Vanguard Group Inc ownership in co*kE / Coca-Cola Bottling Co. Consolidated - 13F, 13D, 13G Filings - Fintel.io (2024)

FAQs

How much co*ke does Vanguard own? ›

2023-02-09 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 555,587 shares of Coca-Cola Bottling Co. Consolidated (US:co*kE). This represents 6.64 percent ownership of the company.

The No. 1 shareholder of Coca-Cola is Berkshire Hathaway Inc. These four — Vanguard, Blackrock, State Street and Berkshire Hathaway — are the four largest investment firms on the planet.

PepsiCo Inc. Truist Financial Corp. Hewlett Packard Enterprise Co. CVS Health Corp.

Unlike other investment management companies, we don't have shareholders or a private ownership group. Vanguard is the only investment management company owned by its investors*—you and more than 30 million Vanguard investors worldwide. That keeps us consistently focused on investor needs first.

Vanguard isn't owned by shareholders. It's owned by the people who invest in our funds. Our owners have access to personalized financial advice, high-quality investments, retirement tools, and relevant market insights that help them build a future for those they love. That's the Value of Ownership.

Hedge funds don't have many shares in McDonald's. The company's largest shareholder is The Vanguard Group, Inc., with ownership of 9.2%.

The Coca‑Cola Company is a public company that trades its shares on the New York stock exchange - so we are 'owned' by our thousands of shareholders and investors around the world.

PepsiCo is not owned by hedge funds.

Vanguard Group Inc's top holdings are Apple Inc (US:AAPL) , Microsoft Corporation (US:MSFT) , Amazon.com, Inc. ( US:AMZN) , UnitedHealth Group Inc (US:UNH) , and Johnson & Johnson (US:JNJ) . Vanguard Group Inc's new positions include Dow Chemical Co. ( The) (US:DOW) , HCC Insurance Holdings, Inc. (

Who owns Vanguard agency? ›

Angard Staffing, established in 2011, is the dedicated recruitment partner for Royal Mail and is part of the Royal Mail Group.

BrokerChooser gave Vanguard a 4.5/5 rating based on analyzing 500+ criteria and testing via opening a live account. “I recommend Vanguard for long-term investors looking for great ETF and mutual fund selection.”

About Vanguard

As of 2022, Vanguard has more than $8 trillion in assets under management (AUM), second only to BlackRock, Inc ($9.5 trillion AUM). 4 Headquartered in Pennsylvania, Vanguard is the largest mutual funds issuer in the world and the second-largest issuer of exchange-traded funds (ETFs).

Vanguard is well-known for its pioneering work in creating and marketing index mutual funds and ETFs to investors. Indexing is a passive investment strategy that seeks to replicate, rather than beat, the performance of some benchmark index such as the S&P 500 or Nasdaq 100.

Expense ratios: Vanguard earns money from the expense ratios of its own mutual funds and EFTs. Expense ratios are the fees paid by investors for investing in the fund.

Vanguard still holds only about 7 percent of U.S. equities and has a group dedicated to corporate governance.

'Billionaire Stocks': Bill Gates, Berkshire Hathaway (BRK.B)

The natural stock pick held by the world's wealthiest person is Microsoft (NASDAQ:MSFT), the giant tech company Bill Gates co-founded with Paul Allen in 1975. Gates still owns almost 103 million shares of the company worth $15.4 billion.

The three top institutional shareholders are Vanguard Group Inc., BlackRock Inc., and State Street Corp.

Larry Fink is the founder, CEO and chairman of powerhouse investment management firm BlackRock, one of the world's largest asset managers. He and seven partners founded BlackRock in 1988. Originally it was part of The Blackstone Group. BlackRock was spun off from Blackstone in 1994 and went public in 1999.

Is Apple owned by Vanguard? ›

The top shareholders of Apple are Arthur Levinson, Tim Cook, Jeff Williams, Vanguard Group Inc., BlackRock Inc. (BLK), and Berkshire Hathaway Inc. (BRK.

Top 10 Owners of FedEx Corp

The Vanguard Group, Inc. PRIMECAP Management Co. SSgA Funds Management, Inc.

No, the Mormon church does not own the Coca-cola company. co*ke is a big company and, thus, too big to be owned by a single person or entity. Over 1,400 different groups and individuals own 64% of the shares of Coca-cola company.

The Coca-Cola Company is a publicly listed company, meaning there is not one sole owner, but rather the company is 'owned' by thousands of shareholders and investors around the world. However, the largest shareowner of the company is American businessman Warren Buffett.

Berkshire Hathaway is the largest shareholder of Coca-Cola, owning 9.2% of its shares. As of December 2022, the market value of Berkshire Hathaway's stake in Coca-Cola was $25.4 billion. Berkshire Hathaway owned 400 million shares in Coca-Cola and controlled 400 million shareholder votes as of December 2022.

