Prime 4 Mutual Fund Holders of Coca-Cola


Coca-Cola (KO) soda started in 1886 when Atlanta pharmacist Dr. John S. Pemberton created the now-famous delicate drink, which was offered within the soda fountain of a pharmacy. The distinctive drink had average success, averaging 9 servings per day. Previous to his dying, he offered the vast majority of his stake to Asa Candler, an Atlanta businessman, who included The Coca-Cola Firm (KO) in 1892.

Candler expanded distribution to soda fountains all around the nation. As demand for the soda grew, Joseph Biedenharn put in bottling equipment behind his pharmacy in Mississippi, turning into the primary to bottle Coca-Cola.

Coca-Cola has grown to change into one in all the world’s largest beverage corporations with 200 manufacturers provided in additional than 200 nations. In 2020, Coca-Cola introduced in $33 billion in income versus $37.3 billion in 2019.The next are the highest 4 largest mutual fund holders of Coca-Cola.

Key Takeaways

  • Coca-Cola has a storied historical past, with the delicate drink being created in 1886.
  • In 1892, The Coca-Cola Firm (KO) was based.
  • Immediately, Coca-Cola is one in all the world’s largest beverage corporations with 200 manufacturers provided in additional than 200 nations.
  • The highest 4 mutual fund holders of Coca-Cola as of Could 14, 2021, embrace the Vanguard Whole Inventory Market Index Fund Admiral Shares (VTSAX), the Vanguard 500 Index Fund Admiral Shares (VFIAX), the SPDR S&P 500 ETF (SPY), and the Constancy 500 Index Fund (FXAIX).

1. The Vanguard Whole Inventory Market Index Fund Admiral Shares (VTSAX)

The most important mutual fund holder, the Vanguard Whole Inventory Market Index Fund Admiral Shares (VTSAX), owns greater than 109 million shares of Coca-Cola with a market worth of $5.90 billion as of April 30, 2021.

Vanguard’s VTSAX is designed to supply broad publicity to the full U.S. inventory market by together with small-cap, mid-cap, and large-cap development, and worth shares. The VTSAX had roughly $1.2 trillion in belongings underneath administration, an expense ratio of 0.04%, and a 10-year annualized return of 14.02% as of April 30, 2021. The minimal funding requirement is $3,000.

Nonetheless, for many who cannot meet the $3,000 preliminary funding, Vanguard additionally provides an exchange traded fund (ETF) known as the Vanguard Whole Inventory Market ETF (VTI). The ETF model is much like the VTSAX and prices the worth of 1 share.

2. The Vanguard 500 Index Fund Admiral Shares (VFIAX)

The second-largest mutual fund holder, the Vanguard 500 Index Fund Admiral Shares (VFIAX), owns 79.80 million shares of Coca-Cola with a market worth of $4.30 billion as of April 30, 2021.

Vanguard’s VFIAX is designed to supply publicity to 500 of the biggest corporations within the U.S. inventory market throughout varied industries. The VFIAX had roughly $732 billion in belongings underneath administration, an expense ratio of 0.04%, and a 10-year annualized return of 14.14% as of April 30, 2021. The minimal funding requirement is $3,000.

For individuals who cannot meet the $3,000 preliminary funding, Vanguard additionally provides an exchange traded fund (ETF) known as the Vanguard S&P 500 ETF (VOO). The ETF model is much like the VFIAX and prices the worth of 1 share.

3. The SPDR S&P 500 ETF (SPY)

The SPDR S&P 500 ETF (SPY) by State Road International Advisors represents the third-largest fund proprietor of Coca-Cola with its 39.80 million shares as of Could 13, 2021. The SPY has $358.4 billion in belongings underneath administration and an expense ratio of .0945%.

The fund tracks the S&P 500 index following a passively managed, full-replication strategy invested in 505 shares. The fund has a five-year annualized return of 17.25% as of April 30, 2021.

4. The Constancy 500 Index Fund (FXAIX)

The Constancy 500 Index Fund (FXAIX) has $328 billion in belongings underneath administration and tracks the S&P 500 Index following a passively managed, full-replication strategy. The FXAIX owns roughly 36.5 million shares of Coca-Cola representing almost $1.90 billion in market worth as of March 31, 2021. Constancy’s FXAIX has an expense ratio of .015%, no funding minimal, and a five-year annualized return of 14.41% as of April 30, 2021.



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