KO260618C80000.US

This is my US defensive growth and dividvents stocks that i am holding. Feel free to comment on my holdings.

Inspired by Warren Buffet’s portfolio, I’ve decided to build a position in JNJ, another one of his “dividend kings”. Just like KO, so far its not looking too good though :/

Last night was a good one for KO, after a rather disappointing period. Hopefully this rally can continue because of the World Cup. Fingers crossed!

KO has been on the downtrend for a few days. It remains one of my favorite stocks though - here’s hoping that tonight’s market is kinder to KO!

This is my humble U.S. stock holdings, mainly made up of defensive income stocks. I know my portfolio is still very much a newbie’s collection, but I’m learning as I go. I’d really appreciate any advice, comments, or suggestions on how I can improve my holdings and build a stronger portfolio over time.

Week 5 - shifted my fund from Nvidia to Microsoft and Tesla. Feeling like I a bit over weighted on tech stock and now wight more on traditional business like McDonald and Coca Cola which are my kid favourite.

$Coca Cola(KO.US) is forming a weekly base. I wonder why Coca-Cola out of all the names with this look. Do they drink Coke at Data centers? If $Caterpillar(CAT.US) is a DC play, then $Coca Cola(KO.US) and $Starbucks(SBUX.US) should be as well.

KO 1Q26 First Take: As the first quarterly print under new CEO Henrique Braun, results were solid. Revenue and EPS beat estimates.

1) Organic revenue grew 10% in Q1. By driver, concentrate sales volume rose 8% YoY, while price/mix was up 2%. The quarter had six more selling days vs. last year, adding ~500bps to concentrate volume, but underlying sell-through remained very strong even ex-calendar.

North America, the home market, was the standout. With last year's drag from a boycott among Hispanic consumers behind it, unit case volume rose 4% YoY vs. -3% a year ago. High-frequency scanner data indicate share gains across nearly all categories.

By category, zero-sugar within CSDs continued to grow at double digits (+13%). Among other categories, tea led (+8% YoY), reflecting consumers' shift toward healthier, functional options beyond CSDs.

GPM expanded 40bps to a record 63%, driven by mix shift toward higher-margin, health-oriented SKUs such as zero-sugar, Fairlife ultrafiltered milk, and premium sparkling water. Leveraging AI to boost efficiency in ad spend, supply chain, channel pricing, and customer ops, the opex ratio fell 130bps to 27.8%. Core OPM improved 90bps to 33.8%.

Guidance: the company maintained organic revenue growth of 4–5%, but raised comparable EPS growth from +7–8% to +8–9%, mainly as FX flipped from a headwind to a ~300bps tailwind. For more details, stay tuned for Dolphin Research's detailed take and call. $Coca Cola(KO.US)

$Coca Cola(KO.US) | Coca-Cola Company, Q1-2026 Earning Report

$Coca Cola(KO.US) Double Beat for the Buffett favorite 🏛️

Maiwei is definitely something to look at. China in recent years have boosted their biotech industry to try lots of new experimental cure. Even foreign companies are collaborating with their local biotech firms in an unprecedented new revolution!

With the strait of Harmuz still close, it is evident that oil will remain elevated. I say keep up the oil position to hedge any downside risk. Anything can go south from such lofty valuation.

Back and forth posturing again between US and Iran. It has been going on for a while and yet the market behaves like it’s new!

Try on the recurring investment feature here to invest in a new stock in my portfolio. Hope the DCA effect could help me reduce my risk in this volatile market.

Singapore confirms that imported inflation is having an impact: March overall CPI +1.8% (previous 1.2%), core CPI +1.7% (highest since November 2024), mainly driven by transportation costs +6.0%.

As a major crude oil processing and refining hub, Singapore is inevitably affected by any ripple effects. Imported inflation is inevitable, but as long as it's not stagflation, it can be resolved.

It all depends on how the stock market moves today.

Hoping that today's defensive stocks $Berkshire Hathaway B(BRK.B.US)$Coca Cola(KO.US) can have some effect.

Let's respond flexibly. 🤔