Non-Current Assets
Equity securities
Coca-Cola Equity securities increased by 11.3% to $2.88B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 40.1%, from $2.06B to $2.88B. Over 5 years (FY 2020 to FY 2025), Equity securities shows relatively stable performance with a 1.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalHigher is better
VolatilityVolatile
First reportedQ4 2017
Last reportedQ1 2026Apr 30, 2026
How to read this metric
An increase reflects positive market performance of the underlying investments or additional capital deployment into equities.
Detailed definition
This represents the fair market value of the company's investment portfolio consisting of equity securities in other ent...
Peer comparison
Standard for companies with large corporate venture arms or significant treasury investment portfolios.
Metric ID:
ins_equity_securitiesHistorical Data
20 periods
| 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 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $2.59B | $2.88B |
| 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% | +6.1% | +11.3% |
| 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% | +27.3% | +40.1% |
Range$1.80B – $2.88B
CAGR+0.8%
Avg YoY Growth+0.2%
Median YoY Growth-0.5%
Current Streak5 quarters growth
Equity securities at Other Companies
Frequently Asked Questions
- What is Coca-Cola's equity securities?
- Coca-Cola (KO) reported equity securities of $2.88B in Q1 2026.
- How has Coca-Cola's equity securities changed year-over-year?
- Coca-Cola's equity securities increased by 40.1% year-over-year, from $2.06B to $2.88B.
- What is the long-term trend for Coca-Cola's equity securities?
- Over 5 years (2020 to 2025), Coca-Cola's equity securities has grown at a 1.7% compound annual growth rate (CAGR), from $2.37B to $2.59B.
- What does equity securities mean?
- The current market value of the company's stock investments in other businesses.