Coca Cola Co
KO- 交易所
- NYSE
- 產業
- Beverages
- SEC CIK
- 0000021344
近 90 天,Coca Cola Co 內部人申報 0 筆公開市場買進、7 筆賣出;2026 年第 2 季末有 3,649 家機構在 13F 申報持有,市值合計 $2,631 億;波克夏、Maverick 資本等 6 位大師持有。
2021 年第 4 季 13F 持有人
Coca Cola Co 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,737
- 較 2021 年第 3 季 +295 家
- 持有股數
- 29.9 億
- 較 2021 年第 3 季 +4,717 萬 (+1.6%)
- 總市值
- $1,769 億
- 較 2021 年第 3 季 +$225.5 億 (+14.6%)
- 新進機構
- 386
- 另有 1,122 家加碼
- 清倉機構
- 91
- 另有 921 家減碼
另有 46 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 KO 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,649 | $2,631 億 |
| 2026 年第 1 季 | 3,584 | $2,419 億 |
| 2025 年第 4 季 | 3,484 | $2,226 億 |
| 2025 年第 3 季 | 3,288 | $2,058 億 |
| 2025 年第 2 季 | 3,368 | $2,231 億 |
| 2025 年第 1 季 | 3,375 | $2,251 億 |
| 2024 年第 4 季 | 3,289 | $1,935 億 |
| 2024 年第 3 季 | 3,146 | $2,232 億 |
| 2024 年第 2 季 | 3,043 | $1,963 億 |
| 2024 年第 1 季 | 2,989 | $1,864 億 |
| 2023 年第 4 季 | 3,000 | $1,786 億 |
| 2023 年第 3 季 | 2,836 | $1,694 億 |
| 2023 年第 2 季 | 2,889 | $1,829 億 |
| 2023 年第 1 季 | 2,882 | $1,879 億 |
| 2022 年第 4 季 | 2,885 | $1,934 億 |
| 2022 年第 3 季 | 2,743 | $1,697 億 |
| 2022 年第 2 季 | 2,780 | $1,898 億 |
| 2022 年第 1 季 | 2,769 | $1,859 億 |
| 2021 年第 4 季 | 2,737 | $1,769 億 |
| 2021 年第 3 季 | 2,488 | $1,548 億 |
| 2021 年第 2 季 | 2,508 | $1,582 億 |
| 2021 年第 1 季 | 2,491 | $1,533 億 |
2021 年第 4 季持有機構
每家機構持有 Coca Cola Co 的股數、市值與佔組合比重;股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Magellan Asset Management Ltd | 9,044 | $53.5 萬 | 0.00% | +1,476+19.5% | 加碼 |
| Cowa, LLC | 9,051 | $53.6 萬 | 0.27% | +460+5.4% | 加碼 |
| Searle & Co. | 9,075 | $53.7 萬 | 0.20% | −33−0.4% | 減碼 |
| Hillman Capital Management, Inc. | 9,106 | $53.9 萬 | 0.19% | −1,077−10.6% | 減碼 |
| Gray Wealth Management Inc. | 9,111 | $53.9 萬 | 0.27% | +931+11.4% | 加碼 |
| Circle Wealth Management, LLC | 9,114 | $54.0 萬 | 0.07% | −890−8.9% | 減碼 |
| Triad Financial Advisors, Inc. | 9,130 | $54.1 萬 | 0.32% | +9,130 | 新進 |
| Sargent Investment Group, LLC | 9,172 | $54.3 萬 | 0.12% | +120+1.3% | 加碼 |
| Stockman Wealth Management, Inc. | 9,170 | $54.3 萬 | 0.11% | +381+4.3% | 加碼 |
| Buckley Wealth Management, LLC | 9,183 | $54.4 萬 | 0.16% | −399−4.2% | 減碼 |
| Cutter & CO Brokerage, Inc. | 9,215 | $54.6 萬 | 0.15% | 00.0% | 不變 |
| Holistic Financial Partners | 9,213 | $54.6 萬 | 0.32% | +204+2.3% | 加碼 |
| Sage Private Wealth Group, LLC | 9,234 | $54.6 萬 | 0.68% | +268+3.0% | 加碼 |
| SNS Financial Group, LLC | 9,248 | $54.8 萬 | 0.06% | −589−6.0% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 9,244 | $54.8 萬 | 0.44% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 9,260 | $54.8 萬 | 0.04% | +50+0.5% | 加碼 |
| Vigilant Capital Management, LLC | 9,260 | $54.8 萬 | 0.04% | +6,880+289.1% | 加碼 |
| Morris Financial Concepts, Inc. | 9,279 | $54.9 萬 | 0.46% | +9,279 | 新進 |
| Indie Asset Partners, LLC | 9,300 | $55.1 萬 | 0.40% | +100+1.1% | 加碼 |
| GPS Wealth Strategies Group, LLC | 9,310 | $55.1 萬 | 0.12% | +277+3.1% | 加碼 |
| Sadoff Investment Management LLC | 9,304 | $55.1 萬 | 0.03% | +844+10.0% | 加碼 |
