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 |
|---|---|---|---|---|---|
| Oak Asset Management, LLC | 6,733 | $37.7 萬 | 0.16% | 00.0% | 不變 |
| Davis Investment Partners, LLC | 7,202 | $37.7 萬 | 0.20% | 00.0% | 不變 |
| Wealth Architects, LLC | 6,742 | $37.7 萬 | 0.06% | −67−1.0% | 減碼 |
| ML & R Wealth Management LLC | 6,746 | $37.8 萬 | 0.10% | −69−1.0% | 減碼 |
| WealthPLAN Partners, LLC | 6,754 | $37.8 萬 | 0.04% | +203+3.1% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 6,756 | $37.8 萬 | 0.03% | +6,756 | 新進 |
| Global Trust Asset Management, LLC | 6,762 | $37.9 萬 | 0.18% | 00.0% | 不變 |
| TD Capital Management LLC | 6,765 | $37.9 萬 | 0.05% | −103−1.5% | 減碼 |
| Beacon Capital Management, LLC | 6,291 | $37.9 萬 | 0.10% | 00.0% | 不變 |
| HF Advisory Group, LLC | 6,770 | $37.9 萬 | 0.28% | +476+7.6% | 加碼 |
| Borer Denton & Associates, Inc. | 6,782 | $38.0 萬 | 0.16% | +129+1.9% | 加碼 |
| Institute for Wealth Management, LLC. | 6,789 | $38.0 萬 | 0.07% | −47−0.7% | 減碼 |
| Parisi Gray Wealth Management | 6,801 | $38.1 萬 | 0.17% | +194+2.9% | 加碼 |
| Brown Shipley& Co Ltd | 6,802 | $38.1 萬 | 0.21% | +390+6.1% | 加碼 |
| Birinyi Associates Inc | 6,810 | $38.1 萬 | 0.15% | −292−4.1% | 減碼 |
| Provident Wealth Management, LLC | 6,817 | $38.2 萬 | 0.19% | −165−2.4% | 減碼 |
| Delta Investment Management, LLC | 6,821 | $38.2 萬 | 0.11% | 00.0% | 不變 |
| TKG Advisors, LLC | 6,853 | $38.4 萬 | 0.26% | +353+5.4% | 加碼 |
| Girard Partners Ltd. | 6,874 | $38.5 萬 | 0.04% | −1,379−16.7% | 減碼 |
| SeaBridge Investment Advisors LLC | 6,882 | $38.5 萬 | 0.13% | +6,882 | 新進 |
| Cascade Investment Group, Inc. | 6,886 | $38.5 萬 | 0.36% | +49+0.7% | 加碼 |
| TLWM | 6,887 | $38.6 萬 | 0.10% | +70+1.0% | 加碼 |
| Abner Herrman & Brock LLC | 6,900 | $38.6 萬 | 0.06% | −227−3.2% | 減碼 |
| Legacy Bridge, LLC | 6,905 | $38.7 萬 | 0.28% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 6,914 | $38.7 萬 | 0.01% | −2,671−27.9% | 減碼 |
| Sentry LLC | 6,924 | $38.8 萬 | 0.08% | +801+13.1% | 加碼 |
| Carlson Capital Management | 6,934 | $38.8 萬 | 0.02% | −74−1.1% | 減碼 |
| Caxton Associates LP | 6,945 | $38.9 萬 | 0.05% | +3,203+85.6% | 加碼 |
| Archetype Wealth Partners | 6,944 | $38.9 萬 | 0.08% | −61−0.9% | 減碼 |
| Vista Wealth Management Group, LLC | 6,982 | $39.1 萬 | 0.04% | +655+10.4% | 加碼 |
| Schear Investment Advisers, LLC | 6,988 | $39.1 萬 | 0.42% | −745−9.6% | 減碼 |
| M. Kraus & Co | 6,990 | $39.1 萬 | 0.14% | 00.0% | 不變 |
| Morris Financial Concepts, Inc. | 6,995 | $39.2 萬 | 0.26% | −251−3.5% | 減碼 |
