KO
Guest preview — showing qualitative direction only.
KO Analysis Summary
The Coca-Cola Company (KO) operates in Layer 3: Infrastructure, in the Power Delivery sub-sector. With a $345.0B market cap and 42% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is neutral with none conviction, driven primarily by daily factors.
Learn more about our signal methodology. View Signal History →
Analysis as of May 26, 2026 20:02 UTC (daily run). Live data.
Data Trust
Quality grade C · Score 0.74 · Updated May 26, 2026 20:02 UTC (38.7h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is neutral with none conviction. Based on the latest daily run.
Primary driver appears to be daily factors for this ticker.
Latest Recommendation (Guest Preview)
Low bearish on The Coca-Cola Company (Infrastructure, 42% AI revenue). Signal: -0.15.
Why Not a Buy?
No signal data available for this ticker yet.
Supply Chain Position
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Portfolio Position
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Bottleneck Exposure (Guest Preview)
No active bottleneck exposure is currently flagged for this ticker.
Fundamentals & Characteristics
- Market Cap
- $345,011M (345.0B)
- Avg Daily Volume
- $1456.9M
- AI Revenue %
- 42%
- Liquid Options
- Yes
- Layer
- 3 — Infrastructure
- Sub-Sector
- Power Delivery
- Mega Cap
- Yes
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About KO
- Company: The Coca-Cola Company
- Supply Chain Position: Infrastructure (Layer 3 of 10)
- Market Cap: $345.0B
- AI Revenue: 42%
- Sub-sector: Power Delivery
- Tier: Midstream
- Supply Chain Partners: 0 companies
KO FAQ
What does The Coca-Cola Company do in AI?
The Coca-Cola Company (KO) operates in the Infrastructure layer of the AI supply chain, in the Power Delivery sub-sector.
Is KO a buy or sell?
Full signal analysis for KO is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is KO in?
KO is in Layer 3: Infrastructure. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is The Coca-Cola Company's AI revenue exposure?
The Coca-Cola Company derives approximately 42% of its revenue from AI-related activities. It has a market capitalization of $345.0B and sits in the midstream tier of the AI supply chain.
Who are KO's AI supply chain partners?
KO does not have mapped upstream or downstream supply chain relationships in the current AI ecosystem model.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention The Coca-Cola Company when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.