Equity

Unrealized Losses on Investments (Before Tax)

Coca-Cola Unrealized Losses on Investments (Before Tax) decreased by 14.0% to $74.00M in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 27.6%, from $58.00M to $74.00M. Over 3 years (FY 2021 to FY 2024), Unrealized Losses on Investments (Before Tax) shows a downward trend with a -3.7% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionEquity
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ3 2018
Last reportedQ4 2025

How to read this metric

An increase suggests declining market value of the firm's investment holdings, which may negatively impact book value and regulatory capital.

Detailed definition

This metric tracks the total unrealized losses on investment securities, primarily available-for-sale assets, before acc...

Peer comparison

Standard disclosure for financial institutions to show the impact of market volatility on investment portfolios.

Metric ID: unrealized_losses_on_investments

Historical Data

16 periods
 Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25
Value$132.00M$165.00M$158.00M$131.00M$61.00M$47.00M$44.00M$47.00M$28.00M$25.00M$58.00M$58.00M$118.00M$101.00M$86.00M$74.00M
QoQ Change+25.0%-4.2%-17.1%-53.4%-23.0%-6.4%+6.8%-40.4%-10.7%+132.0%+0.0%+103.4%-14.4%-14.9%-14.0%
YoY Change-53.8%-71.5%-72.2%-64.1%-54.1%-46.8%+31.8%+23.4%+321.4%+304.0%+48.3%+27.6%
Range$25.00M$165.00M
CAGR-14.3%
Avg YoY Growth+32.8%
Median YoY Growth-11.7%
Current Streak3 quarters decline

Frequently Asked Questions

What is Coca-Cola's unrealized losses on investments (before tax)?
Coca-Cola (KO) reported unrealized losses on investments (before tax) of $74.00M in Q3 2025.
How has Coca-Cola's unrealized losses on investments (before tax) changed year-over-year?
Coca-Cola's unrealized losses on investments (before tax) increased by 27.6% year-over-year, from $58.00M to $74.00M.
What is the long-term trend for Coca-Cola's unrealized losses on investments (before tax)?
Over 3 years (2021 to 2024), Coca-Cola's unrealized losses on investments (before tax) has grown at a -3.7% compound annual growth rate (CAGR), from $132.00M to $118.00M.
What does unrealized losses on investments (before tax) mean?
The total amount of loss on investments that the firm still holds and has not yet sold.

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