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 2 季 13F 持有人
Coca Cola Co 在 2023/6/30 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
- 2,889
- 較 2023 年第 1 季 +28 家
- 持有股數
- 30.4 億
- 較 2023 年第 1 季 +2.66 萬 (0.0%)
- 總市值
- $1,829 億
- 較 2023 年第 1 季 −$49.5 億 (−2.6%)
- 新進機構
- 140
- 另有 1,212 家加碼
- 清倉機構
- 112
- 另有 1,177 家減碼
另有 21 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vigilare Wealth Management | 7,135 | $43.0 萬 | 0.25% | −564−7.3% | 減碼 |
| Financial Advisory Group | 7,146 | $43.0 萬 | 0.09% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 7,147 | $43.0 萬 | 0.15% | +397+5.9% | 加碼 |
| Herold Advisors, Inc. | 7,148 | $43.0 萬 | 0.13% | −1,004−12.3% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 7,153 | $43.1 萬 | 0.03% | −71−1.0% | 減碼 |
| Holistic Financial Partners | 7,162 | $43.1 萬 | 0.30% | −476−6.2% | 減碼 |
| Mystic Asset Management, Inc. | 7,163 | $43.1 萬 | 0.23% | −350−4.7% | 減碼 |
| Iron Financial, LLC | 7,186 | $43.3 萬 | 0.23% | −66−0.9% | 減碼 |
| Blue Barn Wealth, LLC | 7,202 | $43.4 萬 | 0.28% | −350−4.6% | 減碼 |
| McAdam, LLC | 7,204 | $43.4 萬 | 0.04% | +462+6.9% | 加碼 |
| Sound Income Strategies, LLC | 7,210 | $43.4 萬 | 0.04% | −107−1.5% | 減碼 |
| Front Street Capital Management, Inc. | 7,222 | $43.5 萬 | 0.09% | −200−2.7% | 減碼 |
| Hudson Valley Investment Advisors Inc | 7,228 | $43.5 萬 | 0.06% | +50+0.7% | 加碼 |
| Norwood Financial Corp | 7,235 | $43.6 萬 | 0.65% | 00.0% | 不變 |
| Wealth Management Solutions, LLC | 7,236 | $43.6 萬 | 0.28% | +30.0% | 加碼 |
| Cardiff Park Advisors, LLC | 7,237 | $43.6 萬 | 0.05% | −384−5.0% | 減碼 |
| CWA Asset Management Group, LLC | 7,238 | $43.6 萬 | 0.03% | +485+7.2% | 加碼 |
| Revolve Wealth Partners, LLC | 7,240 | $43.6 萬 | 0.10% | −245−3.3% | 減碼 |
| Linker Capital Management Inc. | 7,240 | $43.6 萬 | 0.46% | −2,820−28.0% | 減碼 |
| Morris Financial Concepts, Inc. | 7,246 | $43.6 萬 | 0.28% | −6−0.1% | 減碼 |
| Klingman & Associates, LLC | 7,246 | $43.6 萬 | 0.04% | +575+8.6% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 7,252 | $43.7 萬 | 0.10% | −58−0.8% | 減碼 |
| Ssi Investment Management LLC | 7,283 | $43.9 萬 | 0.03% | −990−12.0% | 減碼 |
| X-Square Capital, LLC | 7,330 | $44.1 萬 | 0.30% | −911−11.1% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 7,327 | $44.1 萬 | 0.33% | +852+13.2% | 加碼 |
| Hoxton Planning & Management, LLC | 7,335 | $44.2 萬 | 0.27% | +67+0.9% | 加碼 |
| Pegasus Partners Ltd. | 7,338 | $44.2 萬 | 0.06% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 7,343 | $44.2 萬 | 0.10% | +714+10.8% | 加碼 |
| Hollow Brook Wealth Management LLC | 7,289 | $44.2 萬 | 0.19% | −595−7.5% | 減碼 |
