The Coca-Cola Company (KO) — 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. See The Coca-Cola Company net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
The Coca-Cola Company Strategic Asset Allocation Index (2000–2025)
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. For live market cap and overall valuation, see how much is The Coca-Cola Company worth.
Annual Strategic Asset Allocation Index for The Coca-Cola Company (2000–2025)
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. See The Coca-Cola Company shareholders equity for net asset value and shareholders' equity analysis.
| 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 | — |