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 3 季 13F 持有人
Coca Cola Co 在 2023/9/30 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
- 2,836
- 較 2023 年第 2 季 −19 家
- 持有股數
- 30.2 億
- 較 2023 年第 2 季 −1,145 萬 (−0.4%)
- 總市值
- $1,694 億
- 較 2023 年第 2 季 −$132.1 億 (−7.2%)
- 新進機構
- 138
- 另有 1,222 家加碼
- 清倉機構
- 157
- 另有 1,124 家減碼
另有 34 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kelly Financial Services LLC | 1,258 | $7.04 萬 | 0.03% | −145−10.3% | 減碼 |
| Halpern Financial, Inc. | 1,300 | $7.28 萬 | 0.03% | −200−13.3% | 減碼 |
| FSC Wealth Advisors, LLC | 1,310 | $7.34 萬 | 0.08% | +141+12.1% | 加碼 |
| Coppell Advisory Solutions LLC | 1,182 | $7.52 萬 | 0.03% | −1,027−46.5% | 減碼 |
| Abound Wealth Management | 1,352 | $7.57 萬 | 0.03% | −36−2.6% | 減碼 |
| Global Wealth Strategies & Associates | 1,362 | $7.62 萬 | 0.04% | +2+0.1% | 加碼 |
| Financial Synergies Wealth Advisors, Inc. | 1,380 | $7.73 萬 | 0.01% | +12+0.9% | 加碼 |
| Fairfield Financial Advisors, LTD | 1,382 | $7.74 萬 | 0.03% | −80−5.5% | 減碼 |
| Optimum Investment Advisors | 1,400 | $7.84 萬 | 0.04% | +102+7.9% | 加碼 |
| Neo Ivy Capital Management | 1,416 | $7.90 萬 | 0.03% | +1,416 | 新進 |
| Cyrus J. Lawrence, LLC | 1,451 | $8.10 萬 | 0.02% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 1,453 | $8.13 萬 | 0.03% | −6−0.4% | 減碼 |
| American State Bank (Iowa) | 1,483 | $8.30 萬 | 0.06% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 1,496 | $8.37 萬 | 0.05% | 00.0% | 不變 |
| One River Asset Management, LLC | 1,524 | $8.51 萬 | 0.04% | +1,524 | 新進 |
| CGC Financial Services, LLC | 1,527 | $8.55 萬 | 0.06% | −1,000−39.6% | 減碼 |
| Islay Capital Management, LLC | 1,547 | $8.66 萬 | 0.07% | −164−9.6% | 減碼 |
| Orion Capital Management LLC | 1,592 | $8.91 萬 | 0.06% | +1,592 | 新進 |
| LFA - Lugano Financial Advisors SA | 1,600 | $8.96 萬 | 0.08% | −1,600−50.0% | 減碼 |
| McClarren Financial Advisors, Inc. | 1,609 | $9.00 萬 | 0.08% | −475−22.8% | 減碼 |
| Westchester Capital Management, Inc. | 1,615 | $9.04 萬 | 0.03% | 00.0% | 不變 |
| Pacifica Partners Inc. | 1,858 | $9.73 萬 | 0.05% | +600+47.7% | 加碼 |
| Antonetti Capital Management LLC | 1,750 | $9.88 萬 | 0.15% | 00.0% | 不變 |
| Financial Perspectives, Inc | 1,767 | $9.89 萬 | 0.05% | −943−34.8% | 減碼 |
| Earnest Partners LLC | 1,777 | $9.95 萬 | 0.00% | 00.0% | 不變 |
| Luken Investment Analytics, LLC | 1,800 | $10.1 萬 | 0.06% | 00.0% | 不變 |
| Byrne Asset Management LLC | 1,805 | $10.1 萬 | 0.08% | −100−5.2% | 減碼 |
| Lipe & Dalton | 1,800 | $10.1 萬 | 0.06% | 00.0% | 不變 |
| Cherry Tree Wealth Management, LLC | 1,819 | $10.2 萬 | 0.03% | 00.0% | 不變 |
