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。
2022 年第 1 季 13F 持有人
Coca Cola Co 在 2022/3/31 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
- 2,769
- 較 2021 年第 4 季 +63 家
- 持有股數
- 30.0 億
- 較 2021 年第 4 季 +1,236 萬 (+0.4%)
- 總市值
- $1,859 億
- 較 2021 年第 4 季 +$90.9 億 (+5.1%)
- 新進機構
- 180
- 另有 1,086 家加碼
- 清倉機構
- 117
- 另有 1,066 家減碼
另有 31 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Alethea Capital Management, LLC | 6,500 | $40.3 萬 | 0.36% | 00.0% | 不變 |
| Wealth Dimensions Group, Ltd. | 6,497 | $40.3 萬 | 0.19% | +273+4.4% | 加碼 |
| Washington Trust Bank | 6,485 | $40.3 萬 | 0.05% | +629+10.7% | 加碼 |
| Toews Corp | 6,500 | $40.3 萬 | 0.07% | +6,500 | 新進 |
| Rede Wealth, LLC | 6,514 | $40.4 萬 | 0.19% | −90−1.4% | 減碼 |
| Buttonwood Financial Advisors Inc. | 6,524 | $40.4 萬 | 0.36% | +6,524 | 新進 |
| Granite Investment Partners, LLC | 6,529 | $40.5 萬 | 0.01% | 00.0% | 不變 |
| Oak Asset Management, LLC | 6,561 | $40.7 萬 | 0.16% | −109−1.6% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 6,589 | $40.8 萬 | 0.02% | −324−4.7% | 減碼 |
| BT Wealth Management LLC | 6,583 | $40.8 萬 | 0.11% | −161−2.4% | 減碼 |
| Ascent Wealth Partners, LLC | 6,583 | $40.8 萬 | 0.08% | −74−1.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 6,890 | $40.8 萬 | 0.02% | +300+4.6% | 加碼 |
| Klingman & Associates, LLC | 6,578 | $40.8 萬 | 0.03% | +2,263+52.4% | 加碼 |
| Financial Partners Capital Management LLC | 6,588 | $40.8 萬 | 0.08% | +38+0.6% | 加碼 |
| Fernwood Investment Management, LLC | 6,590 | $40.9 萬 | 0.14% | 00.0% | 不變 |
| Seven Springs Wealth Group, LLC | 6,594 | $40.9 萬 | 0.19% | 00.0% | 不變 |
| Cable Hill Partners, LLC | 6,600 | $40.9 萬 | 0.27% | +50+0.8% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 6,572 | $41.0 萬 | 0.11% | 00.0% | 不變 |
| KWMG, LLC | 6,615 | $41.0 萬 | 0.06% | +60+0.9% | 加碼 |
| Wayfinding Financial, LLC | 6,342 | $41.0 萬 | 0.34% | −4−0.1% | 減碼 |
| Pring Turner Capital Group Inc | 6,618 | $41.0 萬 | 0.32% | +1,028+18.4% | 加碼 |
| Lyell Wealth Management, LP | 6,590 | $41.1 萬 | 0.05% | −780−10.6% | 減碼 |
| Wealth Management Associates, Inc. | 6,644 | $41.2 萬 | 0.23% | +961+16.9% | 加碼 |
| Rocky Mountain Advisers, LLC | 6,642 | $41.2 萬 | 0.46% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 6,609 | $41.3 萬 | 0.04% | +934+16.5% | 加碼 |
| Beacon Financial Strategies CORP | 6,701 | $41.5 萬 | 0.36% | −38−0.6% | 減碼 |
| Clear Street Markets LLC | 6,703 | $41.6 萬 | 0.12% | +203+3.1% | 加碼 |
| Alta Wealth Advisors LLC | 6,723 | $41.7 萬 | 0.25% | −785−10.5% | 減碼 |
| Chiron Capital Management, LLC | 6,725 | $41.7 萬 | 0.26% | 00.0% | 不變 |
| Univest Financial Corp | 6,720 | $41.7 萬 | 0.12% | +438+7.0% | 加碼 |