| Beta Wealth Group, Inc. | 7,002 | $39.2 萬 | 0.23% | +102+1.5% | 加碼 |
| Capital Management Associates | 7,000 | $39.2 萬 | 0.58% | −8,000−53.3% | 減碼 |
| Herold Advisors, Inc. | 7,005 | $39.2 萬 | 0.12% | −143−2.0% | 減碼 |
| Ellis Investment Partners, LLC | 7,006 | $39.2 萬 | 0.10% | −752−9.7% | 減碼 |
| Bordeaux Wealth Advisors LLC | 7,014 | $39.3 萬 | 0.16% | −2,971−29.8% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 7,415 | $39.4 萬 | 0.05% | +438+6.3% | 加碼 |
| BOK Financial Private Wealth, Inc. | 6,984 | $39.4 萬 | 0.03% | 00.0% | 不變 |
| KWMG, LLC | 7,042 | $39.4 萬 | 0.05% | −69−1.0% | 減碼 |
| Peoples Bank | 7,043 | $39.4 萬 | 0.26% | +128+1.9% | 加碼 |
| BEAM Asset Management, LLC | 7,050 | $39.5 萬 | 0.28% | +386+5.8% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 7,053 | $39.5 萬 | 0.18% | +6+0.1% | 加碼 |
| Blue Barn Wealth, LLC | 7,094 | $39.7 萬 | 0.26% | −108−1.5% | 減碼 |
| SNS Financial Group, LLC | 7,043 | $39.8 萬 | 0.05% | −291−4.0% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 7,108 | $39.8 萬 | 0.03% | −45−0.6% | 減碼 |
| Gibson Capital, LLC | 7,108 | $39.8 萬 | 0.11% | +43+0.6% | 加碼 |
| Financial Engines Advisors L.L.C. | 7,056 | $39.8 萬 | 0.00% | +1,941+37.9% | 加碼 |
| Truadvice, LLC | 7,031 | $39.9 萬 | 0.16% | −981−12.2% | 減碼 |
| Liberty Wealth Management LLC | 7,133 | $39.9 萬 | 0.10% | +31+0.4% | 加碼 |
| Financial Advisory Group | 7,136 | $39.9 萬 | 0.08% | −10−0.1% | 減碼 |
| Triad Financial Advisors, Inc. | 7,139 | $40.0 萬 | 0.14% | +871+13.9% | 加碼 |
| Ullmann Financial Group, Inc. | 7,146 | $40.0 萬 | 0.07% | −892−11.1% | 減碼 |
| Whalerock Point Partners, LLC | 7,147 | $40.0 萬 | 0.14% | 00.0% | 不變 |
| Clarity Financial LLC | 7,159 | $40.1 萬 | 0.07% | −152,576−95.5% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 7,159 | $40.1 萬 | 0.10% | −93−1.3% | 減碼 |
| Trust Co | 7,179 | $40.2 萬 | 0.06% | +729+11.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 7,200 | $40.3 萬 | 0.07% | −10,597−59.5% | 減碼 |
| Ssi Investment Management LLC | 7,218 | $40.4 萬 | 0.03% | −65−0.9% | 減碼 |
| Wambolt & Associates, LLC | 7,293 | $40.5 萬 | 0.15% | −753−9.4% | 減碼 |
| AXS Investments LLC | 7,228 | $40.5 萬 | 0.10% | −2,719−27.3% | 減碼 |
| Norwood Financial Corp | 7,235 | $40.5 萬 | 0.66% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 7,237 | $40.5 萬 | 0.05% | 00.0% | 不變 |
| Wealth Management Solutions, LLC | 7,239 | $40.5 萬 | 0.28% | +30.0% | 加碼 |
| Holistic Financial Partners | 7,243 | $40.5 萬 | 0.27% | +81+1.1% | 加碼 |
| Ellenbecker Investment Group | 4,261 | $40.6 萬 | 0.11% | −3,150−42.5% | 減碼 |
