Subject: Re: More cash gushing in
KO $12.5B in dividends and $32B in unrealized capital gains for $44.5B total
AXP $ 5.5B in dividends and $56B in unrealized capital gains for $61.5B total
Berk ownership in KO grew from about 7% to 9% of the company.
Berk ownership in AMX grew from about 10% to 21% of the company
Currently AMEX is throwing dividends of $497M to KO's %856M
KO has been raising its dividend by about 3% a year recently while AMEX has been growing its dividend by about 15% a year recently. Many expect AMEX to continue to raise their dividend by 15% going forward -- its dividend payout ratio is about 21% of earnings. (KO's payout ratio is about 66%)
Gemini suggest most people expect AMEX to throw ~ $1.15B in dividends in 2031, and slightly more than KO's projected $1.04B that year.
APPL CAGR blew them all away for a shorter period (10 years) of time.