Coca-Cola Equity securities increased by 7.5% to $2.44B in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 16.6%, from $2.09B to $2.44B. Over 4 years (FY 2020 to FY 2024), Equity securities shows a downward trend with a -3.8% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Growth indicates successful stock selection or market rallies, while declines reflect market downturns or divestments.
The total market value of the company's ownership interests in publicly traded corporations. This portfolio is a primary...
Peer insurance firms often hold more fixed-income assets; a high concentration here signals a more aggressive, total-return investment philosophy.
ins_equity_securities| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $2.77B | $2.70B | $2.72B | $2.60B | $2.21B | $2.01B | $2.07B | $2.01B | $1.92B | $1.80B | $2.01B | $2.11B | $2.13B | $2.09B | $2.03B | $2.06B | $2.27B | $2.44B |
| QoQ Change | — | -2.6% | +0.8% | -4.7% | -15.0% | -8.8% | +2.9% | -3.0% | -4.2% | -6.5% | +11.5% | +5.0% | +1.3% | -1.9% | -2.9% | +1.1% | +10.5% | +7.5% |
| YoY Change | — | — | — | — | -20.4% | -25.5% | -24.0% | -22.6% | -12.8% | -10.6% | -3.1% | +4.9% | +10.9% | +16.4% | +1.4% | -2.4% | +6.4% | +16.6% |
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