KKR vs. COKE
KKR (KKR & Co. Inc.) and COKE (Coca-Cola Consolidated, Inc.) are both stocks. KKR operates in Asset Management (Financial Services), while COKE operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, KKR returned 24.52%/yr vs 31.81%/yr for COKE. At a 0.21 correlation, their price movements are largely independent.
Performance
KKR vs. COKE - Performance Comparison
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Returns By Period
In the year-to-date period, KKR achieves a -24.22% return, which is significantly lower than COKE's 22.93% return. Over the past 10 years, KKR has underperformed COKE with an annualized return of 24.52%, while COKE has yielded a comparatively higher 31.81% annualized return.
KKR
- 1D
- 0.99%
- 1M
- -0.75%
- YTD
- -24.22%
- 6M
- -29.28%
- 1Y
- -20.15%
- 3Y*
- 19.99%
- 5Y*
- 12.18%
- 10Y*
- 24.52%
COKE
- 1D
- 0.85%
- 1M
- 10.35%
- YTD
- 22.93%
- 6M
- 13.67%
- 1Y
- 74.22%
- 3Y*
- 43.83%
- 5Y*
- 35.39%
- 10Y*
- 31.81%
KKR vs. COKE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | -24.22% | -13.32% | 79.65% | 80.48% | -36.98% | 85.76% | 41.13% | 51.57% | -4.28% | 41.78% |
COKE Coca-Cola Consolidated, Inc. | 22.93% | 22.63% | 38.75% | 82.92% | -17.09% | 133.24% | -5.87% | 60.74% | -17.10% | 20.94% |
Correlation
The correlation between KKR and COKE is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Jul 15, 2010 | 0.21 |
The correlation between KKR and COKE shifts across timeframes, from -0.02 (1 year) to 0.21 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
KKR:
$91.83B
COKE:
$12.52B
KKR:
$3.10
COKE:
$7.14
KKR:
31.02
COKE:
26.33
KKR:
3.27
COKE:
0.54
KKR:
4.60
COKE:
2.03
KKR:
$19.99B
COKE:
$7.49B
KKR:
$8.35B
COKE:
$2.95B
KKR:
$9.97B
COKE:
$1.10B
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Return for Risk
KKR vs. COKE — Risk / Return Rank
KKR
COKE
KKR vs. COKE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KKR & Co. Inc. (KKR) and Coca-Cola Consolidated, Inc. (COKE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KKR | COKE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.70 | ||
| Sortino ratioReturn per unit of downside risk | -3.11 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.36 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.51 | 2.96 | -3.47 |
| Martin ratioReturn relative to average drawdown | -0.92 | 8.68 | -9.60 |
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Drawdowns
KKR vs. COKE - Drawdown Comparison
The maximum KKR drawdown since its inception was -53.10%, roughly equal to the maximum COKE drawdown of -54.32%. Use the drawdown chart below to compare losses from any high point for KKR and COKE.
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Drawdown Indicators
| KKR | COKE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.10% | -54.32% | +1.22% |
Max Drawdown (1Y)Largest decline over 1 year | -44.62% | -24.56% | -20.06% |
Max Drawdown (3Y)Largest decline over 3 years | -49.42% | -27.38% | -22.04% |
Max Drawdown (5Y)Largest decline over 5 years | -49.42% | -35.52% | -13.90% |
Max Drawdown (10Y)Largest decline over 10 years | -49.42% | -51.71% | +2.29% |
Current DrawdownCurrent decline from peak | -41.85% | -13.27% | -28.58% |
Average DrawdownAverage peak-to-trough decline | -16.22% | -18.88% | +2.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.65% | 8.36% | +16.29% |
Volatility
KKR vs. COKE - Volatility Comparison
KKR & Co. Inc. (KKR) and Coca-Cola Consolidated, Inc. (COKE) have volatilities of 9.89% and 10.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KKR | COKE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.89% | 10.16% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 29.26% | 29.90% | -0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.32% | 34.84% | +2.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.23% | 37.53% | +1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.62% | 37.18% | -0.56% |
Dividends
KKR vs. COKE - Dividend Comparison
KKR's dividend yield for the trailing twelve months is around 0.78%, more than COKE's 0.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COKE Coca-Cola Consolidated, Inc. | 0.53% | 0.65% | 1.59% | 0.54% | 0.20% | 0.16% | 0.38% | 0.35% | 0.56% | 0.46% | 0.56% | 0.55% |
KKR KKR & Co. Inc. | 0.78% | 0.57% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% |
Financials
KKR vs. COKE - Financials Comparison
This section allows you to compare key financial metrics between KKR & Co. Inc. and Coca-Cola Consolidated, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
KKR vs. COKE - Profitability Comparison
KKR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, KKR & Co. Inc. reported a gross profit of 3.98B and revenue of 4.00B. Therefore, the gross margin over that period was 99.5%.
COKE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Coca-Cola Consolidated, Inc. reported a gross profit of 727.08M and revenue of 1.85B. Therefore, the gross margin over that period was 39.4%.
KKR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, KKR & Co. Inc. reported an operating income of 205.35M and revenue of 4.00B, resulting in an operating margin of 5.1%.
COKE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Coca-Cola Consolidated, Inc. reported an operating income of 237.52M and revenue of 1.85B, resulting in an operating margin of 12.9%.
KKR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, KKR & Co. Inc. reported a net income of 405.23M and revenue of 4.00B, resulting in a net margin of 10.1%.
COKE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Coca-Cola Consolidated, Inc. reported a net income of 111.56M and revenue of 1.85B, resulting in a net margin of 6.0%.
Frequently Asked Questions
KKR and COKE have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
COKE has higher volatility (10.16%) compared to KKR (9.89%). In terms of maximum drawdown, KKR dropped -53.10% vs COKE's -54.32%.
COKE currently has the higher Sharpe Ratio (2.09 vs -0.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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