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 | +15.27% | +10.70% | +4.57% |
| YTD | +24.20% | +12.89% | +11.32% |
| 12 Months | +25.75% | +22.58% | +3.17% |
| 3 Years | +43.02% | +72.29% | −29.26% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2025 | +12.71% |
| #2 | Feb 2026 | +8.73% |
| #3 | Aug 2024 | +8.16% |
| #4 | Jul 2026 | +7.21% |
| #5 | Jan 2026 | +7.10% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2024 | −9.42% |
| #2 | Sep 2023 | −6.70% |
| #3 | Mar 2026 | −6.40% |
| #4 | Jul 2025 | −4.37% |
| #5 | Sep 2025 | −3.83% |
| Quarter | Return |
|---|---|
| Q2 2025 | −0.45% |
| Q3 2025 | −7.51% |
| Q4 2025 | +6.02% |
| Q1 2026 | +9.00% |
| Q2 2026 | +6.60% |
| Q3 2026 (QTD) | +8.51% |
| Year | Return |
|---|---|
| 2023 | −7.85% |
| 2024 | +4.72% |
| 2025 | +14.23% |
| 2026 | +26.09% |
| Metric | Value |
|---|---|
| 52-Week High | $90.92 (2026-07-29) |
| 52-Week Low | $65.35 (2025-09-29) |
| Current Price | $86.83 |
| 200-Day Moving Average | $76.28 |
| Price vs 200DMA | +13.83% |
| 3-Year Maximum Drawdown | −16.71% (2025-01-06) |
| Current Drawdown from 52W High | −4.50% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 83.1 |
| 3-Year Excess Return vs S&P 500 | −29.26% |
| RS Peak | 104.3 (Apr 2025) |
| RS Trough | 72.1 (Jan 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was KO's return for this report period?
KO returned −0.87% in the latest monthly window ending 2026-08-05.
Has KO outperformed SPY year to date?
YTD KO: +24.20% vs SPY: +12.89%.
What is KO's 12-month return?
+25.75% over the trailing 12 months.
Is KO above or below its 200-day moving average?
Price is +13.83% versus 200DMA ($76.28).
What is the maximum drawdown in the 3-year window?
−16.71% on 2025-01-06.