of uninterrupted dividend increases and a 2.71% yield, and Realty Income, a REIT with 669 consecutive monthly dividends and a 5.72% yield. Both companies offer steady, reliable income through dividend reinvestment over a 20-year horizon.
The Motley Fool•Justin Pope
AI Insight
Coca-Cola is praised as a Dividend King with 64 years of uninterrupted dividend increases, a dominant global business model with 2.2 billion daily servings, 32 billion-dollar brands, and multiple growth levers. The dividend is responsibly funded at 65% of earnings, making it suitable for long-term passive investors.
General Mills stock has crashed 36.7% over the past year, pushing its dividend yield to an attractive 6.6%. Despite near-term earnings headwinds from inflation and a forecasted 16-20% EPS decline in fiscal 2026, the author argues the stock is a compelling buy for income investors. The company's portfolio of health-focused brands like Cheerios Protein and Ghost protein products positions it well to adapt to consumer preferences, while the dividend remains sustainable based on free cash flow projections.
The Motley Fool•Daniel Foelber
AI Insight
Mentioned only as a comparison point for dividend yield (2.8%), with no analysis or investment recommendation provided.
Fidelity's FSTA ETF offers a lower expense ratio (0.08% vs 0.38%) and stronger 1-year and 5-year returns compared to iShares' IYK, though with slightly lower dividend yield. FSTA focuses heavily on consumer defensive stocks with 104 holdings, while IYK provides broader diversification with healthcare exposure but at higher cost. FSTA is recommended for cost-conscious investors seeking retail sector exposure, while IYK suits those wanting broader diversification and higher yields.
The Motley Fool•Robert Izquierdo
AI Insight
KO is mentioned as a top holding in IYK but is presented factually without specific sentiment commentary.