| PSI Advisors, LLC | 1,863 | $10.4 萬 | 0.05% | +84+4.7% | 加碼 |
| Virtus Investment Advisers, Inc. | 1,888 | $10.6 萬 | 0.07% | −220−10.4% | 減碼 |
| Tortoise Investment Management, LLC | 1,946 | $10.9 萬 | 0.02% | +51+2.7% | 加碼 |
| Cornerstone Planning Group LLC | 1,957 | $11.0 萬 | 0.04% | +726+59.0% | 加碼 |
| Hollencrest Capital Management | 2,000 | $11.2 萬 | 0.01% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 2,013 | $11.3 萬 | 0.06% | −25−1.2% | 減碼 |
| First Pacific Financial | 2,133 | $11.9 萬 | 0.05% | 00.0% | 不變 |
| Stuart Chaussee & Associates, Inc. | 2,138 | $12.0 萬 | 0.04% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 2,182 | $12.2 萬 | 0.02% | +5+0.2% | 加碼 |
| NVWM, LLC | 2,183 | $12.3 萬 | 0.04% | −142−6.1% | 減碼 |
| Centerpoint Advisors, LLC | 2,254 | $12.6 萬 | 0.05% | −344−13.2% | 減碼 |
| HWG Holdings LP | 2,271 | $12.7 萬 | 0.07% | +17+0.8% | 加碼 |
| MB, Levis & Associates, LLC | 2,300 | $12.9 萬 | 0.08% | 00.0% | 不變 |
| Castleview Partners, LLC | 2,319 | $13.0 萬 | 0.12% | −210−8.3% | 減碼 |
| Johnson Midwest Financial, LLC | 2,333 | $13.1 萬 | 0.29% | +12+0.5% | 加碼 |
| Country Trust Bank | 2,387 | $13.4 萬 | 0.00% | 00.0% | 不變 |
| Mizuho Securities Co. Ltd. | 2,400 | $13.4 萬 | 0.63% | −11,300−82.5% | 減碼 |
| Trifecta Capital Advisors, LLC | 2,411 | $13.5 萬 | 0.04% | 00.0% | 不變 |
| First Community Trust NA | 2,414 | $13.5 萬 | 0.15% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 2,415 | $13.5 萬 | 0.02% | −54−2.2% | 減碼 |
| Stelac Advisory Services LLC | 2,439 | $13.6 萬 | 0.07% | 00.0% | 不變 |
| Stephens Consulting, LLC | 2,550 | $14.3 萬 | 0.06% | +1,600+168.4% | 加碼 |
| Impact Partnership Wealth, LLC | 2,554 | $14.3 萬 | 0.04% | +1,740+213.8% | 加碼 |
| Private Ocean, LLC | 2,607 | $14.6 萬 | 0.02% | 00.0% | 不變 |
| RVW Wealth, LLC | 2,613 | $14.6 萬 | 0.02% | +2,613 | 新進 |
| Atlas Capital Advisors LLC | 2,627 | $14.7 萬 | 0.02% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 2,665 | $14.9 萬 | 0.06% | +1,099+70.2% | 加碼 |
| Tyler-Stone Wealth Management | 2,736 | $15.3 萬 | 0.09% | +461+20.3% | 加碼 |
| Rational Advisors LLC | 2,735 | $15.3 萬 | 0.01% | −2,013−42.4% | 減碼 |
| SJS Investment Consulting Inc. | 2,801 | $15.7 萬 | 0.04% | +25+0.9% | 加碼 |
| Bourgeon Capital Management LLC | 2,805 | $15.7 萬 | 0.04% | 00.0% | 不變 |
| Barrett & Company, Inc. | 2,841 | $15.9 萬 | 0.09% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,852 | $16.0 萬 | 0.02% | −124−4.2% | 減碼 |
| Versant Capital Management, Inc | 2,862 | $16.0 萬 | 0.05% | +128+4.7% | 加碼 |
| Resurgent Financial Advisors LLC | 2,881 | $16.1 萬 | 0.11% | −256−8.2% | 減碼 |
