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JTA vs KO: Dividend Comparison 2026

JTA yields 179.04% · KO yields 2.70%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JTA wins by $63.79M in total portfolio value
10 years
JTA
JTA
● Live price
179.04%
Share price
$11.53
Annual div
$20.64
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$63.83M
Annual income
$30,412,773.89
Full JTA calculator →
KO
The Coca-Cola Company
● Live price
2.70%
Share price
$76.27
Annual div
$2.06
5Y div CAGR
24.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.1K
Annual income
$4,303.79
Full KO calculator →

Portfolio growth — JTA vs KO

📍 JTA pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodJTAKO
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, JTA + KO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JTA pays
KO pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

JTA
Annual income on $10K today (after 15% tax)
$15,218.32/yr
After 10yr DRIP, annual income (after tax)
$25,850,857.81/yr
KO
Annual income on $10K today (after 15% tax)
$229.58/yr
After 10yr DRIP, annual income (after tax)
$3,658.22/yr
At 15% tax rate, JTA beats the other by $25,847,199.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JTA + KO for your $10,000?

JTA: 50%KO: 50%
100% KO50/50100% JTA
Portfolio after 10yr
$31.93M
Annual income
$15,208,538.84/yr
Blended yield
47.63%
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Analyst Conviction Gap

Where Wall Street is most bullish on KO right now

JTA
Analyst Ratings
1
Hold
Consensus: Hold
KO
Analyst Ratings
29
Buy
16
Hold
3
Sell
Consensus: Buy
Price Target
$84.88
+11.3% upside vs current
Range: $81.00 — $88.00
Altman Z
5.0
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JTA buys
0
KO buys
0
No recent congressional trades found for JTA or KO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJTAKO
Forward yield179.04%2.70%
Annual dividend / share$20.64$2.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%24.3%
Portfolio after 10y$63.83M$34.1K
Annual income after 10y$30,412,773.89$4,303.79
Total dividends collected$59.77M$15.5K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples
Analyst consensusHoldBuy

Year-by-year: JTA vs KO ($10,000, DRIP)

YearJTA PortfolioJTA Income/yrKO PortfolioKO Income/yrGap
1← crossover$28,604$17,903.90$10,846$335.73+$17.8KJTA
2$78,468$47,861.82$11,829$430.64+$66.6KJTA
3$206,669$122,707.96$12,988$555.50+$193.7KJTA
4$523,180$302,044.63$14,372$721.34+$508.8KJTA
5$1,274,404$714,601.41$16,049$944.01+$1.26MJTA
6$2,990,419$1,626,806.92$18,114$1,246.74+$2.97MJTA
7$6,767,357$3,567,608.16$20,702$1,664.24+$6.75MJTA
8$14,786,439$7,545,366.70$24,008$2,249.48+$14.76MJTA
9$31,229,305$15,407,815.72$28,317$3,085.19+$31.20MJTA
10$63,828,130$30,412,773.89$34,065$4,303.79+$63.79MJTA

JTA vs KO: Complete Analysis 2026

JTAStock

Nuveen Tax Advantaged Total Return Strategy Fund (the Fund) is a diversified, closed-end investment company. The Fund's investment objective is to achieve a high level of after-tax total return consisting primarily of tax-advantaged dividend income and capital appreciation. It invests a substantial majority of its assets in common and preferred stocks whose dividends qualify for reduced income tax treatment. It also invests a portion of its assets in senior loans to generate additional income and help mitigate the potential net asset value and income volatility of the Fund's leverage structure due to changes in long-term and short-term interest rates. It invests at least 60% of its managed assets in dividend-paying common stocks. It also invests 15% to 25% in senior loans and other debt instruments, as well as 5% to 15% in preferred stocks that are eligible to pay tax-advantaged dividends. The Fund's investment advisor is Nuveen Fund Advisors, LLC.

Full JTA Calculator →

KOConsumer Staples

The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company provides sparkling soft drinks, sparkling flavors; water, sports, coffee, and tea; juice, value-added dairy, and plant-based beverages; and other beverages. It also offers beverage concentrates and syrups, as well as fountain syrups to fountain retailers, such as restaurants and convenience stores. The company sells its products under the Coca-Cola, Diet Coke/Coca-Cola Light, Coca-Cola Zero Sugar, caffeine free Diet Coke, Cherry Coke, Fanta Orange, Fanta Zero Orange, Fanta Zero Sugar, Fanta Apple, Sprite, Sprite Zero Sugar, Simply Orange, Simply Apple, Simply Grapefruit, Fresca, Schweppes, Thums Up, Aquarius, Ayataka, BODYARMOR, Ciel, Costa, Dasani, dogadan, FUZE TEA, Georgia, glacéau smartwater, glacéau vitaminwater, Gold Peak, Ice Dew, I LOHAS, Powerade, Topo Chico, AdeS, Del Valle, fairlife, innocent, Minute Maid, and Minute Maid Pulpy brands. It operates through a network of independent bottling partners, distributors, wholesalers, and retailers, as well as through bottling and distribution operators. The company was founded in 1886 and is headquartered in Atlanta, Georgia.

Full KO Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.