The Coca-Cola Company Strategic Asset Allocation Index
The Coca-Cola Company strategic asset allocation index. The Coca-Cola Company (KO) has a Strategic Asset Allocation Index of 54.2% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $20.78 Billion) total $20.78 Billion, measured against net assets of $38.31 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check KO goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of The Coca-Cola Company (2000–2025)
Strategic asset allocation index of The Coca-Cola Company from 2000 to 2025. This chart shows how The Coca-Cola Company's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 54.2%, representing strategic assets of $20.78 Billion against net assets of $38.31 Billion USD.
The Coca-Cola Company Strategic Asset Allocation Index by Year (2000–2025)
The Coca-Cola Company strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for The Coca-Cola Company from 2000 to 2025, covering 26 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. For live market cap and overall valuation, see KO market cap overview.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 87.1% | $29.85 Billion | $9.61 Billion | $20.23 Billion | $34.27 Billion | ▼ -25.1 pp |
| 2024 | 112.1% | $29.57 Billion | $11.48 Billion | $18.09 Billion | $26.37 Billion | ▲ +1.7 pp |
| 2023 | 110.5% | $30.35 Billion | $10.56 Billion | $19.79 Billion | $27.48 Billion | ▼ -0.3 pp |
| 2022 | 110.8% | $28.61 Billion | $9.84 Billion | $18.77 Billion | $25.83 Billion | ▼ -3.2 pp |
| 2021 | 114.0% | $28.34 Billion | $9.92 Billion | $18.42 Billion | $24.86 Billion | ▼ -27.2 pp |
| 2020 | 141.2% | $30.05 Billion | $10.78 Billion | $19.27 Billion | $21.28 Billion | ▼ -0.4 pp |
| 2019 | 141.5% | $29.86 Billion | $10.84 Billion | $19.02 Billion | $21.10 Billion | ▼ -3.5 pp |
| 2018 | 145.0% | $27.64 Billion | $8.23 Billion | $19.41 Billion | $19.06 Billion | ▼ -8.1 pp |
| 2017 | 153.1% | $29.06 Billion | $8.20 Billion | $20.86 Billion | $18.98 Billion | ▲ +37.3 pp |
| 2016 | 115.8% | $26.89 Billion | $10.63 Billion | $16.26 Billion | $23.22 Billion | ▲ +19.2 pp |
| 2015 | 96.6% | $24.89 Billion | $12.57 Billion | $12.32 Billion | $25.76 Billion | ▲ +16.2 pp |
| 2014 | 80.4% | $24.58 Billion | $14.63 Billion | $9.95 Billion | $30.56 Billion | ▲ +4.6 pp |
| 2013 | 75.8% | $25.36 Billion | $14.97 Billion | $10.39 Billion | $33.44 Billion | ▲ +4.4 pp |
| 2012 | 71.4% | $23.69 Billion | $14.48 Billion | $9.22 Billion | $33.17 Billion | ▲ +2.0 pp |
| 2011 | 69.5% | $22.17 Billion | $14.94 Billion | $7.23 Billion | $31.92 Billion | ▲ +0.2 pp |
| 2010 | 69.2% | $21.68 Billion | $14.73 Billion | $6.95 Billion | $31.32 Billion | ▲ +4.9 pp |
| 2009 | 64.4% | $16.32 Billion | $9.56 Billion | $6.75 Billion | $25.35 Billion | ▲ +23.7 pp |
| 2008 | 40.7% | $8.33 Billion | $8.33 Billion | $- | $20.47 Billion | ▲ +1.6 pp |
| 2007 | 39.1% | $8.49 Billion | $8.49 Billion | $- | $21.74 Billion | ▼ -1.7 pp |
| 2006 | 40.8% | $6.90 Billion | $6.90 Billion | $- | $16.92 Billion | ▲ +5.4 pp |
| 2005 | 35.4% | $5.79 Billion | $5.79 Billion | $- | $16.36 Billion | ▼ -2.8 pp |
| 2004 | 38.2% | $6.09 Billion | $6.09 Billion | $- | $15.94 Billion | ▼ -5.0 pp |
| 2003 | 43.3% | $6.10 Billion | $6.10 Billion | $- | $14.09 Billion | ▼ -6.8 pp |
| 2002 | 50.1% | $5.91 Billion | $5.91 Billion | $- | $11.80 Billion | ▲ +10.9 pp |
| 2001 | 39.2% | $4.45 Billion | $4.45 Billion | $- | $11.37 Billion | ▼ -5.6 pp |
| 2000 | 44.7% | $4.17 Billion | $4.17 Billion | $- | $9.32 Billion | — |