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。
2023 年第 1 季 13F 持有人
Coca Cola Co 在 2023/3/31 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
- 2,881
- 較 2022 年第 4 季 +61 家
- 持有股數
- 30.4 億
- 較 2022 年第 4 季 +43.1 萬 (0.0%)
- 總市值
- $1,879 億
- 較 2022 年第 4 季 −$51.6 億 (−2.7%)
- 新進機構
- 161
- 另有 1,133 家加碼
- 清倉機構
- 100
- 另有 1,129 家減碼
另有 64 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Westshore Wealth, LLC | 6,981 | $43.3 萬 | 0.23% | +231+3.4% | 加碼 |
| Charter Oak Capital Management, LLC | 6,983 | $43.3 萬 | 0.06% | +624+9.8% | 加碼 |
| Summit Wealth Partners, LLC | 6,985 | $43.3 萬 | 0.11% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 7,025 | $43.6 萬 | 0.09% | +7,025 | 新進 |
| Archetype Wealth Partners | 7,030 | $43.6 萬 | 0.09% | −991−12.4% | 減碼 |
| MBL Wealth, LLC | 7,036 | $43.6 萬 | 0.07% | +3,869+122.2% | 加碼 |
| Gibson Capital, LLC | 7,038 | $43.7 萬 | 0.11% | +1,000+16.6% | 加碼 |
| BOK Financial Private Wealth, Inc. | 7,017 | $43.8 萬 | 0.04% | +33+0.5% | 加碼 |
| Cascade Investment Group, Inc. | 7,072 | $43.9 萬 | 0.43% | −296−4.0% | 減碼 |
| Wealth Architects, LLC | 7,076 | $43.9 萬 | 0.08% | −248−3.4% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 7,092 | $44.0 萬 | 0.22% | +125+1.8% | 加碼 |
| First Bank & Trust | 7,094 | $44.0 萬 | 0.12% | +3,467+95.6% | 加碼 |
| Provident Wealth Management, LLC | 7,134 | $44.3 萬 | 0.23% | +48+0.7% | 加碼 |
| Financial Advisory Group | 7,146 | $44.3 萬 | 0.09% | 00.0% | 不變 |
| JJJ Advisors Inc. | 7,036 | $44.4 萬 | 0.13% | +2,402+51.8% | 加碼 |
| Harvest Volatility Management LLC | 7,190 | $44.5 萬 | 0.09% | −953−11.7% | 減碼 |
| Hudson Valley Investment Advisors Inc | 7,178 | $44.5 萬 | 0.06% | 00.0% | 不變 |
| Summit Global Investments | 7,210 | $44.7 萬 | 0.03% | −3,901−35.1% | 減碼 |
| Family Management Corp | 7,217 | $44.8 萬 | 0.10% | −1,144−13.7% | 減碼 |
| M. Kraus & Co | 7,217 | $44.8 萬 | 0.16% | 00.0% | 不變 |
| Ellenbecker Investment Group | 7,231 | $44.8 萬 | 0.12% | −174−2.3% | 減碼 |
| Abner Herrman & Brock LLC | 7,224 | $44.8 萬 | 0.07% | +72+1.0% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 7,224 | $44.8 萬 | 0.04% | +275+4.0% | 加碼 |
| Wealth Management Solutions, LLC | 7,233 | $44.9 萬 | 0.26% | −100−1.4% | 減碼 |
| Norwood Financial Corp | 7,235 | $44.9 萬 | 0.71% | 00.0% | 不變 |
| Wall Street Access Asset Management, LLC | 7,237 | $44.9 萬 | 0.30% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 7,247 | $45.0 萬 | 0.05% | +207+2.9% | 加碼 |
| Iron Financial, LLC | 7,252 | $45.0 萬 | 0.25% | −5,278−42.1% | 減碼 |
| Morris Financial Concepts, Inc. | 7,252 | $45.0 萬 | 0.32% | −597−7.6% | 減碼 |
| E Fund Management Co., Ltd. | 7,250 | $45.0 萬 | 0.03% | −285−3.8% | 減碼 |
