KO is now one of GQG’s top holdings after its portfolio changes. The defensive nature of its move is easy to see – people drink coke. We have been discussing the timing of similar moves, although we may take a different path to GQG.
- We can see KO make new all-time highs in the coming 1-2 years, but gains are unlikely to be exciting.
MM is mildly bullish on KO US
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