| Garrison Asset Management, LLC | 7,262 | $40.7 萬 | 0.25% | +2,035+38.9% | 加碼 |
| W.H. Cornerstone Investments Inc. | 7,265 | $40.7 萬 | 0.36% | −109−1.5% | 減碼 |
| Avitas Wealth Management LLC | 7,290 | $40.8 萬 | 0.08% | −232−3.1% | 減碼 |
| Crumly & Associates Inc. | 7,294 | $40.8 萬 | 0.16% | +596+8.9% | 加碼 |
| Riverbridge Partners LLC | 7,304 | $40.9 萬 | 0.01% | −100−1.4% | 減碼 |
| Lockerman Financial Group, Inc. | 7,313 | $40.9 萬 | 1.10% | −66−0.9% | 減碼 |
| FirstPurpose Wealth LLC | 7,322 | $41.0 萬 | 0.18% | +274+3.9% | 加碼 |
| Revolve Wealth Partners, LLC | 7,336 | $41.1 萬 | 0.10% | +96+1.3% | 加碼 |
| Hollow Brook Wealth Management LLC | 7,289 | $41.1 萬 | 0.17% | 00.0% | 不變 |
| Inceptionr LLC | 7,349 | $41.1 萬 | 0.23% | −7,402−50.2% | 減碼 |
| Northside Capital Management, LLC | 7,368 | $41.3 萬 | 0.10% | +423+6.1% | 加碼 |
| Strategic Financial Services, Inc, | 7,369 | $41.3 萬 | 0.03% | −1,250−14.5% | 減碼 |
| ELCO Management Co., LLC | 7,371 | $41.3 萬 | 0.30% | −96−1.3% | 減碼 |
| RW Investment Management LLC | 7,372 | $41.3 萬 | 0.07% | 00.0% | 不變 |
| Doheny Asset Management | 7,373 | $41.3 萬 | 0.40% | 00.0% | 不變 |
| Capital Square, LLC | 7,648 | $41.3 萬 | 0.56% | +227+3.1% | 加碼 |
| Charter Oak Capital Management, LLC | 7,402 | $41.4 萬 | 0.05% | +10+0.1% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 7,402 | $41.4 萬 | 0.34% | +2,011+37.3% | 加碼 |
| Front Street Capital Management, Inc. | 7,422 | $41.6 萬 | 0.09% | +200+2.8% | 加碼 |
| Marotta Asset Management | 7,443 | $41.7 萬 | 0.10% | −186−2.4% | 減碼 |
| Overbrook Management Corp | 7,480 | $41.9 萬 | 0.10% | −350−4.5% | 減碼 |
| Rocky Mountain Advisers, LLC | 7,481 | $41.9 萬 | 0.20% | +797+11.9% | 加碼 |
| Kapstone Financial Advisors LLC | 7,484 | $41.9 萬 | 0.38% | −187−2.4% | 減碼 |
| Vestor Capital, LLC | 7,480 | $41.9 萬 | 0.05% | +382+5.4% | 加碼 |
| Global Financial Private Client, LLC | 7,552 | $41.9 萬 | 0.22% | 00.0% | 不變 |
| FSA Wealth Management LLC | 7,491 | $41.9 萬 | 0.23% | +62+0.8% | 加碼 |
| Cooper/Haims Advisors, LLC | 7,493 | $41.9 萬 | 0.33% | +8+0.1% | 加碼 |
| First National Bank | 7,498 | $42.0 萬 | 0.37% | −95−1.3% | 減碼 |
| ABLE Financial Group, LLC | 7,499 | $42.0 萬 | 0.21% | −522−6.5% | 減碼 |
| 180 Wealth Advisors, LLC | 7,504 | $42.0 萬 | 0.09% | −282−3.6% | 減碼 |
| Retirement Financial Solutions, LLC | 7,529 | $42.1 萬 | 0.28% | −1,706−18.5% | 減碼 |
| Consolidated Portfolio Review Corp | 7,540 | $42.2 萬 | 0.10% | +91+1.2% | 加碼 |
| Pensionmark Financial Group, LLC | 7,479 | $42.2 萬 | 0.08% | +706+10.4% | 加碼 |