| Revisor Wealth Management LLC | 7,258 | $45.0 萬 | 0.41% | +7,258 | 新進 |
| Hoxton Planning & Management, LLC | 7,268 | $45.1 萬 | 0.25% | +43+0.6% | 加碼 |
| Missouri Trust & Investment Co | 7,276 | $45.1 萬 | 0.29% | −100−1.4% | 減碼 |
| Cooper/Haims Advisors, LLC | 7,277 | $45.1 萬 | 0.36% | −200−2.7% | 減碼 |
| Davis Investment Partners, LLC | 7,257 | $45.1 萬 | 0.24% | 00.0% | 不變 |
| Broderick Brian C | 7,280 | $45.2 萬 | 0.13% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 7,287 | $45.2 萬 | 0.04% | +2,955+68.2% | 加碼 |
| ABLE Financial Group, LLC | 7,308 | $45.3 萬 | 0.30% | +7,308 | 新進 |
| Matthew Goff Investment Advisor, LLC | 7,310 | $45.3 萬 | 0.11% | −22−0.3% | 減碼 |
| Sound Income Strategies, LLC | 7,317 | $45.4 萬 | 0.05% | −179−2.4% | 減碼 |
| Pegasus Partners Ltd. | 7,338 | $45.5 萬 | 0.07% | −346−4.5% | 減碼 |
| KWMG, LLC | 7,354 | $45.6 萬 | 0.06% | +256+3.6% | 加碼 |
| Flynn Zito Capital Management, LLC | 7,365 | $45.7 萬 | 0.33% | −561−7.1% | 減碼 |
| Redwood Financial Network Corp | 7,367 | $45.7 萬 | 0.46% | −226−3.0% | 減碼 |
| Doheny Asset Management | 7,373 | $45.7 萬 | 0.41% | +2,558+53.1% | 加碼 |
| RW Investment Management LLC | 7,372 | $45.7 萬 | 0.13% | −829−10.1% | 減碼 |
| SNS Financial Group, LLC | 7,318 | $45.7 萬 | 0.06% | −833−10.2% | 減碼 |
| Clarus Group, Inc. | 7,386 | $45.8 萬 | 0.43% | 00.0% | 不變 |
| FSA Wealth Management LLC | 7,399 | $45.9 萬 | 0.27% | 00.0% | 不變 |
| Riverbridge Partners LLC | 7,404 | $45.9 萬 | 0.01% | +100+1.4% | 加碼 |
| Front Street Capital Management, Inc. | 7,422 | $46.0 萬 | 0.10% | +200+2.8% | 加碼 |
| Consolidated Portfolio Review Corp | 7,428 | $46.1 萬 | 0.12% | +7,428 | 新進 |
| WealthPLAN Partners, LLC | 7,431 | $46.1 萬 | 0.05% | −3,844−34.1% | 減碼 |
| Armbruster Capital Management, Inc. | 7,446 | $46.2 萬 | 0.12% | −5,856−44.0% | 減碼 |
| Lockerman Financial Group, Inc. | 7,451 | $46.2 萬 | 1.27% | +35+0.5% | 加碼 |
| State of Wyoming | 7,455 | $46.2 萬 | 0.15% | +7,455 | 新進 |
| ELCO Management Co., LLC | 7,467 | $46.3 萬 | 0.34% | +85+1.2% | 加碼 |
| Revolve Wealth Partners, LLC | 7,485 | $46.4 萬 | 0.12% | −1,436−16.1% | 減碼 |
| Vestor Capital, LLC | 7,503 | $46.5 萬 | 0.05% | −233−3.0% | 減碼 |
| Birinyi Associates Inc | 7,495 | $46.5 萬 | 0.19% | +250+3.5% | 加碼 |
| Aft, Forsyth & Company, Inc. | 7,499 | $46.5 萬 | 0.36% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 7,511 | $46.6 萬 | 0.17% | +68+0.9% | 加碼 |
| Mystic Asset Management, Inc. | 7,513 | $46.6 萬 | 0.26% | −100−1.3% | 減碼 |
| Capital Square, LLC | 7,421 | $46.6 萬 | 0.43% | +27+0.4% | 加碼 |
| Ellis Investment Partners, LLC | 7,539 | $46.8 萬 | 0.12% | 00.0% | 不變 |
| Blue Barn Wealth, LLC | 7,552 | $46.8 萬 | 0.29% | −838−10.0% | 減碼 |
