Which New Zealand managed funds hold Coca-Cola?

40 New Zealand managed funds hold Coca-Cola as a direct holding, across 8 fund managers. Weights range from 0.000% to 0.870% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Coca-Cola indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in Coca-Cola?

Kernel S&P Global 100 Fund has the largest direct holding at 0.870% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Coca-Cola?

40 funds hold Coca-Cola directly, across 8 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Coca-Cola indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Kernel S&P Global 100 Fund	Kernel	0.870%
Kernel S&P Global 100 (NZD Hedged) Fund	Kernel	0.870%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.530%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.530%
Simplicity Hedged Global Share Fund	Simplicity	0.430%
Simplicity Unhedged Global Share Fund	Simplicity	0.430%
Mercer All Country Global Shares Index Fund	Mercer	0.350%
Kernel High Growth Fund	Kernel	0.350%
Mercer Core Global Shares Fund	Mercer	0.340%
Mercer Core Hedged Global Shares Fund	Mercer	0.340%
Mercer Responsible Global Shares Fund	Mercer	0.330%
Mercer Global Shares Fund	Mercer	0.320%
Simplicity High Growth Investment Fund	Simplicity	0.310%
Simplicity Growth Investment Fund	Simplicity	0.250%
ACI Growth Fund	AACI	0.200%
Simplicity Balanced Investment Fund	Simplicity	0.190%
Kernel Balanced Fund	Kernel	0.190%
Booster Wealth Geared Growth Fund	Booster	0.170%
Booster Shielded Growth Fund	Booster	0.160%
Mercer Responsible Balanced Fund	Mercer	0.150%
Booster Socially Responsible High Growth Fund	Booster	0.150%
Booster Wealth High Growth Fund	Booster	0.140%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.130%
Booster Socially Responsible Growth Fund	Booster	0.120%
Booster Wealth Growth Fund	Booster	0.110%
Booster Socially Responsible Balanced Fund	Booster	0.090%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.090%
Booster Wealth Balanced Fund	Booster	0.080%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.080%
Harbour Balanced Growth Fund	Harbour	0.070%
ACI Conservative Fund	AACI	0.060%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.060%
Simplicity Conservative Investment Fund	Simplicity	0.060%
Booster Wealth Moderate Fund	Booster	0.050%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.050%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.040%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.020%
Generate Focused Growth Managed Fund	GGenerate	0.010%
Harbour T. Rowe Price Global Equity Fund	Harbour	0.000%
Harbour T. Rowe Price Global Equity Fund (Hedged)	Harbour	0.000%

Funds holding Coca-Cola usually also hold

Companies that appear alongside Coca-Cola in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 8 spellings were treated as Coca-Cola — shown so you can check the grouping rather than take it on trust.

COCA COLA CO USD
COCA-COLA
Coca Cola Co Usd
Coca-Cola
Coca-Cola Co
Coca-Cola Co/The
The Coca Cola Company
The Coca-Cola Co

← All holdings