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Coca-Cola Company (The) KO

equity

Price History

$1.25$30.03$58.81$87.59
1985-01 · DCA start$1.25

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-54.0%-36.0%-18.0%0.0%
1985-012026-08 · -1.0%

Worst drawdown: −54%, peaking Jun 1998 and bottoming Nov 2004 — 197 months below the prior high before recovering.

DCA Backtest

Invested
$50,000
Value today
$390,572
Return
+681.1%
Months invested
500

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $90,910 today, so the real (inflation-adjusted) return is +329.6%.

Lump sum instead — $50,000 all at once in Jan 1985: $3,468,400 (+6836.8%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Jul 2026): $199 on $200 invested (-0.5%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1985-01: +681.1%

About Coca-Cola Company (The)

The Coca-Cola Company is an American multinational corporation founded in January 1892, headquartered in Atlanta, Georgia. It manufactures, sells and markets soft drinks including Coca-Cola, other non-alcoholic beverage concentrates and syrups, and alcoholic beverages. Its stock is listed on the New York Stock Exchange and is a component of the DJIA and the S&P 500 and S&P 100 indices. (Wikipedia)

It's a listed company categorised under consumer staples and soft drinks & non-alcoholic beverages, with a market cap of about $373.1B.

It rates Medium-Low Risk at 2.0/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: leverage / financial (2.5/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(2.0/5)80% rated

How these ratings work

Market / Volatility2.3/5 · weight 20%
  • Annualised volatility (3yr)2/515.7
  • Max drawdown from ATH3/554.0
  • Beta vs S&P 5002/50.55
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/51.5bn
  • Float % of shares outstandingnot yet researched
Leverage / Financial2.5/5 · weight 20%
  • Debt / equity3/51.0
  • Interest coverage (EBIT / interest)2/58.3
Earnings Quality2.0/5 · weight 15%
  • 3yr EPS volatility2/517.0
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.