| Borer Denton & Associates, Inc. | 6,735 | $41.8 萬 | 0.18% | +6,735 | 新進 |
| SignalPoint Asset Management, LLC | 6,740 | $41.8 萬 | 0.13% | −249−3.6% | 減碼 |
| Parkside Financial Bank & Trust | 6,724 | $41.8 萬 | 0.11% | +438+7.0% | 加碼 |
| Insight Advisors, LLC | 6,765 | $41.9 萬 | 0.13% | −331−4.7% | 減碼 |
| Delta Investment Management, LLC | 6,761 | $41.9 萬 | 0.12% | +40+0.6% | 加碼 |
| McAdam, LLC | 6,768 | $42.0 萬 | 0.04% | +400+6.3% | 加碼 |
| Glassman Wealth Services | 6,766 | $42.0 萬 | 0.08% | +709+11.7% | 加碼 |
| Arlington Partners LLC | 6,796 | $42.1 萬 | 0.12% | +264+4.0% | 加碼 |
| Cypress Wealth Services, LLC | 6,795 | $42.1 萬 | 0.11% | +951+16.3% | 加碼 |
| Kelly Lawrence W & Associates Inc | 6,830 | $42.3 萬 | 0.09% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 6,841 | $42.4 萬 | 0.03% | +160+2.4% | 加碼 |
| Beacon Capital Management, LLC | 6,848 | $42.4 萬 | 0.10% | +6,848 | 新進 |
| Tiemann Investment Advisors, LLC | 6,852 | $42.5 萬 | 0.20% | −1,215−15.1% | 減碼 |
| Monticello Wealth Management, LLC | 6,862 | $42.5 萬 | 0.04% | +130+1.9% | 加碼 |
| Sage Mountain Advisors LLC | 6,867 | $42.6 萬 | 0.07% | −13,000−65.4% | 減碼 |
| Prentiss Smith & Co Inc | 6,877 | $42.6 萬 | 0.26% | −1,166−14.5% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 6,726 | $42.7 萬 | 0.03% | −200−2.9% | 減碼 |
| Matrix Private Capital Group LLC | 6,855 | $42.8 萬 | 0.21% | −368−5.1% | 減碼 |
| Pettee Investors, Inc. | 6,900 | $42.8 萬 | 0.19% | 00.0% | 不變 |
| Landaas & Co | 7,250 | $42.9 萬 | 0.23% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 6,932 | $42.9 萬 | 0.14% | −25−0.4% | 減碼 |
| Tatro Capital, LLC | 6,867 | $42.9 萬 | 0.32% | +33+0.5% | 加碼 |
| Iron Financial, LLC | 6,921 | $42.9 萬 | 0.20% | +2,799+67.9% | 加碼 |
| Aviance Capital Partners, LLC | 6,929 | $43.0 萬 | 0.08% | −42−0.6% | 減碼 |
| Comerica Securities,inc. | 6,909 | $43.1 萬 | 0.03% | −1,506−17.9% | 減碼 |
| FSA Wealth Management LLC | 7,272 | $43.1 萬 | 0.25% | 00.0% | 不變 |
| Gould Asset Management LLC | 6,966 | $43.2 萬 | 0.12% | −45−0.6% | 減碼 |
| Tradition Wealth Management, LLC | 6,971 | $43.2 萬 | 0.06% | +125+1.8% | 加碼 |
| Whalerock Point Partners, LLC | 6,983 | $43.3 萬 | 0.15% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 7,014 | $43.5 萬 | 0.13% | 00.0% | 不變 |
| Provident Wealth Management, LLC | 7,020 | $43.5 萬 | 0.26% | +53+0.8% | 加碼 |
| Summit Wealth Partners, LLC | 7,045 | $43.7 萬 | 0.10% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 7,052 | $43.7 萬 | 0.45% | −1,220−14.7% | 減碼 |
| Berkshire Bank | 7,067 | $43.8 萬 | 0.10% | +155+2.2% | 加碼 |
