- Coca-Cola and Mondelez International have outperformed the S&P 500 in 2026, delivering 22% and 32% share price gains respectively while maintaining attractive dividend yields of 2.3% and 3.2%.
- Coca-Cola features 64 consecutive years of dividend increases, backed by strong global distribution, pricing power, and expanding operating margins reaching the low 30s.
- Mondelez provides a 3.2% forward yield supported by steady top-line growth, emerging-market expansion, and easing input costs that help normalize its payout ratio.