| Redwood Financial Network Corp | 7,363 | $44.3 萬 | 0.42% | −4−0.1% | 減碼 |
| RW Investment Management LLC | 7,372 | $44.4 萬 | 0.09% | 00.0% | 不變 |
| W.H. Cornerstone Investments Inc. | 7,374 | $44.4 萬 | 0.40% | −2,133−22.4% | 減碼 |
| Doheny Asset Management | 7,373 | $44.4 萬 | 0.38% | 00.0% | 不變 |
| Lockerman Financial Group, Inc. | 7,379 | $44.4 萬 | 1.23% | −72−1.0% | 減碼 |
| Ellenbecker Investment Group | 7,411 | $44.5 萬 | 0.11% | +180+2.5% | 加碼 |
| SNS Financial Group, LLC | 7,334 | $44.5 萬 | 0.06% | +16+0.2% | 加碼 |
| Charter Oak Capital Management, LLC | 7,392 | $44.5 萬 | 0.06% | +409+5.9% | 加碼 |
| Riverbridge Partners LLC | 7,404 | $44.6 萬 | 0.01% | 00.0% | 不變 |
| Kensington Investment Counsel, LLC | 7,420 | $44.7 萬 | 0.28% | +7,420 | 新進 |
| Capital Square, LLC | 7,421 | $44.7 萬 | 0.41% | 00.0% | 不變 |
| Armbruster Capital Management, Inc. | 7,428 | $44.7 萬 | 0.11% | −18−0.2% | 減碼 |
| FSA Wealth Management LLC | 7,429 | $44.7 萬 | 0.24% | +30+0.4% | 加碼 |
| Consolidated Portfolio Review Corp | 7,449 | $44.9 萬 | 0.11% | +21+0.3% | 加碼 |
| Davis Investment Partners, LLC | 7,202 | $44.9 萬 | 0.21% | −55−0.8% | 減碼 |
| ELCO Management Co., LLC | 7,467 | $45.0 萬 | 0.33% | 00.0% | 不變 |
| Cooper/Haims Advisors, LLC | 7,485 | $45.1 萬 | 0.35% | +208+2.9% | 加碼 |
| Avitas Wealth Management LLC | 7,522 | $45.3 萬 | 0.08% | −96−1.3% | 減碼 |
| First National Bank | 7,593 | $45.7 萬 | 0.38% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 7,552 | $45.8 萬 | 0.23% | −115−1.5% | 減碼 |
| Hedges Asset Management LLC | 7,600 | $45.8 萬 | 0.39% | 00.0% | 不變 |
| MEMBERS Trust Co | 7,610 | $45.8 萬 | 0.01% | +7,610 | 新進 |
| Aft, Forsyth & Company, Inc. | 7,624 | $45.9 萬 | 0.33% | +125+1.7% | 加碼 |
| Marotta Asset Management | 7,629 | $45.9 萬 | 0.10% | +7,629 | 新進 |
| Ten Capital Wealth Advisors, LLC | 7,584 | $46.0 萬 | 0.13% | +4,000+111.6% | 加碼 |
| Canal Capital Management, LLC | 7,652 | $46.1 萬 | 0.09% | +7+0.1% | 加碼 |
| Sanders Morris Harris LLC | 7,681 | $46.3 萬 | 0.10% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 7,692 | $46.3 萬 | 0.06% | −100−1.3% | 減碼 |
| Montz Harcus Wealth Management LLC | 7,703 | $46.4 萬 | 0.38% | +148+2.0% | 加碼 |
| Retirement Planning Co of New England, Inc. | 7,706 | $46.4 萬 | 0.27% | +14+0.2% | 加碼 |
| Schear Investment Advisers, LLC | 7,733 | $46.6 萬 | 0.49% | +1,753+29.3% | 加碼 |
| Olistico Wealth, LLC | 7,733 | $46.6 萬 | 0.40% | −3,840−33.2% | 減碼 |
| TFB Advisors LLC | 7,734 | $46.6 萬 | 0.20% | +7,734 | 新進 |
| Gould Asset Management LLC | 7,741 | $46.6 萬 | 0.13% | 00.0% | 不變 |
| Sage Private Wealth Group, LLC | 7,750 | $46.7 萬 | 0.64% | −253−3.2% | 減碼 |