BlackRock and Vanguard do not “own” all the biggest corporations in the world. They invest trillions of dollars into leading companies on behalf of their clients, who ultimately own the shares. This article was produced by the Reuters Fact Check team.

UPS is one of the largest global shipping and logistics companies in the world; as of January 2022, the company's market capitalization is $183.58 billion. Institutional investors make up over 70% of UPS stock ownership. The Vanguard Group Inc. owns over 64 million shares of UPS and has an 8.8% stake in the company.

Vanguard is paid by the funds to provide administration and other services. If Vanguard ever did go bankrupt, the funds would not be affected and would simply hire another firm to provide these services.

How many AMC shares does Vanguard have? ›

ETF.com Insight

AMC Entertainment Holdings, Inc. Class A is a company in the U.S. stock market and it is a holding in 56 U.S.-traded ETFs. AMC has around 27.5M shares in the U.S. ETF market. The largest ETF holder of AMC is the Vanguard Small-Cap Value ETF (VBR), with approximately 5.04M shares.

Mortimer (Tim) Buckley is chairman of the board and chief executive officer of Vanguard. Previously, he was Vanguard's chief investment officer, overseeing the company's internally managed stock, bond, and money market portfolios as well as its investment research and methodology.

Why Vanguard is Better. Jack Bogle founded Vanguard in 1975, and the company is client owned and operated at cost. This makes Vanguard unique from every other investment firm out there. Edward Jones on the other hand, is a privately owned company.

Of the 3 main asset classes, cash is the safest, followed by bonds and then stocks. Safer investments also have lower average returns.

Most Vanguard mutual funds have a $3,000 minimum, but you can invest in any Vanguard Target Retirement Fund or Vanguard STAR® Fund with as little as $1,000.

Vanguard is a trusted leader in low-cost investing due to low expense ratios on index and exchange-traded funds. Its founder, Jack Bogle, invented index funds. Its services are ideal for buy-and-hold and retirement investors looking to build wealth over the long term.

The median household in the study has over $1 million with Vanguard and those below the median have assets outside of Vanguard (i.e. real estate, non-Vanguard accounts, etc.) that make most of them millionaires as well.

Apple once again leads the charge as the most valuable company in the world, ahead of Microsoft and Saudi Aramco.

The Vanguard Group is ranked #20 in Banking and Financial Services Brands.

Vanguard is the king of low-cost investing, making it ideal for buy-and-hold investors and retirement savers. But beginner investors and active traders will find the broker falls short despite its $0 stock trading commission, due to the lack of a strong trading platform and accessible educational resources.

What is the average return on Vanguard funds? ›

Vanguard fund investments in stocks or bonds typically pay dividends or interest, which Vanguard distributes back to its shareholders in the form of dividends to meet its investment company tax status.

You can invest as much as you like – there's no upper investment limit. A General Account doesn't have the same tax benefits as a Stocks and Shares ISA. So although there's no limit to how much you can invest, you may pay income tax and capital gains tax on your returns. You pick which funds go in your General Account.

Minimum initial investment

$1,000 for Vanguard Target Retirement Funds and Vanguard STAR® Fund. $3,000 for most actively managed funds. Most Vanguard index funds no longer offer Investor Shares to new investors. For the few that do, most have $3,000 minimums.

Fidelity: 2023 Comparison. Vanguard and Fidelity are both retirement powerhouses, but Fidelity offers a more well-rounded platform that also caters to active traders. Arielle O'Shea leads the investing and taxes team at NerdWallet.

The Coca-Cola Company is a publicly listed company, meaning there is not one sole owner, but rather the company is 'owned' by thousands of shareholders and investors around the world. However, the largest shareowner of the company is American businessman Warren Buffett.

Fintel reports that BlackRock has filed a 13G/A form with the SEC disclosing ownership of 310.96MM shares of Coca Cola Co.

2023-02-10 - Bill & Melinda Gates Foundation Trust has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 6,228,804 shares of Coca-Cola Femsa SAB de CV (ADR) (US:KOF). This represents 11.9 percent ownership of the company.

Who owns more market share Pepsi or co*ke? ›

Which brand currently dominates the market share worldwide, co*ke or Pepsi? As of 2021, co*ke dominates the market share worldwide with a share of around 48%, while Pepsi has a share of approximately 20.5%.

If a fund holds shares of a company, then that fund and the fund's shareholders are owners of the company whose share is held. So, Vanguard doesn't own any companies; the fund's shareholders do.

The Vanguard Total Stock Market Index (VTSAX)

About 25% of the fund's assets are invested in technology stocks, with Apple holding the top position as of the end of April 2021. 1 The fund owns more than 431.2 million shares of Apple, amounting to 2.57% of the company's outstanding stock as of Q1 2021.

BlackRock was founded in 1988 by Larry Fink, Robert S. Kapito, Susan Wagner, Barbara Novick, Ben Golub, Hugh Frater, Ralph Schlosstein, and Keith Anderson to provide institutional clients with asset management services from a risk management perspective.