The Coca-Cola Company (KO) Total Return:19.11%(TTM)
The total return cagr for The Coca-Cola Company (KO) is +19.11% over the latest trailing 12-month period. The comparable SPY value is +22.12%. Year-to-date total return is +20.58%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in KO
$76,966
(7.7x return)
Invested on Jun 10, 1996
Growth of $10,000 in SPY (S&P 500)
$181,640
(18.2x return)
Invested on Jun 10, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+20.6%
1-Year Total Return
+19.1%
Current Dividend Yield
2.46%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +15.7% | +19.1% | +3.4% |
| 3 Years | +11.4% | +14.8% | +3.4% |
| 5 Years | +8.4% | +11.7% | +3.3% |
| 10 Years | +6.2% | +9.6% | +3.4% |
| 15 Years | +6.5% | +9.8% | +3.3% |
| 20 Years | +7.0% | +10.3% | +3.3% |
About The Coca-Cola Company
The Coca-Cola Company, a prominent global entity in the beverage sector, is dedicated to the creation, marketing, and worldwide sale of a broad spectrum of non-alcoholic refreshments. Its extensive product range encompasses effervescent soft drinks, including various flavored options; still and sparkling waters; sports beverages, coffees, and teas; diverse fruit juices; fortified dairy drinks; and plant-based alternatives, among other liquid offerings. In addition to finished products, the company provides beverage concentrates and syrups, specifically supplying fountain syrups to food service establishments like restaurants and convenience stores. These products are offered under an expansive portfolio of globally recognized brands, such as Coca-Cola, Diet Coke, Fanta, Sprite, Simply, Fresca, Powerade, Dasani, and Minute Maid, to name just a few. The organization leverages a sophisticated distribution network, involving independent bottling partners, a variety of distributors, wholesalers, and retailers, complemented by its own bottling and distribution operations. Established in 1886, the enterprise's central operations are based in Atlanta, Georgia.
- Sector
- Consumer Defensive
- Industry
- Beverages - Non-Alcoholic
- CEO
- Henrique Braun