| Ellis Investment Partners, LLC | 7,758 | $46.7 萬 | 0.11% | +219+2.9% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 7,775 | $46.8 萬 | 0.20% | +71+0.9% | 加碼 |
| Symmetry Investments LP | 7,791 | $46.9 萬 | 0.14% | +2,291+41.7% | 加碼 |
| Kelly Lawrence W & Associates Inc | 7,683 | $47.1 萬 | 0.12% | −1,600−17.2% | 減碼 |
| Chapin Davis, Inc. | 7,827 | $47.1 萬 | 0.22% | +145+1.9% | 加碼 |
| Overbrook Management Corp | 7,830 | $47.2 萬 | 0.11% | −200−2.5% | 減碼 |
| 180 Wealth Advisors, LLC | 7,786 | $47.2 萬 | 0.10% | −999−11.4% | 減碼 |
| Goldstream Capital Management Ltd | 7,810 | $47.3 萬 | 0.35% | +2,546+48.4% | 加碼 |
| Cedrus LLC | 7,852 | $47.3 萬 | 0.33% | +274+3.6% | 加碼 |
| Kapstone Financial Advisors LLC | 7,671 | $47.4 萬 | 0.39% | +108+1.4% | 加碼 |
| KC Investment Advisors, LLC | 7,889 | $47.5 萬 | 0.32% | +2,608+49.4% | 加碼 |
| Diversified, LLC | 7,889 | $47.5 萬 | 0.12% | −96−1.2% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 7,891 | $47.5 萬 | 0.10% | 00.0% | 不變 |
| Atom Investors LP | 7,899 | $47.6 萬 | 0.18% | +1,124+16.6% | 加碼 |
| Spirit of America Management Corp | 7,900 | $47.6 萬 | 0.11% | 00.0% | 不變 |
| IMA Wealth, Inc. | 7,900 | $47.6 萬 | 0.12% | 00.0% | 不變 |
| Lantz Financial LLC | 7,936 | $47.8 萬 | 0.19% | −3,493−30.6% | 減碼 |
| Fortress Wealth Group, LLC | 7,820 | $47.9 萬 | 0.30% | +1,602+25.8% | 加碼 |
| Resolute Wealth Strategies, LLC | 7,973 | $48.0 萬 | 0.37% | +4+0.1% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 7,977 | $48.0 萬 | 0.28% | +1,740+27.9% | 加碼 |
| ABLE Financial Group, LLC | 8,021 | $48.3 萬 | 0.25% | +713+9.8% | 加碼 |
| Ullmann Financial Group, Inc. | 8,038 | $48.4 萬 | 0.10% | +157+2.0% | 加碼 |
| Wambolt & Associates, LLC | 8,046 | $48.5 萬 | 0.17% | +249+3.2% | 加碼 |
| Greenspring Advisors, LLC | 8,077 | $48.6 萬 | 0.15% | −4,928−37.9% | 減碼 |
| Gsa Capital Partners LLP | 8,092 | $48.7 萬 | 0.05% | +3,824+89.6% | 加碼 |
| Truadvice, LLC | 8,012 | $48.8 萬 | 0.18% | −156−1.9% | 減碼 |
| Addison Advisors LLC | 8,135 | $49.0 萬 | 0.24% | +8+0.1% | 加碼 |
| Lazard Freres Gestion S.A.S. | 8,170 | $49.0 萬 | 0.02% | −1,064−11.5% | 減碼 |
| Advisory Alpha, LLC | 8,150 | $49.1 萬 | 0.03% | +1,618+24.8% | 加碼 |
| Planning Center, Inc. | 8,174 | $49.2 萬 | 0.13% | +208+2.6% | 加碼 |
| Magnolia Capital Advisors LLC | 8,182 | $49.3 萬 | 0.25% | −9−0.1% | 減碼 |
| Pacitti Group Inc. | 8,135 | $49.3 萬 | 0.35% | 00.0% | 不變 |
| Advisors Preferred, LLC | 8,147 | $49.4 萬 | 0.12% | +336+4.3% | 加碼 |
| Missouri Trust & Investment Co | 8,196 | $49.4 萬 | 0.28% | +920+12.6% | 加碼 |
| Prentice Wealth Management LLC | 8,217 | $49.5 萬 | 0.22% | +1,463+21.7% | 加碼 |
| Owen LaRue, LLC | 8,175 | $49.5 萬 | 0.52% | −1,350−14.2% | 減碼 |