| Aaron Wealth Advisors | 9,333 | $55.2 萬 | 0.15% | −547−5.5% | 減碼 |
| Journey Strategic Wealth LLC | 9,318 | $55.2 萬 | 0.06% | +9,318 | 新進 |
| RDA Financial Network | 9,338 | $55.3 萬 | 0.23% | +9,338 | 新進 |
| Ballast Advisors LLC | 9,374 | $55.5 萬 | 0.21% | +125+1.4% | 加碼 |
| KFA Private Wealth Group, LLC | 9,384 | $55.6 萬 | 0.28% | −148−1.6% | 減碼 |
| Orser Capital Management, LLC | 9,385 | $55.6 萬 | 0.29% | +2,500+36.3% | 加碼 |
| Kore Private Wealth LLC | 9,447 | $55.9 萬 | 0.07% | −11,288−54.4% | 減碼 |
| Prudent Man Advisors, LLC | 9,443 | $55.9 萬 | 0.21% | −1,578−14.3% | 減碼 |
| MSH Capital Advisors LLC | 9,471 | $56.1 萬 | 0.25% | +9,471 | 新進 |
| Townsend Asset Management Corp | 9,467 | $56.1 萬 | 0.27% | −52−0.5% | 減碼 |
| Plante Moran Financial Advisors, LLC | 9,500 | $56.3 萬 | 0.09% | −1,554−14.1% | 減碼 |
| Bordeaux Wealth Advisors LLC | 9,511 | $56.3 萬 | 0.26% | +11+0.1% | 加碼 |
| Angeles Investment Advisors, LLC | 9,501 | $56.3 萬 | 0.03% | +2,497+35.7% | 加碼 |
| Woodward Diversified Capital, LLC | 9,538 | $56.5 萬 | 0.33% | +888+10.3% | 加碼 |
| Van Cleef Asset Management,Inc | 9,560 | $56.6 萬 | 0.08% | −45−0.5% | 減碼 |
| Noesis Capital Mangement Corp | 9,573 | $56.7 萬 | 0.11% | −1,181−11.0% | 減碼 |
| Notis-McConarty Edward | 9,600 | $56.8 萬 | 0.19% | −100−1.0% | 減碼 |
| IFG Advisors, LLC | 9,598 | $56.8 萬 | 0.24% | +17+0.2% | 加碼 |
| Hedges Asset Management LLC | 9,600 | $56.8 萬 | 0.44% | +9,600 | 新進 |
| Kalos Management, Inc. | 10,219 | $56.9 萬 | 0.15% | +101+1.0% | 加碼 |
| Golden State Wealth Management, LLC | 9,639 | $57.1 萬 | 0.10% | +9,639 | 新進 |
| Elm Advisors, LLC | 9,676 | $57.3 萬 | 0.32% | −204−2.1% | 減碼 |
| Cross Staff Investments Inc | 9,715 | $57.5 萬 | 0.51% | +9,715 | 新進 |
| Gryphon Financial Partners LLC | 9,723 | $57.6 萬 | 0.11% | +399+4.3% | 加碼 |
| Accuvest Global Advisors | 9,734 | $57.6 萬 | 0.25% | +1,937+24.8% | 加碼 |
| Index Fund Advisors, Inc. | 9,723 | $57.6 萬 | 0.04% | +9,723 | 新進 |
| Accredited Investors Inc. | 9,739 | $57.7 萬 | 0.05% | +46+0.5% | 加碼 |
| Laraway Financial Inc | 9,750 | $57.7 萬 | 0.52% | +9,750 | 新進 |
| MJP Associates Inc | 9,740 | $57.8 萬 | 0.17% | +190+2.0% | 加碼 |
| Roman Butler Fullerton & Co | 9,804 | $58.0 萬 | 0.26% | +217+2.3% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 9,809 | $58.0 萬 | 0.14% | 00.0% | 不變 |
| Beacon Financial Advisory LLC | 9,791 | $58.0 萬 | 0.27% | +80+0.8% | 加碼 |
| HCR Wealth Advisors | 9,804 | $58.0 萬 | 0.09% | +415+4.4% | 加碼 |
| Magnus Financial Group LLC | 9,812 | $58.1 萬 | 0.11% | +340+3.6% | 加碼 |
| Nadler Financial Group, Inc. | 9,830 | $58.2 萬 | 0.09% | +201+2.1% | 加碼 |
| NEIRG Wealth Management, LLC | 9,844 | $58.3 萬 | 0.11% | +9,844 | 新進 |
| Silicon Hills Wealth Management, LLC | 9,873 | $58.5 萬 | 0.36% | −170−1.7% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 9,877 | $58.5 萬 | 0.08% | +118+1.2% | 加碼 |
| Maryland Capital Management | 9,888 | $58.5 萬 | 0.03% | +2,702+37.6% | 加碼 |
| Cornerstone Wealth Group, LLC | 9,891 | $58.6 萬 | 0.10% | +807+8.9% | 加碼 |