| Montz Harcus Wealth Management LLC | 7,555 | $46.9 萬 | 0.43% | +121+1.6% | 加碼 |
| Cedrus LLC | 7,578 | $47.0 萬 | 0.33% | +27+0.4% | 加碼 |
| First National Bank | 7,593 | $47.1 萬 | 0.40% | 00.0% | 不變 |
| Hedges Asset Management LLC | 7,600 | $47.1 萬 | 0.40% | 00.0% | 不變 |
| Avitas Wealth Management LLC | 7,618 | $47.3 萬 | 0.09% | −178−2.3% | 減碼 |
| Cardiff Park Advisors, LLC | 7,621 | $47.3 萬 | 0.06% | −52−0.7% | 減碼 |
| Lyell Wealth Management, LP | 7,635 | $47.4 萬 | 0.07% | +370+5.1% | 加碼 |
| Holistic Financial Partners | 7,638 | $47.4 萬 | 0.37% | −554−6.8% | 減碼 |
| Capula Management Ltd | 7,643 | $47.4 萬 | 0.04% | −17,704−69.8% | 減碼 |
| Canal Capital Management, LLC | 7,645 | $47.4 萬 | 0.10% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 7,652 | $47.5 萬 | 0.15% | +7,652 | 新進 |
| Sanders Morris Harris LLC | 7,681 | $47.6 萬 | 0.17% | 00.0% | 不變 |
| Chapin Davis, Inc. | 7,682 | $47.7 萬 | 0.25% | +306+4.1% | 加碼 |
| Donoghue Forlines LLC | 7,684 | $47.7 萬 | 0.17% | −28,933−79.0% | 減碼 |
| Silver Oak Securities, Inc | 7,691 | $47.7 萬 | 0.08% | +185+2.5% | 加碼 |
| Retirement Planning Co of New England, Inc. | 7,692 | $47.7 萬 | 0.29% | +25+0.3% | 加碼 |
| Vigilare Wealth Management | 7,699 | $47.8 萬 | 0.27% | −1,200−13.5% | 減碼 |
| Kapstone Financial Advisors LLC | 7,563 | $47.8 萬 | 0.43% | −180−2.3% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 7,704 | $47.8 萬 | 0.25% | −12,734−62.3% | 減碼 |
| Global Financial Private Client, LLC | 7,667 | $47.8 萬 | 0.25% | +510+7.1% | 加碼 |
| Bontempo Ohly Capital Mgmt LLC | 7,717 | $47.9 萬 | 0.24% | −56,539−88.0% | 減碼 |
| Gould Asset Management LLC | 7,741 | $48.0 萬 | 0.14% | 00.0% | 不變 |
| Foster Victor Wealth Advisors, LLC | 7,720 | $48.0 萬 | 0.06% | +559+7.8% | 加碼 |
| Lazard Freres Gestion S.A.S. | 9,234 | $48.2 萬 | 0.02% | −336−3.5% | 減碼 |
| FourThought Financial Partners, LLC | 7,792 | $48.3 萬 | 0.07% | +1,159+17.5% | 加碼 |
| Delphia (USA) Inc. | 7,818 | $48.5 萬 | 0.59% | −2,176−21.8% | 減碼 |
| Wealth Dimensions Group, Ltd. | 7,826 | $48.5 萬 | 0.19% | −32−0.4% | 減碼 |
| Wambolt & Associates, LLC | 7,797 | $48.7 萬 | 0.17% | −95−1.2% | 減碼 |
| Advisors Preferred, LLC | 7,811 | $48.7 萬 | 0.17% | −1,677−17.7% | 減碼 |
| Eubel Brady & Suttman Asset Management Inc | 7,872 | $48.8 萬 | 0.07% | +413+5.5% | 加碼 |
| Ullmann Financial Group, Inc. | 7,881 | $48.9 萬 | 0.11% | −747−8.7% | 減碼 |
| Cullen Capital Management LLC | 7,889 | $48.9 萬 | 0.00% | +1,740+28.3% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 7,891 | $48.9 萬 | 0.10% | −3,099−28.2% | 減碼 |
| Spirit of America Management Corp | 7,900 | $49.0 萬 | 0.11% | 00.0% | 不變 |