| Capital Advisors, Ltd. LLC | 2,898 | $16.2 萬 | 0.02% | −225−7.2% | 減碼 |
| WFA of San Diego, LLC | 2,900 | $16.2 萬 | 0.17% | 00.0% | 不變 |
| O'Brien Wealth Partners LLC | 2,913 | $16.3 萬 | 0.05% | +10.0% | 加碼 |
| Avalon Trust Co | 2,926 | $16.4 萬 | 0.02% | −500−14.6% | 減碼 |
| Covestor Ltd | 3,021 | $16.9 萬 | 0.13% | +99+3.4% | 加碼 |
| State of Wyoming | 3,039 | $17.0 萬 | 0.04% | +3,039 | 新進 |
| Acima Private Wealth, LLC | 3,045 | $17.0 萬 | 0.08% | 00.0% | 不變 |
| Horizon Bancorp Inc | 3,066 | $17.2 萬 | 0.11% | +1,700+124.5% | 加碼 |
| Investment Research & Advisory Group, Inc. | 3,133 | $17.5 萬 | 0.10% | 00.0% | 不變 |
| Pflug Koory, LLC | 3,137 | $17.6 萬 | 0.10% | −1,400−30.9% | 減碼 |
| Mascoma Wealth Management LLC | 3,166 | $17.7 萬 | 0.06% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 3,186 | $17.8 萬 | 0.02% | +63+2.0% | 加碼 |
| Studio Investment Management LLC | 3,158 | $17.8 萬 | 0.05% | +165+5.5% | 加碼 |
| Bellevue Asset Management, LLC | 3,196 | $17.9 萬 | 0.12% | +5+0.2% | 加碼 |
| Plante Moran Financial Advisors, LLC | 3,282 | $18.4 萬 | 0.02% | −56−1.7% | 減碼 |
| Centennial Bank | 3,327 | $18.6 萬 | 0.13% | +1,489+81.0% | 加碼 |
| Legacy Financial Group LLC | 3,329 | $18.6 萬 | 0.04% | +3,329 | 新進 |
| JTC Employer Solutions Trusteee Ltd | 3,332 | $18.7 萬 | 0.02% | 00.0% | 不變 |
| Canton Hathaway, LLC | 3,370 | $18.9 萬 | 0.06% | 00.0% | 不變 |
| Castleark Management LLC | 3,397 | $19.0 萬 | 0.01% | 00.0% | 不變 |
| PFG Private Wealth Management, LLC | 3,414 | $19.1 萬 | 0.14% | −3,549−51.0% | 減碼 |
| Rock Creek Group, LP | 3,454 | $19.3 萬 | 0.02% | −3,450−50.0% | 減碼 |
| Kessler Investment Group, LLC | 3,467 | $19.4 萬 | 0.16% | +689+24.8% | 加碼 |
| Truvestments Capital LLC | 3,475 | $19.5 萬 | 0.10% | +216+6.6% | 加碼 |
| Old Mission Capital LLC | 3,573 | $20.0 萬 | 0.01% | +3,573 | 新進 |
| CMG Global Holdings, LLC | 3,580 | $20.0 萬 | 0.17% | 00.0% | 不變 |
| Draper Asset Management, LLC | 3,590 | $20.1 萬 | 0.21% | +3,590 | 新進 |
| Fountainhead AM, LLC | 3,590 | $20.1 萬 | 0.07% | +220+6.5% | 加碼 |
| Private Wealth Strategies, L.L.C. | 3,592 | $20.1 萬 | 0.05% | 00.0% | 不變 |
| Ategra Capital Management, LLC | 3,603 | $20.2 萬 | 0.11% | +1,819+102.0% | 加碼 |
| Disciplined Investments, LLC | 3,613 | $20.2 萬 | 0.12% | −476−11.6% | 減碼 |
| Walker Asset Management, LLC | 3,614 | $20.2 萬 | 0.18% | +3+0.1% | 加碼 |
| Weaver Consulting Group | 3,622 | $20.3 萬 | 0.09% | +158+4.6% | 加碼 |
| Independent Wealth Network Inc. | 3,622 | $20.3 萬 | 0.12% | −45−1.2% | 減碼 |
| PFS Partners, LLC | 3,627 | $20.3 萬 | 0.18% | +10.0% | 加碼 |
| Larson Financial Group LLC | 3,632 | $20.3 萬 | 0.02% | −3,198−46.8% | 減碼 |