| Planning Center, Inc. | 7,088 | $43.9 萬 | 1.26% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 7,073 | $43.9 萬 | 0.06% | −31−0.4% | 減碼 |
| Norwood Financial Corp | 7,085 | $43.9 萬 | 0.64% | +10+0.1% | 加碼 |
| Zhang Financial LLC | 7,082 | $43.9 萬 | 0.07% | +608+9.4% | 加碼 |
| Global Trust Asset Management, LLC | 7,083 | $43.9 萬 | 0.18% | +1,400+24.6% | 加碼 |
| Apella Capital, LLC | 7,102 | $44.0 萬 | 0.06% | +220+3.2% | 加碼 |
| Verus Financial Partners, Inc. | 6,841 | $44.2 萬 | 0.06% | −555−7.5% | 減碼 |
| Wealth Management Solutions, LLC | 7,121 | $44.2 萬 | 0.23% | 00.0% | 不變 |
| Capital Advisors Wealth Management, LLC | 7,131 | $44.2 萬 | 0.14% | +2,383+50.2% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 7,140 | $44.3 萬 | 0.21% | +755+11.8% | 加碼 |
| Financial Advisory Group | 7,166 | $44.4 萬 | 0.09% | +151+2.2% | 加碼 |
| M. Kraus & Co | 7,161 | $44.4 萬 | 0.15% | +774+12.1% | 加碼 |
| Global Financial Private Client, LLC | 7,066 | $44.4 萬 | 0.21% | 00.0% | 不變 |
| Hudson Valley Investment Advisors Inc | 7,178 | $44.5 萬 | 0.06% | −150−2.0% | 減碼 |
| Herold Advisors, Inc. | 7,178 | $44.5 萬 | 0.16% | +500+7.5% | 加碼 |
| Seelaus Asset Management LLC | 7,195 | $44.6 萬 | 0.26% | +1,200+20.0% | 加碼 |
| Triad Financial Advisors, Inc. | 7,208 | $44.7 萬 | 0.24% | −1,922−21.1% | 減碼 |
| First National Corp | 7,223 | $44.8 萬 | 0.09% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 7,230 | $44.8 萬 | 0.22% | +100+1.4% | 加碼 |
| Cooper Financial Group | 7,237 | $44.9 萬 | 0.17% | +13+0.2% | 加碼 |
| Carroll Investors, Inc | 7,310 | $45.0 萬 | 0.29% | 00.0% | 不變 |
| Montz Harcus Wealth Management LLC | 7,254 | $45.0 萬 | 0.40% | +231+3.3% | 加碼 |
| Ninepoint Partners LP | 7,258 | $45.0 萬 | 0.11% | +7,258 | 新進 |
| Broderick Brian C | 7,280 | $45.1 萬 | 0.12% | 00.0% | 不變 |
| Financial Advisory Corp | 7,278 | $45.1 萬 | 0.24% | +505+7.5% | 加碼 |
| American National Bank | 7,285 | $45.2 萬 | 0.09% | +431+6.3% | 加碼 |
| Waterfront Wealth Inc. | 7,129 | $45.2 萬 | 0.16% | +3,055+75.0% | 加碼 |
| SevenBridge Financial Group, LLC | 7,313 | $45.3 萬 | 0.16% | −400−5.2% | 減碼 |
| Riverbridge Partners LLC | 7,304 | $45.3 萬 | 0.01% | 00.0% | 不變 |
| Financial Sense Advisors, Inc. | 7,322 | $45.4 萬 | 0.17% | −16,212−68.9% | 減碼 |
| Aveo Capital Partners, LLC | 7,329 | $45.4 萬 | 0.08% | −779−9.6% | 減碼 |
| Fort Pitt Capital Group, LLC | 7,318 | $45.4 萬 | 0.02% | −426−5.5% | 減碼 |
| Pacific Center for Financial Services | 7,322 | $45.4 萬 | 0.16% | 00.0% | 不變 |
| Navellier & Associates Inc | 7,319 | $45.4 萬 | 0.08% | +627+9.4% | 加碼 |
| Ullmann Financial Group, Inc. | 7,331 | $45.5 萬 | 0.12% | −6,146−45.6% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 7,332 | $45.5 萬 | 0.11% | −102−1.4% | 減碼 |