KO monthly performance report
Monthly KO research: returns, drawdown, relative strength, seasonality, and key stats.
KO monthly report
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Key takeaways
- Coca-Cola Company (The) (KO) closed August 2026 at $86.83, down 0.87% for the month and +25.75% over the trailing 12 months.
- Year-to-date, KO is +24.20%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +13.83% versus its 200-day moving average ($76.28), a bullish technical signal.
- Over the past three years, KO has underperformed the S&P 500 by −29.26%, with a relative strength index reading of 83.1.
- Win rate over the trailing 39 months stands at 69.2% — 27 positive months versus 12 negative months.
Coca-Cola Company (The) ended August 2026 at $86.83, posting a monthly return of −0.87%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −3.91%.
The current quarter stands at +8.51% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +13.83% versus the 200-day moving average ($76.28).
Year-to-date, KO is +24.20% against SPY +12.89%, a gap of +11.32%. The stock is currently −4.50% below its 52-week high, with maximum 3-year drawdown at −16.71%.
| Period | KO | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.31% | −0.20% | +0.51% |
| 1 Week | −1.63% | +3.90% | −5.54% |
| 1 Month | −0.87% | +3.05% | −3.91% |
| 3 Months | +10.25% | +7.11% | +3.13% |
| 6 Months |