Coca-Cola Consolidated Inc. (COKE) — Strategic Asset Allocation Index
Coca-Cola Consolidated Inc. (COKE) has a Strategic Asset Allocation Index of 87.5% as of September 2023. Strategic assets (PP&E of $1.33 Billion plus long-term investments of $-) total $1.33 Billion, measured against net assets of $1.52 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Coca-Cola Consolidated Inc. to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Coca-Cola Consolidated Inc. Strategic Asset Allocation Index (2000–2022)
This chart shows how Coca-Cola Consolidated Inc.'s Strategic Asset Allocation Index has evolved across 23 annual periods from 2000 to 2022. As of September 2023, the index stands at 87.5%, representing strategic assets of $1.33 Billion against net assets of $1.52 Billion USD. For live market cap and overall valuation, see COKE stock market capitalisation.
Annual Strategic Asset Allocation Index for Coca-Cola Consolidated Inc. (2000–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Coca-Cola Consolidated Inc. from 2000 to 2022, covering 23 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Coca-Cola Consolidated Inc. shareholders equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 106.1% | $1.18 Billion | $1.18 Billion | $- | $1.12 Billion | ▼ -67.3 pp |
| 2021 | 173.5% | $1.23 Billion | $1.23 Billion | $- | $711.79 Million | ▼ -25.9 pp |
| 2020 | 199.4% | $1.02 Billion | $1.02 Billion | $- | $512.99 Million | ▼ -31.0 pp |
| 2019 | 230.4% | $1.04 Billion | $997.40 Million | $41.90 Million | $451.12 Million | ▼ -1.2 pp |
| 2018 | 231.6% | $1.05 Billion | $1.01 Billion | $39.80 Million | $455.17 Million | ▼ -1.3 pp |
| 2017 | 232.8% | $1.07 Billion | $1.06 Billion | $7.33 Million | $458.91 Million | ▼ -0.3 pp |
| 2016 | 233.2% | $846.54 Million | $846.54 Million | $- | $363.02 Million | ▲ +57.7 pp |
| 2015 | 175.5% | $565.97 Million | $565.97 Million | $- | $322.43 Million | ▲ +12.2 pp |
| 2014 | 163.3% | $419.60 Million | $401.20 Million | $18.40 Million | $256.94 Million | ▲ +27.9 pp |
| 2013 | 135.4% | $351.98 Million | $351.98 Million | $- | $259.93 Million | ▼ -45.9 pp |
| 2012 | 181.3% | $361.62 Million | $361.62 Million | $- | $199.44 Million | ▼ -13.5 pp |
| 2011 | 194.8% | $372.59 Million | $372.59 Million | $- | $191.24 Million | ▼ -5.3 pp |
| 2010 | 200.1% | $369.00 Million | $369.00 Million | $- | $184.42 Million | ▼ -23.6 pp |
| 2009 | 223.7% | $378.25 Million | $378.25 Million | $- | $169.09 Million | ▼ -95.9 pp |
| 2008 | 319.5% | $404.89 Million | $404.89 Million | $- | $126.71 Million | ▲ +63.9 pp |
| 2007 | 255.6% | $430.79 Million | $430.79 Million | $- | $168.51 Million | ▼ -69.0 pp |
| 2006 | 324.6% | $454.31 Million | $454.31 Million | $- | $139.96 Million | ▼ -67.6 pp |
| 2005 | 392.2% | $462.44 Million | $462.44 Million | $- | $117.92 Million | ▼ -88.5 pp |
| 2004 | 480.7% | $495.71 Million | $495.71 Million | $- | $103.13 Million | ▼ -80.1 pp |
| 2003 | 560.8% | $489.82 Million | $489.82 Million | $- | $87.34 Million | ▲ +30.3 pp |
| 2002 | 530.5% | $511.46 Million | $511.46 Million | $- | $96.41 Million | ▼ -2178.3 pp |
| 2001 | 2708.8% | $462.69 Million | $462.69 Million | $- | $17.08 Million | ▲ +1167.5 pp |
| 2000 | 1541.3% | $437.93 Million | $437.93 Million | $- | $28.41 Million | — |