KO monthly performance report
View KO's monthly returns, drawdown, and seasonality trends — updated every month.
KO monthly report
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Key takeaways
- Coca-Cola Company (The) (KO) closed September 2026 at $88.25, down 0.47% for the month and +32.79% over the trailing 12 months.
- Year-to-date, KO is +26.23%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +11.81% versus its 200-day moving average ($78.93), a bullish technical signal.
- Over the past three years, KO has underperformed the S&P 500 by −20.32%, with a relative strength index reading of 88.2.
- Win rate over the trailing 39 months stands at 66.7% — 26 positive months versus 13 negative months.
Coca-Cola Company (The) ended September 2026 at $88.25, posting a monthly return of −0.47%. The S&P 500 returned −0.70% over the same window, leaving relative performance at +0.23%.
The current quarter stands at +8.59% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +11.81% versus the 200-day moving average ($78.93).
Year-to-date, KO is +26.23% against SPY +11.70%, a gap of +14.54%. The stock is currently −4.58% below its 52-week high, with maximum 3-year drawdown at −16.71%.
| Period | KO | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.22% | −0.12% | +0.34% |
| 1 Week | −0.05% | −0.34% | +0.29% |
| 1 Month | −0.47% | −0.70% | +0.23% |
| 3 Months | +9.93% | +2.80% | +7.13% |
| 6 Months | +14.11% | +13.85% | +0.26% |
| YTD | +26.23% | +11.70% | +14.54% |
| 12 Months | +32.79% | +15.01% | +17.77% |
| 3 Years | +51.37% | +71.69% | −20.32% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2025 | +12.18% |
| #2 | Feb 2026 | +9.02% |
| #3 | Aug 2024 | +8.59% |
| #4 | Jul 2026 | +7.78% |
| #5 | Jan 2026 | +7.01% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2024 | −9.11% |
| #2 | Mar 2026 | −6.76% |
| #3 | Sep 2023 | −6.43% |
| #4 | Dec 2025 | −4.39% |
| #5 | Jul 2025 | −4.04% |
| Quarter | Return |
|---|---|
| Q2 2025 | −1.21% |
| Q3 2025 | −6.26% |
| Q4 2025 | +5.41% |
| Q1 2026 | +8.78% |
| Q2 2026 | +6.86% |
| Q3 2026 (QTD) | +8.59% |
| Year | Return |
|---|---|
| 2023 | −7.36% |
| 2024 | +5.65% |
| 2025 | +12.29% |
| 2026 | +26.23% |
| Metric | Value |
|---|---|
| 52-Week High | $92.49 (2026-08-24) |
| 52-Week Low | $65.35 (2025-09-29) |
| Current Price | $88.25 |
| 200-Day Moving Average | $78.93 |
| Price vs 200DMA | +11.81% |
| 3-Year Maximum Drawdown | −16.71% (2025-01-06) |
| Current Drawdown from 52W High | −4.58% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 88.2 |
| 3-Year Excess Return vs S&P 500 | −20.32% |
| RS Peak | 107.8 (Apr 2025) |
| RS Trough | 74.5 (Jan 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was KO's return for this report period?
KO returned −0.47% in the latest monthly window ending 2026-09-18.
Has KO outperformed SPY year to date?
YTD KO: +26.23% vs SPY: +11.70%.
What is KO's 12-month return?
+32.79% over the trailing 12 months.
Is KO above or below its 200-day moving average?
Price is +11.81% versus 200DMA ($78.93).
What is the maximum drawdown in the 3-year window?
−16.71% on 2025-01-06.