Current Assets

Marketable Equity Securities (FV-NI) - Cost Basis

Coca-Cola Marketable Equity Securities (FV-NI) - Cost Basis increased by 44.1% to $2.69B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 45.9%, from $1.84B to $2.69B. Over 5 years (FY 2020 to FY 2025), Marketable Equity Securities (FV-NI) - Cost Basis shows a downward trend with a -3.8% CAGR.

Analysis

StatementBalance Sheet Statement
SectionCurrent Assets
First reportedQ4 2017
Last reportedQ1 2026Apr 30, 2026
Metric ID: marketable_equity_securities_fv_ni_cost

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$1.73B$1.72B$1.69B$1.97B$1.92B$2.00B$1.02B$1.07B$1.18B$1.14B$1.18B$1.56B$1.62B$1.78B$1.77B$1.84B$2.04B$1.86B$1.87B$2.69B
QoQ Change—-0.9%-1.6%+17.0%-2.5%+4.1%-49.0%+4.7%+10.5%-3.4%+3.2%+32.4%+3.7%+10.2%-0.6%+3.9%+10.5%-8.9%+0.5%+44.1%
YoY Change————+11.2%+16.8%-39.4%-45.8%-38.6%-43.0%+15.4%+45.9%+37.0%+56.2%+50.4%+18.0%+25.8%+4.0%+5.2%+45.9%
Range$1.02B – $2.69B
CAGR+9.7%
Avg YoY Growth+10.3%
Median YoY Growth+16.1%
Current Streak2 quarters growth

Frequently Asked Questions

What is Coca-Cola's marketable equity securities (fv-ni) - cost basis?
Coca-Cola (KO) reported marketable equity securities (fv-ni) - cost basis of $2.69B in Q1 2026.
How has Coca-Cola's marketable equity securities (fv-ni) - cost basis changed year-over-year?
Coca-Cola's marketable equity securities (fv-ni) - cost basis increased by 45.9% year-over-year, from $1.84B to $2.69B.
What is the long-term trend for Coca-Cola's marketable equity securities (fv-ni) - cost basis?
Over 5 years (2020 to 2025), Coca-Cola's marketable equity securities (fv-ni) - cost basis has grown at a -3.8% compound annual growth rate (CAGR), from $2.26B to $1.87B.