| Ssi Investment Management LLC | 9,932 | $58.7 萬 | 0.03% | −20−0.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 9,915 | $58.7 萬 | 0.05% | +2,847+40.3% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 9,932 | $58.8 萬 | 0.11% | +4,582+85.6% | 加碼 |
| Evermay Wealth Management LLC | 9,941 | $58.9 萬 | 0.11% | −460−4.4% | 減碼 |
| MEMBERS Trust Co | 9,952 | $58.9 萬 | 0.02% | 00.0% | 不變 |
| Northstar Asset Management LLC | 9,940 | $58.9 萬 | 0.14% | +160+1.6% | 加碼 |
| 9258 Wealth Management, LLC | 9,947 | $58.9 萬 | 0.14% | +502+5.3% | 加碼 |
| Robinson Value Management, Ltd. | 10,000 | $59.2 萬 | 0.49% | −1,200−10.7% | 減碼 |
| Willis Investment Counsel | 10,000 | $59.2 萬 | 0.03% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 10,000 | $59.2 萬 | 0.12% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 9,851 | $59.5 萬 | 0.22% | +1,035+11.7% | 加碼 |
| Linker Capital Management Inc. | 10,060 | $59.6 萬 | 0.57% | +10,060 | 新進 |
| Icon Wealth Partners, LLC | 10,101 | $59.8 萬 | 0.06% | −275−2.7% | 減碼 |
| River Wealth Advisors LLC | 10,113 | $59.9 萬 | 0.09% | +58+0.6% | 加碼 |
| Fiera Capital Corp | 10,131 | $60.0 萬 | 0.00% | −1,300−11.4% | 減碼 |
| WealthPLAN Partners, LLC | 9,841 | $60.0 萬 | 0.04% | −592−5.7% | 減碼 |
| Arvest Trust Co N A | 10,158 | $60.1 萬 | 0.03% | +10,158 | 新進 |
| Machina Capital S.A.S. | 10,200 | $60.4 萬 | 1.46% | −5,761−36.1% | 減碼 |
| FSB Premier Wealth Management, Inc. | 10,202 | $60.4 萬 | 0.25% | −1,220−10.7% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 10,202 | $60.4 萬 | 0.36% | +10,202 | 新進 |
| 55I, LLC | 10,230 | $60.5 萬 | 0.02% | −1,730−14.5% | 減碼 |
| Cubic Asset Management, LLC | 10,214 | $60.5 萬 | 0.14% | 00.0% | 不變 |
| Latitude Advisors, LLC | 10,212 | $60.5 萬 | 0.17% | +1,200+13.3% | 加碼 |
| Gilman Hill Asset Management, LLC | 10,237 | $60.6 萬 | 0.14% | +1,080+11.8% | 加碼 |
| Almanack Investment Partners, LLC. | 10,269 | $60.8 萬 | 0.05% | +30+0.3% | 加碼 |
| Oder Investment Management, LLC | 10,316 | $61.1 萬 | 0.86% | 00.0% | 不變 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 10,325 | $61.1 萬 | 0.11% | +1,879+22.2% | 加碼 |
| Vicus Capital | 9,883 | $61.2 萬 | 0.06% | +9,883 | 新進 |
| Wealthsimple Inc. | 10,361 | $61.3 萬 | 0.02% | +10,361 | 新進 |
| Enterprise Financial Services Corp | 10,376 | $61.4 萬 | 0.09% | −6,227−37.5% | 減碼 |
| Archer Investment Corp | 10,393 | $61.5 萬 | 0.21% | −220−2.1% | 減碼 |
| Hartford Financial Management Inc. | 10,411 | $61.6 萬 | 0.14% | −56−0.5% | 減碼 |
| Alan B. Lancz & Associates, Inc. | 10,456 | $61.9 萬 | 0.54% | +10,456 | 新進 |
| Merit Financial Group, LLC | 10,473 | $62.0 萬 | 0.06% | +26+0.2% | 加碼 |
| Reuter James Wealth Management, LLC | 10,495 | $62.1 萬 | 0.24% | +10,495 | 新進 |
| Capital Wealth Planning, LLC | 10,502 | $62.2 萬 | 0.01% | −1,919−15.4% | 減碼 |
| Meixler Investment Management, Ltd. | 10,519 | $62.3 萬 | 0.64% | +10,519 | 新進 |
| Highland Private Wealth Management | 10,540 | $62.4 萬 | 0.08% | +781+8.0% | 加碼 |
| Spinnaker Investment Group, LLC | 10,233 | $62.5 萬 | 0.22% | +10,233 | 新進 |